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

High
20 yrs 4 monthsStarted on:05 Jul 1999
₹ 882.32 Cras on: 15 Oct 2019
Long Term Horizon
2.32%
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 140.55
Return (CAGR) 18.76%
Value Research NA
UTI Healthcare Fund
Current NAV 77.37
Return (CAGR) 12.11%
Value Research NA

Tenure

TenureReturns (CAGR)
3 Month0.06

SIP Returns

TenureReturns (CAGR)
10 YR7.8

Portfolio

Company Name% Assets
Sun Pharmaceutical Inds. Ltd.11.03
Divi's Laboratories Ltd.10.19
Cipla Ltd.8.68
Alkem Laboratories Ltd.6.48
Lupin Ltd.5.96
Torrent Pharmaceuticals Ltd.5.1
Abbott India Ltd.4.8
Aurobindo Pharma Ltd.4.67
Dr. Reddy's Laboratories Ltd.4.59
Ajanta Pharma Ltd.4.58

Top Sectoral Holdings

Sector Name% Assets
Healthcare94.19
Construction0.42

Indicators

LabelValue
Portfolio turnover ratio59
Standard Deviation15.97%
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.