Overview ( as on 04/12/24 )

NAV
₹431.25
Last change
₹2.26 +0.01%
Fund Size (AUM)
3416.13 Cr
Performance
29.27% (5Y)

Fund Details

logo
SBI Healthcare Opportunities Fund Regular Growth
as of 04/12/24
AUM

3416.13 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 45.56% 24.56% 29.27%
BSE Healthcare TR INR 43.76% 19.63% 26.27%

Top 10 Holdings

Sun Pharmaceuticals Industries Ltd

12.99%

Max Healthcare Institute Ltd Ordinary Shares

6.26%

Divi's Laboratories Ltd

6.21%

Poly Medicure Ltd

5.38%

Lupin Ltd

5.12%

Cipla Ltd

4.54%

Krishna Institute of Medical Sciences Ltd

3.99%

Jupiter Life Line Hospitals Ltd

3.54%

Mankind Pharma Ltd

3.51%

Aether Industries Ltd

3.5%

Sector Allocation

Healthcare

93.24%

Basic Materials

6.76%

Asset Allocation

  • 97%

    Equity
  • 3%

    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

Investment Performance

If you invested in this fund:
In the past (time duration):
Calculate
Total value today:
Returns:
0
+0%
If you invested in this fund:
In the past (time duration):
Calculate
Total value today:
Returns:
0
+0%
Minimum SIP
1000
Minimum Lumpsum
5000
Start Investing

Mutual funds by category

Expert Thoughts

...
General

Tools To Use On Fisdom for Personal Finance

...
Investment

SIPs and The Butterfly Effect

...
Personal Finance

The Optimistic Route: Mutual Funds