SBI Consumption Opportunities Fund (D)

SBI Consumption Opportunities Fund (D)

AMC Name: SBI Mutual Fund

Riskometer

High

Investment Objective

Bench Mark Nifty India Consumption TRI
Fund Manager Saurabh Pant
Fund Horizon OPEN
Inception Date 14-Jul-1999
Scheme AUM(CR) ` 661.35
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 1/ ` 0
SIP Dates 1,5,10,15,20,25,30
Entry Load 0.10% - For exit on or before 30 days from the date of allotment Nil - For exit after 30 days from the date of allotment
Exit Load 0.10% - For exit on or before 30 days from the date of allotment Nil - For exit after 30 days from the date of allotment
Expense Ratio 2.59

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 2.73% 3.50%
3 Month -4.48% -3.52%
6 Month -8.53% -4.03%
1 Year -9.92% -8.25%
3 Year 8.53% 7.04%
5 Year 10.13% 8.84%
Since Inception 13.72% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others