SBI Consumption Opportunities Fund
The scheme seeks 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.
Growthvine rating: 3/5 — ranked #91 of 186 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹252.94 (as of 2026-10-23) |
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| AUM | ₹2,642 Cr |
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| Expense ratio | 1.70% |
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| Riskometer | Very High |
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| Fund manager | Ashit Desai |
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| Exit load | 0.1% for redemption within 30 days |
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Performance & risk
| 5-year annualised return | 9.39% |
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| Sharpe ratio | -0.05 |
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| Standard deviation | 17.07% |
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| Max drawdown | −36.48% |
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| Alpha | -5.26 |
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| Beta | 1 |
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Over 5 years, captured 85.8% of NIFTY India Consumption's upside and 85.1% of its downside.
Market cap allocation
| Large cap | 47.6% |
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| Mid cap | 21.1% |
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| Small cap | 31.4% |
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Concentration
| Top 5 holdings | 22.8% |
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| Top 10 holdings | 40.2% |
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| Total holdings | 48 |
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Top holdings
- Eternal Limited — 5.8%
- Asian Paints Ltd. — 4.8%
- Jubilant Foodworks Limited — 4.6%
- Mahindra & Mahindra Ltd. — 3.9%
- Varun Beverages Limited — 3.8%
- Berger Paints India Ltd — 3.6%
- Page Industries Ltd. — 3.6%
- Titan Company Limited — 3.5%
- United Breweries Ltd. — 3.4%
- Britannia Industries Ltd. — 3.4%
Top sectors
- Consumer Durables — 27.7%
- Retail — 15.7%
- Automobile — 13.7%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −17.4% | Q4 (Bottom) | #165 of 167 |
| 2025 | −6.3% | Q4 (Bottom) | #124 of 132 |
| 2024 | 22.8% | Q2 | #29 of 86 |
| 2023 | 29.9% | Q2 | #33 of 66 |
| 2022 | 13.9% | Q1 (Top) | #11 of 55 |