SBI FMCG Fund (Equity, Sectoral)

115.97
16.17%
NA
NA
Capital Appreciation
Long Term Horizon
High
2.52%
18 yrs 6 months14 Jul 1999
₹ 365.71 Cr11 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Investment Objective

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

Scheme Documents

TenureReturns (CAGR)
YTD
49.63
1 Month
7.36
3 Month
13.97
1 YR
47.72
2 YR
26.28
3 YR
16.09
TenureReturns (CAGR)
1 YR
47.41
2 YR
32.91
3 YR
25.03
5 YR
21.27
10 YR
24.09

Portfolio

Company Name% Assets
ITC Ltd.18.49
Jubilant FoodWorks Ltd.7.69
Colgate-Palmolive (India) Ltd.7.49
Sheela Foam Ltd.7.46
Radico Khaitan Ltd.6.21
Procter & Gamble Hygiene & Health Care Ltd.6.2
Prataap Snacks Ltd.5.57
Nestle India Ltd.5.54
Hatsun Agro Products Ltd.4.72
Greenply Industries Ltd.4.65

Top Sectoral Holdings

Sector Name% Assets
FMCG68.67
Textiles10.09
Services8.9
Cons Durable5.53
Chemicals3.44

Indicators

Portfolio turnover ratio32
Standard Deviation15.16%
Beta0.98%
Sharpe Ratio0.87

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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