Return
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- 3M
- 6M
- 1Y
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- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹4,077 Cr
Lock In Period
N/A
Expense Ratio
1.93
Benchmark
BSE Healthcare Total Return
Exit Load
For exit within 15 Days from the date of allotment - 0.50%.For exit after 15 Days from the date of allotment - Nil.
Summary
Latest details for SBI Healthcare Opportunities Fund Growth include a ₹415.7995 NAV as of Mar 31,2026 and returns since inception of 91.45%. Minimum investments start at SIP ₹500. The SBI Healthcare Opportunities Fund Growth AUM is ₹4,077 Cr, with a lock-in of N/A years, expense ratio of 1.93%, and benchmark BSE Healthcare Total Return. Exit load is - For exit within 15 Days from the date of allotment - 0.50%.For exit after 15 Days from the date of allotment - Nil.. In the growth review for 1M Month/Year, the fund recorded -3.62% returns, against a category average of -2.34% and a category best of -0.61%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.62 | -2.34 | -0.61 |
| 6M | -1.04 | 0.33 | 8.52 |
| 1Y | 1.16 | 4.15 | 5.09 |
| 3Y | 24.17 | 14.92 | 101.47 |
Portfolio Analysis
- Equity: 93.91%
- Debt: 6.09%
- Others
As on: 2026-02-28
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About Fund
SBI Healthcare Opportunities Fund Growth managed by SBI Mutual Fund,is a Healthcare & Pharmascheme with Assets Under Management of ₹4,077 Crore. The fund benchmarks its performance against the BSE Healthcare Total Return while maintaining an expense ratio of 1.93. Under the expert guidance of Tanmaya Desai ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundNippon India Pharma Fund Growth | 4 | 8306.35 CR | 1.81 |
| This FundAditya Birla Sun Life Pharma & Healthcare Fund Growth | 3 | 854.04 CR | 2.3 |
| This FundMirae Asset Healthcare Fund Growth | 3 | 2843.74 CR | 1.93 |
| This FundUTI Healthcare Fund Growth | 4 | 1106.71 CR | 2.27 |
| This FundSBI Healthcare Opportunities Fund Growth | 5 | 4076.67 CR | 1.93 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Pharma Fund Growth | 1.7544 | 80.9797 |
| This FundAditya Birla Sun Life Pharma & Healthcare Fund Growth | 2.722 | 84.5355 |
| This FundMirae Asset Healthcare Fund Growth | 3.5883 | 87.9809 |
| This FundUTI Healthcare Fund Growth | 1.1153 | 89.1354 |
| This FundSBI Healthcare Opportunities Fund Growth | 1.1573 | 91.4515 |
FAQs
SBI Healthcare Opportunities Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of SBI Healthcare Opportunities Fund Growth is 1.93. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
SBI Healthcare Opportunities Fund Growth’s fund performance is as follows:
- 1 Month : -3.62%
- 6 Months : -1.04%
- 1 Year : 1.16%
- 3 Years : 24.17%
You can invest in SBI Healthcare Opportunities Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of SBI Healthcare Opportunities Fund Growth is ₹4,077 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI Healthcare Opportunities Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500