SBI Consumption Opportunities Fund Direct Plan Growth

SBI Consumption Opportunities Fund Direct Plan Growth

Equity

SBI Mutual Fund

Equity - Consumption

Get the latest NAV of SBI Consumption Opportunities Fund Direct Plan Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹337.88

▼-0.3%1D

NAV as on 14 Aug 2026

14.99%/per year

Since Inception

Absolute Gain%

▲▼

1341 people have invested ₹ 87L in SBI Consumption Opportunities Fund in the last three months

SBI Consumption Opportunities Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (14-Aug-26)

The fund has outperformed the benchmark (Nifty 500) over 5Y, but underperformed over 1Y, 3Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
3.14%
3.3%
-0.11%
-2.28%
8.31%
14.33%
Nifty 500
1.56%
4.72%
0.52%
4.03%
11.87%
10.89%
Equity - Consumption Avg
4.4%
8.34%
5.23%
2.47%
11.94%
12.67%
Best in Equity - Consumption
8.22%
22.13%
23.54%
10.8%
17.08%
16.18%
Worst in Equity - Consumption
-0.91%
3.3%
-0.11%
-2.28%
8.31%
11.4%
Category Rank
9/11
8/9
8/9
6/9
3/7
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SBI Consumption Opportunities Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

9
/11
29% Performance
36% Risk Management
43% Cost

Ranked 9 out of 11 mutual funds in the equity - consumption category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
SBI Consumption Opportunities Fund
9/11
2,959Cr
1.11%
-2.28%
8.31%
-4.67
0.94
0.19
0.26
-0.98
Tata India Consumer Fund
1/11
2,815Cr
0.63%
10.8%
17.08%
2.45
0.93
0.60
0.93
0.30
ICICI Prudential Bharat Consumption Fund Cumulative
2/11
3,269Cr
0.96%
3.68%
12.94%
-1.29
0.90
0.40
0.57
-0.63
Mirae Asset Great Consumer Fund
3/11
4,550Cr
0.43%
4.46%
14%
-1.15
1.00
0.42
0.59
-0.34
See all
Positive: 3Y returns in the top 25% of the category
3Y returns in the top 25% of the category
Positive: Beats FD returns for both 3Y & 5Y
Beats FD returns for both 3Y & 5Y
Negative: Underperforms benchmarks during bull run
Underperforms benchmarks during bull run
Negative: Poor track record of Recovering losses quickly
Poor track record of Recovering losses quickly

SBI Consumption Opportunities Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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SBI Consumption Opportunities Fund Asset Allocation

See fund asset allocation details as on (15-Aug-26)

Fund Distribution

as on (15-Aug-26)

Large cap
50.8%
Small cap
25.2%
Mid cap
21.6%
Small Cap allocation has gone down from 25.8% to 25.2%
Small Cap allocation has gone down from 25.8% to 25.2%
Mid Cap allocation has gone down from 22.2% to 21.6%
Mid Cap allocation has gone down from 22.2% to 21.6%
Large Cap allocation has gone up from 48.9% to 50.8%
Large Cap allocation has gone up from 48.9% to 50.8%
Cash allocation has gone down from 2.4% to 1.7%
Cash allocation has gone down from 2.4% to 1.7%
Debt allocation has gone down from 0.1% to 0.1%
Debt allocation has gone down from 0.1% to 0.1%

SBI Consumption Opportunities Fund Sector Allocation

See fund sector allocation details as on (15-Aug-26)

Sector Allocation

Consumer Cyclical
45.9%
Consumer Defensive
28.1%
Basic Materials
8.3%
Industrial
7.5%
Communication
7%
Financial Services
1.6%
Tech
1.6%

Top 3 Sectors in July were Consumer Cyclical, Consumer Defensive & Basic Materials

Jul'26

Consumer Cyclical

56%

Consumer Defensive

25%

Basic Materials

10%

Jun'26

Consumer Cyclical

53%

Consumer Defensive

27%

Basic Materials

10%

SBI Consumption Opportunities Fund Holdings Details

as on (31-Jul-26)

Top Stocks bought last month
Tata Motors Ltd's allocation increased from 0.85% to 2.21%
Tata Motors Ltd's allocation increased from 0.85% to 2.21%
TVS Motor Co Ltd's allocation increased from 1.49% to 2.55%
TVS Motor Co Ltd's allocation increased from 1.49% to 2.55%
Swiggy Ltd's allocation increased from 1.06% to 1.93%
Swiggy Ltd's allocation increased from 1.06% to 1.93%
Top Stocks sold last month
Maruti Suzuki India Ltd's allocation decreased from 4.37 % to 4.33 %
Maruti Suzuki India Ltd's allocation decreased from 4.37 % to 4.33 %
Hindustan Unilever Ltd's allocation decreased from 3.64 % to 3.55 %
Hindustan Unilever Ltd's allocation decreased from 3.64 % to 3.55 %
Page Industries Ltd's allocation decreased from 4.22 % to 3.52 %
Page Industries Ltd's allocation decreased from 4.22 % to 3.52 %

SBI Consumption Opportunities Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.11%
Benchmark
IISL Nifty India Consumption TR INR
AUM₹2959 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹5,000/₹500
Exit Load
0.1%
Lock InNo Lock-in
TurnOver
29.73%
Risk
Risk meter
pointer
Very High Risk

About SBI Consumption Opportunities Fund

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

Key Parameters

  1. SBI Consumption Opportunities Fund has ₹2959 Cr worth of assets under management (AUM) as on Aug 2026 and is more than category average.
  2. The fund has an expense ratio 1.1.

Returns

SBI Consumption Opportunities Fund has given a CAGR return of 14.99% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -2.28%, 8.31% and 14.33% respectively.

Holdings

SBI Consumption Opportunities Fund has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Consumer Defensive, Basic Materials, Industrial, Government, Communication. Its top holdings are Mahindra & Mahindra Ltd, Asian Paints Ltd, Maruti Suzuki India Ltd, Jubilant Foodworks Ltd, Berger Paints India Ltd

Taxation

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.

Investment objective of SBI Consumption Opportunities Fund

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 and lockin period

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

Fund Manager

Ashit Desai

Fund Manager of SBI Consumption Opportunities Fund, since 1 April 2024

Learn more about SBI Mutual Fund
Parameters
Jul'26
Jun'26
May'26
AUM
₹ 3K Cr
₹ 2.9K Cr
₹ 2.8K Cr
  • AUM of the fund stands at 3K Cr as of Jul'26
  • AUM increased by 52.7 Cr between Jul'26 and Jun'26

Compare SBI Consumption Opportunities Fund

SBI Consumption Opportunities Fund

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Frequently Asked Questions for SBI Consumption Opportunities Fund Direct Plan Growth

How do I invest in SBI Consumption Opportunities Fund?

INDmoney makes it simple to invest in the SBI Consumption Opportunities Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘SBI Consumption Opportunities Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of SBI Consumption Opportunities Fund?

The NAV of the fund today is ₹337.88. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

SBI Consumption Opportunities Fund fund has generated a return of -2.28% in 1 year, 8.31% in 3 years, 14.33% in 5 years.

Who is the fund manager of SBI Consumption Opportunities Fund?

The fund managers are Ashit Desai.

What is the exit load of the fund?

The exit load is 0.1% if redeemed in 0-30 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.11%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹2959 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of SBI Consumption Opportunities Fund?

The top 3 holdings of the fund are Mahindra & Mahindra Ltd(5.74%), Asian Paints Ltd(4.87%), Maruti Suzuki India Ltd(4.33%)