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

SBI Consumption Opportunities IDCW Reinvest Direct Plan

NAV
₹219.1837
+2.19%
(25 Mar)
AUM
2,970 Cr
TER
0.94%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+14.1%
+14.1%
+14.1%
+10.4%
-7.0%
3Y
+33.4%
+33.4%
+33.4%
+30.4%
+12.2%
5Y
+28.1%
+28.1%
+28.1%
+26.1%
+16.1%
ALL
+11.9%
+11.9%
+11.9%
+15.9%
+14.7%
VOL
20.0%
20.0%
20.0%
20.1%
16.1%
TER
0.8%
0.8%
0.8%
0.9%
0.9%
AUM
₹6,545 Cr
₹6,545 Cr
₹6,545 Cr
₹1,511 Cr
₹2,970 Cr
INFO
0.60
0.60
0.60
0.79
0.91
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 Reinvest (DR)
₹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 28th Feb
Top holdings
Bharti Airtel Ltd
5.8%
Asian Paints Ltd
4.6%
Mahindra & Mahindra Ltd
4.6%
Britannia Industries Ltd
4.5%
Jubilant Foodworks Ltd
4.2%
Eicher Motors Ltd
4.0%
Titan Co Ltd
4.0%
Hindustan Unilever Ltd
3.8%
Maruti Suzuki India Ltd
3.8%
United Breweries Ltd
3.7%
Top industry exposure
Consumer Cyclical
45.7%
Consumer Defensive
27.2%
Basic Materials
8.2%
Industrials
7.3%
Communication Services
5.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
50%
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

FAQs