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: 5000.0
Minimum Topup: 1000.0
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.

432.225

15.5%

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 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 8.32 25.2 26.95 20.27 11.63
WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth 06-02-2024 12.58 - - - -
HDFC Pharma and Healthcare Fund - Growth Option 04-10-2023 12.22 - - - -
UTI Healthcare Fund - Regular Plan - Growth Option 05-08-2005 6.61 27.3 25.81 18.52 11.61
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Cumulative Option 25-07-2018 6.5 30.01 28.47 20.94 -
LIC MF Healthcare Fund-Regular Plan-Growth 22-02-2019 4.07 24.53 20.35 14.31 -
Kotak Healthcare Fund - Regular Plan - Growth Option 11-12-2023 2.45 - - - -
Tata India Pharma & Healthcare Fund-Regular Plan-Growth 28-12-2015 2.31 24.53 24.12 18.75 -
Mirae Asset Healthcare Fund -Regular Growth 10-07-2018 1.88 23.21 21.75 18.42 -
Nippon India Pharma Fund-Growth Plan-Growth Option 01-06-2004 1.64 21.95 23.28 18.37 13.58

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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