32
ConsumptionAvoid
SBI Consumption Opportunities
SBI · Direct–Growth · rank #18 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-10.1%
-13.1% vs index
3 Years
6.3%
-5.3% vs index
5 Years
12.8%
+2.5% vs index
Since launch
14.6%
Year-by-year performance
2021
+37.0%+6.4% vs index
2022
+15.1%+11.3% vs index
2023
+31.3%+4.8% vs index
2024
+24.2%+8.5% vs index
2025
-5.3%-13.0% vs index
2026
-7.8%-5.7% vs index
Why this score
SBI Consumption Opportunities scores 32/100 — #18 of 25 Consumption fund (Avoid). It stands out for fund size — beating 86% of peers on fund size. The main drag is its 3y return (better than only 4% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
3Y return6.29% · 4th percentile in category
Volatility16.76 · 18th percentile in category
Fund size2958.95 Cr · 86th percentile in category
Sharpe ratio0.29 · 28th percentile in category
1Y return-10.10% · 2nd percentile in category
Sortino ratio-0.03 · 23rd percentile in category
Top holdings
1.Mahindra & Mahindra Ltd5.74%
2.Asian Paints Ltd4.87%
3.Maruti Suzuki India Ltd4.33%
4.Jubilant FoodWorks Ltd3.91%
5.Berger Paints India Ltd3.87%
48 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.