November 21, 2025
RA Jainee
SBI Consumption Opportunities Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 355.3305
NAV IDCW: Rs 250.1491
Suitable For Which Investors?
Consumption funds are suitable for investors:
1. Seeking exposure in shares of consumer facing companies for high returns
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
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.
Fund Manager:
1) Ashit Desai
Education: Mr. Desai has done B.Com, PGDM and FRM
Experience: Prior to joining SBI Mutual Fund, he has worked with Emkay Global Financial Services Ltd., SBICAPS Sec. Ltd. and Batlivala & Karani Sec, Ltd.
Investment Details
| Min. Investment (₹) | 5,000 |
| Min. Addl Investment (₹) | 1,000 |
| Min. SIP Investment (₹) | 500 |
| Min. Withdrawal (₹) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (₹) | 1,000 |
| Lock-in Period | NA |
| Exit Load | 0.1% for redemption within 30 days |
Basic Details of SBI Consumption Opportunities Fund
| Fund House | SBI Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 16.46% |
| Benchmark | NIFTY India Consumption TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | ₹ 3,259 Cr |
| (As on 31-Oct-2025) | |
| Expense | 0.92% |
| (As on 31-Oct-2025) | |
| Risk Grade | Average |
| Return Grade | High |
| Turnover | 45.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| SBI Consumption Opportunities Dir | -4.11 | -0.09 | -1.57 | -0.24 | 0.27 | -0.83 | 16.12 | 23.89 | 16.80 | 16.24 |
| BSE 500 TRI | 7.74 | 0.34 | 1.35 | 3.75 | 5.18 | 9.43 | 16.15 | 19.10 | 16.12 | 15.05 |
| Equity: Thematic-Consumption | 3.61 | 0.17 | -1.11 | 1.00 | 4.98 | 6.56 | 18.03 | 20.78 | 17.14 | 16.01 |
| Rank within category | 19 | 22 | 20 | 19 | 23 | 17 | 10 | 1 | 6 | 4 |
| Number of funds in category | 21 | 26 | 24 | 24 | 24 | 18 | 11 | 11 | 10 | 7 |
Peer Comparison of SBI Consumption Opportunities Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| SBI Consumption Opportunities Dir | 4 star | -0.83 | 16.12 | 23.89 | 0.92 | 3,259 | 16.46 | 0.10 (30) | 12Y 10M | 45.00 |
| Mirae Asset Great Consumer Dir | 4 star | 8.89 | 19.39 | 22.24 | 0.41 | 4,769 | 18.14 | 1.00 (365) | 12Y 10M | 48.00 |
| ICICI Pru Bharat Consumption Dir | 4 star | 6.98 | 18.74 | 20.69 | 1.09 | 3,273 | 16.88 | 1.00 (90) | 6Y 7M | 69.00 |
| Nippon India Consumption Dir | 4 star | 7.28 | 17.80 | 23.73 | 0.55 | 2,801 | 14.56 | 1.00 (30) | 12Y 10M | 27.00 |
| ABSL Consumption Dir | 2 star | 8.62 | 16.58 | 19.59 | 0.76 | 6,526 | 17.35 | 1.00 (30) | 12Y 10M | 15.00 |
Portfolio Analysis of SBI Consumption Opportunities Fund
| No. of Stocks | 47 |
| Top 10 Stocks | 43.19% |
| Top 5 Stocks | 24.16% |
| Top 3 Sectors | 82.76% |
| Portfolio P/B Ratio | 8.02 |
| Portfolio P/E Ratio | 48.42 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 88,324 | 1,62,009 |
| Giant (%) | 42.78 | 54.33 |
| Large (%) | 10.90 | 21.47 |
| Mid (%) | 33.62 | 23.55 |
| Small (%) | 12.70 | 9.39 |
| Tiny (%) | — | 0.24 |
Chanakya’s Mutual Fund Guidance For SBI Consumption Opportunities Fund
WILL POST SOON
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