SBI Consumption Opportunities Fund

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Value Research Rating

5 star

Analyst’s Choice

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Riskometer

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Very High

₹172.9973 0.43%

As on 23-May-2024

Returns

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Calculate SIP Returns of SBI Consumption Opportunities Fund

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has Very High risk.

low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of SBI Consumption Opportunities Fund

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Other details of SBI Consumption Opportunities Fund

Assets info

₹2,165 Cr

Exit Load (Days) info

0.10 (30)

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

500

Min. SIP Investment (₹)

500

Min. No of Cheques

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

This is a fund that invests mainly in the shares of consumer-facing companies.

We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.

But if you do invest, you must do so only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other consumption-themed fund, if you need to redeem your investment in less than five years.

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

FAQ for SBI Consumption Opportunities Fund

SBI Consumption Opportunities Fund 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 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 is ₹172.9973 as of 24-May-2024.

The AUM of SBI Consumption Opportunities Fund Fund is ₹2,165 Cr as of 30-Apr-2024

The riskometer level of SBI Consumption Opportunities Fund is Very High. See More

As of 30-Apr-2024, SBI Consumption Opportunities Fund had invested 97.82% in Equity and 2.18% in Cash & Cash Eq. See More

SBI Consumption Opportunities Fund is 24 years 11 months old. It has delivered 15.87% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
33.73%
24.48%
20.85%
17.06%
17.20%
15.87%

No, There is no lock in period in SBI Consumption Opportunities Fund.

The expense ratio of SBI Consumption Opportunities Fund is 2.06.

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