SBI Consumption Opportunities Fund-IDCW
SBI Consumption Opportunities Fund-IDCW: Mutual Fund Overview
SBI Consumption Opportunities Fund-IDCW is an Thematic-Consumption mutual fund with over 26.69 years of performance history. The scheme manages an AUM of ₹2969.83 Cr and has a NAV of ₹166.4661. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -1.97%.
Equity, Thematic-Consumption, Principal at very high risk
1 Year Return -1.97% at 12 Mar 2026 08:24 PM
Fund Details
NAV 166.4661
Sub-Type Thematic-Consumption
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 26.69
Fund Size(in Crores) 2969.83
Fund Performance
1 Month -7.58%
3 Month -9.46%
6 Month -13.64%
1 Year -1.97%
3 Year 10.93%
5 Year 14.08%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.26%) Market Cap Mid Cap 9.71 Large Cap 11.3 Small Cap 74.25 Top Sectors Financial 21.92 Services 14.47 Healthcare 12.8 Capital Goods 8.05 Automobile 6.53 Metals & Mining 5.34 Consumer Discretionary 5.28 Chemicals 4.18 Materials 3.89 Construction 3.38 Consumer Staples 1.98 Technology 1.87 Textiles 1.79 Energy 1.4 Insurance 1.36 Communication 1.09 Unclassified 0.53 Others 0.01 Top Holding BlueStone Jewellery and Lifestyle 0.5 Axis Bank 0.83 Bharti Airtel 1.04 Sobha 0.87 Reliance Industries 0.5 Pine Labs 0.57 Mahindra & Mahindra 0.95 Orient Electric 0.27 BlackBuck 0.93 KFin Technologies 1.88 Zensar Technologies 0.91 State Bank of India 1.26 Century Plyboards (India) 0.61 Capillary Technologies 0.93 Bata India 0.68 Godawari Power And Ispat 2.1 Aditya Infotech 0.04 Saatvik Green Energy 0.88 Jyothy Labs 1.08 Brigade Enterprises 0.84 Shriram Finance 0.98 Central Depository Services (India) 2.08 Canara Robeco Asset Management Company 0.53 Narayana Hrudayalaya 1.7 Sai Life Sciences 1.04 CRISIL 1.76 TVS Motor Company - Pref. Shares 0.01 Canara HSBC Life Insurance Company 1.36 Care Ratings 1 Cohance Lifesciences 0.37 GNG Electronics 1.11 Gabriel India 0.6 Crompton Greaves Con. Electricals 0.29 L&T Fin 0.28 Wakefit Innovations 0.87 K.P.R. Mill 1.79 Vesuvius India 0.69 Motherson Wiring 1.96 Triveni Turbine 1.64 Navin Fluorine International 1.6 JB Chemicals 0.81 Sagility 1.39 CarTrade Tech 0.93 Karur Vysya Bank 3.55 eClerx Services 1.5 MCX 2.09 Safari Industries (India) 1.55 Timken India 1.97 Tenneco Clean Air India 1.95 DCB Bank 1.88 Britannia Industries 0.87 Dr. Lal Pathlabs 1.75 Cera Sanitaryware 1 Home First Finance Company India 2.01 Bajaj Finance 0.77 Fine Organic Industries 1.03 Equitas Small Finance Bank 0.64 GE Vernova T&D 0.82 Can Fin Homes 1.66 CG Power 1.03 JK Cement 2.25 Eternal 0.86 Kirloskar Oil Engines 2.29 Welspun Corp 2.23 Onesource Specialty Pharma 1.36 Neuland Laboratories 1.5 Anthem Biosciences 1.25 TVS Motor Company 1.02 Sundaram Finance 0.33 Atul 1.51 Cholamandalam Financial 3.07 Wendt (India) 0.97 Westlife Foodworld 0.58 Krishna Institute 1.98 Leela Palaces Hotels 0.88 CMS Info Systems 0.35 Bharat Electronics 1.2 Transport Corp 0.75 Mankind Pharma 0.98 CAMS 1.37
Debt & Others (4.739999999999999%) Sector Allocation Repo 4.66 Mutual Fund 0.6 Net Payables -0.52 Debt Credit Ratings Debt Category Others 4.14 Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF-G 0.6
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-Growth Ret 1M -8.48% Ret 1Y 4.14% Ret 3Y 12.88% Ret 5Y 11.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Ret 1M -8.48% Ret 1Y 4.14% Ret 3Y 12.88% Ret 5Y 11.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Reinvestment Ret 1M -8.48% Ret 1Y 4.14% Ret 3Y 12.88% Ret 5Y 11.59%
Equity, Flexi Cap funds Axis Consumption Fund Regular-Growth Ret 1M -9.48% Ret 1Y 1.77% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Payout Ret 1M -9.48% Ret 1Y 1.77% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Reinvestment Ret 1M -9.48% Ret 1Y 1.77% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-Growth Ret 1M -8.84% Ret 1Y -2.55% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Payout Ret 1M -8.84% Ret 1Y -2.55% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Reinvestment Ret 1M -8.84% Ret 1Y -2.55% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Consumption Fund Regular-Growth Ret 1M -6.81% Ret 1Y 10.6% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Consumption Fund Regular-IDCW Payout Ret 1M -6.81% Ret 1Y 10.6% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.01%
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) 7
Date of Incorporation 1999-07-05
Total AUM 1268212.63
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.
Take Your Next Step
