SBI Healthcare Opportunities Fund - Growth - Regular Plan

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  • Net Change on 17-01-2020

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

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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 - REGULAR PLAN -GROWTH 3.84 12.03 -0.72 -2.69 0.46 13.90
S&P BSE Health Care 5.22 12.38 -0.23 -2.21 -1.16 13.43
S&P BSE Health Care - TRI 5.22 12.42 0.54 -1.57 -0.57 11.99
S&P BSE SENSEX - TRI 1.43 7.52 16.60 16.89 9.74 13.30

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 - REGULAR PLAN -GROWTH Jul 14, 1999 Unrated -0.72 -2.69 0.46 2.40 926.47
Nippon India Pharma Fund-Growth Plan-Growth Jun 05, 2004 Unrated 1.89 5.31 4.10 2.07 2,416.99
UTI Healthcare Fund - Regular Plan - Growth Option Aug 01, 2005 Unrated 2.91 0.35 0.72 2.36 394.61

Fund Holdings as on 31-December-2019

  • Sun Pharmaceutical Industries Ltd.

  • Divi's Laboratories Ltd.

  • Cipla Ltd.

  • Lupin Ltd.

  • Abbott India Ltd.

  • Alkem Laboratories Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Alembic Pharmaceuticals Ltd.

  • Strides Pharma Science Ltd.

  • Ajanta Pharma Ltd.

  • Sanofi India Ltd.

  • Pfizer Ltd.

  • Aster DM Healthcare Ltd.

  • IPCA Laboratories Ltd.

  • Alembic Ltd.

  • Narayana Hrudayalaya Ltd.

  • Gufic Biosciences Ltd.

  • TREPS

  • Sequent Scientific Ltd.

  • Glaxosmithkline Pharmaceuticals Ltd.

  • Natco Pharma Ltd.

  • Solara Active Pharma Sciences Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • Shreno Ltd.

  • Net Receivable / Payable

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  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Miscellaneous

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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 14-Jul-1999 and currently has an AUM of ₹926.47 crore. SBI Healthcare Opportunities Fund is benchmarked against S&P BSE Health Care as primary index and 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 ₹0.92(0.75%)yesterday to ₹123.4734.

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

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
  • Cash

  • Equity

  • Preference Shares

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