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).
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Scheme Information
Investment 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.
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.
SBI Funds Management Private Limited manages assets worth 363,720 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,227 debt and 54 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About SBI Healthcare Opportunities Fund (DP-A)
About SBI Healthcare Opportunities Fund (DP-A)
SBI Healthcare Opportunities Fund (DP-A) is a sectoral / thematic - pharma and healthcare equity fund and has delivered an annualised return of 15.6% over a period of 22 years .The fund was previously known as SBI Pharma Reg DP.The fund is managed by SBI Funds Management Private Limited.The fund manager’s name is Tanmaya Desai.
SBI Healthcare Opportunities Fund (DP-A) Investment 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. However, there is no assurance that the objective of the scheme will be realized.
SBI Healthcare Opportunities Fund (DP-A) NAV,AUM,Risk
The SBI Healthcare Opportunities Fund (DP-A) fund was launched on Jul 14, 1999. The NAV (Net Asset Value) of this sectoral / thematic - pharma and healthcare equity as of 2021-03-02 is ₹ 123.7059. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 1551.449. The category risk of the SBI Healthcare Opportunities Fund (DP-A) fund is Very High Risk.
The fund charges 2.15 % as expense ratio.
SBI Healthcare Opportunities Fund (DP-A) Holdings
The fund’s highest allocation is towards equity and has invested 98.1% in this asset class. The top three holdings of the fund are sun pharmaceuticals industries ltd,lupin ltd and cipla ltd
SBI Healthcare Opportunities Fund (DP-A) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
SBI Healthcare Opportunities Fund (DP-A) Investment volatility and Horizon
This fund 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 S&P BSE Healthcare TR INR
SBI Healthcare Opportunities Fund (DP-A) Review
SBI Healthcare Opportunities Fund (DP-A) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, SBI Healthcare Opportunities Fund (DP-A) has a score of 4 out of 5.
Scipbox has rated this fund 5 out of 5 based on consistency of performance over various years / tenures.
