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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%)

Returns and rankings

Category: 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 cons

Category: Equity Sectoral / Thematic

Pros

  • 1Y Returns are higher than the category average returns
  • 3Y Returns are higher than the category average returns

Cons

  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.06%

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 termsinfo

Minimum investment amounts

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

Fund management

Tanmaya Desai
Jan 2013 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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