31
ConsumptionAvoid
SBI Consumption Opportunities
SBI · Direct–Growth · rank #18 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-12.8%
-10.7% vs index
3 Years
5.3%
-4.5% vs index
5 Years
11.9%
+2.4% vs index
Since launch
14.5%
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
-9.2%-5.5% vs index
Why this score
SBI Consumption Opportunities scores 31/100 — #18 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 return5.33% · 4th percentile in category
Alpha-6.13 · 8th percentile in category
Volatility16.72 · 23rd percentile in category
Sharpe ratio0.17 · 28th percentile in category
Fund size2826.89 Cr · 82nd percentile in category
1Y return-12.77% · 2nd percentile in category
Top holdings
1.Mahindra & Mahindra Ltd5.22%
2.Asian Paints Ltd4.93%
3.Zomato Ltd4.93%
4.Jubilant FoodWorks Ltd4.63%
5.Berger Paints India Ltd3.67%
49 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.