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

High
20 yrs 8 monthsStarted on:05 Jul 1999
₹ 685.86 Cras on: 28 Jan 2020
Long Term Horizon
2.56%
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)
YTD3.79
1 Month3.68
3 Month2.12
1 YR7.72
3 YR13.97

SIP Returns

TenureReturns (CAGR)
1 YR12.35
2 YR4.53
3 YR6.63
5 YR10.34
10 YR15.23

Portfolio

Company Name% Assets
Sheela Foam Ltd.7.28
Colgate-Palmolive (India) Ltd.6.4
Hawkins Cookers Ltd.6.38
Indian Hotels Co. Ltd.6.34
Jubilant FoodWorks Ltd.6.02
Asian Paints Ltd.5.2
Chalet Hotel Ltd.5.09
Ganesha Ecosphere Ltd4.88
Emami Ltd.4.8
Marico Ltd.4.48

Top Sectoral Holdings

Sector Name% Assets
FMCG36.53
Services26.23
Textiles16.85
Cons Durable7.64
Chemicals5.2
Automobile3.56
Construction2.68

Indicators

LabelValue
Portfolio turnover ratio36
Standard Deviation14.61%
Beta0.82%
Sharpe Ratio0.61

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