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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

228.801

NAV (Dec 02)

12.7%
5 Year CAGR
Scripbox Opinion
Neutral
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

Good

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

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

228.801

NAV (Dec 2)

Fund Returns

Last 1Y

3.6%

Last 3Y

24.4%

Last 5Y

12.7%

Last 10Y

14.6%

Since Inception

14%

6 Month CAGR

13.2%

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

2.12

Launched (18y ago)

Dec 31, 2004

AUM in Crores

1728.214

ISIN

INF200K01446

Lock-in

No Lock-in

Benchmark

S&P BSE Healthcare TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

19.8

Standard Deviation (5yr)

19

Beta (3yr)

0.87

Beta (5yr)

0.89

Sharpe Ratio (3yr)

0.99

Sharpe Ratio (5yr)

0.45

YTM

0

Fund Managers

Tanmaya Desai

Fund Manager

Mohit Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Stock Holdings

sun pharmaceuticals industries ltd

15.9%
15.9%

max healthcare institute ltd ordinary shares

10.1%
10.1%

cipla ltd

9.7%
9.7%

aether industries ltd

6.1%
6.1%

apollo hospitals enterprise ltd

5.8%
5.8%
See all holdings

Allocation by Sector

healthcare

85.9%
85.9%

basic materials

7.6%
7.6%
See all sectors

Compare SBI Healthcare Opportunities Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Canara Robeco Emerging Equities fund (G)
Canara Robeco Emerging Equities fund (G)

₹ 15,580 cr

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 472,190 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,201 debt and 34 hybrid funds.

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    6.5%

    6.8%

    3.6%

    6.5%

    21.7%

    17.7%

    15.8%

    18.9%

    6.5%

    6.4%

    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% over a period of 17 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 12/2/2022 is ₹228.80 with the total AUM as of 12/3/2022 is ₹1728.214. 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 3.6% 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 stocks 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 2.12% for regular plan.