SBI Healthcare Opportunities Fund - Regular Plan -Growth

Sectoral-Pharma and Healthcare NAV 275.8451 0 22 September, 2023

SBI Pharma Fund is a long-term sectoral equity fund aimed at accomplishing the goal of appreciating capital. The primary objective of SBI Pharma Fund Growth is to provide maximum growth opportunities to the investors through equity investments in the stocks and shares of pharma companies. In India, SBI Pharma Fund Regular Plan Growth has held a recognized position by outperforming the benchmark and category for a long time. By investing in this mutual fund online, one can easily achieve high growth in the capital with the growing pharmaceutical industry.

Fund Details

Category Sectoral-Pharma and Healthcare
Fund Type Open Ended
Investment Plan Growth
Launch Date 14 July, 1999
Benchmark S&P BSE Healthcare TRI
Asset Size(Cr) 1637.9137
Turn over 32%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 0.5% for redemption within 15 days
Expense Ratio 2.18
Fund Manager Tanmaya Desai, Mohit Jain
Fund House SBI Mutual Fund

Investment Returns (As on 22 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.3% 1.58% 1.11%
1 M 4.5% 4.02% 3.96%
3 M 4.04% 1.44% 2.76%
6 M -1.27% 0.35% -4.81%
1 Y 3.09% 7.25% -2.08%
2 Y 2.71% 12.49% 0.26%
3 Y 17.41% 23.79% 15.19%
5 Y 13.05% 12.46% 13.16%

Risk Mesasures (As on 22 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 14.56 0.91 3 0.88
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 1.72%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI Healthcare Opportunities Fund - Regular Plan -Growth 3.09% 17.41% 13.05%
Nippon India Pharma Fund-Growth Plan-Growth Option -0.94% 16.32% 14.7%
Tata India Pharma & Healthcare Fund-Regular Plan-Growth -1.82% 14.93% 13.13%

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SBI Pharma Fund : Enhancing Income And Growth

The open-ended equity scheme, SBI Pharma Fund Growth is designed by the fund managers of SBI Mutual Funds. It has been offering growth opportunities to the investors in order to accomplish their financial goals. It is among the best-performing mutual funds in India which offers maximum benefits and thus is mostly recommended by the financial experts. We have provided a brief synopsis of this scheme to help you take a promising decision.

SBI Pharma Fund Growth Investment Details

The primary objective of this scheme is to provide maximum growth opportunities to the investors by investing the funds in the equity shares and stocks of companies indulged in pharmaceuticals industries. SBI Pharma Fund Regular Plan Growth has made investments in the growth-oriented sector viz., Healthcare. Being an open-ended scheme, SBI magnum pharma fund provides flexibility to the investors to redeem the funds as per the requirement.

This plan concentrates on investing in the companies indulged in pharma sectors and have the potential to generate heavy returns over a period of time. The fund managers evaluate the high-growth potential and competitiveness of the companies to evolve maximum possible benefits to the investors in the long run. Furthermore, by providing the options for investing via Systematic Investment Plan (SIP), it offers great convenience and feasibility to the investors to make an easy investment with a small amount at regular interval.

SBI Pharma Mutual Fund NAV amounted to Rs 137.686 as on December 06, 2016, which has helped many investors in gaining substantial returns. It falls under the equity sector funds which are related to pharma & healthcare industry. The benchmark against which online SBI pharma fund growth performance is measured in the industry is termed as S&P BSE HEALTHCARE. It has been a right option for the investors who seek growth over a period of time and are willing to take a considerable risk for gaining substantial income for their future.

SBI Pharma Fund Growth Performance Analysis

The SIP investments made in sbi magnum pharma fund plan have earned remarkable returns until now. You too can invest in them and calculate the returns using SIP calculator prior to investing. It has offered an average of 18 percent returns since its inception, and at present, it is yielding 23.7 and 25.3 percent return in the three- and five-year investment, respectively. The absolute annual returns of this scheme reached up to 56.3 percent in the year 2014 and were approximately 27 percent in the last year 2015. Hence, SBI Pharma Mutual Fund has helped many investors in creating wealth over time.

If we consider the overall performance of SBI Pharma Growth Mutual Fund, we would conclude that it has been outperforming its benchmark and category until now and has helped the investors in achieving their investment goals. Hence, it is among the must-have mutual fund scheme for a productive investment portfolio.

SBI Pharma Fund Regular Plan Growth : Portfolio Review

This strategy with the asset under management(AUM) amounted to Rs. 1,083 crore as on October 31, 2016, has made a major investment in the stocks of healthcare companies. Around 96.52 percent of the funds have been invested in the equity and related securities, while the remaining assets have been put in the debt instruments. The average market capitalization of the scheme amounts to Rs. 26,480.06 crore which shows its overall market possession.

The sector allocation graph depicts that the entire equity investments have been made in the healthcare and pharmaceuticals industry. Being the most demanding sector in the country, it ensures heavy returns on the investments. The top holdings of SBI Pharma Fund Growth online in India include Sun Pharmaceuticals Inds., Aurobindo Pharma, Divi’s Laboratories, Strides Shasun, Cipla, Lupin, and so on. Accordingly, you can assure that your funds are invested in the most promising entities of the country, and they shall offer you the best returns over time.

SBI Magnum Pharma Fund Growth is amongst the plan that we recommend at My SIP Online, as our fund analysts have made a proper analysis of the scheme and they believe that it would generate substantial income to the investors for their future. If you are looking for making an investment in this plan, you can get in touch with us as we provide the most convenient way of investing in mutual funds online.

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SBI Pharma Fund Growth is an excellent plan to invest in the mutual funds for good returns from pharma sector. I am fetching amazing profits for a long time. I got the advice from the experts of MySIPonline to invest in the sector funds, and then I thought of investing in SBI Pharma. They explained me the entire performance and portfolio of the scheme which further impressed me to invest in it. Thanks, team.
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