SBI Mutual Fund:There are some schemes of mutual funds which have given high returns to investors in every phase. Be it a tenure of 5 years, 10 years, 20 years or even more, the performance of these schemes has shown improvement year after year. It can be said that these schemes have proved to be wealth creators for investors. One such scheme is of SBI Mutual Fund, whose name is SBI Consumption Opportunities Fund. It has been 25 years since this scheme was launched and during this period, SIP investors got more than 20 percent annual returns. If someone has done SIP of Rs 5000 every month in this fund since the beginning, then he would now be the owner of more than Rs 3 crore.
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SBI Consumption Opportunities Fund Return
SBI Consumption Opportunities Fund has given high returns in both SIP and One Time Investment cases, and that too in every phase. The scheme has given more than 20 percent annual return on SIP since its launch i.e. in the last 25 years. Whereas its annualized return on lump sum investment has been around 16.6 percent.
SIP return calculation
Annualized return of SIP in 25 years: 20.2%
Monthly SIP investment: Rs 5000
Total investment made in 25 years: Rs 15,00,000
Total value of SIP after 25 years: Rs 3,23,25,321
This scheme has given an annual return of 21.23 percent to those doing SIP in the last 10 years and those who invested Rs 10,000 monthly in it got a fund of Rs 36,84,676 in 10 years.
At the same time, this scheme has given 31.9 percent annual return to those doing SIP in the last 5 years and those who invested Rs 10,000 monthly in it got a fund of Rs 13,13,064 in 5 years.
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Return on one time investment
Return in 1 year: 45.34%
Return in 3 years: 27.92% per annum
Return in 5 years: 25.04% per annum
Return in 7 years: 19.72% per annum
Return in 10 years: 17.85% per annum
Return in 20 years: 20.64% per annum
Returns since launch: 16.59% per annum
Investment: Retirement fund will increase from Rs 1.5 crore to Rs 3 crore, in just 2 years and 2% return difference, this is the real compounding.
About the scheme
Launch date: July 5, 1999
Returns since launch: 16.59% per annum
Benchmark: NIFTY India Consumption TRI
Total AUM: Rs 2854 crore (August 31, 2024)
Expense ratio: 1.98% (August 31, 2024)
Minimum investment: Rs 5000
Minimum SIP: Rs 500
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Portfolio of SBI Consumption Opportunity Fund
This fund invests 96.28 percent of investors’ money in equity and equity related options. Whereas 3.72 percent of the amount is invested by this fund in cash or its related options.
This fund mainly invests money in technology, FMCG, consumer discretionary and consumer staples sectors. Major stocks included in its portfolio include…..
Ganesha Ecosphere
Bharti Airtel
Jubilant Foodworks
United Breweries
ITC
HUL (Hindustan Unilever)
Whirlpool of India
Colgate-Palmolive
Mahindra & Mahindra
Britannia Industries
EIH
Page Industries
Blue Star
(Source : value research, Amfi)
(Note: There is no guarantee whether the past returns in any equity fund will continue or not. It may or may not continue in the future. There is risk in the market, so seek expert advice before investing.)
