SBI Consumption Opportunities Fund Direct Growth

Scheme code: INF200K01RM5 NAV value: ₹ 346.5723 NAV date: 7 May, 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	15.51	27.98
3 year	6.28	33.32	15.79	26.13
5 year	3.54	26.02	13.5	16.71
7 year	3.33	15.62	11.71	15.75
10 year	3.49	17.22	10.6	17.48
12 year	3.07	16.17	10.84	17.29
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	27.98
3 year	9.08	58.7	29.31	26.13
5 year	3.67	48	18.04	16.71
7 year	3.8	31.03	14.14	15.75
10 year	3.8	28.93	12.39	17.48
12 year	3.63	26.65	12.59	17.29
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	27.98
3 year	7.68	33.37	17.09	26.13
5 year	2.35	27.63	13.51	16.71
7 year	3.76	16.01	12.07	15.75
10 year	3.56	16.94	10.92	17.48
12 year	3.31	16.54	11.01	17.29
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	27.98
3 year	8.04	34.46	18.26	26.13
5 year	3.37	28.64	14.21	16.71
7 year	3.97	16.42	12.41	15.75
10 year	3.53	17.72	11.22	17.48
12 year	3.1	16.97	11.31	17.29
15 year	6.68	16.96	11.22

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	4.9	10.04
3 year	7.3	12.91
5 year	7.48	10.21
7 year	6.39	9.04
10 year	5.95	10.29
12 year	6.11	9.9

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	10.04
3 year	20.64	12.91
5 year	13	10.21
7 year	9.48	9.04
10 year	7.99	10.29
12 year	8.12	9.9

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	10.04
3 year	8.22	12.91
5 year	7.77	10.21
7 year	6.6	9.04
10 year	6.23	10.29
12 year	6.37	9.9

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	10.04
3 year	8.71	12.91
5 year	8.22	10.21
7 year	6.82	9.04
10 year	6.47	10.29
12 year	6.6	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%