• Mutual Funds
  • SBI Mutual Fund
  • SBI Healthcare Opportunities Fund (RIDCW-A)

Formerly SBI Healthcare Opportunities Reg DR

SBI Mutual Fund

SBI Healthcare Opportunities Fund (RIDCW-A)

EquitySectoral / Thematic - Pharma And Healthcare

Top Ranked

133.3477

NAV (Aug 05)

11%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 1,590 Cr

Outperformance Consistency

View all 7 analysis

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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

133.3477

NAV (Aug 5)

Fund Returns

Last 1Y

-10%

Last 3Y

25.5%

Last 5Y

11%

Last 10Y

14.7%

Since Inception

15%

6 Month CAGR

-5.2%

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

2.13

Launched (23y ago)

Jul 14, 1999

AUM in Crores

1589.626

ISIN

INF200K01461

Lock-in

No Lock-in

Benchmark

S&P BSE Healthcare TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Tanmaya Desai

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 2022-08-05

Top Stock Holdings

sun pharmaceuticals industries ltd

14.9%
14.9%

dr reddy's laboratories ltd

10%
10%

cipla ltd

9.5%
9.5%

max healthcare institute ltd ordinary shares

8.1%
8.1%

apollo hospitals enterprise ltd

7%
7%
See all holdings

Allocation by Sector

healthcare

90.4%
90.4%

basic materials

6.9%
6.9%
See all sectors

Comparison with Equity Funds

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

₹ 4,100 cr

₹ 12,768 cr

₹ 12,768 cr

₹ 4,100 cr

₹ 4,100 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 444,382 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,198 debt and 37 hybrid funds.

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    18.5%

    19%

    4.9%

    7.4%

    21.2%

    17.4%

    17.1%

    12%

    4.9%

    %

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    SBI Healthcare Opportunities Fund (RIDCW-A) Review

    SBI Healthcare Opportunities Fund (RIDCW-A) is a Sectoral / Thematic - Pharma And Healthcare Equity fund and has delivered an annualised return of 15% over a period of 23 years. The fund was previously known as SBI Healthcare Opportunities Reg DR. The fund is managed by SBI Funds Management Ltd. The fund manager’s name is Tanmaya Desai.

    Nav of SBI Healthcare Opportunities Fund (RIDCW-A) as of 8/5/2022 is ₹133.35 with the total AUM as of 8/6/2022 is ₹1589.626. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Healthcare Opportunities Fund (RIDCW-A) was launched on Jul 14, 1999. The category risk of the fund is Very High Risk.

    The minimum SIP amount for SBI Healthcare Opportunities Fund (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) is rated as a 4 fund in Equity and delivered -10% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Healthcare Opportunities Fund (RIDCW-A).

    Frequently Asked Questions

    What is SBI Healthcare Opportunities Fund (RIDCW-A)?

    SBI Healthcare Opportunities Fund (RIDCW-A) 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 (RIDCW-A)?

    You can invest in SBI Healthcare Opportunities Fund (RIDCW-A) 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 (RIDCW-A)?

    The minimum sip amount for SBI Healthcare Opportunities Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is SBI Healthcare Opportunities Fund (RIDCW-A) good to invest in?

    As per Scripbox experts, SBI Healthcare Opportunities Fund (RIDCW-A) is a Top Ranked fund. You can investSBI Healthcare Opportunities Fund (RIDCW-A) 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 (RIDCW-A)?

    The expense ratio of the SBI Healthcare Opportunities Fund (RIDCW-A) is 2.13% for regular plan.