SBI Healthcare Opportunities Fund Direct Plan Growth+1.59%

3
58.72%
1 Year Return
Equity
Sectoral/Thematic
3.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Healthcare Opportunities Fund Direct Plan Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio1.23%
NAV182.74 (06 Aug 2020)
Fund Started01 Jan 2013
Fund Size1,154 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Healthcare Opportunities Fund Direct Plan Growth
58.7%
11.4%
4.1%
15.7%
Category Average
34.5%
9.3%
4.7%
-
Rank within category
6
4
3
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 58.7% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 3Y Returns are lower than the category average returns
    3. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity10.2%
    Cipla Ltd.HealthcareEquity10.0%
    Aurobindo Pharma Ltd.HealthcareEquity9.4%
    Lupin Ltd.HealthcareEquity9.1%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity7.5%
    Divi's Laboratories Ltd.HealthcareEquity7.1%
    Alembic Pharmaceuticals Ltd.HealthcareEquity4.7%
    Abbott India Ltd.HealthcareEquity4.1%
    Biocon Ltd.HealthcareEquity3.6%
    Strides Pharma Science Ltd.HealthcareEquity3.5%
    See All

    Fund Managers

    addTanmaya Desai
    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.
    Funds Managed

    SBI Healthcare Opportunities Fund Direct Plan Growth Details

    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 01 Jan 2013. 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 ₹1,154 Cr and the Latest NAV as of 06 Aug 2020 is ₹182.74.

    The SBI Healthcare Opportunities Fund Direct Plan Growth is rated High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 0.50% if redeemed within 15 days

    Investment Objective

    To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy. There are five sub-funds dedicated to specific investment themes viz. Information Technology,Pharmaceuticals, FMCG, Contrarian (investment in stocks currently out of favour) and Emerging Businesses.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 0.50% if redeemed within 15 days
    Exit Load

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    About SBI Mutual Fund

    Address
    9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
    Phone
    022 - 61793000
    Launch Date
    29 Jun 1987
    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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