SBI Healthcare Opportunities Fund
500
Min SIP
5,000
Min Lumpsum
1.08 %
Expense Ratio
Rating
1,637
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
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Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 21.1% | 19.7% | 18.4% | 15.5% | ||||
| Category Average | 11.5% | 15.5% | 13.3% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Sun Pharma.Inds.
Max Healthcare
Cipla
Aether Industri.
Global Health
Others
Advance Ratio
0.4
Alpha
3.7
SD
0.92
Beta
-0.01
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. |
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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
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 2,373
-
32.6%Fund Size - 2,373
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41.4%Fund Size - 2,373
-
17.5%Fund Size - 2,373
-
- Equity .
- Sectoral / Thematic .
-
- 9,940
-
1.4%Fund Size - 9,940
-
37.5%Fund Size - 9,940
-
21.3%Fund Size - 9,940
-
- Equity .
- Sectoral / Thematic .
-
- 1,241
-
29.8%Fund Size - 1,241
-
33.3%Fund Size - 1,241
-
15.6%Fund Size - 1,241
-
- Equity .
- Sectoral / Thematic .
-
- 95
-
21.5%Fund Size - 95
-
31.9%Fund Size - 95
-
14.4%Fund Size - 95
-
- Equity .
- Sectoral / Thematic .
-
- 681
-
31.8%Fund Size - 681
-
29.4%Fund Size - 681
-
13.6%Fund Size - 681
AMC Contact Details
SBI Mutual Fund
AUM:
6,48,640 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
Frequently Asked Questions
How to invest in SBI Healthcare Opportunities Fund ?
You can invest in SBI Healthcare Opportunities Fund 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 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 ?
The NAV of SBI Healthcare Opportunities Fund is ₹268.8 as of 08 June 2023.
How to redeem SBI Healthcare Opportunities Fund 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?
The minimum SIP amount of SBI Healthcare Opportunities Fund is ₹500
What are the top sectors SBI Healthcare Opportunities Fund has invested in??
The top sectors SBI Healthcare Opportunities Fund has invested in are
- Sun Pharma.Inds. - 15.07%
- Max Healthcare - 8.57%
- Cipla - 8.21%
- Aether Industri. - 6.94%
- Global Health - 5.64%
How much returns have SBI Healthcare Opportunities Fund generated ?
The SBI Healthcare Opportunities Fund has delivered 15.5% since inception
What is the expense ratio of SBI Healthcare Opportunities Fund ?
The expense ratio of SBI Healthcare Opportunities Fund is 1.08 % as of 08 June 2023.
What is the AUM of SBI Healthcare Opportunities Fund?
The AUM of SBI Healthcare Opportunities Fund is ₹6,48,640 Cr as of 08 June 2023
What are the top stock holdings of SBI Healthcare Opportunities Fund?
The top stock holdings of SBI Healthcare Opportunities Fund are
- Sun Pharma.Inds. - 15.07%
- Max Healthcare - 8.57%
- Cipla - 8.21%
- Aether Industri. - 6.94%
- Global Health - 5.64%