SBI Healthcare Opportunities Fund - Direct Plan -Growth

(Erstwhile SBI Pharma - Direct Plan -Growth)
Fund House: SBI Mutual Fund
Category: Equity: Sectoral-Pharma and Healthcare
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: BSE Healthcare TRI
TER: 0.89% 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

479.971

18.33%

PERFORMANCE

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

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
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
1 Years 7 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 14.97
Sharpe Ratio 1.05
Alpha 7.2
Beta 0.81
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 - Direct Plan -Growth 01-01-2013 22.51 37.8 25.11 26.04 13.41
HDFC Pharma and Healthcare Fund - Growth Option 04-10-2023 27.75 - - - -
WhiteOak Capital Pharma and Healthcare Fund Regular Plan Growth 06-02-2024 26.66 - - - -
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Cumulative Option 25-07-2018 21.52 38.29 24.2 25.31 -
SBI Healthcare Opportunities Fund - Regular Plan -Growth 14-07-1999 21.24 36.35 23.79 24.68 12.14
UTI Healthcare Fund - Regular Plan - Growth Option 05-08-2005 20.58 34.03 20.15 22.01 11.31
Mirae Asset Healthcare Fund -Regular Growth 10-07-2018 17.62 31.67 18.4 22.39 -
Tata India Pharma & Healthcare Fund-Regular Plan-Growth 28-12-2015 16.58 33.22 20.32 22.03 -
ITI Pharma and Healthcare Fund - Regular Plan - Growth Option 08-11-2021 16.5 30.36 18.68 - -
LIC MF Healthcare Fund-Regular Plan-Growth 22-02-2019 16.31 29.95 15.96 17.32 -

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

36.92%

Others

7.45%

Large Cap

26.92%

Mid Cap

28.71%

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