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SBI Healthcare Opportunities Fund - Regular Plan -Growth

  • Equity
  • Pharma & Healthcare
  • Very High
  • Current NAV

    ₹330.99 1.9526%

    18-03-2024
  • Annual Returns

    54.13%

  • Min. SIP ₹500

    Min. Investment ₹5000

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Calculate SIP Returns of SBI Healthcare Opportunities Fund - Regular Plan -Growth

Monthly SIP Target Amount

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Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W -2.64% -2.82% -2.09%
1M -3.93% -3% 0.54%
3M 10.54% 10.86% 2.82%
6M 17.11% 18.18% 9.45%
1Y 54.13% 55.04% 31.25%
2Y 23.01% 20.05% 16.31%
3Y 19.54% 17.81% 15.17%
5Y 22.61% 22.42% 15.36%
ALL 15.2% 16.56% 14.05%

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Risk scale

Very High

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Fund Managers

Mohit Jain
Mohit Jain

Fund Manage - 49

Total AUM. - 446939Cr.

Tanmaya Desai
Tanmaya Desai

Fund Manage - 1

Total AUM. - 2060Cr.

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Portfolio Analysis

Equity97.69% Others2.31%

Market Cap

Top 5 Sectors

Healthcare

Chemicals

Capital Goods

Materials

Top 5 Companies

Sun Pharmaceutical Industries Ltd.

Cipla Ltd.

Max Healthcare Institute Ltd.

Aether Industries Ltd.

Divi's Laboratories Ltd.

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From

SBI Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
SBI PSU Fund - Regular Plan -Growth -7.83% 14.54% 34.25% 80.56% 21.72%
SBI Infrastructure Fund - Regular Plan - Growth -1.17% 8.15% 23.62% 59.29% 24.02%
SBI Long Term Equity Fund - Regular Plan- Growth -0.75% 11.01% 21.48% 56.92% 20.53%
SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth -7.22% 0.57% 12.76% 56.28% 0%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth -0.23% 11.64% 25.87% 55.08% 0%
SBI Healthcare Opportunities Fund - Regular Plan -Growth -3.93% 10.54% 17.11% 54.13% 22.61%
See More About SBI Mutual Fund

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Suitability

This fund is suitable for those investors
  • PurposePurpose
  • Perfect for short-term financial goals or post-retirement investment, offering returns potentially higher than traditional fixed deposits.
  • StrategyStrategy
  • Emphasizes active investing in trending sectors or companies poised for growth, leveraging market movements and sectoral trends.
  • DurationDuration
  • A minimum investment period of 3-5 years is recommended to effectively navigate market cycles and harness the fund
  • Risk ToleranceRisk Tolerance
  • Expect high volatility with potential downturns of 25-35% in extreme market conditions, typically rebounding within 1-2 years.
  • Returns ExpectationReturns Expectation
  • Targets a 15-18+% compounded annual growth rate (CAGR), aiming for a balance between substantial growth potential and manageable risk.

Frequently Asked Questions

What is the current NAV of SBI Healthcare Opportunities Fund - Regular Plan -Growth?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of SBI Healthcare Opportunities Fund - Regular Plan -Growth as of 18-03-2024 is 330.9920.

What is the expense ratio of SBI Healthcare Opportunities Fund - Regular Plan -Growth?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of SBI Healthcare Opportunities Fund - Regular Plan -Growth?

SBI performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of SBI Healthcare Opportunities Fund - Regular Plan -Growth?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of SBI Healthcare Opportunities Fund - Regular Plan -Growth is Rs 2263.22 Crs.

Is SBI Healthcare Opportunities Fund - Regular Plan -Growth a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in SBI Healthcare Opportunities Fund - Regular Plan -Growth?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of SBI Healthcare Opportunities Fund - Regular Plan -Growth?

The fund's top 5 holdings are in Bajaj holdings and investment Healthcare, Chemicals, Capital Goods, Materials.

How to start online SIP in SBI Healthcare Opportunities Fund - Regular Plan -Growths?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in SBI Healthcare Opportunities Fund - Regular Plan -Growth?

Redeeming your investments in SBI Healthcare Opportunities Fund - Regular Plan -Growth is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Tanmaya Desai, Pradeep Kesavan, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

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