TD
Tanmaya DesaiFund Manager Since 1 Jun 2011
EquitySector - Healthcare
SBI Healthcare Opportunities Fund Regular Growth
3Y Annualised
23.66%
0.95% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.55%
0.95% 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 3 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹3610.51 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
Quant Healthcare Fund Direct Reinvestment Inc Dist cum Cap Wdrl
3.67%
2nd
Quant Healthcare Fund Direct Payout Inc Dist cum Cap Wdrl
3.67%
3rd
Quant Healthcare Fund Direct Growth
3.66%
4th
Quant Healthcare Fund Regular Reinvestment Inc Dist cum Cap Wdrl
3.51%
5th
Quant Healthcare Fund Regular Payout Inc Dist cum Cap Wdrl
3.51%
51st
SBI Healthcare Opportunities Fund Regular Growth
1.55%
Fund Managers
About SBI Healthcare Opportunities Fund Regular Growth
SBI Healthcare Opportunities Fund Regular Growth is a Equity mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 20 years, having been launched on 2004-12-31. SBI Healthcare Opportunities Fund Regular Growth has ₹3610.51 Cr worth of assets under management (AUM) as of Fri Apr 25 2025. The latest Net Asset Value (NAV) of SBI Healthcare Opportunities Fund Regular Growth as of Wed Apr 23 2025 is ₹422.7655. The fund has an expense ratio of 1.94%, which is medium comparable to most other Equity funds.
SBI Healthcare Opportunities Fund Regular Growth returns for the last 1 year are 24.04%. Since launch, it has delivered 15.64% average annual returns.
The SBI Healthcare Opportunities Fund Regular Growth has the majority of its money invested in Healthcare, Basic Materials sectors.
Top 5 Holdings of SBI Healthcare Opportunities Fund Regular Growth.
- Sun Pharmaceuticals Industries Ltd: 13.45%
- Max Healthcare Institute Ltd Ordinary Shares: 6.68%
- Divi's Laboratories Ltd: 6.00%
- Cipla Ltd: 4.79%
- Lupin Ltd: 4.72%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 2004-12-31 |
| 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 Regular 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 Regular Growth?
What are the average returns of SBI Healthcare Opportunities Fund Regular Growth?
How do I invest in SBI Healthcare Opportunities Fund Regular Growth?
What is the expense ratio of SBI Healthcare Opportunities Fund Regular Growth?
What are net assets under management (AUM) of SBI Healthcare Opportunities Fund Regular Growth?
What is the PE and PB ratio of SBI Healthcare Opportunities Fund Regular Growth?
What are the top 5 holdings of SBI Healthcare Opportunities Fund Regular Growth?
What are the top 3 sectors that SBI Healthcare Opportunities Fund Regular Growth has invested in?
Who is the manager of SBI Healthcare Opportunities Fund Regular Growth?
What is the exit load of SBI Healthcare Opportunities Fund Regular Growth?
How to Redeem SBI Healthcare Opportunities Fund Regular Growth?
Can I invest in SIP and a Lump Sum of SBI Healthcare Opportunities Fund Regular Growth?
