SBI Healthcare Opportunities Fund - Regular Plan -Growth
Category: Equity: Sectoral-Pharma and Healthcare
Launch Date: 14-07-1999
AUM:
₹ 4,323.28 Cr
Expense Ratio
1.9%
Benchmark
BSE Healthcare TRI
ISIN
INF200K01446
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. Tanmaya Desai
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| SBI Healthcare Opportunities Fund - Regular Plan -Growth | 10.34 | 24.62 | 15.3 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
461.2136
Last change
2.15 (0.4659%)
Fund Size (AUM)
₹ 4,323.28 Cr
Performance
15.3% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Mr. Tanmaya Desai
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- | 11.71 |
| DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- | 6.77 |
| Ami Organics Limited | 5.4 |
| APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/- | 5.3 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 5.17 |
| ASTER DM HEALTHCARE LIMITED EQ | 3.89 |
| LUPIN LIMITED EQ NEW F.V. RS.2/- | 3.84 |
| TORRENT PHARMACEUTICALS LIMITED EQ NEW FV RS.5/- | 3.48 |
| ANTHEM BIOSCIENCES PRIVATE LIMITED EQ NEW FV Rs. 2/- | 3.45 |
| AETHER INDUSTRIES LIMITED EQ | 3.35 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Healthcare | 91.02 |
| Chemicals | 3.35 |
| Consumer Services | 0.3 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| SBI HEALTHCARE Opportunities Reg Gr | 15.3 |