SBI Healthcare Opportunities Fund Direct Plan Growth

Equity
Sectoral
Very High Risk
23.12%
3Y annualised
+0.60% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 11 Oct 2024₹479.54
Min. SIP amount₹500
Rating4
Fund size₹3,346.13Cr

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
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns53.9%23.1%32.8%19.3%
Category average56.8%18.7%29.6%NA
Rank with in category1124NA
Understand terms

Holdings (29)

NameSectorInstrumentAssets
HealthcareEquity12.67%
HealthcareEquity5.89%
HealthcareEquity5.86%
HealthcareEquity5.24%
HealthcareEquity4.94%
Lonza Group Ag
HealthcareADS/ADR4.75%
HealthcareEquity4.43%
HealthcareEquity4.16%
ChemicalsEquity3.90%
HealthcareEquity3.80%
See All

Pros and cons

Category: Equity Sectoral

Pros

Lower expense ratio: 0.89%
3Y, 5Y and 10Y annualised returns higher than category average

Cons

1Y annualised returns lower than category average by 3.26%

Expense ratio, exit load and tax

Expense ratio: 0.89%

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

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

Pradeep Kesavan
Dec 2023 - Present
View details

Education
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
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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