SBI Consumption Opportunities Fund Direct Growth

Scheme code: INF200K01RM5 NAV value: ₹ 341.5350 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	2.71	50.13	27.98	29.45
3 year	15.03	39.56	26.13	21.23
5 year	3.95	31.43	16.71	15.79
7 year	6.83	21.50	15.75	14.27
10 year	14.56	19.95	17.48	16.08
12 year	16.37	18.65	17.29	16.41

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	27.98
3 year	6.28	33.32	15.57	26.13
5 year	0.74	26.02	12.91	16.71
7 year	3.33	15.62	11.64	15.75
10 year	3.49	17.22	10.65	17.48
12 year	3.07	16.17	10.8	17.29
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	27.98
3 year	6.56	32.12	15.66	26.13
5 year	1	26.2	12.75	16.71
7 year	3.8	15.42	11.84	15.75
10 year	3.8	18	11.09	17.48
12 year	3.63	16.86	11.19	17.29
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	27.98
3 year	7.68	33.37	17	26.13
5 year	0.71	27.63	13.15	16.71
7 year	3.76	16.01	12.04	15.75
10 year	3.56	16.94	10.94	17.48
12 year	3.31	16.54	10.99	17.29
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	27.98
3 year	8.04	34.46	17.98	26.13
5 year	0.69	28.64	13.53	16.71
7 year	3.97	16.42	12.35	15.75
10 year	3.53	17.72	11.24	17.48
12 year	3.1	16.97	11.25	17.29
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 27.98% - Median return: 31.16% - Average standard deviation: 5.01

Rolling return for 3 year

- Average return: 26.13% - Median return: 25.05% - Average standard deviation: 1.94

Rolling return for 5 year

- Average return: 16.71% - Median return: 16.02% - Average standard deviation: 1

Rolling return for 7 year

- Average return: 15.75% - Median return: 16.22% - Average standard deviation: 0.71

Rolling return for 10 year

- Average return: 17.48% - Median return: 17.6% - Average standard deviation: 0.46

Rolling return for 12 year

- Average return: 17.29% - Median return: 17.34% - Average standard deviation: 0.53

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,20,413	1,20,413	10.04
3 year	36,00,000	51,81,882	15,81,882	12.91
5 year	60,00,000	97,54,354	37,54,354	10.21
7 year	84,00,000	1,53,90,866	69,90,866	9.04
10 year	1,20,00,000	3,19,65,833	1,99,65,833	10.29
12 year	1,44,00,000	4,46,89,343	3,02,89,343	9.90

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	10.04
3 year	7.35	12.91
5 year	7.28	10.21
7 year	6.36	9.04
10 year	5.93	10.29
12 year	6.09	9.9

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	10.04
3 year	7.51	12.91
5 year	7.25	10.21
7 year	6.38	9.04
10 year	6.15	10.29
12 year	6.3	9.9

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	10.04
3 year	8.25	12.91
5 year	7.64	10.21
7 year	6.58	9.04
10 year	6.21	10.29
12 year	6.36	9.9

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	10.04
3 year	8.74	12.91
5 year	7.97	10.21
7 year	6.78	9.04
10 year	6.43	10.29
12 year	6.57	9.9

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,20,413 - Absolute Returns: ₹1,20,413 - CAGR: 10.04%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹51,81,882 - Absolute Returns: ₹15,81,882 - CAGR: 12.91%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹97,54,354 - Absolute Returns: ₹37,54,354 - CAGR: 10.21%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,53,90,866 - Absolute Returns: ₹69,90,866 - CAGR: 9.04%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,19,65,833 - Absolute Returns: ₹1,99,65,833 - CAGR: 10.29%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,46,89,343 - Absolute Returns: ₹3,02,89,343 - CAGR: 9.9%