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: 1.93% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 5,000
Minimum Topup: 1,000
Total Assets: 4,026.55 Cr As on 31-07-2025(Source:AMFI)
Turn over: 29% | Exit Load: For exit within 15 days from the date of allotment 0.50%.For exit after 15 days from the date of allotment Nil.

427.6798

15.48%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Healthcare TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnSBI Healthcare Opportunities Fund - Regular Plan-GrowthSBI Healthcare Opportunities Fund - Regular Plan -GrowthNIFTY Healthcare TRIEquity: Sectoral-Pharma and HealthcareGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-1001020304050Advisorkhoj.com
Start :  
Period:  

RETURNS ANALYSIS

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
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To provide the investors with the opportunity of long term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Healthcare space.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.63
Sharpe Ratio 1.49
Alpha 7.14
Beta 0.79
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
SBI Healthcare Opportunities Fund - Regular Plan -Growth 14-07-1999 10.36 24.15 26.3 19.98 11.33
WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth 06-02-2024 18.37 - - - -
HDFC Pharma and Healthcare Fund - Growth Option 04-10-2023 15.38 - - - -
UTI Healthcare Fund - Regular Plan - Growth Option 05-08-2005 11.23 27.25 25.65 18.99 11.42
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Cumulative Option 25-07-2018 10.95 29.63 28.04 21.54 -

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

34.01%

Others

6.49%

Large Cap

40.34%

Mid Cap

19.16%

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