SBI Consumption Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
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: 3173.85 As on (29-08-2025)
Expense Ratio: 1.97% As on (31-08-2025)
Turn over: 81.00% | Exit Load:
NAV as on 07-10-2025
186.602
0.4001
CAGR Since Inception
15.01%
NIFTY India Consumption TRI 14.85%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| SBI Consumption Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) | -8.73 | 14.05 | 24.29 | 15.06 | 15.01 |
| Nifty India Consumption TRI | 0.75 | 17.07 | 20.45 | 14.5 | 14.85 |
| Equity: Thematic-Consumption | -3.38 | 15.46 | 20.67 | 14.56 | 13.02 |
Funds Manager
Mr. Ashit Desai,
RETURNS CALCULATORS for SBI Consumption Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
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 Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of SBI Consumption Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| SBI Consumption Opportunities Reg IDCW | 14-07-1999 | -8.73 | 12.73 | 14.05 | 24.29 | 15.06 |
| Kotak Consumption Fund Reg Gr | 16-11-2023 | 2.81 | 0.0 | 0.0 | 0.0 | 0.0 |
| HSBC Consumption Fund Reg Gr | 31-08-2023 | 2.0 | 21.22 | 0.0 | 0.0 | 0.0 |
| Axis Consumption Fund Reg Gr | 12-09-2024 | -1.72 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Consumption FundGr | 05-08-2005 | -1.75 | 16.01 | 14.87 | 20.32 | 14.9 |
| Tata India Consumer Reg Gr | 05-12-2015 | -1.75 | 17.81 | 16.78 | 20.07 | 0.0 |
| Canara Robeco Consumer Trends Fund Reg Gr | 14-09-2009 | -1.89 | 16.86 | 15.58 | 20.76 | 15.74 |
| HDFC Non-Cyclical Consumer Fund Gr | 05-07-2023 | -2.94 | 16.33 | 0.0 | 0.0 | 0.0 |
| Sundaram Consumption Reg Gr | 12-05-2006 | -2.95 | 15.08 | 15.22 | 19.34 | 14.35 |
| ICICI Pru Bharat Consumption Gr | 09-04-2019 | -3.04 | 16.3 | 17.03 | 20.57 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of SBI Consumption Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Consumption Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) | 10.64 | 1.51 | 5.75 | 0.6 | - | - |
| Equity: Thematic-Consumption | - | - | - | - | - | - |