| NAV: 04 Jul 2022 | ₹222.19 |
| Min. SIP amount | ₹500 |
| Rating | NA |
| Fund size | ₹1,638.30Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -13.6% | 23.8% | 11.2% | 14.7% |
| Category average | 58.4% | 28.2% | 13.5% | NA |
| Rank with in category | 6 | 5 | 4 | NA |
Holdings (22)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 14.2% |
| Cipla Ltd. | Healthcare | Equity | 9.7% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 9.4% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 8.2% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 8.0% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 7.1% |
| Medplus Health Services Ltd. | Healthcare | Equity | 5.1% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 3.7% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 3.6% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 3.2% |
Pros and cons
Pros
Cons
Expense ratio, exit load and tax
Expense ratio: 1.07%
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.
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
Tanmaya DesaiJan 2013 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in SBI Healthcare Opportunities Fund Direct Plan Growth?
You can easily invest in SBI Healthcare Opportunities Fund Direct Plan Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for SBI Healthcare Opportunities Fund Direct Plan Growth from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in SBI Healthcare Opportunities Fund Direct Plan Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does SBI Healthcare Opportunities Fund Direct Plan Growth provide?
The SBI Healthcare Opportunities Fund Direct Plan Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is -13.55% since its inception.
How much expense ratio is charged by SBI Healthcare Opportunities Fund Direct Plan Growth?
The term
Expense Ratio used for SBI Healthcare Opportunities Fund Direct Plan Growth or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of SBI Healthcare Opportunities Fund Direct Plan Growth is 1.07% as of 05 Jul 2022...
What is the AUM of SBI Healthcare Opportunities Fund Direct Plan Growth?
The AUM, short for Assets Under Management of SBI Healthcare Opportunities Fund Direct Plan Growth is ₹1,638.30Cr as of 05 Jul 2022.
How to Redeem SBI Healthcare Opportunities Fund Direct Plan Growth?
If you want to sell your SBI Healthcare Opportunities Fund Direct Plan Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of SBI Healthcare Opportunities Fund Direct Plan Growth?
What is the NAV of SBI Healthcare Opportunities Fund Direct Plan Growth?
The NAV of SBI Healthcare Opportunities Fund Direct Plan Growth is ₹222.19 as of 04 Jul 2022.
