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 (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,933.26 Cr As on 30-09-2025(Source:AMFI)
Turn over: 29%

433.9872

15.43%

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
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

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 14.12
Sharpe Ratio 1.23
Alpha 6.21
Beta 0.8
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 2.81 24.65 25.76 18.86 11.07
WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth 06-02-2024 5.7 - - - -
HDFC Pharma and Healthcare Fund - Growth Option 04-10-2023 4.25 30.53 - - -
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Cumulative Option 25-07-2018 1.91 28.42 27.74 19.95 -
UTI Healthcare Fund - Regular Plan - Growth Option 05-08-2005 -0.03 25.21 24.57 17.21 11.08
LIC MF Healthcare Fund-Regular Plan-Growth 22-02-2019 -1.9 24.66 20.15 13.79 -
Mirae Asset Healthcare Fund -Regular Growth 10-07-2018 -2.19 22.59 21.16 17.15 -
Tata India Pharma & Healthcare Fund-Regular Plan-Growth 28-12-2015 -2.55 22.99 22.44 17.35 -
Kotak Healthcare Fund - Regular Plan - Growth Option 11-12-2023 -2.67 - - - -
Nippon India Pharma Fund-Growth Plan-Growth Option 01-06-2004 -3.42 20.59 21.74 17.15 12.66

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

34.2%

Others

7.7%

Large Cap

38.64%

Mid Cap

19.46%

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