SBI Healthcare Opportunities Fund - Growth - Direct Plan

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  • Net Change on 04-10-2022

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Fund Overview Growth | Direct Plan

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Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH 2.98 9.62 -5.63 28.26 13.80 15.39
S&P BSE Health Care - TRI 4.32 9.54 -10.40 25.34 12.16 13.83
S&P BSE SENSEX - TRI -1.25 9.41 -0.84 16.82 14.20 13.39

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH Jan 01, 2013 -5.63 28.26 13.80 1.06 1,675.44
Nippon India Pharma Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 -7.08 28.01 18.29 1.00 4,587.75
UTI Healthcare Fund - Direct Plan - Growth Option Jan 01, 2013 -10.44 26.59 14.16 1.40 713.11
Tata India Pharma & Healthcare Fund-Direct Plan-Growth Dec 28, 2015 -5.02 26.20 17.19 0.99 519.10

Fund Holdings as on 31-August-2022

  • Sun Pharmaceutical Industries Ltd.

  • Cipla Ltd.

  • Max Healthcare Institute Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Divi's Laboratories Ltd.

  • Aether Industries Ltd.

  • Rainbow Children's Medicare Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Medplus Health Services Ltd.

  • Gland Pharma Ltd.

  • JB Chemicals & Pharmaceuticals Ltd.

  • Alkem Laboratories Ltd.

  • Fortis Healthcare Ltd.

  • Abbott India Ltd.

  • Narayana Hrudayalaya Ltd.

  • TREPS

  • Ami Organics Ltd.

  • Gufic Biosciences Ltd.

  • Aurobindo Pharma Ltd.

  • Shreno Ltd.

  • Net Receivable / Payable

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  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Chemicals

  • Miscellaneous

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Fund Manager

  • Education:B.E (Electronics),MBA (Finance),C.F.A(USA) Level III candidate
  • Experience:6 years
  • Basic Details:Mr. Desai has close to 6 years of work experience with over 3 years of experience in Indian capital markets. He has been associated with SBI Funds Management Private Limited from May 2008. Prior to join SBI Funds Management Pvt. Ltd. he was a lecturer in Electronics Department with D J Sanghvi College of Engineering, Mumbai.
  • Funds Managed:
  • SBI Healthcare Opportunities Fund
  • SBI Healthcare Opportunities Fund
  • Cash

  • CRISIL A

  • Equity

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About SBI Healthcare Opportunities Fund

Scheme Analysis

SBI Healthcare Opportunities Fund is a Equity - Sectoral Fund - Pharma & Health Care fund and belongs to SBI Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹1,675.44 crore. SBI Healthcare Opportunities Fund is benchmarked against S&P BSE Health Care - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of SBI Healthcare Opportunities Fund ended up ₹2(0.82%)yesterday to ₹245.431.

Among its top 3 holdings the fund has exposure to Sun Pharmaceutical Industries Ltd., and

The SBI Healthcare Opportunities Fund is managed by Tanmaya Desai .

Fund House Contact

191, Maker Tower 'E' Cuffe Parade Mumbai - 400 005

022 - 22180221-27
022 - 22189663
www.sbimf.com