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

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

    ₹216.28 1.23%

  • Annual Returns


  • Min. SIP ₹500

    Min. Investment ₹5000

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  • Equity 96.36%
  • Others 3.64%

Market Cap

Large Cap 35.46
Mid Cap 29.53
Small Cap 26.94
Others 4.43

Sector Allocation




Current Holdings

Stocks Market Cap Sectors (PE Ratio)
Holdings PE Ratio
1Y Return
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (54.52) 15.12% 41.38 53.01%
Cipla Ltd. Large Cap Healthcare (54.52) 7.95% 30.17 51.18%
Max Healthcare Institute Ltd. Mid Cap Healthcare (91.57) 6.08% 75.57 74.41%
Mankind Pharma Ltd. Large Cap Healthcare (54.52) 4.91% 53 0%
Aether Industries Ltd. Small Cap Chemicals (60.15) 4.71% 91.1 -9.6%
Jupiter Life Line Hospitals Ltd. Small Cap Healthcare 4.49% 0%
Divi's Laboratories Ltd. Large Cap Healthcare (54.52) 4.41% 72.08 17.98%
Global Health Ltd. Small Cap Healthcare (91.57) 4.39% 82.55 183.86%
Krishna Institute of Medical Sciences Ltd Small Cap Healthcare (85.11) 4.33% 64.18 53.97%
Lonza Group Ag Healthcare 4.16% 0%
Gland Pharma Ltd. Mid Cap Healthcare (54.52) 4.06% 43.74 39.85%
Rainbow Children's Medicare Ltd. Small Cap Healthcare (91.57) 4.01% 60.54 72.04%
Lupin Ltd. Mid Cap Healthcare (132.95) 3.98% 167.31 197.56%
Abbott India Ltd. Mid Cap Healthcare (54.52) 3.49% 0 16.01%
Aurobindo Pharma Ltd. Mid Cap Healthcare (54.52) 3.31% 23.47 96.15%
Fortis Healthcare Ltd. Mid Cap Healthcare (91.57) 3.13% 59.78 64.98%
Torrent Pharmaceuticals Ltd. Large Cap Healthcare (54.23) 3.07% 57.35 60.64%
Alkem Laboratories Ltd. Mid Cap Healthcare (38.82) 2.95% 57.92 -8.63%
Zydus Lifesciences Ltd. Mid Cap Healthcare (54.52) 2.53% 32 87.77%
JB Chemicals & Pharmaceuticals Ltd. Small Cap Healthcare (55.16) 2.4% 48.39 61.86%
Laurus Labs Ltd. Small Cap Healthcare (46.65) 1.4% 0 9.05%
Gufic Biosciences Ltd. Small Cap Healthcare (55.16) 1.21% 36 45.63%
Shreno Ltd. Materials 0.27% 0%

Market Cap

Others 3.64

Sector Allocation


Current Holdings

Stocks Market Cap Sectors (PE Ratio)
Holdings PE Ratio
1Y Return
Others Others 3.8% 0%
Others Others -0.16% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

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.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for SBI Healthcare Opportunities Fund?

The top holdings of this fund are Sun Pharmaceutical Industries Ltd., Cipla Ltd., Max Healthcare Institute Ltd., Mankind Pharma Ltd., Aether Industries Ltd.

Top 5 Sector for SBI Healthcare Opportunities Fund?

The major sectors of this fund are Healthcare, Chemicals, Materials.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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