NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹187.62
-3.86%
NAV as on 16 Jan 25, 12:00 AM
very high risk
equity consumption
equity
NAV as on 16 Jan 25, 12:00 AM
very high risk
equity consumption
equity
23.64%p.a.
Last 1Y
22.59%p.a.
Last 3Y
22.81%p.a.
Last 5Y
16.15%p.a.
Since Inception
About SBI Consumption Opportunities Fund Plan Reinvestment Inc Dist cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the SBI Consumption Opportunities Fund Plan Reinvestment Inc Dist cum Cap Wdrl scheme from SBI Funds Management Ltd. It is a Equity - Consumption mutual fund scheme that predominantly invests in Equity - Consumption stocks of companies. Launched on Jul 1999, SBI Consumption Opportunities Fund Plan Reinvestment Inc Dist cum Cap Wdrl is Equity - Consumption fund of its category with 3,074 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Equity - Consumption funds.
- SBI Consumption Opportunities Fund Plan Reinvestment Inc Dist cum Cap Wdrl delivered 23.6% annual returns during the last year. It has delivered 16.1% average annual returns since the fund was launched.
- SBI Consumption Opportunities Fund Plan Reinvestment Inc Dist cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Consumption space.
Top 10 Holdings
Ganesha Ecosphere Ltd
7.89%
Bharti Airtel Ltd
4.87%
Hindustan Unilever Ltd
4.43%
Jubilant Foodworks Ltd
3.85%
United Breweries Ltd
3.49%
Berger Paints India Ltd
3.07%
Colgate-Palmolive (India) Ltd
3.06%
Whirlpool of India Ltd
2.95%
ITC Ltd
2.95%
Mahindra & Mahindra Ltd
2.85%
Fund Managers
- Pradeep Kesavan (Apr 2024 - Present)
- Ashit Desai (Apr 2024 - Present)
Key Information
View Scheme Document
SBI Consumption Opportunities Fund Plan Reinvestment Inc Dist cum Cap Wdrl SIP Calculator
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NRI Mutual Fund Tax on SBI Consumption Opportunities Fund Plan Reinvestment Inc Dist cum Cap Wdrl
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in SBI Consumption Opportunities Fund Plan Reinvestment Inc Dist cum Cap Wdrl?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in SBI Consumption Opportunities Fund Plan Reinvestment Inc Dist cum Cap Wdrl
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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