SBI Healthcare Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

SBI Healthcare Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Portfolio Analysis

Portfolio Overview

As of March 31, 2026

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Asset Allocation

Equity: 98.15%Others: 1.85%
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Market Cap

Large Cap: 22.43%Others: 15.08%Mid Cap: 33.13%Small Cap: 27.51%
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Number of stocks

36
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Top 10 Holdings

106.98% of portfolio

Market Cap of Equity

Large Cap
22.4320%
Others
15.0778%
Mid Cap
33.1339%
Small Cap
27.5097%

Companies Allocation of Equity

Sun Pharmaceuticals Industries Ltd24.22%
Divi's Laboratories Ltd13.17%
Acutaas Chemicals Ltd11.33%
Apollo Hospitals Enterprise Ltd10.95%
Max Healthcare Institute Ltd Ordinary Shares9.95%
Lupin Ltd8.20%
Aster DM Healthcare Ltd Ordinary Shares7.91%
Torrent Pharmaceuticals Ltd7.48%
Aether Industries Ltd7.11%
Biocon Ltd6.66%

Sector Allocation of Equity

Healthcare88.93%
Basic Materials9.22%

SIP Amount

Monthly SIP Date

SBI Healthcare Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

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Frequently Asked Questions

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In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.