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

High
20 yrs 8 monthsStarted on:05 Jul 1999
₹ 956.39 Cras on: 20 Feb 2020
Long Term Horizon
2.35%
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

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Tenure

TenureReturns (CAGR)
YTD12.22
1 Month8.06
3 Month12.03
1 YR18.30
2 YR3.56

SIP Returns

TenureReturns (CAGR)
1 YR31.99
2 YR12.67
3 YR6.49
5 YR1.59
10 YR10.59

Portfolio

Company Name% Assets
Divi's Laboratories Ltd.9.19
Lupin Ltd.7.36
Cipla Ltd.7.01
Sun Pharmaceutical Inds. Ltd.6.81
Strides Pharma Science Ltd.5.39
Abbott India Ltd.5.23
Torrent Pharmaceuticals Ltd.5.05
Alkem Laboratories Ltd.5.01
Alembic Pharmaceuticals Ltd.4.95
Ajanta Pharma Ltd.4.64

Top Sectoral Holdings

Sector Name% Assets
Healthcare98.35
Construction0.61

Indicators

LabelValue
Portfolio turnover ratio60
Standard Deviation16.45%
Beta0.9%

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.