SBI Consumption Opportunities Fund Regular Plan Growth
Medium
Risk
Equity
Other
+
23.43
%
23.43
%
3Y annualised
+
0.62
%
0.62
%
1D
1M
6M
1Y
3Y
All
Fund size
1993
NAV:
Mar 7, 2024
268.892
Sector
Tech
Type
Equity
Launched
Jan 2013
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Ganesha Ecosphere Ltd
5.43
%
Bharti Airtel Ltd
5.18
%
ITC Ltd
4.48
%
Bajaj Auto Ltd
4.01
%
Hero MotoCorp Ltd
3.66
%
Blue Star Ltd
3.57
%
Sheela Foam Ltd
3.28
%
United Spirits Ltd
3.28
%
EIH Ltd
3.14
%
Jubilant Foodworks Ltd
3.03
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 0.1% if redeemed within 30.0 Days, 0.0 % if redeemed after 30.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
SBI Consumption Opportunities Fund Regular Plan Growth
More details
Investment objective
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
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