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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
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