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SBI Consumption Opportunities Fund (IDCW)

Sectoral / Thematic • OPEN
NAV as of Apr 29, 2026
₹397.74
1 day change
Returns since inception
14.29%
CAGR
AUM (Fund size)
₹2,644 Cr
NAV: ₹ 397.74
as on Apr 29, 2026
SBI Consumption Opportunities Fund (IDCW)

SBI Consumption Opportunities Fund (IDCW) Overview

AUM (Fund size) ₹ 2,644 Cr
Expense ratio 2.01 %
Exit load 0.10% - For exit on or before 30 days from the date of allotment Nil - For exit after 30 days from the date of allotment
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty India Consumption TRI
Min. investment SIP: ₹500    Lumpsum: ₹5,000
Age 26 yrs 10 m since Jun 04, 1999
Tax implication STCG Tax: 15% if redeemed before 1 Year, LTCG Tax: 10% without indexation benefit exceeding Rs. 1 lakh post 1 Year

Holdings Distribution

Consumer Durables
23.26%
Automobiles
14.99%
Retailing
8.19%
Leisure Services
7.71%
Food Products
7.17%

Top Holdings

Asian Paints 4.74%
Avenue Super. 4.49%
M & M 4.47%
Jubilant Food. 4.34%
Britannia Inds. 4.10%
Bharti Airtel 4.04%
United Breweries 3.96%
Titan Company 3.74%
Hind. Unilever 3.71%
Berger Paints 3.64%

Peer Comparison

Fund Name 1Y 3Y 5Y
SBI Consumption Opportunities Fund (IDCW) -4.44% 11.20% 15.48%
DSP Natural Resources & New Energy Fund (IDCW) 33.02% 23.96% 16.62%
DSP Natural Resources & New Energy Fund (G) 33.03% 23.96% 18.51%
HDFC Small Cap Fund (G) 7.06% 16.39% 19.08%
HDFC Small Cap Fund (IDCW) 7.08% 16.01% 18.85%
Sundaram Fin Serv Opportunities (IDCW) 2.20% 15.74% 14.79%

Scheme Information

SBI Consumption Opportunities Fund (IDCW) was launched on 04/06/1999. The fund manages ₹2,644 Cr in assets. Its current expense ratio is 2.01%.

Fund Manager: Ashit Desai

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FAQs on SBI Consumption Opportunities Fund (IDCW)

The current expense ratio of SBI Consumption Opportunities Fund (IDCW) is 2.01%.

The AUM of SBI Consumption Opportunities Fund (IDCW) is ₹2,644 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, SBI Consumption Opportunities Fund (IDCW) allows both SIP and lump sum investments.

The latest NAV is ₹397.74.

Minimum SIP starts from ₹500.

Redemption can be done via AMC website or your investment platform.

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