TickerKhojSBI Mutual Fund · Equity · Sectoral / Thematic · Direct plan
SBI CONSUMPTION OPPORTUNITIES FUND - Direct Plan - Growth
In plain words
Over 3 years it returned +3.8% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -27.4%.
On 3-year return it ranks 137 of 139 funds in Sectoral / Thematic.
A monthly SIP over 10 years ended ₹1,39,716 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -3.6% | +1.9% |
| 3 months | -11.3% | -5.1% |
| 6 months | -9.9% | -3.2% |
| 1 year | -16.4% | -10.2% |
| 3 years (yearly) | +3.8% | +7.4% |
| 5 years (yearly) | +9.3% | +6.5% |
| 10 years (yearly) | +12.9% | +11.3% |
| Since start (yearly) | +13.8% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,07,169 | -17.0% |
| 3 years | ₹3,60,000 | ₹3,23,791 | -6.4% |
| 5 years | ₹5,90,000 | ₹6,36,021 | +2.9% |
| 10 years | ₹11,90,000 | ₹21,64,566 | +11.4% |
Top holdings (30 Sept 2026)
Fund size ₹2,642 crore · 49 holdings · 95.9% in equity
| Company | Industry | Weight |
|---|---|---|
| Eternal Ltd. | Retailing | 5.75% |
| Asian Paints Ltd. | Consumer Durables | 4.78% |
| Jubilant Foodworks Ltd. | Leisure Services | 4.57% |
| Mahindra & Mahindra Ltd. | Automobiles | 3.91% |
| Varun Beverages Ltd. | Beverages | 3.82% |
| Berger Paints India Ltd. | Consumer Durables | 3.60% |
| Page Industries Ltd. | Textiles & Apparels | 3.56% |
| Titan Company Ltd. | Consumer Durables | 3.47% |
| United Breweries Ltd. | Beverages | 3.42% |
| Britannia Industries Ltd. | Food Products | 3.36% |
| Colgate Palmolive (India) Ltd. | Personal Products | 3.17% |
| Bharti Airtel Ltd. | Telecom - Services | 3.16% |
| Hindustan Unilever Ltd. | Diversified FMCG | 3.02% |
| Eicher Motors Ltd. | Automobiles | 2.98% |
| Maruti Suzuki India Ltd. | Automobiles | 2.94% |
Largest industries: Consumer Durables 22.8%, Retailing 15.7%, Automobiles 12.9%, Leisure Services 9.4%, Beverages 7.7%, Textiles & Apparels 6.8%.
Other plan of this fund: SBI CONSUMPTION OPPORTUNITIES FUND - Regular Plan - Growth