3 Year return

27.19%
Launched on January 2013 (11 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹2182.94 Cr.

Expense Ratio

0.97% (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

Ratings

ARQ Rating
0

Ratings by other agencies

3
0
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

SBI Mutual Fund Managers

SP

Saurabh Pant

Fund Manager since Sep 2016

View Details

Fund House Details

SBI Mutual Fund

SBI Mutual Fund Asset management company

AUM ₹915,901.53 Cr.
No. of Schemes 213
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

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 23.97%
Expense Ratio 0.97%
Fund Manager Saurabh Pant
Fund Size ₹2182.94 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
Email 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

Compounding in SIP can make it difficult to estimate the expected returns in a mutual fund. The process of guessing can be replaced with estimating as Angel One's free SIP calculator gives you the approximate amount to be expected. The SIP calculator online takes into consideration the principle of compounding and gives your return amount depending on variables such as years, SIP amount as well as the expected rate of return.

FAQs

What is today's NAV of SBI Consumption Opportunities Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Consumption Opportunities Fund Jun 21 2024 is 343.6975

What is the AUM of SBI Consumption Opportunities Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Consumption Opportunities Fund is 2182.94 crore.

What is the expense ratio of SBI Consumption Opportunities Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of SBI Consumption Opportunities Fund is 0.97%

What are the returns of SBI Consumption Opportunities Fund since inception?

The SBI Consumption Opportunities Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 18.33 since inception.

What is the minimum SIP amount to invest in SBI Consumption Opportunities Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Consumption Opportunities Fund is 500.

How do I invest in SBI Consumption Opportunities Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in SBI Consumption Opportunities Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in SBI Consumption Opportunities Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in SBI Consumption Opportunities Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.