- Mutual Funds
- SBI Mutual Fund
- SBI Healthcare Opportunities Fund (G)
SBI Healthcare Opportunities Fund (G)
₹ 412.34
NAV (May 09)
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 | 1.95 % |
Launched 25Y ago | 1999-07-05 |
AUM in Crores | 3670.6 |
ISIN | INF200K01446 |
Lock-in (days) | No Lock-in |
Benchmark | BSE Healthcare Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 14.6 |
Beta | 0.8 |
Sharpe Ratio | 1 |
YTM | - |
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
93.67%Chemicals
3.61%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 68,033 cr | ||
₹ 24,326 cr | ||
₹ 28,506 cr | ||
₹ 16,217 cr | ||
₹ 51,111 cr |
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 16.63% over 25 years. The fund has grown 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 5/9/2025 is ₹412.34 with the total AUM as of 5/12/2025 is ₹3670.62. 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 Very High.
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.
Scripbox has rated it 3 stars, indicating it's a neutral fund in the Equity category and delivered 21.51% 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).