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- SBI Mutual Fund
- SBI Healthcare Opportunities Fund (G)
SBI Healthcare Opportunities Fund (G)
₹ 422.8924
NAV (Oct 14)
Sectoral / Thematic - Pharma And Healthcare funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
The pharma benchmark index itself has been a material underperformer over an extended time frame.
Contrary to common perception, this category is also characterised by higher volatility.Investing in these funds will require investors to have a unique insight into the specific areas of investment that these funds focus on.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 422.8924
NAV (Oct 14)
Fund Returns
Last 1Y | 51.1% |
Last 3Y | 21.7% |
Last 5Y | 31.2% |
Last 10Y | 14.7% |
Since Inception | 17.1% |
6 Month CAGR | 22.3% |
Scheme Information
The scheme seeks 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.
Expense Ratio | 1.98 |
Launched (0y ago) | 1.98 |
AUM in Crores | 3346.1 |
ISIN | INF200K01446 |
Lock-in | - |
Benchmark | BSE Healthcare Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 14.6 |
Beta | 0.9 |
Sharpe Ratio | 0.8 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Healthcare Opportunities Fund (G) | 16,67,997 | 9,35,385 | 31.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Sun Pharmaceutical Industries Ltd.
12.7%Divi's Laboratories Ltd.
6.6%Max Healthcare Institute Ltd.
6.5%Lonza Group Ag
5.6%Cipla Ltd.
5.2%Allocation by Sector
Healthcare
93.2%Chemicals
4.2%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
9.8% | 14.6% | ||
15.4% | 6.4% | ||
18.1% | 15.4% | ||
24.9% | 16.5% | ||
24.7% | 17.5% |
SBI Healthcare Opportunities Fund (G) Review
SBI Healthcare Opportunities Fund (G) is a Sectoral / Thematic - Pharma And Healthcare Equity fund and has delivered an annualised return of 17.147% over a period of 25 years. The fund is managed by SBI Mutual Fund. The fund managers are Pradeep Kesavan, Tanmaya Desai.
Nav of SBI Healthcare Opportunities Fund (G) as of 10/14/2024 is ₹422.89 with the total AUM as of 10/16/2024 is ₹3346.1298. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Healthcare Opportunities Fund (G) was launched on 1999-07-05. The category risk of the fund is Below Average.
The minimum SIP amount for SBI Healthcare Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
SBI Healthcare Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE Healthcare Total Return Index.
It is rated as a 3 fund in Equity and delivered 51.142% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Healthcare Opportunities Fund (G).
Frequently Asked Questions
What is SBI Healthcare Opportunities Fund (G)?
How to invest in SBI Healthcare Opportunities Fund (G)?
You can invest in SBI Healthcare Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI Healthcare Opportunities Fund (G)?
The minimum sip amount for SBI Healthcare Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Healthcare Opportunities Fund (G) good to invest in?
As per Scripbox experts, it is a 3 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI Healthcare Opportunities Fund (G)?
The expense ratio of the SBI Healthcare Opportunities Fund (G) is 1.98% for regular plan.
What is the NAV of SBI Healthcare Opportunities Fund (G)?
Today's SBI Healthcare Opportunities Fund (G) NAV is ₹422.89.