SBI Consumption Opportunities Fund

Mutual Fund

SBI Consumption Opportunities Fund is known as SBI FMCG Fund. SBI Consumption Opportunities Fund was launched in 1999. It is also an open-ended thematic fund. The risk is high in this fund. SBI Consumption Opportunities Fund is a thematic fund which invests in equity and consumption theme related equity derivatives of companies. SBI Consumption Opportunities Fund has generated better returns than its benchmark. An investor who is ready to take a high amount of risk for high returns can invest in this fund.

SBI Consumption Opportunities Fund by SBI Mutual Fund has managed to get handsome returns of 16.13% and 16.17% over the last five and three years of the period which is very impressive for a thematic mutual fund. Try to stay invested for long term in SBI Consumption Opportunities Fund. You also can start an SBI Consumption Opportunities Fund SIP in SBI Consumption Opportunities Fund regular plan. The benchmark of this fund is NIFTY India Consumption TRI. The SIP amount starts from Rs.500 for this fund.

SBI Consumption Opportunities Fund is an aggressive equity fund. SBI Consumption Opportunities Fund has its 16.65%, 46.51% and 32% in mid-cap, large-cap and small-cap companies respectively. SBI Consumption Opportunities Fund’s asset across market capitalization completely shows that high risk is involved in this fund but it will also provide high returns.

SBI Consumption Opportunities Fund was launched in July 1999 so this fund is much older and also have seen the up and downs of the market. SBI Consumption Opportunities Fund has an aggressive approach in allocating its assets across market capitalization as well as sectors. SBI Consumption Opportunities Fund Regular is best for the investors who are ready to take the risk for higher returns. If you are an aggressive investor than invest in this fund through SBI Consumption Opportunities Fund SIP for more than seven years.

Top 10 Holdings of SBI Consumption Opportunities Fund (28th March 2019)

Stock Holder Name Total AUM
ITC LTD. 8.36
ASIAN PAINTS LTD. 7.70
COLGATE PALMOLIVE (INDIA) LTD. 7.25
NESTLE INDIA LTD. 6.66
SHEELA FOAM LTD. 6.64
EMAMI LTD. 6.00
THE INDIAN HOTELS COMPANY LTD. 6.00
JUBILANT FOODWORKS LTD. 5.65
MARICO LTD. 4.90
HERO MOTOCORP LTD. 3.98

Top 5 Sectors of SBI Consumption Opportunities Fund (28th March 2019)

S.No. Name of Holding Net Assets (%)
1 Consumer Food 23.74
2 Household and Personal Products 22.99
3 Hotel, Resort and Restaurants 8.84
4 Cigarettes/Tobacco 8.36
5 Paints 7.7

          SBI Consumption Opportunities Fund

  • AUM Size- Rs.693.96cr. (28th February 2019)
  • Expense Ratio- 2.41% (28th February 2019)
  • Launch Date- 14th July 1999.
  • Benchmark- CRISIL Short-Term Bond
  • Risk- High
  • Return Since Launch- 15.12%

Performance

  1-Year 3-Year 5-Year 10-Year
Fund 2.27 17.45 15.37 25.12
S&P BSE CD TRI 6.94 29.06 30.79 31.80
Category 3.75 16.50 15.57 19.56
Rank within Category 5 6 5 1
Number of funds in category 9 9 7 5

As on Mar 28, 2019

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