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SBI Consumption Opportunities Fund - Regular Plan - Growth

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Fund info
NAV (as on 2025-07-18)
313.14 -0.72%
AUM (Fund Size)
48
Expense Ratio
N/A
Exit load
N/A
Risk
N/A
AMC
SBI Mutual Fund
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,006.75
0.67 %
Two Week 2025-07-03 ₹1,000.00 ₹996.90
-0.31 %
One Month 2025-06-18 ₹1,000.00 ₹1,029.13
2.91 %
Three Months 2025-04-21 ₹3,000.00 ₹3,069.26
2.31 %
Six Months 2025-01-20 ₹6,000.00 ₹6,226.93
3.78 %
One Year 2024-07-18 ₹12,000.00 ₹11,923.58
-0.64 %
Three Year 2022-07-19 ₹36,000.00 ₹44,725.25
24.24 %
Five Year 2020-07-20 ₹60,000.00 ₹96,632.14
61.05 %
Ten Year 2015-07-21 ₹120,000.00 ₹295,287.15
146.07 %
Since Inception 2013-01-01 ₹153,000.00 ₹461,698.00
201.76 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 75%
Debt 3%
Others 2%

Sectors Holding in SBI Consumption Opportunities Fund - Regular Plan - Growth

Diversified FMCG
9%
Telecom - Services
5%
Leisure Services
7%
Textiles & Apparels
7%
Automobiles
10%
Food Products
4%
Consumer Durables
14%
Beverages
5%
Personal Products
4%
Retailing
6%
Household Products
3%
Auto Components
1%
Other
5%

Companies Holding in SBI Consumption Opportunities Fund - Regular Plan - Growth

ITC Ltd.
5.43%
Bharti Airtel Ltd.
5.05%
Jubilant Foodworks Ltd.
4.59%
Ganesha Ecosphere Ltd.
4.56%
Maruti Suzuki India Ltd.
4.44%
Britannia Industries Ltd.
4.41%
Berger Paints India Ltd.
4.38%
Hindustan Unilever Ltd.
4.04%
United Breweries Ltd.
3.81%
Colgate Palmolive (India) Ltd.
3.42%
Page Industries Ltd.
3.07%
Eicher Motors Ltd.
2.99%
Avenue Supermarts Ltd.
2.62%
EIH Ltd.
2.42%
Mahindra & Mahindra Ltd.
2.39%
TVS Motor Company Ltd.
2.28%
Trent Ltd.
2.22%
United Spirits Ltd.
2.16%
Voltas Ltd.
2.09%
Campus Activewear Ltd.
2.06%
Doms Industries Ltd.
2.01%
Brainbees Solutions Ltd.
1.71%
Whirlpool Of India Ltd.
1.56%
Flair Writing Industries Ltd.
1.42%
Sheela Foam Ltd.
1.30%
Hawkins Cookers Ltd.
1.26%
Blue Star Ltd.
1.26%
Westlife Foodworld Ltd.
1.23%
Godrej Consumer Products Ltd.
1.19%
Titan Company Ltd.
1.16%
Apollo Tyres Ltd.
1.16%
Vishal Mega Mart Ltd.
1.10%
V-Guard Industries Ltd.
1.01%
Go Fashion (India) Ltd.
0.94%
Hatsun Agro Product Ltd.
0.87%
Stanley Lifestyles Ltd.
0.83%
Varun Beverages Ltd.
0.83%
Dodla Dairy Ltd.
0.81%
Sula Vineyards Ltd.
0.78%
FSN E-Commerce Ventures Ltd.
0.70%
Procter & Gamble Hygiene And Health Care Ltd.
0.61%
Avanti Feeds Ltd.
0.55%
Relaxo Footwears Ltd.
0.42%
Mrs. Bectors Food Specialities Ltd.
0.41%
182 DAY T-BILL 05.06.25
0.10%
TREPS
3.17%
Margin Amount For Derivative Positions
0.49%
Net Receivable / Payable
2.69%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
N/A
Expense Ratio Direct
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Mr. Ashit Desai
Over 18 years Experience
Mr. Pradeep Kesavan
Over 18 years Experience

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