SBI Healthcare Opportunities Fund Direct Plan Growth

SBI Healthcare Opportunities Fund Direct Plan Growth

Equity
Sectoral
Very High Risk
+24.44%
3Y annualised
-1.11% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jan '26
₹479.08
Min. SIP amount
₹500
Fund size
₹3,989.42 Cr
Expense ratio
0.91%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,293
+2.15%
3 years₹1,80,000₹2,61,168
+45.09%
5 years₹3,00,000₹5,23,664
+74.55%
10 years₹6,00,000₹15,22,206
+153.70%

Holdings (33)

NameSectorInstrumentsAssets
Sun Pharmaceutical Industries Ltd.HealthcareEquity11.64%
Divi's Laboratories Ltd.HealthcareEquity7.05%
Max Healthcare Institute Ltd.HealthcareEquity5.24%
Lupin Ltd.HealthcareEquity4.44%
Laurus Labs Ltd.HealthcareEquity3.89%
Torrent Pharmaceuticals Ltd.HealthcareEquity3.86%
Acutaas Chemicals Ltd.HealthcareEquity3.85%
Cipla Ltd.HealthcareEquity3.79%
Lonza Group AgHealthcareADS/ADR3.63%
Biocon Ltd.HealthcareEquity3.16%
Jupiter Life Line Hospitals Ltd.HealthcareEquity3.14%
Fortis Healthcare Ltd.HealthcareEquity3.10%
Aster DM Healthcare Ltd.HealthcareEquity3.09%
Aether Industries Ltd.ChemicalsEquity3.02%
Mankind Pharma Ltd.HealthcareEquity2.97%
Abbott India Ltd.HealthcareEquity2.91%
Alkem Laboratories Ltd.HealthcareEquity2.76%
Poly Medicure Ltd.HealthcareEquity2.67%
Krishna Institute of Medical Sciences LtdHealthcareEquity2.67%
Gland Pharma Ltd.HealthcareEquity2.59%
Concord Biotech Ltd.HealthcareEquity2.43%
Anthem Biosciences Ltd.HealthcareEquity2.12%
Aurobindo Pharma Ltd.HealthcareEquity2.08%
Sudeep Pharma Ltd.HealthcareEquity1.92%
Vijaya Diagnostic Centre Ltd.HealthcareEquity1.60%
Cohance Lifesciences Ltd.HealthcareEquity1.59%
Pfizer Ltd.HealthcareEquity1.25%
Medplus Health Services Ltd.HealthcareEquity1.01%
Nephrocare Health Services Ltd.HealthcareEquity0.92%
Sanofi Consumer Healthcare India Ltd.HealthcareEquity0.85%
Gufic Biosciences Ltd.HealthcareEquity0.84%
CORONA Remedies Ltd.HealthcareEquity0.51%
Reserve Bank of IndiaFinancialT-Bills0.07%
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
Name3Y5Y10YAll
Fund returns+24.4%+16.7%+12.9%+17.2%
Category average (Equity Sectoral)+22.1%+14.6%+12.0%--
Rank (Equity Sectoral)224--

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

TD
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.

PK
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

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. 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 ₹12,56,070 Cr and the Latest NAV as of 16 Jan 2026 is ₹479.08. 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₹12,56,070.06 Cr
Date of Incorporation29 Jun 1987
Phone022-61793000 / 1800-425-5425
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
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,