TD
Tanmaya DesaiFund Manager Since 1 Jun 2011
EquitySector - Healthcare
SBI Healthcare Opportunities Fund Direct Growth
3Y Annualised
24.79%
0.54% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-1.53%
0.54% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 2 months
NIFTY 50
5 years 9 months
FD
9 years 7 months
Fund info
Fund size
₹4130.76 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.005%
Exit Load: For exit within 15 Days from the date of allotment - 0.50%. For exit after 15 Days from the date of allotment – Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
Fund Managers
About SBI Healthcare Opportunities Fund Direct Growth
SBI Healthcare Opportunities Fund Direct Growth is a Equity mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. SBI Healthcare Opportunities Fund Direct Growth has ₹4130.76 Cr worth of assets under management (AUM) as of Sat Dec 13 2025. The latest Net Asset Value (NAV) of SBI Healthcare Opportunities Fund Direct Growth as of Thu Dec 11 2025 is ₹488.0622. The fund has an expense ratio of 0.91%, which is medium comparable to most other Equity funds.
SBI Healthcare Opportunities Fund Direct Growth returns for the last 1 year are -0.70%. Since launch, it has delivered 17.55% average annual returns.
The SBI Healthcare Opportunities Fund Direct Growth has the majority of its money invested in Healthcare, Basic Materials sectors.
Top 5 Holdings of SBI Healthcare Opportunities Fund Direct Growth.
- Sun Pharmaceuticals Industries Ltd: 11.97%
- Divi's Laboratories Ltd: 6.90%
- Max Healthcare Institute Ltd Ordinary Shares: 5.63%
- Cipla Ltd: 4.45%
- Lupin Ltd: 4.23%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI Healthcare Opportunities Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
