SBI Nifty India Consumption Index Fund

SBI Nifty India Consumption Index Fund

Equity

SBI Mutual Fund

Equity - Consumption

Get the latest NAV of SBI Nifty India Consumption Index Fund. 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.

₹9.41

▲1.1%1D

NAV as on 17 Mar 2026

-4.96%/per year

Since Inception

Absolute Gain%

▲▼

308 people have invested ₹ 11.9L in SBI Nifty India Consumption Index Fund in the last three months

SBI Nifty India Consumption Index Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (17-Mar-26)

The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-9.56%
-12.32%
-13.98%
4.45%
--
--
Nifty 500
-9.13%
-8.96%
-8.76%
5.44%
14.05%
11.67%
Equity - Consumption Avg
-9.31%
-12.3%
-14.93%
1.28%
13.25%
12.53%
Best in Equity - Consumption
-6.2%
-9.54%
-11.77%
9.8%
16.41%
14.93%
Worst in Equity - Consumption
-11.12%
-15.5%
-18.35%
-7.35%
11.51%
10.68%

Peer comparison

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 Nifty India Consumption Index Fund
-
275Cr
0.4%
4.45%
-
--
--
--
--
--
Canara Robeco Consumer Trends Fund
1/9
1,950Cr
0.81%
3.23%
14.88%
1.44
1.00
0.83
1.30
0.27
Tata India Consumer Fund
2/9
2,491Cr
0.76%
3.5%
16.77%
1.39
0.89
0.83
1.25
0.02
Mirae Asset Great Consumer Fund
3/9
4,473Cr
0.44%
2.87%
14.8%
-0.42
1.01
0.76
1.13
-0.11
See all

SBI Nifty India Consumption Index 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 Nifty India Consumption Index Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap
95.1%
Mid cap
4.9%
Large Cap allocation has gone up from 94.9% to 95.1%
Large Cap allocation has gone up from 94.9% to 95.1%
Mid Cap allocation has gone down from 5% to 4.9%
Mid Cap allocation has gone down from 5% to 4.9%
Cash allocation has gone up from -0.1% to -0%
Cash allocation has gone up from -0.1% to -0%

SBI Nifty India Consumption Index Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Consumer Cyclical
40.6%
Consumer Defensive
31%
Communication
11%
Health
4.9%
Industrial
4.5%
Basic Materials
3.4%
Utilities
3.3%
Real Estate
1.4%

Top 3 Sectors in February were Consumer Cyclical, Consumer Defensive & Corporate

Feb'26

Consumer Cyclical

42%

Consumer Defensive

28%

Communication

11%

Jan'26

Consumer Cyclical

42%

Consumer Defensive

29%

Corporate

13%

SBI Nifty India Consumption Index Fund Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
Bharti Airtel Ltd
9.49%
-2.1%
Mahindra & Mahindra Ltd
9.27%
-2.1%
ITC Ltd
8.25%
-2.1%
Hindustan Unilever Ltd
6.34%
-2.1%
Maruti Suzuki India Ltd
5.96%
-2.1%
See all
Top Stocks bought last month
Titan Co Ltd's allocation increased from 5.04% to 5.46%
Titan Co Ltd's allocation increased from 5.04% to 5.46%
Eicher Motors Ltd's allocation increased from 3.01% to 3.37%
Eicher Motors Ltd's allocation increased from 3.01% to 3.37%
Max Healthcare Institute Ltd Ordinary Shares's allocation increased from 2.18% to 2.48%
Max Healthcare Institute Ltd Ordinary Shares's allocation increased from 2.18% to 2.48%
Top Stocks sold last month
Bharti Airtel Ltd's allocation decreased from 9.98 % to 9.49 %
Bharti Airtel Ltd's allocation decreased from 9.98 % to 9.49 %
Mahindra & Mahindra Ltd's allocation decreased from 9.4 % to 9.27 %
Mahindra & Mahindra Ltd's allocation decreased from 9.4 % to 9.27 %
ITC Ltd's allocation decreased from 8.51 % to 8.25 %
ITC Ltd's allocation decreased from 8.51 % to 8.25 %

SBI Nifty India Consumption Index Fund Overview

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

Expense ratio0.4%
Benchmark
IISL Nifty India Consumption TR INR
AUM₹275 Cr
Inception Date30 October, 2024
Min Lumpsum/SIP₹5,000/₹500
Exit Load
0.2%
Lock InNo Lock-in
TurnOver
7.26%
Risk
Risk meter
pointer
Very High Risk

About SBI Nifty India Consumption Index Fund

SBI Nifty India Consumption Index Fund is an equity fund. This fund was started on 30 October, 2024. The fund is managed by Viral Chhadva. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. SBI Nifty India Consumption Index Fund has ₹275 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.4.

Returns

SBI Nifty India Consumption Index Fund has given a CAGR return of -4.96% since inception. Over the last 1 year the fund has given a CAGR return of 4.45%.

Holdings

SBI Nifty India Consumption Index Fund has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Consumer Defensive, Communication, Corporate, Health, Industrial, Utilities, Basic Materials, Tech, Real Estate. Its top holdings are Bharti Airtel Ltd, Mahindra & Mahindra Ltd, ITC Ltd, Hindustan Unilever Ltd, Maruti Suzuki 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 Nifty India Consumption Index Fund

The investment objective of the scheme is to provide returns that correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.

Minimum Investment and lockin period

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

Fund Manager

Viral Chhadva

Fund Manager of SBI Nifty India Consumption Index Fund, since 1 March 2026

Learn more about SBI Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 275.1 Cr
₹ 279.8 Cr
₹ 309.5 Cr
  • AUM of the fund stands at 275.1 Cr as of Feb'26
  • AUM decreased by 4.7 Cr between Feb'26 and Jan'26

Frequently Asked Questions for SBI Nifty India Consumption Index Fund

How do I invest in SBI Nifty India Consumption Index Fund?

INDmoney makes it simple to invest in the SBI Nifty India Consumption Index Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘SBI Nifty India Consumption Index 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 Nifty India Consumption Index Fund?

The NAV of the fund today is ₹9.41. 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 Nifty India Consumption Index Fund fund has generated a return of 4.45% in 1 year

Who is the fund manager of SBI Nifty India Consumption Index Fund?

The fund managers are Viral Chhadva.

What is the exit load of the fund?

The exit load is 0.25% if redeemed in 0-15 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 0.40%. 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 ₹275 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of SBI Nifty India Consumption Index Fund?

The top 3 holdings of the fund are Bharti Airtel Ltd(9.49%), Mahindra & Mahindra Ltd(9.27%), ITC Ltd(8.25%)