SBI Consumption Opportunities Fund - Regular - Growth
Fund House: SBI Mutual Fund
Category: Equity: Thematic-Consumption
Status: Open Ended Schemes
Launch Date: 14-07-1999
Minimum Investment: 5000.0
Asset Class: Equity
Minimum Topup: 1000.0
Benchmark: NIFTY India Consumption TRI
Total Assets: 3162.33 As on (31-12-2025)
Expense Ratio: 1.97% As on (31-12-2025)
Turn over: 81.00% | Exit Load:
NAV as on 06-02-2026
292.9896
1.8192
CAGR Since Inception
14.39%
NIFTY India Consumption TRI 14.39%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| SBI Consumption Opportunities Fund - Regular - Growth | -4.9 | 12.33 | 15.43 | 14.89 | 14.39 |
| Nifty India Consumption TRI | 6.68 | 17.85 | 15.32 | 14.71 | 14.39 |
| Equity: Thematic-Consumption | 0.52 | 15.15 | 14.19 | 14.89 | 7.52 |
Funds Manager
Mr. Ashit Desai,
RETURNS CALCULATORS for SBI Consumption Opportunities Fund - Regular - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of SBI Consumption Opportunities Fund - Regular - Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of SBI Consumption Opportunities Fund - Regular - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| SBI Consumption Opportunities Reg Gr | 14-07-1999 | -4.9 | 4.1 | 12.33 | 15.43 | 14.89 |
| BOI Consumption Fund Reg Gr | 20-12-2024 | 5.88 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Consumption FundGr | 05-08-2005 | 4.07 | 8.89 | 14.63 | 13.47 | 15.3 |
| Kotak Consumption Fund Reg Gr | 16-11-2023 | 3.85 | 12.57 | 0.0 | 0.0 | 0.0 |
| Canara Robeco Consumer Trends Fund Reg Gr | 14-09-2009 | 3.47 | 9.1 | 15.54 | 13.82 | 16.6 |
| UTI India Consumer Reg Gr | 30-07-2007 | 3.19 | 9.58 | 14.74 | 11.86 | 12.22 |
| Mirae Asset Great Consumer Reg Gr | 29-03-2011 | 2.62 | 8.52 | 15.79 | 15.09 | 16.44 |
| Axis Consumption Fund Reg Gr | 12-09-2024 | 2.2 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Non-Cyclical Consumer Fund Gr | 05-07-2023 | 1.58 | 8.37 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Bharat Consumption Gr | 09-04-2019 | 1.32 | 6.5 | 15.82 | 14.79 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of SBI Consumption Opportunities Fund - Regular - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Consumption Opportunities Fund - Regular - Growth | 10.64 | 0.49 | -3.56 | 0.92 | - | - |
| Equity: Thematic-Consumption | - | - | - | - | - | - |