- Mutual Funds
- SBI Mutual Fund
- SBI Healthcare Opportunities Fund (Growth)
Formerly SBI Pharma Reg Gr
SBI Healthcare Opportunities Fund (Growth)
₹ 289.9486
NAV (Nov 29)
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
₹ 289.9486
NAV (Nov 29)
Fund Returns
Last 1Y | 27.3% |
Last 3Y | 16.1% |
Last 5Y | 19.4% |
Last 10Y | 14.9% |
Since Inception | 14.6% |
6 Month CAGR | 23% |
Scheme Information
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 | 2.1 |
Launched (19y ago) | Dec 31, 2004 |
AUM in Crores | 1982.470 |
ISIN | INF200K01446 |
Lock-in | No Lock-in |
Benchmark | S&P BSE Healthcare TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.2 |
Standard Deviation (5yr) | 17.7 |
Beta (3yr) | 0.89 |
Beta (5yr) | 0.89 |
Sharpe Ratio (3yr) | 0.753 |
Sharpe Ratio (5yr) | 0.69 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Healthcare Opportunities Fund (Growth) | 11,97,078 | 4,64,466 | 19.4% | |
| 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 pharmaceuticals industries ltd
13.2%cipla ltd
8.2%divi's laboratories ltd
6.8%aether industries ltd
6.2%max healthcare institute ltd ordinary shares
5.2%Allocation by Sector
healthcare
89.6%basic materials
7.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 11,883 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.6% | 6.5% | ||
23.4% | 17.5% | ||
17% | 11.8% | ||
29.4% | 15.9% | ||
4.9% | 6.9% |
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 14.6% 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 managers are Mohit Jain, Tanmaya Desai.
Nav of SBI Healthcare Opportunities Fund (G) as of 11/29/2023 is ₹289.95 with the total AUM as of 11/30/2023 is ₹1982.47. 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 27.3% 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, 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 2.1% for regular plan.