SBI Healthcare Opportunities Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI Healthcare Opportunities Growth Direct Plan

NAV
₹443.4502
-0.74%
(27 Feb)
AUM
3,522 Cr
TER
0.89%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+13.4%
+3.2%
-2.5%
-4.4%
-6.7%
3Y
+24.1%
+29.1%
+29.1%
+31.2%
+29.1%
5Y
+26.1%
+29.2%
+24.4%
+23.2%
+22.3%
ALL
+17.9%
+16.6%
+12.1%
+11.1%
+15.7%
VOL
16.5%
18.2%
21.3%
20.4%
19.8%
TER
0.9%
1.1%
1.1%
0.8%
0.8%
AUM
₹3,522 Cr
₹7,435 Cr
₹2,341 Cr
₹4,543 Cr
₹1,230 Cr
INFO
1.09
0.91
0.57
0.54
0.79
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Healthcare Opportunities (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
Sun Pharmaceuticals Industries Ltd
13.9%
Max Healthcare Institute Ltd Ordinary Shares
6.6%
Divi's Laboratories Ltd
6.2%
Cipla Ltd
5.0%
Lupin Ltd
5.0%
Lonza Group Ltd ADR
4.7%
Mankind Pharma Ltd
3.9%
Jupiter Life Line Hospitals Ltd
3.7%
Krishna Institute of Medical Sciences Ltd
3.6%
Ami Organics Ltd
3.6%
Top industry exposure
Healthcare
91.3%
Basic Materials
6.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
30%
Lock-in period
-
Exit load
• 0.5% for redemption within 15 days
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 manager(s)
Tanmaya Desai
Pradeep Kesavan

FAQs