SBI Consumption Opportunities IDCW Payout Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI Consumption Opportunities IDCW Payout Direct Plan

NAV
₹258.4900
+0.34%
(24 Dec)
AUM
3,074 Cr
TER
0.9%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+33.5%
+33.5%
+33.5%
+32.5%
+25.2%
3Y
+37.8%
+37.8%
+37.8%
+35.7%
+23.6%
5Y
+25.8%
+25.8%
+25.8%
+28.9%
+24.2%
ALL
+12.3%
+12.3%
+12.3%
+17.3%
+18.0%
VOL
20.3%
20.3%
20.3%
20.0%
16.3%
TER
0.7%
0.7%
0.7%
0.8%
0.9%
AUM
₹4,686 Cr
₹4,686 Cr
₹4,686 Cr
₹1,345 Cr
₹3,074 Cr
INFO
0.61
0.61
0.61
0.86
1.10
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Consumption Opportunities IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
Ganesha Ecosphere Ltd
7.1%
Bharti Airtel Ltd
4.9%
Treps
4.6%
Hindustan Unilever Ltd
3.5%
Jubilant Foodworks Ltd
3.5%
United Breweries Ltd
3.5%
Whirlpool of India Ltd
3.2%
ITC Ltd
3.1%
Colgate-Palmolive (India) Ltd
2.9%
Berger Paints India Ltd
2.8%
Top industry exposure
Consumer Cyclical
49.6%
Consumer Defensive
27.9%
Industrials
9.8%
Communication Services
5.6%
Basic Materials
2.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
29%
Lock-in period
-
Exit load
• 0.1% for redemption within 30 days
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.
Fund manager(s)
Pradeep Kesavan
Ashit Desai

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