Fund Overview of SBI Consumption Opportunities Fund-Growth
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₹2,641.5 CrAUM
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₹273.95NAV
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2.23%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
SBI Consumption Opportunities Fund-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -7.64% | NA | 5.85% |
| 6 Months | -5.46% | NA | 13.74% |
| 1 Year | -12.29% | -12.29% | -0.98% |
| 2 Years | -16.27% | -8.50% | 19.37% |
| 3 Years | 13.17% | 4.21% | 18.47% |
| 5 Years | 53.09% | 8.89% | 22.00% |
| 7 Years | 128.77% | 12.55% | NA |
| 10 Years | 224.01% | 12.48% | 15.64% |
Asset Allocation of SBI Consumption Opportunities Fund-Growth
equities
98.93%debt instruments
0.10%other assets or cash equivalents
0.97%SBI Consumption Opportunities Fund-Growth is one Equity mutual fund offered by SBI Mutual Fund. Launched on 01 Jan 2013, the fund aims Long term capital appreciation. Equity investments in stock of companies following consumption theme. It manages assets worth ₹2,641.5 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.23%. Fund Manager Manager Education Fund Manager Manager EducationAbout SBI Consumption Opportunities Fund-Growth
The portfolio allocation consists of 98.93% in equities, 0.10% in debt instruments, 0.97% in other assets or cash equivalents.Managed by Pradeep Kesavan, it has delivered a return of -12.29% in the last year, a total return since inception of 14.15%.
For those looking to make better investment decisions it is useful to also compare best sip plans suited to long-term goals.
Key Metrics of SBI Consumption Opportunities Fund-Growth
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Standard Deviation17.19%
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Mean4.09%
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Sharpe Ratio-0.09%
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Alpha-6.67%
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Beta1.01%
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Sortino Ratio-0.13%
SBI Consumption Opportunities Fund-Growth Fund Details
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Compare SBI Consumption Opportunities Fund-Growth with other mutual funds in the same category
SBI Consumption Opportunities Fund-Growth
Tata India Consumer Fund Direct-Growth
Tata India Consumer Fund Direct-IDCW
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Tata India Consumer Fund Direct-Growth |
₹2,723 | 5.00% | -1.70% | 4.37% | 14.85% | 13.67% |
| Tata India Consumer Fund Direct-IDCW |
₹2,723 | 5.00% | -1.70% | 4.37% | 14.85% | 13.67% |
| Mirae Asset Great Consumer Fund Direct-Growth |
₹4,455 | 6.31% | -2.21% | -1.55% | 11.85% | 12.28% |
| Mirae Asset Great Consumer Fund Direct-IDCW |
₹4,455 | 6.31% | -2.21% | -1.55% | 11.85% | 12.28% |
| Tata India Consumer Fund Regular-Growth |
₹2,723 | 4.89% | -2.01% | 3.08% | 13.41% | 12.24% |
| Tata India Consumer Fund Regular-IDCW |
₹2,723 | 4.89% | -2.01% | 3.08% | 13.41% | 12.24% |
| Nippon India Consumption Fund Direct-Growth |
₹2,255 | 5.81% | -4.66% | -4.64% | 10.38% | 11.89% |
| Nippon India Consumption Fund Direct-IDCW |
₹2,255 | 5.81% | -4.66% | -4.64% | 10.38% | 11.89% |
| ICICI Prudential Bharat Consumption Fund Direct-Growth |
₹3,049 | 6.36% | -3.56% | -3.42% | 10.28% | 11.79% |
| ICICI Prudential Bharat Consumption Fund Direct-IDCW |
₹3,049 | 6.36% | -3.56% | -3.42% | 10.28% | 11.79% |
More funds from SBI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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SBI Consumption Opportunities Fund Direct-Growth
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₹2,642 | 2.96% | -7.41% | -4.99% | -11.38% | 5.31% |
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SBI Consumption Opportunities Fund Direct-IDCW
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₹2,642 | 2.96% | -7.41% | -4.99% | -11.38% | 5.31% |
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SBI Consumption Opportunities Fund-IDCW
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₹2,642 | 2.87% | -7.64% | -5.46% | -12.29% | 4.21% |
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SBI Nifty India Consumption Index Fund Regular-Growth
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₹239 | 7.81% | -3.56% | 3.20% | -4.82% | - |
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SBI Nifty India Consumption Index Fund Direct-Growth
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₹239 | 7.86% | -3.45% | 3.45% | -4.36% | - |
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SBI Nifty India Consumption Index Fund Regular-IDCW
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₹239 | 7.81% | -3.56% | 3.20% | -4.82% | - |
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SBI Nifty India Consumption Index Fund Direct-IDCW
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₹239 | 7.86% | -3.45% | 3.45% | -4.36% | - |
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SBI Nifty Consumption ETF-Growth
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₹20 | 7.87% | -3.40% | 3.54% | -4.18% | 12.45% |
SBI Consumption Opportunities Fund-Growth Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Consumption Fund Regular-Growth |
₹5,697 | ₹207.11 | 8.52% | 7.90% | 12.62% |
| Aditya Birla Sun Life Consumption Direct Fund-Growth |
₹5,697 | ₹240.03 | 9.67% | 9.09% | 13.90% |
| Aditya Birla Sun Life Consumption Fund Regular-IDCW |
₹5,697 | ₹35.93 | 8.52% | 7.90% | 12.62% |
| Aditya Birla Sun Life Consumption Direct Fund-IDCW |
₹5,697 | ₹46.18 | 9.67% | 9.09% | 13.90% |
| Mirae Asset Great Consumer Fund Regular-Growth |
₹4,455 | ₹93.35 | 10.28% | 10.65% | 14.50% |
| Mirae Asset Great Consumer Fund Direct-Growth |
₹4,455 | ₹113.30 | 11.85% | 12.28% | 16.20% |
| Mirae Asset Great Consumer Fund Direct-IDCW |
₹4,455 | ₹68.03 | 11.85% | 12.28% | 16.20% |
| Mirae Asset Great Consumer Fund Regular-IDCW |
₹4,455 | ₹26.15 | 10.28% | 10.65% | 14.50% |
| ICICI Prudential Bharat Consumption Fund Direct-Growth |
₹3,049 | ₹27.09 | 10.28% | 11.79% | - |
| ICICI Prudential Bharat Consumption Fund-Growth |
₹3,049 | ₹24.93 | 9.30% | 10.81% | - |
SBI Consumption Opportunities Fund-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | 6.59% | ₹208.45 Cr |
| Bharti Airtel Ltd | Technology | 6.46% | ₹208.06 Cr |
| Bharti Airtel Ltd | Technology | 6.24% | ₹203.40 Cr |
| Bharti Airtel Ltd | Technology | 6.24% | ₹203.40 Cr |
| Bharti Airtel Ltd | Technology | 6.65% | ₹194.90 Cr |
| Bharti Airtel Ltd | Technology | 6.05% | ₹189.52 Cr |
| Bharti Airtel Ltd | Technology | 5.85% | ₹185.96 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 6.14% | ₹172.28 Cr |
| Bharti Airtel Ltd | Technology | 5.79% | ₹171.96 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 5.31% | ₹170.96 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 5.33% | ₹169.64 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 5.34% | ₹168.77 Cr |
| Itc Ltd | Consumer Staples | 5.21% | ₹163.16 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 5.50% | ₹161.24 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 5.48% | ₹160.68 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 5.07% | ₹160.46 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 4.87% | ₹158.67 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 4.87% | ₹158.67 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 5.33% | ₹156.15 Cr |
| Asian Paints Ltd | Materials | 5.51% | ₹154.69 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Tata India Consumer Fund Direct-Growth |
₹55.53 | 14.85% | 13.67% | - |
| Tata India Consumer Fund Direct-IDCW |
₹53.82 | 14.85% | 13.67% | - |
| Mirae Asset Great Consumer Fund Direct-Growth |
₹113.30 | 11.85% | 12.28% | - |
| Mirae Asset Great Consumer Fund Direct-IDCW |
₹68.03 | 11.85% | 12.28% | - |
| Tata India Consumer Fund Regular-Growth |
₹47.48 | 13.41% | 12.24% | - |
| Tata India Consumer Fund Regular-IDCW |
₹42.08 | 13.41% | 12.24% | - |
| Nippon India Consumption Fund Direct-Growth |
₹217.54 | 10.38% | 11.89% | - |
| Nippon India Consumption Fund Direct-IDCW |
₹53.28 | 10.38% | 11.89% | - |
| ICICI Prudential Bharat Consumption Fund Direct-Growth |
₹27.09 | 10.28% | 11.79% | - |
| ICICI Prudential Bharat Consumption Fund Direct-IDCW |
₹15.58 | 10.28% | 11.79% | - |
Frequently Asked Questions
SBI Consumption Opportunities Fund-Growth
What is the current AUM of SBI Consumption Opportunities Fund-Growth?
As of Wed Sep 30, 2026, SBI Consumption Opportunities Fund-Growth manages assets worth ₹2,641.5 crore
What is the long-term performance of SBI Consumption Opportunities Fund-Growth?
- 3 Years CAGR: 4.21%
- 5 Years CAGR: 8.89%
- Since Inception: 14.15%
What is the portfolio composition of SBI Consumption Opportunities Fund-Growth?
Equity: 98.93%, Debt: 0.10%, Others: 0.97%.
Who manages SBI Consumption Opportunities Fund-Growth?
SBI Consumption Opportunities Fund-Growth is managed by Pradeep Kesavan from SBI Mutual Fund.
What is the market-cap allocation of SBI Consumption Opportunities Fund-Growth?
Large Cap: 47.57%, Mid Cap: 21.07%, Small Cap: 31.36%.
Which are the top companies SBI Consumption Opportunities Fund-Growth has invested in?
- Bharti Airtel Ltd – 6.59% of the fund's portfolio
- Bharti Airtel Ltd – 6.46% of the fund's portfolio
- Bharti Airtel Ltd – 6.24% of the fund's portfolio
- Bharti Airtel Ltd – 6.24% of the fund's portfolio
- Bharti Airtel Ltd – 6.65% of the fund's portfolio
Which are the major sectors SBI Consumption Opportunities Fund-Growth focuses on?
- Technology – 49.87% of the fund's portfolio
- Consumer Discretionary – 36.12% of the fund's portfolio
- Consumer Staples – 22.33% of the fund's portfolio
- Materials – 5.51% of the fund's portfolio




