(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 15.3% since its launch. Ranked 11 in Sectoral category. Return for 2024 was 22.8% , 2023 was 29.9% and 2022 was 13.9% . NAV as on 8 Aug 25 ₹302.058 ↓ -3.24 (-1.06 %) Net Assets (AUM) as on 30 Jun 2025 ₹3,186 Cr. Launch Date 2 Jan 2013 Category Equity - Sectoral Rating ☆☆☆☆ Type Open Ended Fund Risk High AMC SBI Funds Management Private Limited Alpha Ratio -4.85 Expense Ratio 2.17 % Sharpe Ratio -0.137 Information Ratio -0.17 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 8 Aug 25 Duration Returns 1 Month -3.5% 3 Month 0.5% 6 Month -1.7% 1 Year -6.2% 3 Year 15.5% 5 Year 25.4% 10 Year 15 Year Since launch 15.3% Historical Annual Returns
Year Returns 2024 22.8% 2023 29.9% 2022 13.9% 2021 35.6% 2020 13.9% 2019 0.1% 2018 -2% 2017 53.1% 2016 2.4% Growth of 10k Over Years
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹16,612 31 Jul 22 ₹20,173 31 Jul 23 ₹25,075 31 Jul 24 ₹34,736 31 Jul 25 ₹32,368 
Asset Allocation
Asset Class Value Cash 4.56% Equity 95.35% Debt 0.09% 
Sector Allocation
Sector Value Consumer Cyclical 47.86% Consumer Defensive 28.38% Basic Materials 7.38% Industrials 6.49% Communication Services 5.24% 
Top Securities Holdings / Portfolio
Holdings/Securities
Name Global Industry Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTLTelecom Services 5% ₹167 Cr 830,000 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITCTobacco 5% ₹165 Cr 3,960,660 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOODRestaurants 5% ₹150 Cr 2,136,850 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | 500825Packaged Foods 4% ₹143 Cr 244,000 Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 509480Specialty Chemicals 4% ₹139 Cr 2,350,172 Ganesha Ecosphere Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 514167Textile Manufacturing 4% ₹136 Cr 906,423 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | M&MAuto Manufacturers 4% ₹126 Cr 395,000
↑ 150,000 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | UBLBeverages - Brewers 4% ₹115 Cr 588,029 Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 31 Aug 23 | COLPALHousehold & Personal Products 3% ₹102 Cr 425,000 Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | 532827Apparel Manufacturing 3% ₹100 Cr 20,178
Talk to our investment specialistFund Managers
Name Since Tenure Pradeep Kesavan 1 Apr 24 1.33 Yr. Ashit Desai 1 Apr 24 1.33 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 ₹302.058
↓ -3.24 -1.65 % -6.22 % 15.49 % 25.36 % SBI Consumption Opportunities Fund
Normal Dividend, Reinvestment ₹181.86
↓ -1.95 -1.65 % -6.23 % 15.49 % 25.36 % SBI Consumption Opportunities Fund
Normal Dividend, Payout ₹181.86
↓ -1.95 -1.65 % -6.23 % 15.49 % 25.36 % Data as on 8 Aug 25
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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