Name: SBI Healthcare Opportunities Fund Direct Plan Growth
Brand: SBI Mutual Fund

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SBI Healthcare Opportunities Fund Direct Plan Growth
Equity
Sectoral / Thematic
Very High Risk
54.35%
1Y return
-0.32% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jul 2021₹252.26
Min. SIP Amount₹500
Rating3star
Fund Size₹2,003.70 Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹0 (0.00%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns54.4%27.4%11.0%18.2%
Category average58.4%28.2%13.5%NA
Rank with in category354NA
Understand termsinfo
Holdings (24)NameSectorInstrumentAssets
Dr. Reddy's Laboratories Ltd.HealthcareEquity9.7%
Aurobindo Pharma Ltd.HealthcareEquity9.5%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity9.4%
Cipla Ltd.HealthcareEquity8.7%
Divi's Laboratories Ltd.
HealthcareEquity7.9%
Lupin Ltd.HealthcareEquity7.6%
Alkem Laboratories Ltd.HealthcareEquity4.0%
Narayana Hrudayalaya Ltd.HealthcareEquity3.7%
Apollo Hospitals Enterprise Ltd.HealthcareEquity3.5%
Max Healthcare Institute Ltd.
HealthcareEquity3.4%
See All
Pros and consCategory: Equity Sectoral / Thematic
Pros1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
Cons5Y Returns are lower than the category average returns
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 1.06%Inclusive of GST
Exit loadExit load of 0.50% if redeemed within 15 days
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 termsinfo
Minimum investment amountsMin. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500
Fund managementTanmaya Desai
Jan 2013 - Present
View Details
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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
SBI Healthcare Opportunities Fund IDCW
SBI Healthcare Opportunities Fund Growth
SBI Healthcare Opportunities Fund Direct Plan IDCW
SBI Healthcare Opportunities Fund Direct Plan Growth
Fund house & investment objective
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SBI Mutual Fund
Rank (total assets)#1 in India
Total AUM4,99,821.43 Cr
Date of Incorporation29 Jun 1987
SBI Healthcare Opportunities Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to inv
SBI Healthcare Opportunities Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Tanmaya Desai is the Current Fund Manager of SBI Healthcare Opportunities Fund Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹4,99,821 Cr and the Latest NAV as of 28 Jul 2021 is ₹252.26.
The SBI Healthcare Opportunities Fund Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 0.50% if redeemed within 15 days...Read more
Investment Objective
The scheme seeks to provide the investors with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and
The scheme seeks to provide the investors with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Healthcare space.
...Read more
Fund benchmarkS&P BSE Healthcare TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022 - 61793000
Launch Date
29 Jun 1987
E-mail
[email protected]
Website
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,
Email
[email protected]
Website
www.camsonline.com
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	1Y	3Y	5Y	All
Fund returns	54.4%	27.4%	11.0%	18.2%
Category average	58.4%	28.2%	13.5%	NA
Rank with in category	3	5	4	NA

Name	Sector	Instrument	Assets
Dr. Reddy's Laboratories Ltd.	Healthcare	Equity	9.7%
Aurobindo Pharma Ltd.	Healthcare	Equity	9.5%
Sun Pharmaceutical Industries Ltd.	Healthcare	Equity	9.4%
Cipla Ltd.	Healthcare	Equity	8.7%
Divi's Laboratories Ltd.	Healthcare	Equity	7.9%
Lupin Ltd.	Healthcare	Equity	7.6%
Alkem Laboratories Ltd.	Healthcare	Equity	4.0%
Narayana Hrudayalaya Ltd.	Healthcare	Equity	3.7%
Apollo Hospitals Enterprise Ltd.	Healthcare	Equity	3.5%
Max Healthcare Institute Ltd.	Healthcare	Equity	3.4%

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

Rating	3
Fund Size	₹2,003.70 Cr