SBI Consumption Opportunities Fund-Growth

Fund Details

NAV 291.0664

Sub-Type Thematic-Consumption

Rating 3

Min. SIP Amount ₹500.0

Fund Age(Year) 13.1

Fund Size(in Crores) 3162.32

Fund Performance

1 Month -5.0%

3 Month -6.8%

6 Month -5.47%

1 Year -7.52%

3 Year 11.88%

5 Year 15.1%

Know This Fund

As on 05 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (98.26%) Market Cap Small Cap 25.21 Mid Cap 22.93 Large Cap 50.12 Top Sectors Consumer Staples 27.32 Automobile 17.63 Services 16.06 Consumer Discretionary 14.72 Materials 8.45 Communication 7.64 Textiles 4.96 Financial 1.49 Top Holding Whirlpool Of India 1.1 Asian Paints 4.46 Varun Beverages 2.24 United Breweries 3.49 Vishal Mega Mart 0.95 V-Guard Industries 0.84 Godrej Consumer 1.92 TVS Motor Company 2.66 Voltas 1.51 Bharti Airtel 6.59 Meesho 2.57 Westlife Foodworld 1 Mahindra & Mahindra 5.34 Page Industries 2.87 LG Electronics India 1.44 Kwality Walls India 0.07 Britannia Industries 4.24 Swiggy 1.63 Avenue Supermarts 2.42 Titan Company 3.56 Aditya Infotech 1.05 Hindustan Unilever 3.86 TVS Motor Company - Pref. Shares 0.03 DOMS Industries 2.07 Manpasand Beverages 0 Dodla Dairy 0.79 Colgate-Palmolive (India) 3.12 Blue Star 1.37 Hatsun Agro Product 0.85 Stanley Lifestyles 0.46 Hawkins Cookers 1.24 Relaxo Footwears 0.37 Campus Activewear 1.29 EIH 2.54 Bajaj Finserv 1.49 Sula Vineyards 0.55 Berger Paints India 3.99 Flair Writing Industries 1.54 Brainbees Solutions 1.54 Eicher Motors 4.53 Ganesha Ecosphere 2.09 ITC 1.73 Maruti Suzuki India 5.07 Jubilant FoodWorks 4.66 Brigade Hotel Ventures 0.29 Emami 0.84

Debt & Others (1.74%) Sector Allocation Treasury Bills 0.09 Cash Margin 0.63 Repo 1.4 Debt Credit Ratings Debt Category Others 1.65 Reserve Bank of India 0.09

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-Growth Ret 1M -4.39% Ret 1Y 1.81% Ret 3Y 14.48% Ret 5Y 13.31%

Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Ret 1M -4.39% Ret 1Y 1.81% Ret 3Y 14.48% Ret 5Y 13.31%

Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Reinvestment Ret 1M -4.39% Ret 1Y 1.81% Ret 3Y 14.48% Ret 5Y 13.31%

Equity, Flexi Cap funds Axis Consumption Fund Regular-Growth Ret 1M -4.02% Ret 1Y 0.32% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Payout Ret 1M -4.02% Ret 1Y 0.32% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Reinvestment Ret 1M -4.02% Ret 1Y 0.32% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-Growth Ret 1M -6.06% Ret 1Y -7.79% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Payout Ret 1M -6.06% Ret 1Y -7.79% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Reinvestment Ret 1M -6.06% Ret 1Y -7.79% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Consumption Fund Regular-Growth Ret 1M -4.89% Ret 1Y 3.65% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Consumption Fund Regular-IDCW Payout Ret 1M -4.89% Ret 1Y 3.65% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.99%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

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.

Pradeep Kesavan

Education Mr. Kesavan has done B.Com, MBA (Finance) and CFA

Experience Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 25

Date of Incorporation 2013-01-01

Total AUM 2025-12-31

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.