Investment Objective and Approach

The scheme seeks 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. SBI Consumption Opportunities Fund Direct Plan Growth invests in equity, equity-related securities in consumption and other sectors, REITS, debt and money market instruments.

The fund follows a sectoral/thematic investment approach, focusing primarily on companies operating in the consumption sector. The SBI Consumption Opportunities Fund Direct Plan Growth is an equity fund that aims for long-term capital appreciation by investing in the consumption space. It is an open-ended fund, which means an investor can invest at any time.

Key Investment Features:

- Fund Category: Sectoral/thematic category

- Launch Date: January 1, 2013

- Risk Level: Very High risk

- Investment Style: Long-term capital appreciation through consumption-focused equity investments

Fund Managers

Saurabh Pant is the Current Fund Manager of SBI Consumption Opportunities Fund Direct Growth fund. Saurabh Pant has over 16 years' experience in capital markets. He joined SBI Funds Management Limited as a research analyst and currently manages equity funds.

Educational Qualifications:

- Commerce graduate and holds a Master's Degree in Business Economics from the University of Delhi

- B.Com (H), MBE and CFA (Level III)

Professional Experience:

- Associated with SBI Mutual Fund since 2007

- Managing funds since 2011, he currently oversees a massive Rs 95,000 crore across three equity funds and the equity portion of the conservative hybrid fund

- Fund Manager at SBI Mutual Fund, manages 4 schemes with an AUM of ₹35,292 Cr

About the Fund House (AMC)

SBI Mutual Fund is one of India's largest and oldest asset management companies. The SBI Mutual Fund is a Joint Venture (JV) between one of India's largest and most profitable banks, the State Bank of India, and Amundi, which is a French asset management company.

Key Highlights:

- Establishment: The SBI Mutual Fund was set up on June 29, 1987 and was incorporated on February 7, 1992

- Historical Significance: It was India's second Mutual Fund after the Unit Trust of India started operations in 1963

- Current AUM: As of March 2024, the SBI Mutual Fund manages assets worth Rs. 9.14 lakh crores

- Market Position: In early 2019, it moved past Aditya Birla and HDFC Mutual Funds to emerge as the 3rd largest Mutual Fund body in India based on Assets under Management or AUM

Partnership Structure:

- In July 2004, SBI decided to divest 37% of the Fund and roped in Amundi as a partner

- Amundi is an asset management major created jointly by Crédit Agricole and Société Générale

Innovation Track Record:

- SBI MF has many firsts to its name. It was the first Indian Mutual Fund player to launch a 'Contra' fund, called the SBI Contra Fund

- In 2015, the Employees' Provident Fund of India invested Rs 5,000 Crore for the first time in a Mutual Fund in India via SBIMF Sensex ETFs or Exchange Traded Funds

Should I Invest in SBI Consumption Opportunities Fund?

This fund is suitable for investors who have a strong conviction about the long-term growth prospects of India's consumption sector. Given its sectoral focus, the fund carries higher concentration risk compared to diversified equity funds.

Ideal For:

- Investors with high risk tolerance seeking exposure to consumption themes

- Long-term investors (5+ years investment horizon)

- Investors looking to diversify their portfolio with sectoral exposure

- Those who understand and accept the volatility of thematic funds

Performance Metrics:

- Since Inception Returns: The fund has delivered a CAGR of 16.92 since inception (as of August 2025)

- Recent Performance: SBI Consumption Opportunities Fund fund has generated a return of -6.50% in 1 year, 17.77% in 3 years, 25.43% in 5 years

Key Considerations:

- High volatility due to sectoral concentration

- Suitable for investors who can withstand market fluctuations

- Requires regular monitoring due to thematic nature

- It is suitable for investors who are open to taking a chance on the consumption sector stocks

FAQs

What is today's NAV of SBI Consumption Opportunities Fund?

The NAV of SBI Consumption Opportunities Fund on Aug 20 2025, is ₹359.2275. NAV is updated daily and reflects the per-unit value of the fund.

What is the AUM of SBI Consumption Opportunities Fund?

The AUM of SBI Consumption Opportunities Fund, is ₹3134.57 crore (as of August 2025). AUM represents the total market value of assets managed by the fund.

What is the expense ratio of SBI Consumption Opportunities Fund?

The expense ratio of SBI Consumption Opportunities Fund is 0.94%. This is the annual fee charged by the fund house for managing your investments.

What are the returns of SBI Consumption Opportunities Fund since inception?

The fund has delivered a CAGR of 16.92 since inception (launched on January 1, 2013). This represents the annualized return since the fund's launch.

What is the minimum SIP amount to invest in SBI Consumption Opportunities Fund?

Minimum SIP Investment is set to ₹500. You can start a systematic investment plan with this amount on a monthly basis.

How do I invest in SBI Consumption Opportunities Fund?

You can invest through Allvest platform by logging into your account, selecting the fund, choosing SIP or lump sum option, and completing the payment process. Your portfolio will be updated with this investment in 3-5 working days.

How to start a SIP in SBI Consumption Opportunities Fund?

Log into Allvest, search for SBI Consumption Opportunities Fund, select SIP option, choose your investment amount and frequency, set up auto-debit, and confirm your investment.

How do I automate an SIP in SBI Consumption Opportunities Fund?

Through Allvest platform, you can set up automatic SIP with bank mandate for seamless monthly investments. Enable auto-debit during SIP setup for hassle-free investing.

How can I withdraw/redeem my investment in SBI Consumption Opportunities Fund?

You can redeem your investment anytime through Allvest platform. Exit load of 0.10% if redeemed within 30 days applies. Select partial or full redemption as per your requirement.