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SBI Healthcare Opportunities Fund

SBI Healthcare Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

24.76

as on 14 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 19,453 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

  • ₹ 234.415

    as on 14 Oct 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 2,004 Cr.

    as on 14 Oct 2021
  • 2.25%

    since 31 May 2021
  • 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 ₹ 234.415 as on 14 Oct 2021.

This fund has 16 years of track record. Since 31 May 2021 expense ratio of this fund is 2.25%. 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 14.14% 27.80% 48.17% 140.83% 66.86% 41.15% 33.20% 25.70% 113.71% 96.20% 65.07% 43.99% 28.22%
Category Average 4.41% 12.16% 28.42% 67.03% 32.28% 22.21% 15.37% 14.90% 56.86% 48.19% 33.93% 21.14% 16.52%
SBI Healthcare Opportunities Fund -1.08%₹ 9,892 0.09%₹ 10,009 16.28%₹ 11,628 29.41%₹ 12,941 25.44%₹ 13,590 46.85%₹ 21,587 40.81%₹ 34,941 24.76%₹ 19,453 35.07%₹ 59,187 10.42%₹ 16,419 21.95%₹ 1,03,500 18.39%₹ 54,162 16.43%₹ 2,84,224
ICICI Prudential Technology Fund 3.75%₹ 10,375 26.29%₹ 12,629 48.17%₹ 14,816 88.28%₹ 18,828 99.30%₹ 17,752 66.86%₹ 27,880 96.20%₹ 52,142 41.15%₹ 28,198 65.07%₹ 85,530 33.20%₹ 41,968 43.99%₹ 1,73,486 25.70%₹ 98,687 28.22%₹ 5,37,611
Aditya Birla Sun Life Digital India Fund 2.85%₹ 10,285 21.50%₹ 12,150 40.23%₹ 14,023 82.39%₹ 18,239 85.98%₹ 17,038 59.79%₹ 25,564 82.56%₹ 47,660 40.11%₹ 27,582 58.86%₹ 79,538 31.93%₹ 40,005 41.09%₹ 1,62,391 22.69%₹ 77,437 26.76%₹ 4,96,758
Tata Digital India Fund 3.73%₹ 10,373 27.80%₹ 12,780 46.42%₹ 14,642 82.50%₹ 18,250 97.80%₹ 17,672 60.63%₹ 25,836 87.20%₹ 49,167 39.46%₹ 27,198 59.82%₹ 80,443 32.67%₹ 41,131 42.28%₹ 1,66,876 - -
Quant Infrastructure Fund 9.90%₹ 10,990 19.65%₹ 11,965 46.33%₹ 14,633 126.64%₹ 22,663 113.71%₹ 18,509 57.86%₹ 24,951 92.08%₹ 50,772 38.42%₹ 26,594 59.95%₹ 80,569 23.63%₹ 28,900 35.10%₹ 1,41,415 13.43%₹ 35,302 21.29%₹ 3,69,388
SBI Technology Opportunities Fund 1.39%₹ 10,139 20.08%₹ 12,008 37.99%₹ 13,799 72.22%₹ 17,221 79.67%₹ 16,695 52.01%₹ 23,132 72.49%₹ 44,453 36.21%₹ 25,337 51.86%₹ 73,140 27.56%₹ 33,795 36.93%₹ 1,47,562 - -

Portfolio Holdings

Portfolio holdings pattern of SBI Healthcare Opportunities Fund as on 18 Oct 2021 are listed below:

  • Equity Holdings:

    97.97%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.03%

Top Sector Holdings of SBI Healthcare Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
Pharmaceuticals 80.86% ₹ 1,620.45 Cr.
Hospital 16.78% ₹ 336.01 Cr.
Engineering 0.33% ₹ 6.64 Cr.
Others 2.03% -

Top Stock Holdings of SBI Healthcare Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
Dr. Reddys Laboratories Ltd. 9.74% ₹ 195.23 Cr.
Aurobindo Pharma Ltd. 9.49% ₹ 190.09 Cr.
Sun Pharmaceutical Industries Ltd. 9.44% ₹ 189.13 Cr.
Cipla Ltd. 8.73% ₹ 174.94 Cr.
Divis Laboratories Ltd. 7.92% ₹ 158.70 Cr.
Others 54.68% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.97%
Net Receivables -0.94%