SBI Consumption Opportunities Fund Direct Growth

SBI Consumption Opportunities Fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by . The fund could potentially beat inflation in the long-run.

1. SBI Consumption Opportunities Fund Direct Growth has ₹3052 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
2. The fund has an expense ratio 0.9.
   

SBI Consumption Opportunities Fund Direct Growth has given a CAGR return of 16.75% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 1.37%, 22.67% and 28.04% respectively.

SBI Consumption Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Consumer Defensive, Industrial, Communication, Basic Materials. Its top holdings are ITC Ltd, Bharti Airtel Ltd, Jubilant Foodworks Ltd, Ganesha Ecosphere Ltd, Maruti Suzuki India Ltd

As it is a equity - consumption mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. SBI Consumption Opportunities Fund Direct Growth has no lock in period.