Overview ( as on 20/12/24 )

NAV
₹425.34
Last change
₹-3.87 -0.01%
Fund Size (AUM)
3459.68 Cr
Performance
29.28% (5Y)

Fund Details

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SBI Healthcare Opportunities Fund Regular Growth
as of 20/12/24
AUM

3459.68 Cr

Expense Ratio

1.95 %

Benchmark

BSE Healthcare TR INR

ISIN

INF200K01446

Fund Manager

Tanmaya Desai

Exit Load

0.5% if redeemed within 0-15 days

0% if redeemed after 15 days


Fund Performance 1Y 3Y 5Y
SBI Healthcare Opportunities Fund Regular Growth 44.04% 25.19% 29.28%
BSE Healthcare TR INR 43.76% 19.63% 26.27%

Top 10 Holdings

Sun Pharmaceuticals Industries Ltd

12.87%

Divi's Laboratories Ltd

6.42%

Cipla Ltd

5.68%

Max Healthcare Institute Ltd Ordinary Shares

5.66%

Lupin Ltd

4.74%

Poly Medicure Ltd

4.02%

Krishna Institute of Medical Sciences Ltd

3.75%

Jupiter Life Line Hospitals Ltd

3.64%

Aether Industries Ltd

3.33%

Ami Organics Ltd

3.25%

Sector Allocation

Healthcare

93.18%

Basic Materials

6.82%

Asset Allocation

  • 97%

    Equity
  • 4%

    Others
  • 0%

    Debt

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

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Minimum SIP
1000
Minimum Lumpsum
5000
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