Markets › Super Investors › SBI CONSUMPTION OPPORTUNITIES FUND
SF
SBI CONSUMPTION OPPORTUNITIES FUND
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹590 Cr
Today
+₹6.7 Cr +1.15%
Companies
5
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -35.6% NIFTY 50 -4.4%behind NIFTY by 31.2 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
30.7
Wtd ROE
18.3%
Holdings
5
By market cap
Large 0% Mid 56% Small 44%
Bought / added last quarter
Emami Ltd+0.02pp
Holdings · 5
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Emami Ltd EMAMILTD · Fast Moving Consumer Goods | 1.89% | ₹327.7 Cr | +1.54% | ▲ +0.02pp | 22.3 | 28% |
| Brigade Hotel Ventures Ltd BRIGHOTEL · Consumer Services | 5.52% | ₹134.1 Cr | +2.55% | ▼ -0.53pp | 37.6 | 7% |
| Sula Vineyards Ltd SULA · Fast Moving Consumer Goods | 3.37% | ₹44.4 Cr | -0.73% | – | 51.4 | 4% |
| Stanley Lifestyles Ltd STANLEY · Consumer Durables | 5.31% | ₹43.1 Cr | -0.64% | ▼ -0.78pp | 62.4 | 3% |
| Flair Writing Industries Ltd FLAIR · Fast Moving Consumer Goods | 1.47% | ₹40.9 Cr | -2.33% | – | 19.7 | 13% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 | Dec '24 |
|---|---|---|---|---|---|---|
| Emami Ltd | 1.89 | 1.87 | 1.87 | · | · | · |
| Brigade Hotel Ventures Ltd | 5.52 | 6.05 | 5.81 | · | · | · |
| Sula Vineyards Ltd | 3.37 | 3.37 | 3.37 | 3.37 | · | · |
| Stanley Lifestyles Ltd | 5.31 | · | 6.09 | 6.09 | 6.09 | 6.10 |
| Flair Writing Industries Ltd | 1.47 | 1.47 | 1.47 | 1.47 | · | · |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.