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SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH is an equity scheme managed by SBI Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 23.27%, with the bottom and top quartiles at 16.76% and 28.00% respectively. It has ranked in the top half of its category for 0 of the last 2 reported years. The total expense ratio is 1.53% on assets of ₹2,933Cr. The fund is currently managed by Mr. Ashit Desai, appointed within the last year.
Lower is better.
This scheme classifies as Large-Growth on the 3x3 equity style box, with 97% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| HINDUSTAN UNILEVER LIMITED | Consumer Defensive | 5.50% |
| ASIAN PAINTS LIMITED | Basic Materials | 4.83% |
| AVENUE SUPERMARTS LIMITED | Consumer Defensive | 4.60% |
| JUBILANT FOODWORKS LIMITED | Consumer Cyclical | 4.31% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 4.23% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 4.09% |
| BRITANNIA INDUSTRIES LIMITED | Consumer Defensive | 3.91% |
| UNITED BREWERIES LIMITED | Consumer Defensive | 3.88% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 3.85% |
| BERGER PAINTS INDIA LIMITED | Basic Materials | 3.79% |
| PAGE INDUSTRIES LIMITED | Consumer Cyclical | 3.72% |
| BHARTI AIRTEL LIMITED | Communication Services | 3.54% |
| COLGATE-PALMOLIVE (INDIA) LIMITED | Consumer Defensive | 3.40% |
| Varun Beverages Ltd | Consumer Defensive | 3.15% |
| EICHER MOTORS LIMITED | Consumer Cyclical | 2.67% |
| VOLTAS LIMITED | Consumer Cyclical | 2.44% |
| GANESHA ECOSPHERE LIMITED | Consumer Cyclical | 2.39% |
| EIH LIMITED | Consumer Cyclical | 2.38% |
| DOMS INDUSTRIES PRIVATE LIMITED | Consumer Defensive | 1.95% |
| TRENT LIMITED | Consumer Cyclical | 1.84% |
| GODREJ CONSUMER PRODUCTS LIMITED | Consumer Defensive | 1.81% |
| FLAIR WRITING INDUSTRIES LIMITED | Industrials | 1.68% |
| HAWKINS COOKERS LIMITED | Consumer Cyclical | 1.56% |
| VISHAL MEGA MART PRIVATE LIMITED | Consumer Cyclical | 1.54% |
| TVS MOTOR COMPANY LIMITED | Consumer Cyclical | 1.49% |
| Sector | Holdings | Weight |
|---|---|---|
| Fast Moving Consumer Goods | — | 29.53% |
| Consumer Durables | — | 23.48% |
| Consumer Services | — | 21.55% |
| Automobile and Auto Components | — | 12.48% |
| Textiles | — | 6.11% |
| Telecommunication | — | 3.54% |
| Capital Goods | — | 1.68% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -12.93% | 8.53% | 22.13% | 35.23% | 79.68% | 83.2% |
| 3Y | 9.06% | 16.76% | 23.27% | 28.00% | 37.39% | 100.0% |
| 5Y | 13.78% | 16.80% | 22.15% | 26.33% | 28.49% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 43.0% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.