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

High
20 yrs 2 monthsStarted on:14 Jul 1999
₹ 651.54 Cras on: 22 Aug 2019
Long Term Horizon
2.59%
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 YR1.66
3 YR6.11

SIP Returns

TenureReturns (CAGR)
5 YR5.88
10 YR14.11

Portfolio

Company Name% Assets
Asian Paints Ltd.8.87
Sheela Foam Ltd.7.59
Colgate-Palmolive (India) Ltd.7.3
Nestle India Ltd.7.17
Indian Hotels Co. Ltd.6.6
Jubilant FoodWorks Ltd.5.69
Emami Ltd.5.22
Hawkins Cookers Ltd.5.07
Marico Ltd.5.07
Hero Motocorp Ltd.3.8

Top Sectoral Holdings

Sector Name% Assets
FMCG44.86
Services16.88
Textiles15.2
Chemicals8.87
Cons Durable6.16
Automobile3.8
Construction2.55

Indicators

LabelValue
Portfolio turnover ratio22
Standard Deviation15.21%
Beta0.85%
Sharpe Ratio0.12

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