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: 0.9% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,670.62 Cr As on 30-04-2025(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. |
477.3524
-1.69 (-0.3536%)
18.18%
Benchmark: 14.94%
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
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 | 14.93 |
| Sharpe Ratio | 1.19 |
| Alpha | 7.39 |
| 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
35.9%
Others
7.56%
Large Cap
28.4%
Mid Cap
28.14%
