SBI Consumption Opportunities (Equity, Equity Thematic-consumpti)

High
19 yrs 6 monthsStarted on:14 Jul 1999
₹ 685.38 Cras on: 13 Dec 2018
Long Term Horizon
2.74%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Consumption space.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month4.09
1 YR0.07
2 YR21.48
3 YR16.53

SIP Returns

TenureReturns (CAGR)
2 YR9.18
3 YR13.45
5 YR14.41
10 YR19.81

Portfolio

Company Name% Assets
ITC Ltd.8.76
Asian Paints Ltd.8.25
Colgate-Palmolive (India) Ltd.7.12
Nestle India Ltd.7.07
Sheela Foam Ltd.6.92
Indian Hotels Co. Ltd.6.31
Marico Ltd.5.21
Jubilant FoodWorks Ltd.4.59
Glaxosmithkline Consumer Healthcare Ltd.4.19
Havells India Ltd.3.5

Top Sectoral Holdings

Sector Name% Assets
FMCG51.16
Textiles14.56
Services12.21
Chemicals8.25
Cons Durable4.41
Engineering3.5
Automobile2.23
Construction1.09

Indicators

LabelValue
Portfolio turnover ratio46
Standard Deviation16.03%
Beta0.87%
Sharpe Ratio0.52

Saurabh Pant

Mr. Pant is a B.Com (H), MBE and CFA (Level III).
He has been associated with SBI Mutual Fund since 2007.

Other Funds Managed by Saurabh Pant

  • Nav as on 13 Dec 18 211.95
    Returns since inception (CAGR) 14.35%
    Value Research
    Crisil Ranking 3
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