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SBI Healthcare Opportunities Fund

SBI Healthcare Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

26.89

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 20,470 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

  • ₹ 228.347

    as on 10 Jun 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 1,575 Cr.

    as on 10 Jun 2021
  • 2.25%

    since 31 Dec 2020
  • 31 Dec 2004

  • Equity - Sectoral/Thematic

  • S&P BSE Healthcare

  • 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 ₹ 228.347 as on 10 Jun 2021.

This fund has 16 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.25%. Ideally you shoulds compare this fund with the benchmark S&P BSE Healthcare.

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 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 12.43% 33.76% 63.48% 149.38% 47.96% 31.04% 24.24% 20.90% 162.03% 73.86% 47.55% 34.49% 24.14%
Category Average 6.15% 9.47% 25.31% 64.61% 20.72% 13.19% 14.31% 12.47% 63.93% 38.98% 25.71% 16.92% 14.62%
SBI Healthcare Opportunities Fund 1.98%₹ 10,197 18.20%₹ 11,820 18.96%₹ 11,896 55.48%₹ 15,548 50.90%₹ 15,086 43.97%₹ 20,747 52.55%₹ 38,354 26.89%₹ 20,470 37.82%₹ 61,319 11.17%₹ 16,986 21.89%₹ 1,03,323 17.47%₹ 50,120 17.01%₹ 2,93,154
ICICI Prudential Technology Fund 9.68%₹ 10,968 14.68%₹ 11,467 34.31%₹ 13,430 125.30%₹ 22,529 97.09%₹ 17,633 43.95%₹ 20,741 70.93%₹ 43,951 31.04%₹ 22,550 47.55%₹ 69,345 24.24%₹ 29,621 34.49%₹ 1,39,387 20.90%₹ 66,817 24.14%₹ 4,31,058
Aditya Birla Sun Life Digital India Fund 9.15%₹ 10,915 14.25%₹ 11,424 36.00%₹ 13,599 108.02%₹ 20,802 91.03%₹ 17,309 43.39%₹ 20,579 65.95%₹ 42,406 29.89%₹ 21,963 45.76%₹ 67,824 24.13%₹ 29,484 33.89%₹ 1,37,454 18.95%₹ 56,785 23.44%₹ 4,14,967
Nippon India Pharma Fund 2.11%₹ 10,211 20.18%₹ 12,018 21.18%₹ 12,117 54.00%₹ 15,399 53.90%₹ 15,257 44.72%₹ 20,964 54.45%₹ 38,919 29.20%₹ 21,612 39.58%₹ 62,729 17.97%₹ 22,860 26.49%₹ 1,15,397 17.88%₹ 51,870 19.54%₹ 3,36,088
Tata Digital India Fund 8.40%₹ 10,839 13.62%₹ 11,361 35.71%₹ 13,570 104.84%₹ 20,483 86.63%₹ 17,072 36.95%₹ 18,772 61.40%₹ 41,010 27.72%₹ 20,878 42.06%₹ 64,736 22.96%₹ 28,125 32.70%₹ 1,33,692 - -
Tata India Pharma & Healthcare Fund 1.83%₹ 10,183 16.42%₹ 11,642 16.12%₹ 11,611 47.41%₹ 14,740 44.44%₹ 14,713 39.44%₹ 19,461 46.61%₹ 36,606 26.75%₹ 20,404 35.57%₹ 59,558 13.21%₹ 18,598 22.66%₹ 1,05,281 - -

Portfolio Holdings

Portfolio holdings pattern of SBI Healthcare Opportunities Fund as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    99.06%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.94%

Top Sector Holdings of SBI Healthcare Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
Pharmaceuticals 84.09% ₹ 1,315.03 Cr.
Hospital 14.58% ₹ 227.95 Cr.
Engineering 0.39% ₹ 6.12 Cr.
Others .94% -

Top Stock Holdings of SBI Healthcare Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
Sun Pharmaceutical Industries Ltd. 10.70% ₹ 167.38 Cr.
Dr. Reddys Laboratories Ltd. 10.11% ₹ 158.06 Cr.
Lupin Ltd. 9.79% ₹ 153.07 Cr.
Cipla Ltd. 9.38% ₹ 146.72 Cr.
Aurobindo Pharma Ltd. 9.02% ₹ 141.01 Cr.
Others 51.00% -

Other Holdings

Holding TypeHolding Percentage
TREPS 1.46%
Net Receivables -0.52%