FAQ's : SBI Consumption Opportunities Fund - Regular Plan - Growth

SBI Consumption Opportunities Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 19.37 33.96 16.36 15.28
Average Rolling Returns(%) 18.86 14.93 13.43 15.78

The Current NAV of SBI Consumption Opportunities Fund - Regular Plan - Growth is ₹243.66.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark S&P BSE SENSEX - TRI returns, as Funds portfolio is significantly different.

SBI Consumption Opportunities Fund - Regular Plan - Growth fund’s expense ratio is 2.23%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of SBI Consumption Opportunities Fund - Regular Plan - Growth is currently ₹1,575 Crores.

The Top three stocks are Hindustan Unilever, ITC and Chalet Hotels and account for 20% of its portfolio. Top 5 and 10 stocks of fund account for 28% and 45% of fund’s portfolio respectively.

Top three sectors of SBI Consumption Opportunities Fund - Regular Plan - Growth fund are FMCG, Auto and Consumer Durables accounting for 63% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Sectoral Fund - Consumption it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of SBI Consumption Opportunities Fund - Regular Plan - Growth Fund is Equity - Sectoral Fund - Consumption.

Saurabh Pant and Mohit Jain manage the SBI Consumption Opportunities Fund - Regular Plan - Growth Fund.

SBI Consumption Opportunities Fund - Regular Plan - Growth current PE ratio is 55.77 and PB ratio is 11.92

The asset allocation of SBI Consumption Opportunities Fund - Regular Plan - Growth is Stocks : 93.90%, Debt : 3.94% and Gold : 2.18%

The minimum SIP amount for SBI Consumption Opportunities Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00

The exit load for SBI Consumption Opportunities Fund - Regular Plan - Growth is 0.10% on or before 30 days, Nil after 30 days