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 (31-05-2025)
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.

421.7346

15.53%

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 14.91
Sharpe Ratio 1.12
Alpha 6.3
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 - Regular Plan -Growth 14-07-1999 21.94 32.55 27.54 23.68 12.17
WhiteOak Capital Pharma and Healthcare Fund Regular Plan Growth 06-02-2024 27.64 - - - -
HDFC Pharma and Healthcare Fund - Growth Option 04-10-2023 27.12 - - - -
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Cumulative Option 25-07-2018 23.4 38.43 28.5 24.95 -
UTI Healthcare Fund - Regular Plan - Growth Option 05-08-2005 21.43 34.74 25.31 21.53 12.15
DSP Healthcare Fund - Regular Plan - Growth 05-11-2018 17.8 29.16 24.54 23.21 -
ITI Pharma and Healthcare Fund - Regular Plan - Growth Option 08-11-2021 17.52 28.79 22.58 - -
LIC MF Healthcare Fund-Regular Plan-Growth 22-02-2019 17.43 30.24 20.44 17.05 -
Mirae Asset Healthcare Fund -Regular Growth 10-07-2018 16.28 31.1 22.07 21.64 -
Kotak Healthcare Fund - Regular Plan - Growth Option 11-12-2023 15.47 - - - -

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

35.9%

Others

7.56%

Large Cap

28.4%

Mid Cap

28.14%

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