SBI Consumption Opportunities Fund

Updated: 30-10-2025 06:11:00 AM

Investment Objective

SBI Consumption Opportunities Fund seeks to provide investors with the opportunity of long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments in the consumption space.

Investment Strategy

• SBI Consumption Opportunities Fund invests at least 80% of its portfolio in companies engaged in the consumption sector.
• It also retains the flexibility of investing up to 20% in other equities or debt or money market instruments.
• The fund follows a bottom-up approach for stock-picking.
• The scheme may take derivative exposure for hedging and/or non-hedging purposes.
• It will invest in the stocks of the following companies engaged in:
  • Consumer durables
  • Consumer non-durables
  • Retail
  • Auto OEM’s
  • Education services
  • Textiles
  • Consumer transportation & logistics services
  • Media & entertainment
  • Hotels, resorts & travel services
  • Airlines
  • E-commerce
• The scheme will be predominantly actively managed to achieve its objective.

Who Should Invest

• Investors seeking long-term wealth creation through equity exposure in companies operating within the consumption sector.
• Those having a high risk appetite as investing in thematic funds carry higher risk than diversified equity funds.