Fund Details
SBI Consumption Opportunities Fund Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.42% |
| NAV | ₹142.69 (12 May 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹679 Cr |
Returns
Comparison
1. 1Y Returns are higher than the category average returns
2. 10Y Returns are higher than the category average returns
1. Higher expense ratio - 2.42%
2. 3Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ITC Ltd. | FMCG | Equity | 7.8% |
| Page Industries Ltd. | Textiles | Equity | 7.1% |
| Emami Ltd. | FMCG | Equity | 5.4% |
| Bharti Airtel Ltd. | Communication | Equity | 5.0% |
| Sheela Foam Ltd. | Textiles | Equity | 4.7% |
| Relaxo Footwears Ltd. | FMCG | Equity | 4.6% |
| Greenpanel Industries Ltd. | FMCG | Equity | 4.1% |
| Ganesha Ecosphere Ltd | Textiles | Equity | 4.0% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 3.9% |
| Greenply Industries Ltd. | FMCG | Equity | 3.8% |
Fund Managers
SBI Consumption Opportunities Fund Growth Details
SBI Consumption Opportunities Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Saurabh Pant is the Current Fund Manager of SBI Consumption Opportunities Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹679 Cr and the Latest NAV as of 12 May 2021 is ₹142.69.
The SBI Consumption Opportunities Fund Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 0.10% if redeemed within 30 days.
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.
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
