SBI Consumption Opportunities Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk★★★★★ISIN INF200K01RK9

NAV · 06-Jul-2026

₹236.4356

+5.15%

-4.96%

1Y (CAGR)

-6.81%

3Y (CAGR)

+9.40%

5Y (CAGR)

+14.37%

Since inception (CAGR)

+12.10%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

12.86%

Downside dev (3y)

9.77%

Max drawdown (3y)

-25.9%

Sharpe (3y)

0.23

SIP XIRR (3y)

+0.81%

SIP XIRR (5y)

+8.76%

Calendar-year returns

2020 +15.1%2021 +37.0%2022 +15.1%2023 +31.4%2024 +24.2%2025 -5.3%

Fund facts

Fund managerPradeep Kesavan · Ashit Desai

AUM₹28,056 Cr

Expense ratio0.95% · 2026-05-31

Launch date01-Jan-1993

Plan typeOpen Ended · Equity

Min lumpsum₹5,000

Min SIP₹500

Lock-inNone

Volatility16.09

AMCSBI Funds Management Limited

Objective · To provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Consumption space.

scheme documents ↗