SBI Healthcare Opportunities Fund Direct Plan IDCW

Equity
Sectoral / Thematic
Very High Risk
Payout
19.62%
3Y annualised
+0.60% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 07 Jun 2023₹187.73
Min. SIP amount₹500
RatingNA
Fund size₹1,637.91Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns21.1%19.6%18.4%15.5%
Category average12.0%15.3%16.4%NA
Rank with in category122NA
Understand terms

Holdings (22)

NameSectorInstrumentAssets
Sun Pharmaceutical Industries Ltd.HealthcareEquity15.1%
Max Healthcare Institute Ltd.HealthcareEquity8.6%
Cipla Ltd.HealthcareEquity8.2%
Aether Industries Ltd.ChemicalsEquity6.9%
Global Health Ltd.HealthcareEquity5.6%
Rainbow Children's Medicare Ltd.HealthcareEquity5.3%
Krishna Institute of Medical Sciences LtdHealthcareEquity5.0%
Alkem Laboratories Ltd.HealthcareEquity4.3%
Medplus Health Services Ltd.HealthcareEquity4.1%
Divi's Laboratories Ltd.HealthcareEquity4.0%
See All

Expense ratio, exit load and tax

Expense ratio: 1.08%

Inclusive of GST

Exit load

Exit load of 0.50% if redeemed within 15 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Tanmaya Desai
Jan 2013 - Present
View details

Education
Mr. Desai is a B.E. (Electronics), MBA (Finance) and CFA (Level III).
Experience
Prior to joining SBI Mutual Fund he has worked with D.J. Sanghvi College of Engineering and Patni Computer Systems Ltd.
Also manages these schemes

Mohit Jain
Nov 2017 - Present
View details

Education
Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Experience
Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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