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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 2026323.6593
CategorySectoral / Thematic
PlanDirect · Growth
Launched1 Jan 1993
Risk labelthe scheme's own riskometerVERY HIGH
Legal benchmarkSEBI Tier-1Nifty India Consumption Index
Expense ratiodirect plan, a year1.19%
AUM₹710 Cr
Growth of ₹10,000₹18,3122 Sep 2021 to 2 Sep 2026
₹22,745₹19,558₹16,372₹13,186₹10,000Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹18,312 (+12.9% a year) SBI CONSUMPTION OPPORTUNITIES FUND

Performance (trailing, annualised)

1Y annualised-10.11%
3Y annualised6.29%
5Y annualised12.86%
10Y annualised13.65%

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 ₹1,14,817-7.88%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,51,265-1.59%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,11,6346.76%

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

Calendar years

Calendar 202137.03%
Calendar 202215.06%
Calendar 202331.34%
Calendar 202424.17%
Calendar 2025-5.31%

Rolling returns

Rolling 1Y · average652 windows since 14 Jan 201417.38%
Rolling 1Y · median16.84%
Rolling 1Y · worst window-30.25%
Rolling 1Y · best window79.15%
Rolling 1Y · windows positive79%
Rolling 3Y · average550 windows since 11 Jan 201617.18%
Rolling 3Y · median17.38%
Rolling 3Y · worst window-3.11%
Rolling 3Y · best window37.35%
Rolling 3Y · windows positive97%
Rolling 5Y · average447 windows since 10 Jan 201816.96%
Rolling 5Y · median16.36%
Rolling 5Y · worst window3.76%
Rolling 5Y · best window31.43%
Rolling 5Y · windows positive100%

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

Risk

Volatility (3Y)12.99%
Downside deviation (3Y)9.37%
Maximum drawdown-25.91%

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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