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SBI Healthcare Opportunities Fund Growth-1.92%

57.25%
1 Year Return
Equity
Sectoral/Thematic
4.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Healthcare Opportunities Fund Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio2.25%
NAV₹196.76 (27 Jan 2021)
Fund Started05 Jul 1999
Fund Size1,575 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
57.3%
14.3%
6.8%
12.2%
Category Average
55.0%
16.6%
9.2%
-
Rank Within Category
5
4
4
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 57.3% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. 1Y Returns are higher than the benchmark
4. 3Y Returns are higher than the benchmark
5. Age is more than 10 years
6. 10Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category
2. Higher expense ratio
3. 5Y Returns are lower than the benchmark
4. 10Y Returns are lower than the benchmark
5. Risk-adjusted returns are lower compared to the category
6. Higher expense ratio - 2.47%
7. 3Y Returns are lower than the category average returns
8. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Sun Pharmaceutical Inds. Ltd.HealthcareEquity10.2%
Dr. Reddy's Laboratories Ltd.HealthcareEquity9.9%
Lupin Ltd.HealthcareEquity9.3%
Cipla Ltd.HealthcareEquity8.9%
Divi's Laboratories Ltd.HealthcareEquity8.8%
Aurobindo Pharma Ltd.HealthcareEquity8.8%
Narayana Hrudayalaya Ltd.HealthcareEquity4.5%
Strides Pharma Science Ltd.HealthcareEquity4.2%
Alkem Laboratories Ltd.HealthcareEquity3.7%
Abbott India Ltd.HealthcareEquity3.5%
See All

Fund Managers

Tanmaya Desai
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SBI Healthcare Opportunities Fund Growth Details

SBI Healthcare Opportunities Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 05 Jul 1999. Tanmaya Desai is the Current Fund Manager of SBI Healthcare Opportunities Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,575 Cr and the Latest NAV as of 27 Jan 2021 is ₹196.76.

The SBI Healthcare Opportunities Fund 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

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.

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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