SBI Consumption Opportunities (Equity, Equity Thematic-consumpti)

High
19 yrs 8 monthsStarted on:14 Jul 1999
₹ 704.18 Cras on: 22 Feb 2019
Long Term Horizon
2.71%
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)
2 YR13.28
3 YR16.72

SIP Returns

TenureReturns (CAGR)
2 YR1.81
3 YR8.93
5 YR11.7
10 YR18.1

Portfolio

Company Name% Assets
ITC Ltd.8.31
Asian Paints Ltd.7.62
Nestle India Ltd.7.35
Colgate-Palmolive (India) Ltd.7.27
Sheela Foam Ltd.6.14
Indian Hotels Co. Ltd.6.05
Jubilant FoodWorks Ltd.5.52
Marico Ltd.5.21
Havells India Ltd.3.55
Hawkins Cookers Ltd.3.1

Top Sectoral Holdings

Sector Name% Assets
FMCG46.18
Services14.86
Textiles14.32
Chemicals7.62
Cons Durable4.35
Engineering3.55
Automobile2.97
Construction1.3

Indicators

LabelValue
Portfolio turnover ratio36
Standard Deviation15.82%
Beta0.88%
Sharpe Ratio0.63

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