+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 14.2% 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 23 Apr 26 ₹291.967 ↓ -3.29 (-1.11 %) Net Assets (AUM) as on 31 Mar 2026 ₹2,644 Cr. Launch Date 2 Jan 2013 Category Equity - Sectoral Rating ☆☆☆☆ Type Open Ended Fund Risk High AMC SBI Funds Management Private Limited Alpha Ratio -9.93 Expense Ratio 2.0 % Sharpe Ratio -1.163 Information Ratio -0.78 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 23 Apr 26 Duration Returns 1 Month 10% 3 Month 1.5% 6 Month -6.4% 1 Year -4.6% 3 Year 12.8% 5 Year 16.3% 10 Year 15 Year Since launch 14.2% 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 3.28% Equity 96.61% Debt 0.11% 
Sector Allocation
Sector Value Consumer Cyclical 46.11% Consumer Defensive 27.56% Basic Materials 9.19% Industrials 7.19% Communication Services 4.04% Financial Services 1.43% Technology 1.09% 
Top Securities Holdings / Portfolio
Holdings/Securities
Name Global Industry Holding Value Quantity Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 25 | 500820Specialty Chemicals 5% ₹125 Cr 579,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 24 | 540376Discount Stores 4% ₹119 Cr 300,000
↑ 57,389 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | M&MAuto Manufacturers 4% ₹118 Cr 400,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOODRestaurants 4% ₹115 Cr 2,640,600
↑ 253,750 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | 500825Packaged Foods 4% ₹108 Cr 200,000
↓ -22,499 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTLTelecom Services 4% ₹107 Cr 600,000
↓ -315,000 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | UBLBeverages - Brewers 4% ₹105 Cr 680,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | TITANLuxury Goods 4% ₹99 Cr 250,000
↓ -27,500 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 22 | HINDUNILVRHousehold & Personal Products 4% ₹98 Cr 477,132 Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 509480Specialty Chemicals 4% ₹96 Cr 2,350,172
Talk to our investment specialistFund Managers
Name Since Tenure Pradeep Kesavan 1 Apr 24 2 Yr. Ashit Desai 1 Apr 24 2 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 ₹291.967
↓ -3.29 -6.41 % -4.59 % 12.76 % 16.31 % SBI Consumption Opportunities Fund
Normal Dividend, Reinvestment ₹175.784
↓ -1.98 -6.41 % -4.59 % 12.76 % 16.3 % SBI Consumption Opportunities Fund
Normal Dividend, Payout ₹175.784
↓ -1.98 -6.41 % -4.59 % 12.76 % 16.3 % Data as on 23 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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