SBI Consumption Opportunities Fund Direct Growth

Scheme code: INF200K01RM5 NAV value: ₹ 345.2235 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 22.62 50.13 34.76 39.94
3 year 19.66 31.70 25.79 21.06
5 year 18.01 29.13 23.38 22.34
7 year 16.29 21.41 18.58 16.74
10 year 16.99 19.95 18.45 16.53

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 34.76
3 year 7.63 16.87 13.32 25.79
5 year 12.6 19.62 15.37 23.38
7 year 10.81 15.2 13.42 18.58
10 year 9.81 13.99 12.12 18.45
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 34.76
3 year 7.94 17.89 14.14 25.79
5 year 13.28 20.23 15.93 23.38
7 year 10.62 15.28 13.42 18.58
10 year 10.08 14.47 12.61 18.45
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 34.76
3 year 9.26 19.51 15.7 25.79
5 year 14.45 21.69 17.28 23.38
7 year 11.07 15.88 13.98 18.58
10 year 10.64 15.2 13.25 18.45
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 34.76
3 year 9.84 20.48 16.73 25.79
5 year 15.2 22.82 18.38 23.38
7 year 11.31 16.28 14.37 18.58
10 year 11.16 15.89 13.85 18.45
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 34.76
10 year 4.92 20.34 12.6 18.45

Rolling return for 1 year

Average return: 34.76%
Min Max Min-Max Max-Min Standard Deviation Mean From To
25.8 22.69 25.8 22.69 1.55 24.24 01-2024 01-2025
26.98 26.78 31.29 22.62 3.07 26.92 12-2023 12-2024
32.46 31.41 40.07 24.27 5.6 32.05 11-2023 11-2024
38.37 44.37 50.13 33.06 6.4 41.48 10-2023 10-2024
42.2 45.76 49.58 38.57 4.09 44.03 09-2023 09-2024
37.72 42.45 46.18 34.21 4.55 40.14 08-2023 08-2024
36.66 40.05 46.08 31.02 5.46 38.45 07-2023 07-2024
29.47 35.82 41.07 24.66 6.22 32.75 06-2023 06-2024
34.33 32.25 38.51 28.26 3.7 33.34 05-2023 05-2024
36.96 37.5 43.49 31.24 4.34 37.3 04-2023 04-2024
32.81 34.02 39.06 28 3.93 33.47 03-2023 03-2024
33.38 32.58 37.14 28.95 2.91 33.01 02-2023 02-2024

Rolling return for 3 year

Average return: 25.79%
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.29 21.61 24.29 21.61 1.34 22.95 01-2022 01-2025
24.35 23.21 25.74 21.85 1.43 23.79 12-2021 12-2024
22.19 21.91 24.49 19.66 1.71 22.06 11-2021 11-2024
25.7 26.17 29.16 22.79 2.26 25.96 10-2021 10-2024
29.5 28.93 31.7 26.78 1.75 29.23 09-2021 09-2024
28.5 29.33 31.08 26.78 1.55 28.92 08-2021 08-2024
27.11 28.65 29.96 25.83 1.56 27.89 07-2021 07-2024
24.33 26.59 27.94 23.02 1.91 25.47 06-2021 06-2024
27.01 24.78 28.31 23.51 1.87 25.9 05-2021 05-2024
27.09 27.34 29.08 25.38 1.31 27.22 04-2021 04-2024
25.15 24.56 27.08 22.67 1.57 24.86 03-2021 03-2024
25.54 24.95 26.71 23.79 1.05 25.25 02-2021 02-2024

Rolling return for 5 year

Average return: 23.38%
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.82 23.22 24.82 23.22 0.8 24.02 01-2020 01-2025
24.45 24.64 25.29 23.81 0.53 24.55 12-2019 12-2024
22.96 23.87 24.34 22.49 0.73 23.42 11-2019 11-2024
24.99 25.55 27.05 23.52 1.26 25.28 10-2019 10-2024
27.84 26.2 29.13 24.93 1.59 27.02 09-2019 09-2024
26.69 27.38 28.21 25.87 0.86 27.04 08-2019 08-2024
25.45 25.72 27.14 24.05 1.1 25.59 07-2019 07-2024
22.16 22.99 24.27 20.9 1.23 22.58 06-2019 06-2024
21.8 21.14 22.55 20.4 0.8 21.47 05-2019 05-2024
19.77 20.16 20.89 19.04 0.67 19.96 04-2019 04-2024
19.51 19.1 20.62 18.01 0.93 19.31 03-2019 03-2024
20.63 20.03 21.31 19.37 0.72 20.34 02-2019 02-2024

Rolling return for 7 year

Average return: 18.58%
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.99 16.29 16.99 16.29 0.35 16.64 01-2018 01-2025
17.39 17.17 17.95 16.62 0.48 17.28 12-2017 12-2024
18.11 17.59 19.06 16.66 0.87 17.86 11-2017 11-2024
19.53 20.09 20.93 18.7 0.81 19.81 10-2017 10-2024
20.53 20.77 21.41 19.9 0.54 20.65 09-2017 09-2024
20 20.18 21.03 19.16 0.66 20.09 08-2017 08-2024
19.21 19.29 20.35 18.16 0.77 19.25 07-2017 07-2024
17.65 18.6 19.1 17.16 0.76 18.13 06-2017 06-2024
18.18 17.87 18.7 17.36 0.49 18.03 05-2017 05-2024
18.15 18.3 18.94 17.52 0.5 18.23 04-2017 04-2024
18.13 17.82 18.91 17.04 0.67 17.98 03-2017 03-2024
19.28 18.86 19.75 18.39 0.5 19.07 02-2017 02-2024

Rolling return for 10 year

Average return: 18.45%
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.83 17.11 17.83 17.11 0.36 17.47 01-2015 01-2025
17.66 17.38 18.05 16.99 0.39 17.52 12-2014 12-2024
17.71 17.79 18.37 17.14 0.44 17.75 11-2014 11-2024
18.52 19.11 19.49 18.14 0.52 18.81 10-2014 10-2024
19.33 19.17 19.93 18.57 0.48 19.25 09-2014 09-2024
19.11 19.33 19.83 18.63 0.43 19.22 08-2014 08-2024
19.15 19.16 19.95 18.37 0.56 19.16 07-2014 07-2024
18.35 18.94 19.37 17.93 0.55 18.65 06-2014 06-2024
18.45 18.35 18.81 17.99 0.29 18.4 05-2014 05-2024
18.23 18.42 18.78 17.87 0.33 18.33 04-2014 04-2024
18.23 17.91 18.77 17.37 0.51 18.07 03-2014 03-2024
18.8 18.8 19.13 18.47 0.23 18.8 02-2014 02-2024