SBI Consumption Opportunities Fund Direct Growth

Scheme code: INF200K01RM5 NAV value: ₹ 306.5970 NAV date: 19 March, 2026 TER: 0.96%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-30.99	79.82	17.09	18.24	13.63
3 year	-3.28	38.51	17.66	17.52	18.78
5 year	3.39	31.43	16.57	17.12	15.46
7 year	7.30	21.38	16.01	15.84	13.55
10 year	14.67	19.49	17.00	17.27	14.92
12 year	15.36	18.13	16.81	16.85	16.54

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	18.24
3 year	6.28	30.95	15.04	17.52
5 year	8.38	26.02	14.22	17.12
7 year	10.18	15.62	12.93	15.84
10 year	11.42	12.93	12.18	17.27
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	18.24
3 year	6.56	19.64	13.57	17.52
5 year	9.22	12.29	10.75	17.12

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	18.24
3 year	7.68	21.49	15.06	17.52
5 year	10.37	13.5	11.93	17.12

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	18.24
3 year	8.04	32.03	17.81	17.52
5 year	8.18	28.64	15.34	17.12
7 year	10.64	16.42	13.77	15.84
10 year	12.56	14.06	13.31	17.27

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,92,474 - Absolute Returns: ₹92,474 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,59,347 - Absolute Returns: ₹10,59,347 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹94,33,131 - Absolute Returns: ₹34,33,131 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,57,20,117 - Absolute Returns: ₹73,20,117 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,10,48,560 - Absolute Returns: ₹1,90,48,560 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,34,53,678 - Absolute Returns: ₹2,90,53,678 - CAGR: %

Drawdown Metrics

Max Drawdown

-35.38 %

Drawdown Duration

19 months

Recovery Time

9 months

Avg Drawdown

-5.81 %

Calmar Ratio by Duration

1 Y

0.5155

3 Y

0.4951

5 Y

0.4838

7 Y

0.4477

10 Y

0.4881

12 Y

0.4762

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-8.05	0.77	69.0	77.8	-3.48 %	4.00 %
3 years	1.98	0.69	72.7	67.1	11.79 %	11.28 %
5 years	6.34	0.69	70.8	60.3	14.88 %	9.44 %
7 years	4.53	0.67	68.5	61.2	13.86 %	10.74 %
10 years	5.00	0.69	72.2	64.3	15.31 %	12.06 %
12 years	3.78	0.69	72.2	64.4	12.68 %	10.00 %
15 years	2.55	0.69	72.2	64.4	10.02 %	7.92 %