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SBI Healthcare Opportunities Fund Direct Plan Growth
+25.03%
3Y annualised
-0.96% 1D
NAV: 01 Sep '26
₹604.80
Min. for SIP
₹500
Fund size (AUM)
₹5,399.88 Cr
Expense ratio
1.04%
Rating
5
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹70,494 | +17.49% | |
| 3 years | ₹1,80,000 | ₹2,44,093 | +35.61% | |
| 5 years | ₹3,00,000 | ₹5,34,249 | +78.08% | |
| 10 years | ₹6,00,000 | ₹17,89,662 | +198.28% |
Holdings (36)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 12.72% |
| Divi's Laboratories Ltd | Healthcare | Equity | 7.46% |
| Ami Organics Ltd | Healthcare | Equity | 5.17% |
| Cipla Ltd | Healthcare | Equity | 5.07% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 4.98% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 4.74% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 4.58% |
| Laurus Labs Ltd | Healthcare | Equity | 4.04% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 3.86% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 3.65% |
| Biocon Ltd | Healthcare | Equity | 2.96% |
| Jupiter Life Line Hospitals Ltd. | Healthcare | Equity | 2.88% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 2.82% |
| Gland Pharma Ltd | Healthcare | Equity | 2.78% |
| Fortis Healthcare Ltd | Healthcare | Equity | 2.63% |
| Repo | Unspecified | Repo | 2.56% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 2.44% |
| Aether Industries Ltd | Materials | Equity | 2.28% |
| Sudeep Pharma Ltd. | Healthcare | Equity | 2.22% |
| Poly Medicure Ltd | Healthcare | Equity | 2.02% |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | Equity | 1.98% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.93% |
| Concord Biotech Ltd. | Healthcare | Equity | 1.89% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.83% |
| Lupin Ltd | Healthcare | Equity | 1.79% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 1.73% |
| Global Health Ltd | Healthcare | Equity | 1.67% |
| Nephrocare Health Services Ltd. | Healthcare | Equity | 1.20% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 1.06% |
| Abbott India Ltd | Healthcare | Equity | 1.03% |
| Syngene International Ltd | Healthcare | Equity | 0.96% |
| Rainbow Childrens Medicare Ltd | Healthcare | Equity | 0.85% |
| Healthcare Global Enterprises Ltd | Healthcare | Equity | 0.73% |
| Gufic Biosciences Ltd | Healthcare | Equity | 0.36% |
| GOVERNMENT OF INDIA 36714 364 DAYS TBILL 19NV26 FV RS 100 | Financial | Treasury Bills | 0.05% |
| Net Payables | Unspecified | Net Payables | -0.92% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +25.0% | +18.7% | +15.1% | +18.4% |
| Category average (Equity Sectoral) | +22.1% | +14.6% | +12.0% | -- |
| Rank (Equity Sectoral) | 2 | 1 | 3 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 0.50% if redeemed within 15 days
Stamp duty on investment: 0.005% (from July 1st, 2020)
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%.
Check past data
Fund management
PKPradeep KesavanDec 2023 - PresentView details
PK
Pradeep Kesavan
Dec 2023 - Present
View details
TDTanmaya DesaiJan 2013 - PresentView details
TD
Tanmaya Desai
Jan 2013 - Present
View details
About SBI Healthcare Opportunities Fund Direct Plan Growth
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. Pradeep Kesavan is the Current Fund Manager of SBI Healthcare Opportunities Fund Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹13,11,819 Cr and the Latest NAV as of 01 Sep 2026 is ₹604.80.
The SBI Healthcare Opportunities Fund Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.50% if redeemed within 15 days
;
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 equity related securities in Healthcare space.
Fund benchmarkBSE Healthcare Total Return Index
Fund house
Rank (total assets)#1 in India
Total AUM₹13,11,819.47 Cr
Date of Incorporation29 Jun 1987
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Email[email protected]
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,