SBI Healthcare Opportunities Fund (Equity, Equity Sectoral-pharma)

High
20 yrs 2 monthsStarted on:14 Jul 1999
₹ 884.27 Cras on: 23 Aug 2019
Long Term Horizon
2.34%
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
Reliance Pharma Fund
Current NAV 137.63
Return (CAGR) 18.79%
Value Research NA
UTI Healthcare Fund
Current NAV 77.13
Return (CAGR) 12.18%
Value Research NA

Tenure

TenureReturns (CAGR)
1 Month0.59

SIP Returns

TenureReturns (CAGR)
10 YR8.16

Portfolio

Company Name% Assets
Sun Pharmaceutical Inds. Ltd.14.48
Divi's Laboratories Ltd.9.98
Dr. Reddy's Laboratories Ltd.6.99
Lupin Ltd.6.92
Strides Pharma Science Ltd.6.54
Alkem Laboratories Ltd.5.91
Cipla Ltd.5.89
Torrent Pharmaceuticals Ltd.5.1
Aurobindo Pharma Ltd.3.88
Abbott India Ltd.3.78

Top Sectoral Holdings

Sector Name% Assets
Healthcare91.09

Indicators

LabelValue
Portfolio turnover ratio63
Standard Deviation15.9%
Beta0.87%

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.