SBI Consumption Opportunities Fund - Regular Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Returns (NAV as on 22nd September, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	15-Sep-25	9926.60	-0.73%	-	0.82%	232/235
1 Month	22-Aug-25	10127.40	1.27%	-	1.95%	165/238
3 Month	20-Jun-25	10372.60	3.73%	-	3.82%	107/228
6 Month	21-Mar-25	10751.30	7.51%	-	11.84%	188/224
YTD	01-Jan-25	9598.60	-4.01%	-	3.55%	187/213
1 Year	20-Sep-24	8956.90	-10.43%	-10.38%	-1.80%	172/192
2 Year	22-Sep-23	13097.20	30.97%	14.42%	19.50%	124/150
3 Year	22-Sep-22	15117.10	51.17%	14.75%	18.99%	96/126
5 Year	22-Sep-20	31010.60	210.11%	25.39%	23.18%	34/102
10 Year	22-Sep-15	44547.20	345.47%	16.10%	14.51%	26/76
Since Inception	01-Jan-13	62734.20	527.34%	15.52%	12.70%	84/207

Returns Calculator

SIP Returns (NAV as on 22nd September, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	20-Sep-24	12000	12147.36	1.23 %	2.27 %
2 Year	22-Sep-23	24000	25998.71	8.33 %	7.88 %
3 Year	22-Sep-22	36000	43910.5	21.97 %	13.31 %
5 Year	22-Sep-20	60000	93674.77	56.12 %	17.84 %
10 Year	22-Sep-15	120000	290342.48	141.95 %	16.83 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	-0.45%	0.82%	3.16%	7.03%	-3.56%	-11.37%	14.14%	14.85%	25.34%
Nifty 50	-0.13%	1.20%	0.79%	8.53%	6.45%	-2.97%	13.07%	12.58%	17.71%
Benchmark: Nifty India Consumption TRI	-0.79%	1.65%	7.44%	16.07%	10.08%	-3.55%	21.89%	16.26%	21.77%
Category Average	-0.24%	1.67%	3.57%	11.54%	3.30%	-3.02%	19.28%	19.47%	23.15%
Category Rank	144/199	165/238	107/228	188/224	187/213	172/192	124/150	96/126	34/102
Best in Category	1.21%	16.72%	34.75%	55.17%	37.91%	50.02%	39.15%	35.33%	37.79%
Worst in Category	-1.29%	-2.72%	-7.94%	-5.36%	-22.48%	-18.73%	3.66%	7.42%	5.07%

quartely results (NAV as on 23rd September, 2025)

Period

This Fund

Nifty 50

Nifty India Consumption TRI

Category Average

2025

-2.87%

2.71%

Q3 - 2025	0.77%	-1.46%	--	1.87%
Q2 - 2025	7.33%	10.15%	--	8.03%
Q1 - 2025	-11.10%	-2.43%	--	-2.54%

2024

22.49%

8.75%

17.46%

Q4 - 2024	-7.59%	-8.34%	--	-5.84%
Q3 - 2024	14.44%	6.91%	--	9.00%
Q2 - 2024	12.35%	7.48%	--	12.41%
Q1 - 2024	1.39%	3.31%	--	6.48%

2023

28.68%

19.48%

28.15%

Q4 - 2023	9.33%	11.33%	--	12.40%
Q3 - 2023	6.54%	1.07%	--	7.45%
Q2 - 2023	14.36%	10.29%	--	8.99%
Q1 - 2023	-2.47%	-4.60%	--	-2.64%

2022

13.86%

3.24%

2.73%

Q4 - 2022	-0.85%	7.76%	--	4.21%
Q3 - 2022	15.26%	8.52%	--	11.21%
Q2 - 2022	-5.73%	-10.70%	--	-8.45%
Q1 - 2022	3.88%	-0.91%	--	0.68%

2021

32.14%

23.79%

28.59%

Q4 - 2021	6.11%	-1.02%	--	1.10%
Q3 - 2021	8.84%	12.36%	--	9.86%
Q2 - 2021	10.55%	5.75%	--	11.77%
Q1 - 2021	2.46%	4.80%	--	8.71%

2020

13.16%

14.77%

15.95%

Q4 - 2020	27.24%	22.46%	--	19.77%
Q3 - 2020	8.77%	7.84%	--	9.11%
Q2 - 2020	13.90%	24.82%	--	19.14%
Q1 - 2020	-27.72%	-29.43%	--	-24.43%

2019

0.53%

11.53%

7.15%

Q4 - 2019	1.95%	7.12%	--	4.63%
Q3 - 2019	5.24%	-3.30%	--	-2.02%
Q2 - 2019	-8.04%	1.68%	--	1.04%
Q1 - 2019	2.30%	6.96%	--	5.29%

2018

-2.03%

4.09%

-7.04%

Q4 - 2018	2.98%	-1.32%	--	1.03%
Q3 - 2018	-2.16%	3.29%	--	-1.59%
Q2 - 2018	1.20%	4.36%	--	-5.72%
Q1 - 2018	-3.02%	-2.14%	--	-6.30%

2017

53.1%

27.58%

35.64%

Q4 - 2017	18.21%	5.84%	--	11.34%
Q3 - 2017	0.05%	2.54%	--	3.91%
Q2 - 2017	8.59%	3.06%	--	4.16%
Q1 - 2017	19.22%	12.16%	--	14.07%

2016

2.33%

2.72%

4.64%

Q4 - 2016	-7.13%	-6.39%	--	-4.49%
Q3 - 2016	1.20%	3.40%	--	6.62%
Q2 -	--	7.45%	--	--
Q1 -	--	-2.82%	--	--

Best Quarters

Period	This Fund	Nifty 50	Nifty India Consumption TRI	Category Average
Q4 - 2020	27.24%	22.46%	--	19.77%
Q1 - 2017	19.22%	12.16%	--	14.07%
Q4 - 2017	18.21%	5.84%	--	11.34%

Worst Quarters

Period	This Fund	Nifty 50	Nifty India Consumption TRI	Category Average
Q1 - 2020	-27.72%	-29.43%	--	-24.43%
Q1 - 2025	-11.10%	-2.43%	--	-2.54%
Q2 - 2019	-8.04%	1.68%	--	1.04%

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hunch
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32 days ago

JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss View more

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  JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss
  
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shravanashok
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47 days ago

need your suggestion for sbi psu fund direct growth stay or switch View more

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The Fixed Income
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8 hrs ago

Invest in a Secure PSU Bond for Steady Growth TELANGANA STATE INDUSTRIAL INFRASTRUCTURE CORPORATION LIMITED – 2031 Bond ✔️ Coupon: 9.35% p.a. ✔️ Rating: INDIA RATING AA(CE) Stable, Acuite (SMERA) AA(CE) Stable ✔️ Tenor: 5y 10m (Maturity: 08/Aug/2031) ✔️ PSU Bond | High Return | Listed A reliable PSU bond offering attractive returns with strong credit backing—perfect for conservative investors seeking stability and growth. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dVJhb1p3PT0=/967-kerala-infrastructure-investment-fund-board-2031?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list View more

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  Invest in a Secure PSU Bond for Steady Growth TELANGANA STATE INDUSTRIAL INFRASTRUCTURE CORPORATION LIMITED – 2031 Bond ✔️ Coupon: 9.35% p.a. ✔️ Rating: INDIA RATING AA(CE) Stable, Acuite (SMERA) AA(CE) Stable ✔️ Tenor: 5y 10m (Maturity: 08/Aug/2031) ✔️ PSU Bond | High Return | Listed A reliable PSU bond offering attractive returns with strong credit backing—perfect for conservative investors seeking stability and growth. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dVJhb1p3PT0=/967-kerala-infrastructure-investment-fund-board-2031?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
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sunny85deol
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97 days ago

Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV. View more

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  Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV.
  
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Progrowth Finwealth
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98 days ago

Hi Sunny, what is he period of holding and also any particular reson for withdrawl out of these two funds that have grown over a period of time View more | 1

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  Hi Sunny, what is he period of holding and also any particular reson for withdrawl out of these two funds that have grown over a period of time
  
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h_purandare
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104 days ago

Why are the NAVs of Indian Debt Mutual Funds going down after the rate cut View more

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