SBI Healthcare Opportunities Fund - Regular Plan -Growth
Category: Equity: Sectoral-Pharma and Healthcare
Launch Date: 14-07-1999
AUM:
₹ 2,612.73 Cr
Expense Ratio
2.01%
Benchmark
S&P BSE Healthcare TRI
ISIN
INF200K01446
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Tanmaya Desai, Pradeep Kesavan
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| SBI Healthcare Opportunities Fund - Regular Plan -Growth | 46.68 | 16.15 | 26.98 |
| S&P BSE Healthcare TRI | 50.08 | 13.58 | 22.23 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
359.7909
Last change
2.28 (0.6341%)
Fund Size (AUM)
₹ 2,612.73 Cr
Performance
15.45% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks maximum growth opportunities through investments in Pharma stocks.
Fund Manager
Tanmaya Desai, Pradeep Kesavan
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Sun Pharmaceutical Industries Ltd. | 13.41 |
| Max Healthcare Institute Ltd. | 6.91 |
| Cipla Ltd. | 6.87 |
| Divi's Laboratories Ltd. | 6.59 |
| Lonza Group Ag | 5.18 |
| Aether Industries Ltd. | 4.31 |
| Mankind Pharma Ltd. | 4.09 |
| Aurobindo Pharma Ltd. | 4.08 |
| Jupiter Life Line Hospitals Ltd. | 3.9 |
| Lupin Ltd. | 3.88 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Healthcare | 92.23 |
| Chemicals | 4.31 |
| Others | 3.46 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| SBI HEALTHCARE Opportunities Reg Gr | 26.98 |
| ICICI Pru Pharma Healthcare and Diagnostics PHD Fund Cum | 27.6 |
| ABSL Pharma and Healthcare Reg Gr | 0.0 |
| Tata India Pharma & Healthcare Reg Gr | 25.17 |
| UTI Healthcare Reg Gr | 24.81 |
| Nippon India Pharma Fund Gr Gr | 26.37 |
| Mirae Asset Healthcare Reg Gr | 27.12 |
| LIC MF Healthcare Fund Reg Gr | 20.85 |
| DSP Healthcare Reg Gr | 27.95 |
| ITI Pharma and Healthcare Fund Reg Gr | 0.0 |