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SBI Healthcare Opportunities Fund

SBI Healthcare Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

21.65

as on 24 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,014 today.

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NAV Performance

SBI Healthcare Opportunities Fund performance graph for last 3 years
Performance of SBI Healthcare Opportunities Fund for last 3 Years

Fund Information

  • ₹ 204.267

    as on 24 May 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 1,850 Cr.

    as on 31 Dec 2021
  • 2.1%

  • 31 Dec 2004

  • Equity - Sectoral/Thematic

  • S&P BSE Healthcare TRI

  • SBI Mutual Fund

    Show All Funds
  • SBI Healthcare Opportunities Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges.

Highlights of this fund

SBI Healthcare Opportunities Fund is an Open-ended Equity Fund. The fund belongs to Sectoral/Thematic category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 31 Dec 2004. This fund is offered by one of the top AMC (Assets Management Company) SBI Mutual Fund. You can also view here all other Equity funds offered by SBI Mutual Fund.

Latest NAV of the fund is ₹ 204.267 as on 24 May 2022.

This fund has 17 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.1%. Ideally you shoulds compare this fund with the benchmark S&P BSE Healthcare TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

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.

List of Fund Managers of SBI Healthcare Opportunities Fund

  • About Tanmaya Desai

    Picture of Tanmaya DesaiTanmaya joined SBIFM in 2008. Prior to pursuing his Masters, Tanmaya was a Software Engineer at Patni Computer Systems for a year, and a lecturer in Electronics Department at D J Sanghvi College of Engineering, Mumbai for two years.Tanmaya is an Engineering Graduate with a specialization in electronics, and holds a Master Degree in Finance from Narsee Monjee Institute of Management Studies. He is also a Charter holder of the CFA Institute, USA.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best -1.07% 13.36% 19.02% 23.60% 77.08% 31.75% 27.44% 21.99% 35.60% 50.40% 45.65% 29.62% 21.99%
Category Average -7.41% -0.06% -8.83% 5.45% 35.49% 14.00% 10.86% 13.99% -7.01% 16.50% 18.44% 13.42% 12.93%
SBI Healthcare Opportunities Fund -8.63%₹ 9,136 -0.32%₹ 9,967 -7.19%₹ 9,280 -9.25%₹ 9,074 -15.09%₹ 11,000 20.20%₹ 14,462 4.04%₹ 25,014 21.65%₹ 18,014 16.94%₹ 46,225 11.29%₹ 17,073 14.63%₹ 86,515 15.40%₹ 41,935 11.89%₹ 2,22,702
ICICI Prudential Technology Fund -10.57%₹ 8,942 -10.62%₹ 8,938 -18.91%₹ 8,108 15.29%₹ 11,528 -19.89%₹ 10,671 60.72%₹ 25,898 25.22%₹ 30,565 31.75%₹ 22,885 34.61%₹ 58,785 26.69%₹ 32,661 28.63%₹ 1,21,384 21.99%₹ 73,051 21.99%₹ 3,83,536
Quant Infrastructure Fund -9.85%₹ 9,014 5.65%₹ 10,565 -5.47%₹ 9,453 23.60%₹ 12,359 8.81%₹ 12,562 77.08%₹ 31,455 50.40%₹ 37,684 30.21%₹ 22,090 45.65%₹ 67,682 21.34%₹ 26,318 29.62%₹ 1,24,257 15.00%₹ 40,502 19.76%₹ 3,39,922
Aditya Birla Sun Life Digital India Fund -12.01%₹ 8,798 -9.66%₹ 9,034 -19.32%₹ 8,067 10.43%₹ 11,042 -21.36%₹ 10,569 50.44%₹ 22,684 19.65%₹ 29,068 29.59%₹ 21,776 29.49%₹ 54,937 26.09%₹ 31,889 26.09%₹ 1,14,273 20.56%₹ 64,924 21.01%₹ 3,63,588
Tata Digital India Fund -11.94%₹ 8,806 -10.68%₹ 8,931 -18.57%₹ 8,142 13.99%₹ 11,399 -20.22%₹ 10,649 52.19%₹ 23,214 22.05%₹ 29,710 27.90%₹ 20,935 29.85%₹ 55,205 27.44%₹ 33,637 26.46%₹ 1,15,279 - -
Quant Consumption Fund -9.91%₹ 9,008 3.78%₹ 10,377 -9.30%₹ 9,070 12.31%₹ 11,231 -4.48%₹ 11,708 54.60%₹ 23,959 31.64%₹ 32,328 27.51%₹ 20,743 35.83%₹ 59,730 17.19%₹ 22,113 24.16%₹ 1,09,110 17.88%₹ 51,869 19.98%₹ 3,43,910

Portfolio Holdings

Portfolio holdings pattern of SBI Healthcare Opportunities Fund as on 25 May 2022 are listed below:

  • Equity Holdings:

    101.42%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.36%

Top Sector Holdings of SBI Healthcare Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
Pharmaceuticals 67.59% ₹ 1,312.98 Cr.
Hospital 22.23% ₹ 431.95 Cr.
Speciality retail 9.56% ₹ 185.84 Cr.
Healthcare service providers 1.69% ₹ 32.92 Cr.
Engineering 0.35% ₹ 6.87 Cr.
Others -1.42% -

Top Stock Holdings of SBI Healthcare Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
Sun Pharmaceutical Industries Ltd. 12.19% ₹ 236.80 Cr.
Dr. Reddys Laboratories Ltd. 9.85% ₹ 191.37 Cr.
Cipla Ltd. 8.75% ₹ 169.94 Cr.
Divis Laboratories Ltd. 8.67% ₹ 168.42 Cr.
Max Healthcare Institute Ltd. 7.30% ₹ 141.73 Cr.
Others 53.24% -

Other Holdings

Holding TypeHolding Percentage
TREPS 3.25%
Net Receivables 0.11%