TD
Tanmaya DesaiFund Manager Since 1 Jun 2011
EquitySector - Healthcare
SBI Healthcare Opportunities Fund Regular Growth
3Y Annualised
23.50%
-1.47% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-4.69%
-1.47% 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
7 years
FD
9 years 7 months
Fund info
Fund size
₹4076.67 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 Growth
-2.39%
2nd
Quant Healthcare Fund Direct Reinvestment Inc Dist cum Cap Wdrl
-2.39%
3rd
Quant Healthcare Fund Direct Payout Inc Dist cum Cap Wdrl
-2.39%
4th
Quant Healthcare Fund Regular Payout Inc Dist cum Cap Wdrl
-2.52%
5th
Quant Healthcare Fund Regular Reinvestment Inc Dist cum Cap Wdrl
-2.52%
43rd
SBI Healthcare Opportunities Fund Regular Growth
-4.69%
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 21 years, having been launched on 2004-12-31. SBI Healthcare Opportunities Fund Regular Growth has ₹4076.67 Cr worth of assets under management (AUM) as of Sun Apr 05 2026. The latest Net Asset Value (NAV) of SBI Healthcare Opportunities Fund Regular Growth as of Thu Apr 02 2026 is ₹409.0548. The fund has an expense ratio of 1.93%, which is medium comparable to most other Equity funds.
SBI Healthcare Opportunities Fund Regular Growth returns for the last 1 year are 0.99%. Since launch, it has delivered 14.72% 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: 10.65%
- Divi's Laboratories Ltd: 7.55%
- Apollo Hospitals Enterprise Ltd: 5.76%
- Max Healthcare Institute Ltd Ordinary Shares: 4.82%
- Acutaas Chemicals Ltd: 4.77%
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 |
Similar Funds from SBI Funds Management Ltd
SBI PSU Regular Growth
EquityEquity - Other
3Y CAGR
30.11%
expense ratio
1.82%
fund size
₹6545.08 Cr
SBI Infrastructure Fund Direct Growth
EquityEquity - Infrastructure
3Y CAGR
17.81%
expense ratio
1.04%
fund size
₹4645.50 Cr
SBI Children's Benefit Fund Direct Growth
AllocationChildren
3Y CAGR
12.13%
expense ratio
0.86%
fund size
₹133.79 Cr
SBI Flexicap Fund Regular Growth
EquityFlexi Cap
3Y CAGR
10.26%
expense ratio
1.66%
fund size
₹23297.45 Cr
SBI S&P BSE Sensex ETF
EquityLarge-Cap
3Y CAGR
8.76%
expense ratio
0.04%
fund size
₹121592.96 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
