SBI Healthcare Opportunities Fund Regular Growth
- Sector - Healthcare
- Equity
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹4,565.95 Cr
Expense Ratio
1.90%
Exit Load
0.50%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
31 Dec 2004
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.72% | -- |
| 3 Months | +9.56% | -- |
| 6 Months | +10.67% | -- |
| 1 Year | +10.05% | +10.05% |
| 2 Years | -- | +15.56% |
| 3 Years | +95.29% | +25% |
| 5 Years | +103.51% | +15.27% |
| Since Launch | +2026.58% | +15.32% |
Holdings as on 13 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Sun Pharmaceutical Industries | 506.33 | 11.71 |
| Divi's Laboratories | 292.62 | 6.77 |
| Acutaas Chemicals | 233.47 | 5.40 |
| Apollo Hospitals Enterprise | 229.10 | 5.30 |
| Max Healthcare Institute | 223.44 | 5.17 |
| Aster DM Healthcare | 168.26 | 3.89 |
| Lupin | 165.98 | 3.84 |
| Torrent Pharmaceuticals | 150.67 | 3.48 |
| Anthem BioSciences | 149.17 | 3.45 |
| Aether Industries | 144.75 | 3.35 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
1.15
Sharpe Ratio
14.80%
Std. Deviation
5.23%
Tracking Error
3.14%
Alpha
0.88
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund Growth | +4.3% | +26.45% | +14.98% |
| SBI Healthcare Opportunities Fund Regular Growth | +10.05% | +25% | +15.27% |
| Mirae Asset Healthcare Fund Regular Growth | +10.91% | +24.65% | +13.83% |
| DSP Healthcare Fund Regular Growth | +7.95% | +22.58% | +14.07% |
| Nippon India Pharma Fund - Growth | +4.12% | +21.96% | +12.22% |
Results are calculated on CAGR basis
About Fund
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.
The SBI Healthcare Opportunities Fund Regular Growth has an AUM of 4565.95 crores & has delivered CAGR of 15.27 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.90%. The minimum investment in SBI Healthcare Opportunities Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Sun Pharmaceutical Industries, Divi's Laboratories, Acutaas Chemicals, Apollo Hospitals Enterprise.
The major sectors where the fund is invested are Biotechnology & Drugs, Healthcare Facilities, Chemical Manufacturing, Major Drugs.
Some of the similar funds are ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund Growth, SBI Healthcare Opportunities Fund Regular Growth, Mirae Asset Healthcare Fund Regular Growth, DSP Healthcare Fund Regular Growth, Nippon India Pharma Fund - Growth. SBI Healthcare Opportunities Fund Regular Growth has a sharpe ratio of 1.15 & a standard deviation of 14.80%.
FAQs
According to the morning star rating SBI Healthcare Opportunities Fund Regular Growth has a Medium risk & Exceptional return.
SBI Healthcare Opportunities Fund Regular Growth is managed by Tanmaya Desai.
The expense ratio of SBI Healthcare Opportunities Fund Regular Growth is 1.90%.
The 5 year annualized return on SBI Healthcare Opportunities Fund Regular Growth is 15.27% & it has generated 10.05% in the last 1 year.
The minimum investment in SBI Healthcare Opportunities Fund Regular Growth is 5000 Rs.
SBI Healthcare Opportunities Fund Regular Growth has an AUM of 4565.95 crores.
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