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sbi consumption opportunities fund regular plan growth
SBI Consumption Opportunities Fund Regular Plan Growth

SBI Consumption Opportunities Fund Regular Plan Growth

  • Very High Risk
  • Equity
  • Equity - Consumption
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NAV as on Jul 7, 2025
i
Price per unit of the scheme.
₹ 313.62540.34%1 Day Change
1.88%
Minimum Investment₹5000
Expense Ratio2.16%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
SBI Consumption Opportunities Fund Regular Plan Growth
VS
Equity: Equity - Consumption Average NAV
    Topper in Equity: Equity - Consumption
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    SBI Consumption Opportunities Fund Regular Plan Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    IISL Nifty India Consumption TR INR
    Expense Ratio
    2.16%
    Category Avg Expense Ratio
    0.92%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 3,051.86 Cr(As on May, 2025)
    Inception Date
    Jan 02, 2013
    Turnover
    41.00 %
    Exit Load
    For exit on or before 30 days from the date of allotment – 0.10%. For exit after 30 days from the date of allotment – Nil

    bt_logoABOUT THE FUND

    Objective: To provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Consumption space.

    SBI Consumption Opportunities Fund Regular Plan Growth is an Equity - Equity - Consumption fund. The fund was launched inJan 02, 2013. Its risk level is . The NAV of the fund as onJul 07, 2025 is ₹313.63. Its expense ratio is 2.16 %. The fund has an AUM of ₹3,051.86 Cr.The fund is managed bySaurabh Pant,Mohit Jain,Pradeep Kesavan,Ashit Desai.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Saurabh Pant
    Saurabh Pant
    i
    Lead Fund Manager.
    Jun 1, 2011 - Present
    • Fund Manager Rank9Out of 9
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed6
    • Total AUM₹ 1,21,330.44 Cr
    • Highest Return In 1 Yr15.55 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Technology Opportunities Fund Direct Growth
    --
    ₹ 252.68
    4.41%
    4.81%
    Very High Risk
    ₹4,529.99Cr
    SBI Conservative Hybrid Fund Direct Plan Growth
    ₹ 79.75
    0.80%
    0.36%
    Moderately High risk
    ₹9,643.02Cr
    SBI Large & Midcap Fund Direct Growth
    ₹ 681.79
    4.66%
    3.38%
    Very High Risk
    ₹31,295.56Cr
    SBI Technology Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 252.68
    • Fund Size₹4,529.99Cr
    Fund Return4.41%
    Category Return4.81%
    SBI Conservative Hybrid Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 79.75
    • Fund Size₹9,643.02Cr
    Fund Return0.80%
    Category Return0.36%
    SBI Large & Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 681.79
    • Fund Size₹31,295.56Cr
    Fund Return4.66%
    Category Return3.38%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Mohit Jain
    Mohit Jain
    i
    Lead Fund Manager.
    Nov 30, 2017 - Present
    • Fund Manager Rank9Out of 9
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed43
    • Total AUM₹ 5,89,214.74 Cr
    • Highest Return In 1 Yr21.86 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
    --
    ₹ 44.97
    4.42%
    -%
    Very High Risk
    ₹3,589.14Cr
    SBI Multicap Fund Direct Growth
    --
    ₹ 17.77
    2.43%
    3.45%
    Very High Risk
    ₹20,558.87Cr
    SBI Balanced Advantage Fund Direct Growth
    --
    ₹ 16.21
    1.64%
    2.04%
    Very High Risk
    ₹35,565.97Cr
    SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
    Very High Risk--
    • NAV₹ 44.97
    • Fund Size₹3,589.14Cr
    Fund Return4.42%
    Category Return--
    SBI Multicap Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.77
    • Fund Size₹20,558.87Cr
    Fund Return2.43%
    Category Return3.45%
    SBI Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.21
    • Fund Size₹35,565.97Cr
    Fund Return1.64%
    Category Return2.04%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Pradeep Kesavan
    Pradeep Kesavan
    i
    Lead Fund Manager.
    Apr 1, 2024 - Present
    • Schemes managed46
    • Total AUM₹ 6,12,684.47 Cr
    • Highest Return In 1 Yr21.86 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Credit Risk Fund Direct Plan Growth
    ₹ 49.54
    0.48%
    0.40%
    Moderately High risk
    ₹2,244.78Cr
    SBI Savings Fund Direct Plan Growth
    ₹ 44.67
    0.52%
    0.58%
    Moderate Risk
    ₹30,117.56Cr
    SBI Short Term Debt Fund Direct Growth
    ₹ 34.36
    0.17%
    0.34%
    Moderate Risk
    ₹14,733.18Cr
    SBI Credit Risk Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 49.54
    • Fund Size₹2,244.78Cr
    Fund Return0.48%
    Category Return0.40%
    SBI Savings Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 44.67
    • Fund Size₹30,117.56Cr
    Fund Return0.52%
    Category Return0.58%
    SBI Short Term Debt Fund Direct Growth
    Moderate Risk
    • NAV₹ 34.36
    • Fund Size₹14,733.18Cr
    Fund Return0.17%
    Category Return0.34%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ashit Desai
    Ashit Desai
    i
    Lead Fund Manager.
    Apr 1, 2024 - Present
    • Schemes managed1
    • Total AUM₹ 3,051.86 Cr
    • Highest Return In 1 Yr1.04 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Consumption Opportunities Fund Direct Plan Growth
    --
    ₹ 357.70
    1.97%
    -%
    Very High Risk
    ₹3,051.86Cr
    SBI Consumption Opportunities Fund Direct Plan Growth
    Very High Risk--
    • NAV₹ 357.70
    • Fund Size₹3,051.86Cr
    Fund Return1.97%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on May, 2025
    EQUITY (93.52%)
    DEBT (-%)
    CASH (6.48%)
    Allocation by Market Cap
    Large Cap(41.21%)
    Mid Cap(25.02%)
    Small Cap(27.29%)
    Industry Holdings
    • Auto Manufacturers12.94%
    • Household Personal Products9.90%
    • Home Furnishings Fixtures7.53%
    • Packaged Foods6.67%
    • Restaurants6.22%
    • Tobacco5.80%
    Stock Holdings
    • ITC Ltd5.43%
    • Bharti Airtel Ltd5.05%
    • Jubilant Foodworks Ltd4.59%
    • Ganesha Ecosphere Ltd4.56%
    • Maruti Suzuki India Ltd4.44%
    • Britannia Industries Ltd4.41%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      0.97
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      75.32
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.88
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.95
      This Fund
      VS
      --
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.49
      This Fund
      VS
      --
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      14.30
      This Fund
      VS
      --
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    SBI Funds Management Ltd
    SBI Funds Management Ltd manages assets worth ₹ 11,43,118.19 crores. It’s current offering of mutual fund schemes includes 45 equity, 70 debt and 15 hybrid schemes.
    phone icon
    Phone
    022 - 61793000
    mail icon
    Email
    partnerforlife@sbimf.com
    aum
    AUM
    ₹ 11,43,118.19 Cr (
    As on May 31, 2025
    )
    location
    Address
    C-38 & 39, G Block, Bandra Kurla Complex, Mumbai,400 051

    bt_logoFAQ's

    What is the category of SBI Consumption Opportunities Fund Regular Plan Growth ?
    The category of SBI Consumption Opportunities Fund Regular Plan Growth is Equity - Equity - Consumption
    What is the current NAV of SBI Consumption Opportunities Fund Regular Plan Growth ?
    The current NAV of SBI Consumption Opportunities Fund Regular Plan Growth as on Jul 07, 2025 is ₹313.63
    How safe is SBI Consumption Opportunities Fund Regular Plan Growth ?
    The risk level of SBI Consumption Opportunities Fund Regular Plan Growth is Very High.
    What are short term returns given by SBI Consumption Opportunities Fund Regular Plan Growth ?
    The return given by SBI Consumption Opportunities Fund Regular Plan Growth in 1 month is 1.88%, 3 months is 9.70%, 6 months is -4.57%, and 1 year is -0.03%
    What are the long term returns given by SBI Consumption Opportunities Fund Regular Plan Growth ?
    The return given by SBI Consumption Opportunities Fund Regular Plan Growth in 3 years is 19.16% and 5 years is 26.31%.
    What is the expense ratio of SBI Consumption Opportunities Fund Regular Plan Growth ?
    The expense ratio of SBI Consumption Opportunities Fund Regular Plan Growth is 2.16%
    What is the AUM of SBI Consumption Opportunities Fund Regular Plan Growth ?
    The assets under Management (AUM) of SBI Consumption Opportunities Fund Regular Plan Growth is Rs 3,051.86 crores.
    What is the minimum investment in SBI Consumption Opportunities Fund Regular Plan Growth ?
    The minimum Lumpsum investment in SBI Consumption Opportunities Fund Regular Plan Growth is ₹5,000.00 and the minimum SIP investment in SBI Consumption Opportunities Fund Regular Plan Growth is ₹1,000.00
    What is the asset allocation of SBI Consumption Opportunities Fund Regular Plan Growth?
    SBI Consumption Opportunities Fund Regular Plan Growth has an exposure of 93.52% in Equity and 6.48% in Cash & Money Market Securities

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