TD
Tanmaya DesaiFund Manager Since 1 Jun 2011
EquitySector - Healthcare
SBI Healthcare Opportunities Fund Direct Growth
3Y Annualised
31.11%
0.64% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
4.75%
0.64% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
2 years 7 months
NIFTY 50
4 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹3689.28 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
1st
Axis NIFTY Healthcare ETF
6.01%
2nd
Mirae Asset Healthcare Fund Direct Growth
5.63%
3rd
Mirae Asset Healthcare Fund Direct Payout of Income Distribution cum capital withdrawal
5.63%
4th
Mirae Asset Healthcare Fund Direct Reinvestment of Income Distribution cum capital withdrawal
5.63%
5th
Mirae Asset Healthcare Fund Regular Reinvestment of Income Distribution cum capital withdrawal
5.51%
40th
SBI Healthcare Opportunities Fund Direct Growth
4.75%
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 ₹3689.28 Cr worth of assets under management (AUM) as of Tue Jul 08 2025. The latest Net Asset Value (NAV) of SBI Healthcare Opportunities Fund Direct Growth as of Fri Jul 04 2025 is ₹500.7612. The fund has an expense ratio of 0.9%, which is medium comparable to most other Equity funds.
SBI Healthcare Opportunities Fund Direct Growth returns for the last 1 year are 21.86%. Since launch, it has delivered 18.46% 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: 12.73%
- Divi's Laboratories Ltd: 7.39%
- Max Healthcare Institute Ltd Ordinary Shares: 6.40%
- Lonza Group Ltd ADR: 4.81%
- Cipla Ltd: 4.77%
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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FAQs
What is the current NAV of SBI Healthcare Opportunities Fund Direct Growth?
What are the average returns of SBI Healthcare Opportunities Fund Direct Growth?
How do I invest in SBI Healthcare Opportunities Fund Direct Growth?
What is the expense ratio of SBI Healthcare Opportunities Fund Direct Growth?
What are net assets under management (AUM) of SBI Healthcare Opportunities Fund Direct Growth?
What is the PE and PB ratio of SBI Healthcare Opportunities Fund Direct Growth?
What are the top 5 holdings of SBI Healthcare Opportunities Fund Direct Growth?
What are the top 3 sectors that SBI Healthcare Opportunities Fund Direct Growth has invested in?
Who is the manager of SBI Healthcare Opportunities Fund Direct Growth?
What is the exit load of SBI Healthcare Opportunities Fund Direct Growth?
How to Redeem SBI Healthcare Opportunities Fund Direct Growth?
Can I invest in SIP and a Lump Sum of SBI Healthcare Opportunities Fund Direct Growth?
