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SBI Consumption Opp Fund(IDCW-Payout)

IDCW
EquitySector Funds - Consumption
Mid-size FundAssets Under Mgmt: ₹ 733 Cr
Very High RiskPrinciple investment will be at very high risk
121.430.01 (-0.01%)

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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Other Funds in the same category are generating better returns

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Significant holdings have underlying redflags

EquitySector Funds - Consumption
Mid-size FundAssets Under Mgmt: ₹ 733 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio
1.44
No LabelNo Label
43.97
No LabelNo Label
3.30
No LabelNo Label
1.30
No LabelNo Label
51.23
No LabelNo Label
2.47

About Sector Funds - Consumption

Sector Funds - Consumption are equity schemes that majorly invest in consumption sector companies. It will give exposure to entire consumption sector which comprised a wide range of housing, health and education.

Scheme Info

PlanPlan
IDCW
Lock inLock in
0 yrs
Exit LoadExit Load
1.00%
1% on or before 1Y Nil after 1Y
Min. SIPMin. SIP
₹ 500
Min. LumpsumMin. Lumpsum
₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
NIFTY CONSUMPTION - TRI

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

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One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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AMC profile

The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. The SBI Mutual Fund is a Joint Venture between the State Bank of India, and Amundi, which is a French asset management company.

  • No.of Schemes

    123

  • Total AUM

    ₹ 3,72,933.26 Cr.