SBI Consumption Opportunities Fund - Regular - Growth+0.8%

2.3%
1 Year Return
Equity
Sectoral/Thematic
3.0 star
1Y
3Y
5Y

Fund Details

SBI Consumption Opportunities Fund - Regular - Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio2.74%
NAV112.3 (16-Nov-2018)
Fund Started01-Jan-2013
Fund Size459 Cr

Returns

Fund
1Y
3Y
5Y
SBI Consumption Opportunities Fund - Regular - Growth
2.3%
14.6% p.a
16.2% p.a

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 2.3% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    ITC Ltd.9.1%Consumer GoodsEquityLarge Cap58.8
    Asian Paints Ltd.8.0%Consumer GoodsEquityLarge Cap51.7
    Colgate-Palmolive Ltd.7.7%Consumer GoodsEquityLarge Cap50.3
    Sheela Foam Ltd.7.4%Consumer GoodsEquityMid Cap47.9
    Nestle India Ltd.7.0%Consumer GoodsEquityLarge Cap45.7
    Indian Hotels Co. Ltd.6.0%ServicesEquityMid Cap38.6
    Marico Ltd.5.9%Consumer GoodsEquityLarge Cap38.6
    Havells India Ltd.4.4%Consumer GoodsEquityLarge Cap28.6
    Glaxosmithkline Consumer Healthcare Ltd.4.3%Consumer GoodsEquityLarge Cap27.7
    Jubilant Foodworks Ltd4.2%Consumer GoodsEquityMid Cap27.1
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    About SBI Mutual Fund

    SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 as per total assets at end of 30th Sep 2017.

    With a robust and wealthy history of the State Bank of India cluster, SBI Funds Management Pvt. Ltd. has been serving to millions of investors through their years of experience. With a wide network of over 222 service points across India, SBI has been delivering to value and create trust amongst investors. They have systematically delivered the optimum worth to its investors over the years. SBI Funds Management company has joined the key players within the Indian investment trust business with an array of funds in multiple sectors like money establishments, native and international quality management corporations, pension funds, etc. SBI MF has conjointly unified end-to-end made-to-order quality management product for establishments, discretionary and non-discretionary portfolio management services.

    SBI Funds Management has been effectively managing and guiding India’s dedicated offshore funds since 1988. SBI Funds Management is famed because it was the 1st bank to come up with ‘SBI Resurgent Asian nation Opportunities Fund’. The target for these funds was to supply investors with never-before opportunities in semi-permanent growth in capital in a very kind of stocks of Indian corporations.

    Launch Date28 Jun 1987
    Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
    Assets1,88,455 Cr
    SponsorNA
    Phone022 - 61793000
    Emailpartnerforlife@sbimf.com
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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