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.

Scheme Objective

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.

Scheme Details

Fund manager(s) – Pradeep Kesavan , Ashit Desai
Launch date – 01-Jan-2013
Expense ratio – 1.97% as declared on 31-Aug-2025 (category average is 2.12%)
Benchmark - Nifty India Consumption TRI

Min SIP amount - ₹500
Min investment amount (one time- first time) - ₹5000
Min investment amount (addtional purchase) - ₹1000
Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

SBI Consumption Opportunities Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges.

Asset Monitor

Total AUM for this Scheme (Cr)

Category Total AUM (Cr)

% of Assets in Category

2025

3174.73

0.00

0.00%

Aug - 2025	3174.73	0.00%
Jul - 2025	3134.57	0.00%
Jun - 2025	3185.83	0.00%
May - 2025	3051.86	0.00%
Apr - 2025	3028.16	0.00%
Mar - 2025	2903.68	0.00%
Feb - 2025	2707.28	0.00%
Jan - 2025	2940.27	0.00%

2024

3100.05

0.00

0.00%

Dec - 2024	3100.05	0.00	0.00%
Nov - 2024	3074.00	0.00	0.00%
Oct - 2024	3014.92	0.00	0.00%
Sep - 2024	3100.76	0.00	0.00%
Aug - 2024	2853.90	0.00	0.00%
Jul - 2024	2679.47	0.00	0.00%
Jun - 2024	2404.58	0.00	0.00%
May - 2024	2182.94	332799.42	0.66%
Apr - 2024	2165.26	310216.11	0.70%
Mar - 2024	2026.18	294067.45	0.69%
Feb - 2024	1993.35	284307.77	0.70%
Jan - 2024	2000.77	267953.19	0.75%

2023

1913.18

255901.49

0.75%

Dec - 2023	1913.18	255901.49	0.75%
Nov - 2023	1790.92	234412.57	0.76%
Oct - 2023	1647.77	216198.17	0.76%
Sep - 2023	1631.62	217772.16	0.75%
Aug - 2023	1574.74	209306.98	0.75%
Jul - 2023	1506.58	204388.31	0.74%
Jun - 2023	1415.65	193871.64	0.73%
May - 2023	1333.18	185597.81	0.72%
Apr - 2023	1263.11	178010.71	0.71%
Mar - 2023	1194.60	171836.03	0.70%
Feb - 2023	1185.92	167436.63	0.71%
Jan - 2023	1189.67	166554.89	0.71%

2022

1173.43

167608.09

0.70%

Dec - 2022	1173.43	167608.09	0.70%
Nov - 2022	1194.03	172528.96	0.69%
Oct - 2022	1166.58	166705.18	0.70%
Sep - 2022	1121.95	157738.78	0.71%
Aug - 2022	1059.95	156463.28	0.68%
Jul - 2022	996.75	152963.27	0.65%
Jun - 2022	918.84	140454.87	0.65%
May - 2022	938.42	145456.40	0.65%
Apr - 2022	953.19	148233.23	0.64%
Mar - 2022	921.34	147952.10	0.62%
Feb - 2022	865.30	141958.74	0.61%
Jan - 2022	892.16	144634.29	0.62%

2021

880.42

145331.60

0.61%

Dec - 2021	880.42	145331.60	0.61%
Nov - 2021	876.53	138109.60	0.63%
Oct - 2021	839.33	138049.48	0.61%
Sep - 2021	808.69	135487.80	0.60%
Aug - 2021	773.60	130063.32	0.59%
Jul - 2021	764.63	122998.72	0.62%
Jun - 2021	747.86	113966.58	0.66%
May - 2021	733.30	108995.82	0.67%
Apr - 2021	678.60	101180.94	0.67%
Mar - 2021	671.22	97890.77	0.69%
Feb - 2021	696.55	95056.43	0.73%
Jan - 2021	680.57	88774.68	0.77%

2020

680.94

87074.79

0.78%

Dec - 2020	680.94	87074.79	0.78%
Nov - 2020	620.59	78410.56	0.79%
Oct - 2020	572.90	71179.12	0.80%
Sep - 2020	576.61	68093.54	0.85%
Aug - 2020	588.87	68601.85	0.86%
Jul - 2020	540.52	65177.73	0.83%
Jun - 2020	541.82	62364.34	0.87%
May - 2020	508.82	58108.50	0.88%
Apr - 2020	526.33	58981.31	0.89%
Mar - 2020	477.98	51838.98	0.92%
Feb - 2020	661.25	66675.46	0.99%
Jan - 2020	693.33	68411.85	1.01%

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

SBI Funds Management Limited

9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Tel no.: 022 - 61793000
Fax no.: 022 – 67425687
Website.: https://www.sbimf.com

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krishna_ksvs
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2 days ago

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hunch
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37 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 | 1

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19 hrs ago

Secure Your attractive Returns with a Long-Term PSU Bond 9.35% Telangana State Industrial Infrastructure Corporation Limited – 2031 ✔️ Coupon: 9.35% ✔️ Rating: INDIA RATING AA(CE) Stable, Acuite (SMERA) AA(CE) Stable ✔️ Tenor: 6y 3m (Maturity: 31/Dec/2031) ✔️ Senior Secured | PSU Bond | High Return Bond | Listed A reliable PSU bond offering steady returns over a long-term horizon. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dVJldWJ3PT0=/935-telangana-state-industrial-infrastructure-corporation-limited-31dec2031?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list View more

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  Secure Your attractive Returns with a Long-Term PSU Bond 9.35% Telangana State Industrial Infrastructure Corporation Limited – 2031 ✔️ Coupon: 9.35% ✔️ Rating: INDIA RATING AA(CE) Stable, Acuite (SMERA) AA(CE) Stable ✔️ Tenor: 6y 3m (Maturity: 31/Dec/2031) ✔️ Senior Secured | PSU Bond | High Return Bond | Listed A reliable PSU bond offering steady returns over a long-term horizon. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dVJldWJ3PT0=/935-telangana-state-industrial-infrastructure-corporation-limited-31dec2031?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
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ravisistla
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65 days ago

Dividend last declared by SBI Long Term Equity Fund - regular Plan -IDCW was in the year 2022. Is there any specific reason given by fund managers for non declaration of dividend. Please let me know. View more

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sunny85deol
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103 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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Progrowth Finwealth
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103 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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