SBI CONSUMPTION OPPORTUNITIES FUND - DIRECT PLAN - GROWTH
SBI Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
2,708 cr
TER direct / regular
1.13% / 2.13%
CAGR (full)
15.9%
Sharpe (full)
0.68
Sharpe (bull ≤Sep-24)
3.40
Sharpe (sideways Oct-24→)
-0.80
Max drawdown
-31.7%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
36.6%
15.6%
2.39
12
FY23
8.0%
4.8%
0.20
12
FY24
36.5%
-9.8%
2.83
12
FY25
9.9%
2.8%
0.26
12
FY26
-10.1%
-8.9%
-1.12
12
FY27*
11.7%
-6.7%
1.16
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-3.7
+2.7
+6.4
+4.8
-5.0
+4.4
-7.5
+8.4
-0.2
-2.1
+2.3
+9.8
2014
-1.9
-0.4
+6.9
-0.0
+2.3
+0.9
+7.1
+1.9
+6.5
-0.1
+2.9
+2.3
+31.7
2015
+4.4
+4.6
-8.7
-1.0
+2.3
-0.1
+6.3
-3.5
-0.3
+3.1
+0.4
-0.2
+6.5
2016
-4.1
-5.8
+9.0
+0.3
+4.3
+4.6
+6.4
+0.7
-3.8
+2.5
-8.9
-0.3
+3.3
2017
+4.8
+6.7
+6.8
+1.8
+3.6
+3.2
-1.5
+2.5
-0.7
+5.6
+8.5
+3.4
+54.5
2018
+0.8
-1.6
-1.9
+7.7
-2.8
-3.0
+2.9
+5.1
-9.2
-4.0
+4.1
+2.5
-0.6
2019
-2.1
-2.2
+6.8
-1.7
-2.2
-3.1
-4.3
+1.2
+8.6
+3.3
-1.1
-1.3
+1.1
2020
+3.1
-3.3
-27.2
+9.3
-3.6
+6.8
+0.4
+10.1
-1.1
+0.8
+12.0
+14.1
+15.1
2021
+2.4
+3.4
-1.3
+1.8
+8.7
+1.5
+2.0
+2.1
+5.2
+3.4
+3.7
-0.5
+37.0
2022
+1.8
-3.7
+6.2
+2.3
-3.6
-3.3
+8.0
+4.6
+3.2
+2.2
+0.4
-3.1
+15.1
2023
+0.0
-1.8
-0.4
+5.2
+4.7
+4.1
+4.4
+1.1
+1.2
-1.5
+6.8
+4.3
+31.3
2024
+2.1
-1.2
+0.7
+6.0
-0.4
+7.9
+7.8
+2.9
+4.6
-7.6
+0.3
-0.2
+24.2
2025
-6.4
-9.4
+6.1
+3.2
+0.5
+3.3
-1.8
+1.4
-1.6
+2.3
-1.3
-0.8
-5.3
2026
-6.5
+1.8
-10.3
+10.9
-3.7
+2.0
+3.5
-0.9
-4.6
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard