SBI Healthcare Opportunities (Equity, Equity Sectoral-pharma)

High
19 yrs 8 monthsStarted on:14 Jul 1999
₹ 1043.46 Cras on: 22 Feb 2019
Long Term Horizon
2.25%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks 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.

Exit Load

Scheme Documents

Similar Funds
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Current NAV 148.18
Return (CAGR) 20.09%
Value Research NA
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Current NAV 81.99
Return (CAGR) 12.86%
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Tenure

TenureReturns (CAGR)

SIP Returns

TenureReturns (CAGR)
10 YR11.59

Portfolio

Company Name% Assets
Aurobindo Pharma Ltd.11.32
Dr. Reddy's Laboratories Ltd.9.91
Divi's Laboratories Ltd.9.24
Strides Pharma Science Ltd.8.84
Lupin Ltd.6.71
Sun Pharmaceutical Inds. Ltd.5.37
Biocon Ltd.4.97
Torrent Pharmaceuticals Ltd.4.88
Glenmark Pharmaceuticals Ltd.4.37
Alkem Laboratories Ltd.4.33

Top Sectoral Holdings

Sector Name% Assets
Healthcare95.31

Indicators

LabelValue
Portfolio turnover ratio62
Standard Deviation16.52%
Beta0.76%

Tanmaya Desai

Mr. Desai is a B.E. (Electronics), MBA (Finance) and CFA (Level III).
Prior to joining SBI Mutual Fund he has worked with D.J. Sanghvi College of Engineering and Patni Computer Systems Ltd.