SBI Healthcare Opportunities Fund - Regular Plan -Growth
(Erstwhile SBI Pharma - Regular Plan -Growth)
Fund House: SBI Mutual Fund| Category: Equity: Sectoral-Pharma and Healthcare |
| Launch Date: 14-07-1999 |
| Asset Class: Equity |
| Benchmark: BSE Healthcare TRI |
| TER: 1.94% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,610.51 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 29% | Exit Load: Exit load of 0.50% if redeemed within 15 days |
422.4583
5.77 (1.3652%)
15.61%
Benchmark: 14.99%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Healthcare TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 4 Months
6 Years 9 Months
12 Years 9 Months
15 Years 1 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks maximum growth opportunities through investments in Pharma stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.95 |
| Sharpe Ratio | 0.98 |
| Alpha | 6.11 |
| Beta | 0.81 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
36.92%
Others
7.45%
Large Cap
26.92%
Mid Cap
28.71%
