3 Year return
24.1%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹3014.92 Cr.
Expense Ratio
0.9% (inclusive of GST)
Exit Load
0.10% - For exit on or before 30 days from the date of allotment Nil - For exit after 30 days from the date of allotment
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
SBI Mutual Fund Managers
SP
Saurabh Pant
Fund Manager since Sep 2016
Fund House Details
SBI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Bank of India Manufacturing and Infrastructure Fund |
29.36% |
0 |
Quant Infrastructure Fund |
27.44% |
0 |
ICICI Prudential Commodities Fund |
23.05% |
0 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Reinvestment
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan Gr
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan Growth
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan IDCW Payout
About SBI Consumption Opportunities Fund Direct Plan Growth
The SBI Consumption Opportunities Fund Direct Plan Growth is a fund by SBI Mutual Fund. It falls under the sectoral/thematic category. SBI Consumption Opportunities Fund Direct Plan Growth invests in equity, equity-related securities in consumption and other sectors, REITS, debt and money market instruments. It is an open-ended fund, which means an investor can invest at any time. The expense ratio of SBI Consumption Opportunities Fund Direct Plan Growth is slightly higher than the category average.
Investment Objective of the Scheme
SBI Consumption Opportunities Fund Direct Plan Growth aims to generate capital appreciation by investing for the long term in a diversified portfolio of equity and equity-related securities of the consumption sector.
Key Features of The Fund
5-year return | 24.6% |
Expense Ratio | 0.9% |
Fund Manager | Saurabh Pant |
Fund Size | ₹3014.92 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The SBI Consumption Opportunities Fund Direct Plan Growth is an equity fund that aims for long-term capital appreciation by investing in the consumption space. It is suitable for investors who are open to taking a chance on the consumption sector stocks. However, take your investment objective, time horizon and risk appetite also into consideration before proceeding further.
AMC Contact Details
Name | SBI Mutual Fund |
Launch Date | June 1987 |
Addresss | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
Contact | 1800 209 3333 1800 425 5425 |
customer.delight@sbimf.com | |
Website | https://www.sbimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Take the Guessing out of Investing
FAQs
What is today's NAV of SBI Consumption Opportunities Fund?
What is the AUM of SBI Consumption Opportunities Fund?
What is the expense ratio of SBI Consumption Opportunities Fund?
What are the returns of SBI Consumption Opportunities Fund since inception?
What is the minimum SIP amount to invest in SBI Consumption Opportunities Fund?
How do I invest in SBI Consumption Opportunities Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Consumption Opportunities Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Consumption Opportunities Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Consumption Opportunities Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.