
SBI Consumption Opportunities Fund Direct Growth
SBI Consumption Opportunities Fund Direct Growth
as on 03 Nov 2026
SBI Consumption Opportunities Fund Direct Growth is a Equity mutual fund scheme launched on 01 Jan 2013. The current NAV stands at ₹307.0421 as of 03 Nov 2026. From the funds total AUM, its top holdings include Hindustan Unilever at 6.14%, Asian Paints at 5.51%, Maruti Suzuki at 4.21%, Berger Paints at 4.19%, Page Industries at 4.04%
Scheme Overview
- Inception Date : 01 Jan 2013
- AUM : ₹2,641.51 Cr
- 5Y Returns (CAGR) : 9.39%
- Expense Ratio : 1.15%
- Min. SIP : ₹500
- Min. Lumpsum : ₹5,000
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 38.40 L
9.39%
Total Investment
₹ 30,00,000
Returns
₹ 8,39,876 (9.39%)
Maturity Value
₹ 38,39,876
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
Sorry, No Data Available at this Moment!
Returns vs Category
Sorry, No Data Available at this Moment!
*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
Sorry, No Data Available at this Moment!
Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 2,641.51 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
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Asset Allocation
AUM
₹2,641.51 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
as of 31 May 2026
| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Consumer Cyclical | 47.58% | ||
| Consumer Defensive | 29.03% | ||
| Basic Materials | 10.86% | ||
| Industrials | 5.48% | ||
| Communication Services | 3.10% | ||
| Other | 2.86% | ||
| Technology | 1.09% |
Stock Holdings
as of 31 May 2026
Fund Comparison
Fund Details
52W High NAV
₹ 356.4842
Min. SIP Amount
₹ 500.00
Min. Lumpsum Amount
₹ 5,000.00
AUM (in Cr.)
₹ 2,641.51
Expense Ratio
1.15%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 292.3640
Inception Date
01 Jan 2013
Fund Age
13 Yrs
Benchmark
Nifty India Consumption TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Exit load of 0.10% if redeemed within 30 days.
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
| Name | Qualification |
|---|---|
| Ashit Desai | B.Com, PGDM and FRM |
Fund Objective
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.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
SBI Mutual Fund
No. of Schemes
79
Total AUM
₹ 8,98,745.09 Cr
Contact Details
9th Floor,Crescenzo, C-39&39,G Block, Bandra kurla complex,Bandra (east), Mumbai-400 051.
Contact Details
9th Floor,Crescenzo, C-39&39,G Block, Bandra kurla complex,Bandra (east), Mumbai-400 051.
FAQs
When was SBI Consumption Opportunities Fund launched?
What is the current NAV of SBI Consumption Opportunities Fund?
What is the AUM of SBI Consumption Opportunities Fund?
What is the rate of return of SBI Consumption Opportunities Fund?
- In the past 1Y: -14.30%
- In the past 3Y: 4.24%
- In the past 5Y: 9.39%
What is the expense ratio of SBI Consumption Opportunities Fund?
What is exit load of SBI Consumption Opportunities Fund?
What is the portfolio of SBI Consumption Opportunities Fund?
- Hindustan Unilever: 6.14%
- Asian Paints: 5.51%
- Maruti Suzuki: 4.21%
- Berger Paints: 4.19%
- Page Industries: 4.04%
Top 3 sectoral holdings include:
- Consumer Cyclical: 47.58%
- Consumer Defensive: 29.03%
- Basic Materials: 10.86%
How risky is investing in SBI Consumption Opportunities Fund?
Who is the fund manager SBI Consumption Opportunities Fund?
What is the minimum investment required in SBI Consumption Opportunities Fund?
How to invest in SBI Consumption Opportunities Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.

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