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  • SBI Mutual Fund
  • SBI Healthcare Opportunities Fund (Growth)

Formerly SBI Pharma Reg Gr

SBI Mutual Fund

SBI Healthcare Opportunities Fund (Growth)

EquitySectoral / Thematic - Pharma And Healthcare


NAV (Mar 31)

5 Year CAGR
Scripbox Opinion
Click here for top ranked funds in sectoral / thematic - pharma and healthcare mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size


The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency


The performance of the fund on a Outperformance Consistency metric has been Good

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Investment Calculator

Investment Duration5 years


Total Investment


Wealth Gained


Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV


NAV (Mar 31)

Fund Returns

Last 1Y


Last 3Y


Last 5Y


Last 10Y


Since Inception


6 Month CAGR


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.

Expense Ratio


Launched (19y ago)

Dec 31, 2004

AUM in Crores





No Lock-in


S&P BSE Healthcare TR INR

SIP Minimum


Lumpsum Min.


Standard Deviation (3yr)


Standard Deviation (5yr)


Beta (3yr)


Beta (5yr)


Sharpe Ratio (3yr)


Sharpe Ratio (5yr)




Fund Managers

Mohit Jain

Fund Manager

Returns Calculator Comparison



with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Healthcare Opportunities Fund (Growth)70%10,07,720 2,75,10812.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2023-03-31

Top Stock Holdings

See all holdings

Compare SBI Healthcare Opportunities Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,641 cr

₹ 10,129 cr

₹ 15,261 cr

₹ 10,129 cr

₹ 15,261 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 478,341 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,205 debt and 34 hybrid funds.


  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR











    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 13.3% over a period of 18 years. The fund was previously known as SBI Pharma Reg Gr. The fund is managed by SBI Funds Management Ltd. The fund manager’s name is Mohit Jain.

    Nav of SBI Healthcare Opportunities Fund (G) as of 3/31/2023 is ₹217.18 with the total AUM as of 4/1/2023 is ₹1574.516. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Healthcare Opportunities Fund (G) was launched on Dec 31, 2004. The category risk of the fund is Very High Risk.

    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 S&P BSE Healthcare TR INR.

    SBI Healthcare Opportunities Fund (G) is rated as a 3 fund in Equity and delivered -3.4% 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)?

    SBI Healthcare Opportunities Fund (G) is a Sectoral / Thematic - Pharma And Healthcare Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    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, SBI Healthcare Opportunities Fund (G) is a Neutral fund. You can investSBI Healthcare Opportunities Fund (G) fund 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 2.2% for regular plan.