SBI Consumption Opportunities Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
31.12%
3Y annualised
+1.42% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Dec 2023₹290.25
Min. SIP amount₹500
Rating5
Fund size₹1,647.77Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns23.3%31.1%19.1%17.5%
Category average18.7%22.2%16.5%NA
Rank with in category415NA
Understand terms

Holdings (39)

NameSectorInstrumentAssets
Consumer StaplesEquity6.6%
Consumer StaplesEquity5.3%
Consumer DiscretionaryEquity4.1%
Consumer StaplesEquity4.0%
ServicesEquity4.0%
ServicesEquity3.7%
AutomobileEquity3.5%
Consumer StaplesEquity3.5%
Consumer StaplesEquity3.2%
AutomobileEquity3.1%
See All

Expense ratio, exit load and tax

Expense ratio: 1.04%

Inclusive of GST

Exit load

Exit load of 0.10% if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Saurabh Pant
Jan 2013 - Present
View details

Education
Mr. Pant is a B.Com (H), MBE and CFA (Level III).
Experience
He has been associated with SBI Mutual Fund since 2007.
Also manages these schemes

Mohit Jain
Nov 2017 - Present
View details

Education
Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Experience
Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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