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Mutual Funds

SBI Consumption Opportunities Fund

SB

SBI Consumption Opportunities Fund

Thematic-ConsumptionRank #34
2/5

NAV (2026-07-14)

284.21

AUM

₹2,906.21 Cr

Exp. Ratio: 2.13%

RISK LEVEL

Very High

Returns & Performance

1 Year-8.74%6.96% vs cat avgRank #30
3 Year6.91%3.56% vs cat avgRank #17
5 Year12.16%0.17% vs cat avgRank #6
Since Launch14.48%--

Fund vs Category Average

1Y
-8.74%-6.96%
3Y
6.91%-3.56%
5Y
12.16%+0.17%

Pros & Cons

Pros

Above category avg 5Y returns
No lock-in period

Cons

1Y returns trail category average
3Y returns below category average
Higher expense ratio (2.13%)
1Y category rank outside top 15 (#30)
Overall rank #34 in category
ISININF200K01VR6
NAV₹284.21
NAV Date2026-07-14
AUM₹2,906.21 Cr
Expense Ratio2.13%
RiskVery High
Rating2 / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1987-06-29

INVESTMENT OBJECTIVE

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.

Top Holdings

Holdings data not available for this scheme