SBI Consumption Opportunities Fund
Direct · Growth ₹340.53
04 Aug 2026
NAV
17.3%
3Y CAGR
17.0%
5Y CAGR
17.0%
10Y CAGR
16.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
8.17
Sharpe
-35.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.84 L | 17.9% | -52.8% | 94.5% |
| 3 Years | ₹36.00 L | ₹46.32 L | 17.1% | -20.1% | 37.1% |
| 5 Years | ₹60.00 L | ₹94.53 L | 17.3% | -5.4% | 34.0% |
| 7 Years | ₹84.00 L | ₹1.58 Cr | 16.9% | 0.9% | 26.8% |
| 10 Years | ₹1.20 Cr | ₹3.05 Cr | 17.9% | 13.0% | 22.7% |
| 12 Years | ₹1.44 Cr | ₹4.25 Cr | 16.6% | 13.4% | 20.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 17.9% | 14.5% | 13.9% | +3.4% |
| 3 Years | 17.1% | 11.2% | 16.8% | +6.0% |
| 5 Years | 17.3% | 10.4% | 16.9% | +6.9% |
| 7 Years | 16.9% | 10.6% | 16.6% | +6.4% |
| 10 Years | 17.9% | 11.5% | 16.9% | +6.4% |
| 12 Years | 16.6% | 11.4% | 16.4% | +5.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 17.5% | 16.4% | -31.0% | 79.8% | 0.56 | 1.55 | 80% | — | — |
| 3 Years | 17.3% | 17.5% | -3.3% | 38.5% | 1.34 | 6.38 | 97% | — | — |
| 5 Years | 17.0% | 16.4% | 3.4% | 31.4% | 1.92 | 37.25 | 100% | — | — |
| 10 Years | 17.0% | 16.8% | 14.0% | 19.5% | 8.17 | — | 100% | — | — |
-35.4%
Max Drawdown
19 mo
Drawdown Duration
9 mo
Recovery Time
-6.2%
Avg Drawdown
Calmar Ratio by Duration
0.49
1Y
0.49
3Y
0.48
5Y
0.45
7Y
0.48
10Y
0.46
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -3.50 | 0.88 | 79.6% | 83.0% | -3.1% | -0.4% |
| 3 Years | +1.24 | 0.75 | 76.1% | 72.0% | 8.9% | 8.0% |
| 5 Years | +6.06 | 0.73 | 73.5% | 64.1% | 14.1% | 8.7% |
| 7 Years | +6.89 | 0.68 | 71.0% | 61.7% | 17.4% | 12.4% |
| 10 Years | +4.81 | 0.69 | 72.5% | 64.9% | 14.5% | 11.2% |
| 12 Years | +5.91 | 0.69 | 73.4% | 64.7% | 15.0% | 10.2% |
| 15 Years | +4.88 | 0.68 | 71.7% | 63.3% | 13.7% | 9.9% |
46
Total Holdings
40.4%
Top 10 Weight
12
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Mahindra & Mahindra Ltd. | 5.28% |
| 2 | Asian Paints Ltd. | 4.76% |
| 3 | Maruti Suzuki India Ltd. | 4.37% |
| 4 | Page Industries Ltd. | 4.22% |
| 5 | Berger Paints India Ltd. | 3.86% |
| 6 | Jubilant Foodworks Ltd. | 3.79% |
| 7 | Hindustan Unilever Ltd. | 3.64% |
| 8 | United Breweries Ltd. | 3.59% |
| 9 | Britannia Industries Ltd. | 3.54% |
| 10 | Avenue Supermarts Ltd. | 3.39% |