Widely used:
Our Opinion
Recently Viewed
Clear AllValue Research Rating
Our Opinion
Riskometer
Very High
₹345.7804 -0.26%
As on 13-Jun-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
SBI Consumption Opportunities Fund - Direct Plan
|
|
|
Very High
|
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0.93 |
|
|
|
Very High
|
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0.44 |
||
|
|
Very High
|
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1.08 |
||
 |
|
Very High
|
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0.57 |
||
 |
|
Very High
|
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0.82 |
₹3,052 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
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of SBI Consumption Opportunities Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, SBI Consumption Opportunities Fund - Direct Plan can be bought from the SBI Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of SBI Consumption Opportunities Fund - Direct Plan, is ₹345.7804 as of 14-Jun-2025.
| Company | Percentage of Portfolio |
|---|---|
|
5.43
|
|
|
5.05
|
|
|
4.59
|
|
|
4.56
|
|
|
4.44
|
Over the past five years, SBI Consumption Opportunities Fund - Direct Plan has delivered an annualised return of 27.80% as of 14-Jun-2025.
The minimum investment required to start investing in SBI Consumption Opportunities Fund - Direct Plan is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
