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 (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5,000
Minimum Topup: 1,000
Total Assets: 3,610.51 Cr As on 31-03-2025(Source:AMFI)
Turn over: 29% | Exit Load: Exit load of 0.50% if redeemed within 15 days

416.6907

15.55%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Healthcare TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Created with Highstock 2.1.5Rate of ReturnSBI Healthcare Opportunities Fund - Regular Plan-GrowthSBI Healthcare Opportunities Fund - Regular Plan -GrowthNIFTY Healthcare TRIEquity: Sectoral-Pharma and HealthcareGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-10010203040Advisorkhoj.com
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
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 14.95
Sharpe Ratio 0.98
Alpha 6.11
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 20.99 36.72 23.71 24.43 11.98
HDFC Pharma and Healthcare Fund - Growth Option 04-10-2023 29.07 - - - -
WhiteOak Capital Pharma and Healthcare Fund Regular Plan Growth 06-02-2024 28.21 - - - -
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Cumulative Option 25-07-2018 21.86 38.87 24.26 25.17 -
UTI Healthcare Fund - Regular Plan - Growth Option 05-08-2005 21.2 34.72 20.32 22.08 11.47

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

36.92%

Others

7.45%

Large Cap

26.92%

Mid Cap

28.71%

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