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Home Mf Research Sbi Consumption Opportunities Fund Regular Plan Growth
SBI Mutual Fund

Mutual Fund Research

SBI Consumption Opportunities Fund - Regular Plan - Growth

SBI Mutual Fund Equity Equity Sectoral Thematic

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,030.56 +3.06%
Two Week 2026-10-19 ₹1,000.00 ₹1,007.45 +0.74%
One Month 2026-10-05 ₹1,000.00 ₹997.24 -0.28%
Three Months 2026-08-05 ₹3,000.00 ₹2,842.87 -5.24%
Six Months 2026-05-07 ₹6,000.00 ₹5,633.70 -6.11%
One Year 2025-11-03 ₹12,000.00 ₹11,075.34 -7.71%
Three Year 2023-11-06 ₹36,000.00 ₹32,479.56 -9.78%
Five Year 2021-11-04 ₹60,000.00 ₹64,396.44 +7.33%
Ten Year 2016-11-07 ₹120,000.00 ₹209,324.75 +74.44%
Since Inception 2013-01-01 ₹169,000.00 ₹406,130.40 +140.31%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Consumer Durables 22.76%
Retailing 15.67%
Automobiles 12.89%
Leisure Services 9.35%
Beverages 7.65%
Textiles & Apparels 6.78%
Household Products 4.95%
Food Products 4.43%
Other 3.97%
Personal Products 3.17%
Telecom - Services 3.16%
Diversified FMCG 3.02%
Agricultural, Commercial & Construction Vehicles 1.28%
Auto Components 0.81%
Sovereign 0.11%

Top Holdings

Company-wise portfolio exposure

Eternal Ltd. 5.75%
Asian Paints Ltd. 4.78%
Jubilant Foodworks Ltd. 4.57%
Mahindra & Mahindra Ltd. 3.91%
Varun Beverages Ltd. 3.82%
Berger Paints India Ltd. 3.60%
Page Industries Ltd. 3.56%
Titan Company Ltd. 3.47%
United Breweries Ltd. 3.42%
Britannia Industries Ltd. 3.36%
Colgate Palmolive (India) Ltd. 3.17%
Bharti Airtel Ltd. 3.16%
Hindustan Unilever Ltd. 3.02%
Eicher Motors Ltd. 2.98%
Maruti Suzuki India Ltd. 2.94%
TVS Motor Company Ltd. 2.72%
Doms Industries Ltd. 2.54%
EIH Ltd. 2.41%
Ganesha Ecosphere Ltd. 2.08%
Voltas Ltd. 2.03%
Swiggy Ltd. 1.89%
Avenue Supermarts Ltd. 1.87%
Hawkins Cookers Ltd. 1.86%
Trent Ltd. 1.49%
Flair Writing Industries Ltd. 1.35%
Urban Company Ltd. 1.31%
Whirlpool of India Ltd. 1.30%
Tata Motors Ltd. 1.28%
Westlife Foodworld Ltd. 1.25%
Havells India Ltd. 1.25%
SS Retail Ltd. 1.24%
Brainbees Solutions Ltd. 1.16%
Kusumgar Ltd. 1.14%
Nestle India Ltd. 1.07%
Bosch Home Comfort India Ltd. 1.07%
Jyothy Labs Ltd. 1.06%
Kansai Nerolac Paints Ltd. 1.00%
Lemon Tree Hotels Ltd. 0.99%
Vishal Mega Mart Ltd. 0.96%
V-Guard Industries Ltd. 0.91%
Tenneco Clean Air India Ltd. 0.81%
Sheela Foam Ltd. 0.72%
Sula Vineyards Ltd. 0.41%
Campus Activewear Ltd. 0.36%
Hero MotoCorp Ltd. 0.34%
Relaxo Footwears Ltd. 0.32%
Brigade Hotel Ventures Ltd. 0.13%
TTK Prestige Ltd. 0.09%
Manpasand Beverages Ltd. 0.00%
364 DAY T-BILL 19.11.26 0.11%
TREPS 2.91%
Margin amount for Derivative positions 0.57%
Net Receivable / Payable 0.49%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
17.07%
Return volatility
β
Beta
0.94
Benchmark sensitivity
S
Sharpe Ratio
-0.02
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 72.09% 52.20% 24.94%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.96% 28.71% 27.73%
Kotak Healthcare Fund - Regular Plan - Growth 21.39% 0.00% 18.89%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.17% 18.45% 15.90%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
Whiteoak Capital - Pharma And Healthcare Fund - Regular Plan - Growth 17.93% 0.00% 19.92%
Franklin Asian Equity Fund - Regular Plan - Growth 17.86% 20.14% 7.88%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 17.69% 0.00% 8.16%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.66% 21.74% 19.93%
PGIM India Healthcare Fund - Regular Plan - Growth 16.63% 0.00% 8.63%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from SBI Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
SBI Silver ETF - Regular Plan 20.48% 0.00% 33.61%
SBI Silver ETF Fund Of Fund - Regular Plan - Growth 19.96% 0.00% 31.34%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.05% 0.00% 10.40%
SBI Healthcare Opportunities Fund - Regular Plan - Growth 16.57% 22.97% 15.41%
SBI Gold ETF - Regular Plan 12.73% 29.39% 23.34%
SBI Gold Fund - Regular Plan - Growth 12.26% 29.24% 9.51%
SBI US Specific Equity Active FOF - Regular Plan - Growth 12.11% 24.49% 16.08%
SBI Mnc Fund - Regular Plan - Growth 8.95% 5.97% 15.07%
SBI Childrens Fund - Savings Plan - Regular Plan - Growth 7.05% 10.38% 10.48%
SBI Childrens Fund - Investment Plan - Regular Plan - Growth 6.83% 18.87% 28.98%

Returns are historical and do not guarantee future performance.

View All SBI Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.17%
Expense Ratio (Direct)
1.15%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
NIFTY India Consumption Index (TRI)

Exit Load

Charges that may apply when you redeem units

For exit within 30 days from the date of allotment - 1.00%; For exit after 30 days from the date of allotment - Nil
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