• Mutual Funds
  • 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

Top Ranked

229.2414

NAV (Jan 18)

11.9%
5 Year CAGR
Scripbox Opinion

Top Ranked

These are the top-ranked funds within sectoral / thematic - pharma and healthcare mutual funds.However, Scripbox does not recommend investing in sectoral / thematic - pharma and healthcare mutual funds.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 ->

Track Record

18 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

1,943 Cr. Large within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Consistently Good. The fund has performed well consistently over a period of time

Invest in this fund
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    Historical growth rate of 12% per annum
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Historical NAV

229.2414

NAV (Jan 18)

Fund Returns

Last 1Y

14.7%

Last 3Y

23.8%

Last 5Y

11.9%

Last 10Y

18%

Since Inception

14.8%

6 Month CAGR

-1.9%

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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.

Expense Ratio

2.1

Launched (18y ago)

Dec 31, 2004

AUM in Crores

1942.510

ISIN

INF200K01446

Lock-in

No Lock-in

Benchmark

S&P BSE Healthcare TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Tanmaya Desai

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 471,579 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,232 debt and 54 hybrid funds.

amc-img

Fund NameScripbox Opinion
Till Date CAGR

24.6%

20.4%

5.6%

7.2%

24.6%

%

4.8%

5.8%

4.8%

5.8%

growth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education
  • graph-icon-gray
    One-click investing and tracking
  • graph-icon-gray
    Zero fees for all your investments
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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 14.8% over a period of 17 years. The fund was previously known as SBI Pharma Reg Gr. The fund is managed by SBI Funds Management Private Limited. The fund manager’s name is Tanmaya Desai.

Nav of SBI Healthcare Opportunities Fund (G) as of 18/01/2022 is ₹229.24 with the total AUM as of 19/01/2022 is ₹1942.51. 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 4 fund in Equity and delivered 14.7% 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

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