SBI Consumption Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)
Expense Ratio: 0.92
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: Nifty India Consumption TRI
Inception: 01-01-1993
Exit Load: Nil
Fund Size:₹3,187.45 Cr
Performance
1Y
Fund-13.70%
Cat. Avg.N/A
2Y
Fund-12.02%
Cat. Avg.N/A
3Y
Fund3.81%
Cat. Avg.N/A
5Y
Fund9.33%
Cat. Avg.N/A
10Y
Fund11.53%
Cat. Avg.N/A
SI
Fund11.19%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Mahindra & Mahindra Ltd. | 153.44 | 5.28% |
| 2 | Asian Paints Ltd. | 138.37 | 4.76% |
| 3 | Maruti Suzuki India Ltd. | 127.03 | 4.37% |
| 4 | Page Industries Ltd. | 122.78 | 4.22% |
| 5 | Berger Paints India Ltd. | 112.22 | 3.86% |
| 6 | Jubilant Foodworks Ltd. | 110.27 | 3.79% |
| 7 | Hindustan Unilever Ltd. | 105.91 | 3.64% |
| 8 | United Breweries Ltd. | 104.29 | 3.59% |
| 9 | Britannia Industries Ltd. | 102.93 | 3.54% |
| 10 | Avenue Supermarts Ltd. | 98.57 | 3.39% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 55992 | -6.7% | -13.5% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.08 L. | -9.6% | -10.0% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.66 L. | -8.0% | -5.5% |
| 5Y | 08 Nov, 21 | 3 L. | 3.32 L. | +10.6% | +4.1% |
| 10Y | 07 Nov, 16 | 6 L. | 10.77 L. | +79.5% | +11.4% |
| SI | 07 Jan, 13 | 8.30 L. | 18.94 L. | +128.2% | +11.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 86296 | -13.7% | -13.7% |
| 2Y | 16 Oct, 24 | 1 L. | 77398 | -22.6% | -12.0% |
| 3Y | 16 Oct, 23 | 1 L. | 1.12 L. | +11.9% | +3.8% |
| 5Y | 18 Oct, 21 | 1 L. | 1.55 L. | +55.1% | +9.2% |
| 10Y | 17 Oct, 16 | 1 L. | 2.99 L. | +199.0% | +11.6% |
| SI | 02 Jan, 13 | 1 L. | 4.32 L. | +331.9% | +11.2% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.