Widely used:
Analyst’s Choice
Recently Viewed
Clear AllValue Research Rating
Analyst’s Choice
Riskometer
Very High
₹345.2283 -1.97%
As on 25-Apr-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
SBI Consumption Opportunities Fund - Direct Plan
|
|
|
Very High
|
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0.94 |
|
|
|
Very High
|
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0.52 |
||
|
|
Very High
|
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1.28 |
||
 |
|
Very High
|
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0.57 |
||
|
|
Very High
|
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0.66 |
₹2,904 Cr
0.10 (30)
5,000
500
500
12
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.
Suitability
Consumption funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
3 min read•By Aakar Rastogi
SBI Consumption Opportunities Fund - Direct Plan is mandated to invest at least 80 per cent of its assets in the shares of consumer-facing companies.
Mutual funds can be bought directly from the website of the fund house. For instance, SBI Consumption Opportunities Fund - Direct Plan fund can be purchased from the website of SBI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of SBI Consumption Opportunities Fund - Direct Plan is ₹345.2283 as of 27-Apr-2025.
The AUM of SBI Consumption Opportunities Fund - Direct Plan Fund is ₹2,904 Cr as of 31-Mar-2025
The riskometer level of SBI Consumption Opportunities Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
5.49
|
|
|
5.41
|
|
|
4.89
|
|
|
4.15
|
|
|
4.05
|
As of 31-Mar-2025, SBI Consumption Opportunities Fund - Direct Plan had invested 95.32% in Equity, 4.57% in Cash & Cash Eq. and 0.1% in Debt See More
SBI Consumption Opportunities Fund - Direct Plan is 12 years 3 months old. It has delivered 17.02% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
7.76%
|
18.47%
|
29.08%
|
15.22%
|
16.53%
|
17.02%
|
No, There is no lock in period in SBI Consumption Opportunities Fund - Direct Plan.
The expense ratio of SBI Consumption Opportunities Fund - Direct Plan is 0.94.
