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SBI Consumption Opportunities Fund Direct Plan Growth

3 yr CAGR
+19.69%
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0

Direct

Growth

Fund overview

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Net Asset Value

197.663
aum

AUM (Fund size)

839.33 Crore
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Lock-in period

No Lock-in
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Exit Load

0.1% in 30 days
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Expense ratio

1.39%
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Risk

Very High

Top holdings

HoldingsWeightage
ITC Ltd8.51%
Page Industries Ltd7.62%
Bharti Airtel Ltd4.9%
Indian Hotels Co Ltd4.69%
Greenpanel Industries Ltd Ordinary Shares4.59%
Emami Ltd4.43%
Sheela Foam Ltd3.98%
Relaxo Footwears Ltd3.96%
Chalet Hotels Ltd3.94%
Britannia Industries Ltd3.63%

Calculate returns

Monthly (SIP)
One-Time
yrs
₹4,000 invested monthly becomes 0 in a period of 20 years

Top Sectors

About SBI Funds Management Private Limited

SBI Funds Management Pvt Limited is a joint venture between the State Bank of India (SBI) and financial services company Amundi, a European Asset Management company in France. It was launched in 1987.

Managers

Saurabh Pant

Custodians

Bank of Nova Scotia

Address

SBI Funds Management Private Limited 9th Floor, Crescenzo,

Fax Nos.

+91 22 67425687

Telephone Nos.

+91 22 61793000

Homepage

www.sbimf.com

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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.

iii) Redemption

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.

Start your investment
Monthly (SIP)
One-Time
Amount
Estimated value after 3 years

(as per historical returns)

2.4 Lakhs
Min investmentment of ₹1000 required
risk

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Frequently Asked Questions

What are equity funds?

Equity funds are schemes which concentrate their investments in shares of companies of different market capitalization

What are large cap, mid cap, small cap and multi cap equity funds?

SEBI ranks all listed companies based on the overall market capitalization. Large-cap funds invest in top 100 companies Mid-cap funds invest in companies ranking from 101 to 250 Small-cap funds invest in companies ranking from 251st onwards. Multi-cap funds invest in small cap, mid cap and large cap companies

What are ELSS funds?

ELSS funds are tax saving mutual funds, in which majority of the funds are invested in equity schemes. ELSS has a lock-in period of 3 years.

What are Bluechip funds?

Bluechip funds are those funds that invest in stocks of well established companies which have proved to perform financially well over a long period of time.

What is a lock-in period?

It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates

Is KYC necessary for BLACK?

KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.

What is a Mandate (Auto-SIP)?

A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.