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

High
20 yrs 4 monthsStarted on:05 Jul 1999
₹ 716.19 Cras on: 18 Oct 2019
Long Term Horizon
2.42%
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)
YTD0.14
1 Month8.14
3 Month8.23
1 YR6.35
2 YR5.48
3 YR10.95

SIP Returns

TenureReturns (CAGR)
1 YR7.21
2 YR1.44
3 YR6.67
5 YR10.02
10 YR15.65

Portfolio

Company Name% Assets
Asian Paints Ltd.9.35
Sheela Foam Ltd.7.1
Indian Hotels Co. Ltd.6.69
Colgate-Palmolive (India) Ltd.6.3
Jubilant FoodWorks Ltd.5.86
Nestle India Ltd.5.82
Hawkins Cookers Ltd.5.58
Marico Ltd.4.95
Emami Ltd.4.73
Greenply Industries Ltd.3.92

Top Sectoral Holdings

Sector Name% Assets
FMCG41.4
Services16.85
Textiles14.02
Chemicals9.35
Cons Durable6.7
Automobile4.56
Construction2.68

Indicators

LabelValue
Portfolio turnover ratio25
Standard Deviation15.62%
Beta0.86%
Sharpe Ratio0.4

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