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OmniAsset › Mutual funds › SBI CONSUMPTION OPPORTUNITIES FUND

SBI CONSUMPTION OPPORTUNITIES FUND

Sectoral / Thematic fund benchmarked to Nifty India Consumption Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 2026168.8238
CategorySectoral / Thematic
PlanRegular · Idcw
Launched1 Jan 1993
Risk labelthe scheme's own riskometerVERY HIGH
Legal benchmarkSEBI Tier-1Nifty India Consumption Index
Expense ratiodirect plan, a year2.16%
AUM₹129 Cr
Growth of ₹10,000₹17,3592 Sep 2021 to 2 Sep 2026
₹22,002₹19,001₹16,001₹13,000₹10,000Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹17,359 (+11.7% a year) SBI CONSUMPTION OPPORTUNITIES FUND

Performance (trailing, annualised)

1Y annualised-11.04%
3Y annualised5.18%
5Y annualised11.66%
10Y annualised10.58%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,14,194-8.81%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,45,525-2.65%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹6,90,5525.56%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202135.52%
Calendar 202213.86%
Calendar 202329.92%
Calendar 202422.82%
Calendar 2025-6.30%

Rolling returns

Rolling 1Y · average1001 windows since 5 Apr 200716.41%
Rolling 1Y · median14.29%
Rolling 1Y · worst window-35.33%
Rolling 1Y · best window98.56%
Rolling 1Y · windows positive72%
Rolling 3Y · average897 windows since 9 Apr 200916.19%
Rolling 3Y · median15.75%
Rolling 3Y · worst window-9.38%
Rolling 3Y · best window45.01%
Rolling 3Y · windows positive94%
Rolling 5Y · average795 windows since 5 Apr 201115.49%
Rolling 5Y · median13.33%
Rolling 5Y · worst window-4.19%
Rolling 5Y · best window32.78%
Rolling 5Y · windows positive99%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)13.04%
Downside deviation (3Y)9.46%
Maximum drawdown-27.06%

Management

Fund managerMr. Ashit Desai
Managing since2 Apr 2024

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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