The scheme seeks 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.
Exit Load0.10%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Ashit Desai
Mr. Desai has done B.Com, PGDM and FRM
Prior to joining SBI Mutual Fund, he has worked with Emkay Global Financial Services Ltd., SBICAPS Sec. Ltd. and Batlivala & Karani Sec, Ltd.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of SBI Consumption Opportunities Fund is ₹285.56 as of 2026-08-28.
SBI Consumption Opportunities Fund is classified as a Thematic-Consumption fund.
The Assets Under Management (AUM) of SBI Consumption Opportunities Fund is ₹2,958.95 Cr.
The expense ratio of SBI Consumption Opportunities Fund is 2.14%.
SBI Consumption Opportunities Fund is managed by Ashit Desai.
The minimum SIP investment for SBI Consumption Opportunities Fund is ₹500.
The exit load for SBI Consumption Opportunities Fund is 0.1%.
As per the SEBI Riskometer, SBI Consumption Opportunities Fund carries a Very High risk level.
SBI Consumption Opportunities Fund has delivered -7.99% (1Y), 6.1% (3Y) and 12.5% (5Y) annualised returns as of 2026-08-28.
SBI Consumption Opportunities Fund was launched on 1987-06-29.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
