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SBI Healthcare Opportunities Fund IDCW

Equity
Sectoral / Thematic
Very High Risk
Payout
24.58%
3Y annualised
-0.69% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 12 Aug 2022₹133.63
Min. SIP amountNot Supported
RatingNA
Fund size₹1,667.94Cr

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-8.4%24.6%12.6%15.4%
Category average58.4%28.2%13.5%NA
Rank with in category354NA
Understand terms

Holdings (21)

NameSectorInstrumentAssets
Sun Pharmaceutical Industries Ltd.HealthcareEquity14.9%
Dr. Reddy's Laboratories Ltd.HealthcareEquity9.9%
Cipla Ltd.HealthcareEquity9.5%
Max Healthcare Institute Ltd.HealthcareEquity8.1%
Apollo Hospitals Enterprise Ltd.HealthcareEquity7.0%
Divi's Laboratories Ltd.HealthcareEquity6.8%
Aether Industries Ltd.ChemicalsEquity5.4%
Medplus Health Services Ltd.HealthcareEquity4.4%
Torrent Pharmaceuticals Ltd.HealthcareEquity4.0%
Alkem Laboratories Ltd.HealthcareEquity3.8%
See All

Expense ratio, exit load and tax

Expense ratio: 2.13%

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Tanmaya Desai
Jun 2011 - 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

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
Website
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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FAQs

How to Invest in SBI Healthcare Opportunities Fund IDCW?

You can easily invest in SBI Healthcare Opportunities Fund IDCW 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 IDCW 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 IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does SBI Healthcare Opportunities Fund IDCW provide?

The SBI Healthcare Opportunities Fund IDCW has been there from 05 Jul 1999 and the average annual returns provided by this fund is -8.37% since its inception.

How much expense ratio is charged by SBI Healthcare Opportunities Fund IDCW?

The term Expense Ratio used for SBI Healthcare Opportunities Fund IDCW 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 IDCW is 2.13% as of 15 Aug 2022...

What is the AUM of SBI Healthcare Opportunities Fund IDCW?

The AUM, short for Assets Under Management of SBI Healthcare Opportunities Fund IDCW is ₹1,667.94Cr as of 15 Aug 2022.

How to Redeem SBI Healthcare Opportunities Fund IDCW?

If you want to sell your SBI Healthcare Opportunities Fund IDCW 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 IDCW?

You can select either SIP or Lumpsum investment of SBI Healthcare Opportunities Fund IDCW based on your investment objective and risk tolerance.

What is the NAV of SBI Healthcare Opportunities Fund IDCW?

The NAV of SBI Healthcare Opportunities Fund IDCW is ₹133.63 as of 12 Aug 2022.

What is the PE and PB ratio of SBI Healthcare Opportunities Fund IDCW?

The PE ratio ratio of SBI Healthcare Opportunities Fund IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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