- Mutual Funds
- SBI Mutual Fund
- SBI Healthcare Opportunities Fund Direct Growth
SBI Healthcare Opportunities Fund Direct Plan Growth
₹ 450.04
NAV (Mar 13)
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.
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 | 0.89 % |
Launched | - |
AUM in Crores | 3312.9 |
ISIN | INF200K01UP2 |
Lock-in (days) | No Lock-in |
Benchmark | BSE Healthcare Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 14.6 |
Beta | 0.8 |
Sharpe Ratio | 1.1 |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Sun Pharmaceutical Industries Ltd.
12.7%Divi's Laboratories Ltd.
6.61%Max Healthcare Institute Ltd.
6.5%Lonza Group Ag
5.63%Cipla Ltd.
5.18%
Allocation by Sector
Healthcare
93.13%Chemicals
3.42%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 60,177 cr | ||
₹ 25,723 cr | ||
₹ 14,981 cr |
