SBI FMCG Fund (Equity, Sectoral)

High
18 yrs 11 monthsStarted on:14 Jul 1999
₹ 587.72 Cras on: 25 May 2018
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)
YTD4.20
1 Month1.87
3 Month4.61
1 YR29.02
2 YR26.53
3 YR20.10

SIP Returns

TenureReturns (CAGR)
1 YR26.28
2 YR27.89
3 YR24.55
5 YR20.83
10 YR23.71

Portfolio

Company Name% Assets
ITC Ltd.28.25
Jubilant FoodWorks Ltd.7.78
Colgate-Palmolive (India) Ltd.7.63
Nestle India Ltd.7.19
Glaxosmithkline Consumer Healthcare Ltd.5.19
Procter & Gamble Hygiene & Health Care Ltd.4.45
Sheela Foam Ltd.4.43
Prataap Snacks Ltd.4.32
LT Foods Ltd.4.13
Manpasand Beverages Ltd.3.58

Top Sectoral Holdings

Sector Name% Assets
FMCG71.86
Services8.88
Textiles7.66
Cons Durable4.9

Indicators

LabelValue
Portfolio turnover ratio44
Standard Deviation14.36%
Beta0.83%
Sharpe Ratio0.93

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

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