QUICK FUND SUMMARY
SBI Healthcare Opportunities Fund Growth is an equity mutual fund managing assets worth ₹5,870.00 Cr. The current NAV is ₹487.33 as of Oct 15. It has delivered a 5-year CAGR of 15.74%. Investors can start with a minimum SIP amount of ₹500. The fund primarily holds Sun Pharmaceutical Industries Ltd., Divi's Laboratories Ltd., Max Healthcare Institute Ltd., Cipla Ltd. and Lonza Group Ag.
SBI Healthcare Opportunities Fund Details
Fund Size | ₹5,870.00 Cr |
Type | Equity: Sectoral/Thematic |
Minimum Investment | ₹500 |
NAV (Oct 15) | ₹487.33 |
Plan Type | Regular |
Launch Date | 05 Jul 1999 |
Lock in Period | 0 days |
Plan Option | Growth |
Expense Ratio | 1.99% |
Withdrawal Charge | Exit load of 0.50% if redeemed within 15 days |
SBI Healthcare Opportunities Fund Holdings
Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.
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SBI Healthcare Opportunities Fund Peer Comparison
Comparison of funds that belong to the same category, based on historical returns
| Funds | 1Y Returns | 3Y CAGR | 5Y CAGR |
|---|---|---|---|
 SBI Healthcare Opportunities Fund | +12.47% | +20.35% | +15.74% |
 ICICI Prudential Healthcare Fund | +3.02% | +19.36% | +14.02% |
 DSP Healthcare Fund | +12.69% | +18.29% | +13.39% |
 Nippon India Pharma Fund | +5.59% | +15.37% | +11.54% |
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Returns That Could Have Been Yours
3 years ago, had you invested:
₹3,600
You could have made a profit of:
₹1,251
Your Total Value could have reached:
₹4,851
SBI Healthcare Opportunities Fund Risk Indicator
The risk of the scheme is very high
As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance
FAQs on SBI Healthcare Opportunities Fund
SBI Healthcare Opportunities Fund is a Growth Equity mutual fund managed by SBI Mutual Fund.
The current NAV of SBI Healthcare Opportunities Fund is ₹487.33 as of Oct 15.
You can invest in SBI Healthcare Opportunities Fund directly on PhonePe Invest by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.
The minimum SIP amount for SBI Healthcare Opportunities Fund is ₹500.
The expense ratio of SBI Healthcare Opportunities Fund is 1.99%.
SBI Healthcare Opportunities Fund has an exit load as follows: exit load of 0.50% if redeemed within 15 days
Short-term capital gains (STCG) on SBI Healthcare Opportunities Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.
Disclaimer: Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.