+91-22-48913909 (Erstwhile SBI FMCG Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. SBI Consumption Opportunities Fund is a Equity - Sectoral fund launched on 2 Jan 13. It is a fund with High risk and has given a Below is the key information for SBI Consumption Opportunities Fund Returns up to 1 year are on Historical performance (Yearly) on absolute basis SBI Consumption Opportunities Fund - G
Scheme Objective
CAGR return of 13.5% since its launch. Ranked 11 in Sectoral category. Return for 2025 was -6.3% , 2024 was 22.8% and 2023 was 29.9% . NAV as on 2 Apr 26 ₹267.742 ↑ 0.59 (0.22 %) Net Assets (AUM) as on 28 Feb 2026 ₹2,970 Cr. Launch Date 2 Jan 2013 Category Equity - Sectoral Rating ☆☆☆☆ Type Open Ended Fund Risk High AMC SBI Funds Management Private Limited Alpha Ratio -7.82 Expense Ratio 2.0 % Sharpe Ratio -0.005 Information Ratio -0.89 Benchmark Not Available Min Investment ₹5,000 Min SIP Investment ₹500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) NAV Price Chart
Returns
Annual Compounded Returns
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -6.4% 3 Month -12.6% 6 Month -13% 1 Year -9.6% 3 Year 10.3% 5 Year 13.9% 10 Year 15 Year Since launch 13.5% Historical Annual Returns
Year Returns 2024 -6.3% 2023 22.8% 2022 29.9% 2021 13.9% 2020 35.6% 2019 13.9% 2018 0.1% 2017 -2% 2016 53.1% Growth of 10k Over Years
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹13,517 31 Mar 23 ₹14,449 31 Mar 24 ₹19,510 31 Mar 25 ₹21,209 31 Mar 26 ₹18,874 
Asset Allocation
Asset Class Value Cash 1.97% Equity 97.9% Debt 0.1% 
Sector Allocation
Sector Value Consumer Cyclical 45.73% Consumer Defensive 27.21% Basic Materials 8.24% Industrials 7.33% Communication Services 5.79% Technology 1.61% Financial Services 1.55% 
Top Securities Holdings / Portfolio
Holdings/Securities
Name Global Industry Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTLTelecom Services 6% ₹172 Cr 915,000
↓ -75,000 Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 25 | ASIANPAINTSpecialty Chemicals 5% ₹138 Cr 579,000
↑ 70,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | M&MAuto Manufacturers 5% ₹136 Cr 400,000
↓ -55,000 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | BRITANNIAPackaged Foods 4% ₹134 Cr 222,499 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOODRestaurants 4% ₹124 Cr 2,386,850 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | EICHERMOTAuto Manufacturers 4% ₹120 Cr 150,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | TITANLuxury Goods 4% ₹120 Cr 277,500 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 22 | HINDUNILVRHousehold & Personal Products 4% ₹112 Cr 477,132
↓ -200,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | MARUTIAuto Manufacturers 4% ₹111 Cr 75,000 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | UBLBeverages - Brewers 4% ₹109 Cr 680,000
Talk to our investment specialistFund Managers
Name Since Tenure Pradeep Kesavan 1 Apr 24 1.91 Yr. Ashit Desai 1 Apr 24 1.91 Yr. Custodians
Company Address Bank of Nova Scotia 12/13, Maker Chamber VI,220, Nariman Point HDFC Bank Ltd HDFC Bank House,Kamala Mills Compound,Senapati Bapat Marg,,Lower Parel (W), SBI-SG Global Securities Services Private Limited “B Wing”, “Jeevan Seva” Annexe Bldg.,Ground Floor, S.V. Road,Santacruz (W),,Mumbai – 400054 Registrar & Transfer Agent
Computer Age Management Services Ltd Address New No.10, Old No.178,,Kodambakkam High Road,,Opp. Hotel Palmgrove,,Nungambakkam FAX 91-44-28283610 Email enq_L@camsonline.com Administrator Companies
Company Address SBI Mutual Fund 191"E", Maker Tower,Cuffe Parade Auditors
Company Address M/s. M. M. Nissim & Co. 3rdFloor, B Wing, Barodawala Mansion, 81,,Dr. Annie Besant Road, Worli, All Plan & Options
Fund and Plan NAV 6 Month 1 Year 3 Year 5 Year SBI Consumption Opportunities Fund
Growth ₹267.742
↑ 0.59 -12.98 % -9.56 % 10.28 % 13.85 % SBI Consumption Opportunities Fund
Normal Dividend, Reinvestment ₹161.199
↑ 0.36 -12.98 % -9.56 % 10.28 % 13.85 % SBI Consumption Opportunities Fund
Normal Dividend, Payout ₹161.199
↑ 0.36 -12.98 % -9.56 % 10.28 % 13.85 % Data as on 2 Apr 26
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data.
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