SBI FMCG Fund (Equity, Sectoral)

High
18 yrs 8 monthsStarted on:14 Jul 1999
₹ 498.13 Cras on: 16 Feb 2018
Long Term Horizon
2.49%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks maximum growth opportunities through investments in FMCG stocks.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month7.64
1 YR36.91
2 YR31.05
3 YR14.75

SIP Returns

TenureReturns (CAGR)
1 YR33
2 YR30.2
3 YR24.36
5 YR20.83
10 YR23.86

Portfolio

Company Name% Assets
ITC Ltd.29.97
Colgate-Palmolive (India) Ltd.7.64
Jubilant FoodWorks Ltd.7.38
Sheela Foam Ltd.5.54
Glaxosmithkline Consumer Healthcare Ltd.5.33
Procter & Gamble Hygiene & Health Care Ltd.5.1
LT Foods Ltd.4.83
Nestle India Ltd.4.5
Prataap Snacks Ltd.4.25
Greenply Industries Ltd.4.18

Top Sectoral Holdings

Sector Name% Assets
FMCG75.81
Services8.23
Textiles7.79
Cons Durable5.93

Indicators

LabelValue
Portfolio turnover ratio43
Standard Deviation15.11%
Beta1.01%
Sharpe Ratio0.91

Saurabh Pant

Mr. Pant is a B.Com (H), MBE and CFA (Level III).
He has been associated with SBI Mutual Fund since 2007.

Other Funds Managed by Saurabh Pant

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