FAQ : 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(%) 35.03 24.95 17.84 15.89
Average Rolling Returns(%) 19.37 15.99 13.83 15.70

The Current NAV of SBI Consumption Opportunities Fund - Regular Plan - Growth is ₹276.39.

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 2.09%

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 ₹2,026 Crores.

The Top three stocks are Bharti Airtel, Ganesha Ecosphere and ITC and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 38% of fund’s portfolio respectively.

Top three sectors of SBI Consumption Opportunities Fund - Regular Plan - Growth fund are FMCG, Consumer Durables and Auto accounting for 58% 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 61.44 and PB ratio is 11.59

The asset allocation of SBI Consumption Opportunities Fund - Regular Plan - Growth is Stocks : 95.43%, Debt : 4.58% and Gold : 0%

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

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