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

SBI Consumption Opportunities IDCW Reinvest Direct Plan

NAV
₹255.0231
-1.33%
(10 Jan)
AUM
3,100 Cr
TER
0.9%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+20.7%
+19.4%
+19.2%
+19.2%
+19.2%
3Y
+21.4%
+30.1%
+31.9%
+31.9%
+31.9%
5Y
+23.7%
+26.7%
+24.3%
+24.3%
+24.3%
ALL
+17.8%
+16.6%
+11.8%
+11.8%
+11.8%
VOL
16.3%
20.0%
20.3%
20.3%
20.3%
TER
0.9%
0.8%
0.7%
0.7%
0.7%
AUM
₹3,100 Cr
₹1,286 Cr
₹4,572 Cr
₹4,572 Cr
₹4,572 Cr
INFO
1.09
0.83
0.58
0.58
0.58
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 31st Dec
Top holdings
Ganesha Ecosphere Ltd
6.6%
Bharti Airtel Ltd
4.7%
Jubilant Foodworks Ltd
4.3%
Hindustan Unilever Ltd
4.1%
ITC Ltd
4.0%
United Breweries Ltd
3.6%
Berger Paints India Ltd
3.1%
Whirlpool of India Ltd
2.9%
Mahindra & Mahindra Ltd
2.9%
Colgate-Palmolive (India) Ltd
2.8%
Top industry exposure
Consumer Cyclical
51.8%
Consumer Defensive
28.3%
Industrials
9.6%
Communication Services
5.4%
Basic Materials
3.1%
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

FAQs