Fund Details
SBI Consumption Opportunities Fund Growth
| Risk | High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.58% |
| NAV | ₹137.55 (27 Jan 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹681 Cr |
Returns
Comparison
1. 10Y Returns are higher than the category average returns
1. Risk is higher compared to the benchmark
2. Higher expense ratio
3. 1Y Returns are lower than the benchmark
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. 10Y Returns are lower than the benchmark
7. Higher expense ratio - 2.47%
8. 1Y Returns are lower than the category average returns
9. 3Y Returns are lower than the category average returns
10. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ITC Ltd. | FMCG | Equity | 7.7% |
| Page Industries Ltd. | Textiles | Equity | 6.7% |
| Sheela Foam Ltd. | Textiles | Equity | 5.7% |
| Emami Ltd. | FMCG | Equity | 5.7% |
| Hawkins Cookers Ltd. | Cons Durable | Equity | 5.6% |
| Indian Hotels Co. Ltd. | Services | Equity | 5.1% |
| Bharti Airtel Ltd. | Communication | Equity | 4.9% |
| Relaxo Footwears Ltd. | FMCG | Equity | 4.6% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 4.3% |
| Burger King India Ltd. | FMCG | Equity | 4.1% |
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 ₹681 Cr and the Latest NAV as of 27 Jan 2021 is ₹137.55.
The SBI Consumption Opportunities Fund Growth is rated 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.
