SBI FMCG Fund

 The economic growth in India is bringing lifestyle changes to common Indian life. Therefore the demand for basic consumables like tooth power or tooth paste, food material, washing soap or washing power, bathing soap etc are rising. These products are manufactured by FMCG (fast moving consumer goods companies). The scheme seeks maximum growth opportunities by investing in these FMCG companies.

Key Benefits

  • Through SBI FMCG fund, investors have an opportunity to invest in an actively managed portfolio of FMCG stocks, and potentially benefit from one of the key sectors in India Growth Story.

This product is suitable for investors who are seeking*:
  • Long term investment
  • Equity Investments in stock of FMCG sector of the economy to provide sector specific growth opportunities.
  • High risk.    (BROWN)
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

I want to invest. Call me.

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Objectives

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy. There are five sub-funds dedicated to specific investment themes viz. Information Technology,Pharmaceuticals, FMCG, Contrarian (investment in stocks currently out of favour) and Emerging Businesses.

Asset Allocation


Instrument Normal Allocation (% of Net Assets)  Risk Profile
Equities of the particular sector 90-100% High
Money market instruments 0% - 10% Low

 

Date of Inception 14/07/1999
Minimum Application Rs. 5000/-
Entry Load NA
Exit Load Nil.
SIP

Monthly - Minimum 1000 & in multiples of 1 thereafter for maximum six months (or) minimum 500 & in multiples of 1 thereafter for minimum one year.

Quarterly – Minimum 1500 & in multiples of 1 thereafter for minimum one year.

SWP Rs. 500 per month or quarter

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Nav's

PlanNavDate
SBI FMCG Fund - Direct Plan - Dividend 64.117824-Jul-2014
SBI FMCG Fund - Regular Plan - Growth63.467424-Jul-2014
SBI FMCG Fund - Direct Plan - Growth64.523424-Jul-2014
SBI FMCG Fund - Regular Plan - Dividend 53.953924-Jul-2014

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