SBI Consumption Opportunities Fund Direct Plan Growth
Min amount: ₹1,000
- Fund Summary
- More about Fund
- Related funds
- Why Cleartax
|Fund Type||Equity - Consumption|
|Exit Load||0.1% for 30 Days|
More about this fund
|Page Industries Ltd||6.55%|
|Sheela Foam Ltd||5.74%|
|Bharti Airtel Ltd||5.29%|
|Hawkins Cookers Ltd||5.27%|
|Greenpanel Industries Ltd Ordinary Shares||5%|
|Relaxo Footwears Ltd||4.72%|
|Kajaria Ceramics Ltd||4.11%|
|Indian Hotels Co Ltd||4.11%|
About SBI Consumption Opportunities Fund - Direct Plan - Growth
The fund generates capital appreciation by predominantly investing in a diversified portfolio of equity and equity-related securities from the consumption space. About 80% of the assets are invested in stocks of consumption space companies. The remaining assets of up to 20% are either invested in stocks of other companies or in debt and money market instruments.
Pros and Cons of SBI Consumption Opportunities Fund - Direct Plan - Growth
The one-year returns of the fund are higher than the category average returns. On the other hand, the risk-adjusted returns of the fund are lower as compared to the category.
Fund Information and Statistics
i) Inception/Launch Date
The fund was rolled out on 14 July 1999.
ii) Risk Level
Investing in this fund is suitable for those who are ready for high risk as the fund invests in equity instruments of companies with consumption theme.
You are free to redeem fund units at any time since the principal incested is not locked-up. However, do consider the exit load before deciding on redemption.
iv) Fund Manager
Mr Saurabh Pant is the current Fund Manager for the fund.
v) Entry/Exit Load
Entry load is not applicable as per the norm set by SEBI. If you exit from the fund within 30 days from the date of allotment, an exit load of 0.10% is charged. Exiting from the fund after completing 30 days will not attract any exit load.
About SBI Mutual Fund
SBI Mutual Fund, one of the oldest mutual fund houses in India, registered with SEBI on 23 December 1993. The sponsor for the fund is State Bank of India. On the other hand, SBI Mutual Fund Trustee Company Private Limited is the trustee company for the fund house. The fund house offers about 141 folios as of 30 September 2020.
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Frequently Asked Questions
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Min amount: ₹1,000
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns