SBI FMCG Fund

  • Category: EQUITY
  • AAUM: 272.36 Cr as on 28 Oct 2016
  • Investment Options: Dividend , Growth
  • Entry Load: N.A.
as on
From To
Quantitative DataAs on 28-Oct-2016
Standard Deviation*: 13.44%
Beta*: 0.91
Expense Ratio*: 2.54
Portfolio Turnover*: 0.40
Source:CRISIL Fund Analyser

*Portfolio Turnover = lower of total sale or total purchase for the last 12 months upon Avg. AUM of trailing twelve months. Basis for Ratio Calculation: Risk Free rate: FBIL Overnight Mibor rate (6.43% as on ) 3 Years Monthly Data Points

As on  28/10/2016
Portfolio Holdings
Stock Name (%) Of Total AUM
ITC LTD. 34.31
NESTLE INDIA LTD. 7.82
GREENPLY INDUSTRIES LTD. 7.40
JUBILANT FOODWORKS LTD. 6.51
MANPASAND BEVERAGES LTD. 5.19
TITAN CO. LTD. 4.87
UNITED BREWERIES LTD. 4.63
INDIAN TERRAIN FASHIONS LTD.  4.31
VIP INDUSTRIES LTD. 4.25
PROCTER & GAMBLE HYGIENE AND HEALTH CARE LTD. 3.87
Sectoral Breakdown (in %)
IndustryRatio
CONSUMER GOODS 93.16
TEXTILES 4.31
CASH & OTHER RECIVABLES -0.29
CBLO 2.81
  • Fast moving consumer goods (FMCG) are products which are used in our daily lives. India has one of the biggest & rapidly growing FMCG markets in the world. The fast urbanization is working as the catalyst for the growth of the industry. FMCG companies have been expanding rapidly in the Indian market and are set to grow to the next level as India’s middle class expands. The strong signs in the economy are proving beneficial for the FMCG companies in India and many of them are diversifying their base to cater to the larger section of consumers.
  • SBI FMCG fund provide investors an opportunity to invest in an actively managed portfolio of FMCG stocks, and potentially benefit from one of the key sectors in the Indian growth story.The fund is suitable for high-risk appetite investors who are bullish on the prospects of the FMCG sector & are looking to add a sector fund to their core portfolio in order to boost overall returns.
Fund Manager
  • Mr. Saurabh Pant

    Managing this fund since Jun 2011.

    Total experience 8 years .

  • Investment Objective
    • To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy

      Long Term

    Investment Information
    SIP -

    Weekly SIP - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 weeks

    Monthly - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 months or Minimum Rs. 500 & in multiples of Rs. 1 thereafter for minimum 12 months

    Quarterly - Minimum 1500 & in multiples of 1 thereafter for minimum 1 year

    Lumpsum - 5000
    Switch - N.A.
    SWP - Minimum Rs. 500 per month/ per quarter
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