SBI Healthcare Opportunities Fund – Direct Growth

Equity · Sectoral / Thematic
 · ★★★★★
500
Min SIP
5,000
Min Lumpsum
0.98 %
Expense Ratio
★★★★★
Rating
2,431
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 21 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 61.8% 22.3% 26.6% 18.3%
Category Average 63.6% 20.3% 22.2% -

Scheme Allocation

By Holding
By Sector
By Asset
7.78%
4.98%
Others
61.15%
View all Holdings
Holdings Sector Instrument Asset
Sun Pharma.Inds. Pharmaceuticals Equity 14.58%
Cipla Pharmaceuticals Equity 7.78%
Max Healthcare Healthcare Equity 6.42%
Aether Industri. Chemicals Equity 5.09%
Divi's Lab. Pharmaceuticals Equity 4.98%
Gland Pharma Pharmaceuticals Equity 4.83%
Global Health Healthcare Equity 4.82%
Mankind Pharma Pharmaceuticals Equity 4.61%
Krishna Institu. Healthcare Equity 4.39%
Aurobindo Pharma Pharmaceuticals Equity 4.26%
Lupin Pharmaceuticals Equity 3.96%
Rainbow Child. Healthcare Equity 3.86%
Jupiter Life Lin Healthcare Equity 3.84%
Fortis Health. Healthcare Equity 3.55%
Abbott India Pharmaceuticals Equity 3.41%
Torrent Pharma. Pharmaceuticals Equity 3.12%
Alkem Lab Pharmaceuticals Equity 3.08%
J B Chem & Pharm Pharmaceuticals Equity 2.77%
Zydus Lifesci. Pharmaceuticals Equity 2.19%
Gufic BioScience Pharmaceuticals Equity 1.45%
Laurus Labs Pharmaceuticals Equity 1.41%
Pharmaceuticals & Biotech
62.43%
Healthcare Services
26.88%
Chemicals & Petrochemical
5.09%
Others
3.01%
Debt
2.28%
Others
0.31%
View all Sectors
Sectors Asset
Pharmaceuticals & Biotech 62.43%
Healthcare Services 26.88%
Chemicals & Petrochemical 5.09%
Others 3.01%
Debt 2.28%
Cash & Others 0.31%
Equity
94.4%
Foreign Equity
3.01%
Reverse Repos
2%
Net Curr Ass/Net Receivables
0.31%
Corporate Debentures
0.28%

Advance Ratio

2.5
Alpha
4.21
SD
0.88
Beta
0.88
Sharpe

Exit Load

Exit Load 0.50% - If redeemed/switched out wihin 15 days from the date of allotment. Nil - If redeemed/switched out after 15 days from the date of allotment.

Fund Objective

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 Managers

Tanmaya Desai

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

SBI Mutual Fund
AUM:
8,28,312 Cr
Address:
9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
Contact:
022-61793000
Email ID:
partnerforlife@sbimf.com

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Frequently Asked Questions

How to invest in SBI Healthcare Opportunities Fund – Direct Growth ?

You can invest in SBI Healthcare Opportunities Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for SBI Healthcare Opportunities Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of SBI Healthcare Opportunities Fund – Direct Growth ?

The NAV of SBI Healthcare Opportunities Fund – Direct Growth is ₹391.8 as of 21 February 2024.

How to redeem SBI Healthcare Opportunities Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of SBI Healthcare Opportunities Fund – Direct Growth?

The minimum SIP amount of SBI Healthcare Opportunities Fund – Direct Growth is ₹500

What are the top sectors SBI Healthcare Opportunities Fund – Direct Growth has invested in?

The top sectors SBI Healthcare Opportunities Fund – Direct Growth has invested in are
  1. Pharmaceuticals & Biotech - 62.43%
  2. Healthcare Services - 26.88%
  3. Chemicals & Petrochemical - 5.09%
  4. Others - 3.01%
  5. Debt - 2.28%

Can I make investments in both the SIP and Lump Sum schemes of SBI Healthcare Opportunities Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of SBI Healthcare Opportunities Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have SBI Healthcare Opportunities Fund – Direct Growth generated ?

The SBI Healthcare Opportunities Fund – Direct Growth has delivered 18.3% since inception

What is the expense ratio of SBI Healthcare Opportunities Fund – Direct Growth ?

The expense ratio of SBI Healthcare Opportunities Fund – Direct Growth is 0.98 % as of 21 February 2024.

What is the AUM of SBI Healthcare Opportunities Fund – Direct Growth?

The AUM of SBI Healthcare Opportunities Fund – Direct Growth is ₹8,28,312 Cr as of 21 February 2024

What are the top stock holdings of SBI Healthcare Opportunities Fund – Direct Growth?

The top stock holdings of SBI Healthcare Opportunities Fund – Direct Growth are
  1. Sun Pharma.Inds. - 14.58%
  2. Cipla - 7.78%
  3. Max Healthcare - 6.42%
  4. Aether Industri. - 5.09%
  5. Divi's Lab. - 4.98%

How can I redeem my investments in SBI Healthcare Opportunities Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select SBI Healthcare Opportunities Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
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