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.