SBI Consumption Opportunities Fund Regular Plan Growth
Get the latest NAV of SBI Consumption Opportunities Fund Regular 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.
₹311.04
1D
NAV as on 11 Jul 2025
15.66%/per year
Since Inception
▲▼
SBI Consumption Opportunities Fund Regular Plan Growth Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (11-Jul-25)
The fund has outperformed the benchmark (Nifty 500) over 5Y, but underperformed over 1Y, 3Y.
Peer comparison
SBI Consumption Opportunities Fund Regular Plan Growth Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
SBI Consumption Opportunities Fund Regular Plan Growth Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 95.3%
Debt & Cash 4.7%
SBI Consumption Opportunities Fund Regular Plan Growth Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 95.3%
Debt & Cash 4.7%
Top 3 Sectors in May were Consumer Cyclical, Consumer Defensive & Industrial
Consumer Cyclical
50%
Consumer Defensive
34%
Industrial
6%
Consumer Cyclical
51%
Consumer Defensive
33%
Industrial
7%
SBI Consumption Opportunities Fund Regular Plan Growth Holdings Details
as on (30-Jun-25)
Equity
SBI Consumption Opportunities Fund Regular Plan Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.98% |
Benchmark | IISL Nifty India Consumption TR INR |
| AUM | ₹3186 Cr |
| Inception Date | 2 January, 2013 |
| Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 0.1% |
| Lock In | No Lock-in |
TurnOver | 39.46% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About SBI Consumption Opportunities Fund Regular Plan Growth
SBI Consumption Opportunities Fund Regular Plan Growth is an equity fund. This fund was started on 2 January, 2013. The fund is managed by . The fund could potentially beat inflation in the long-run.
Key Parameters
- SBI Consumption Opportunities Fund Regular Plan Growth has ₹3186 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- The fund has an expense ratio 2.
Returns
SBI Consumption Opportunities Fund Regular Plan Growth has given a CAGR return of 15.66% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -2.19%, 18.69% and 26.55% respectively.
Holdings
SBI Consumption Opportunities Fund Regular Plan Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Consumer Defensive, Basic Materials, Industrial, Communication, Government. Its top holdings are Bharti Airtel Ltd, ITC Ltd, Jubilant Foodworks Ltd, Britannia Industries 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 benefitDividends 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 Regular Plan Growth
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 Regular Plan Growth has no lock in period.
- AUM of the fund stands at 3.1K Cr as of May'25
- AUM increased by 23.7 Cr between May'25 and Apr'25
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Frequently Asked Questions for SBI Consumption Opportunities Fund Regular Plan Growth
How do I invest in SBI Consumption Opportunities Fund Regular Plan Growth?
- Download the INDmoney app.
- Search for ‘SBI Consumption Opportunities Fund Regular Plan Growth’.
- 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.