SBI Consumption Opportunities Fund (Equity, Equity Thematic-consumpti)

High
20 yrs 10 monthsStarted on:05 Jul 1999
₹ 661.25 Cras on: 09 Apr 2020
Long Term Horizon
2.44%
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

Similar Funds
Aditya Birla SL India GenNext Fund
Current NAV 73.28
Return (CAGR) 14.52%
Value Research NA
Mirae Asset Great Consumer Fund
Current NAV 29.83
Return (CAGR) 12.85%
Value Research NA
UTI India Lifestyle Fund
Current NAV 23.36
Return (CAGR) 6.91%
Value Research NA
Nippon India consumption fund
Current NAV 57.72
Return (CAGR) 11.95%
Value Research NA
TATA India Consumer Fund
Current NAV 15.27
Return (CAGR) 10.39%
Value Research NA

Tenure

TenureReturns (CAGR)

SIP Returns

TenureReturns (CAGR)
10 YR8.53

Portfolio

Company Name% Assets
Sheela Foam Ltd.9.35
Indian Hotels Co. Ltd.7.76
Ganesha Ecosphere Ltd6.21
Hawkins Cookers Ltd.6
Asian Paints Ltd.5.44
Page Industries Ltd.5.19
Chalet Hotel Ltd.4.97
Kajaria Ceramics Ltd.4.44
Emami Ltd.4.09
Maruti Suzuki India Ltd.3.61

Top Sectoral Holdings

Sector Name% Assets
FMCG28.98
Textiles24.99
Services20.38
Cons Durable7.68
Automobile5.52
Chemicals5.44
Construction4.44

Indicators

LabelValue
Portfolio turnover ratio43
Standard Deviation21.32%
Beta1.08%

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