28
ConsumptionAvoid
SBI Consumption Opportunities
SBI · Direct–Growth · rank #21 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-13.7%
-9.0% vs index
3 Years
3.8%
-5.6% vs index
5 Years
9.3%
+1.4% vs index
Since launch
14.1%
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
-12.0%-6.0% vs index
Why this score
SBI Consumption Opportunities scores 28/100 — #21 of 25 Consumption fund (Avoid). It stands out for fund size — beating 82% 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 return3.81% · 4th percentile in category
Alpha-5.71 · 13th percentile in category
Volatility17.09 · 23rd percentile in category
Sharpe ratio0.03 · 28th percentile in category
Fund size2641.51 Cr · 82nd percentile in category
1Y return-13.70% · 2nd percentile in category
Top holdings
1.Zomato Ltd5.75%
2.Asian Paints Ltd4.78%
3.Jubilant FoodWorks Ltd4.57%
4.Mahindra & Mahindra Ltd3.91%
5.Varun Beverages Ltd3.82%
48 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.