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Return

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  • 1Y
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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹4,064 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 ₹432.924 NAV as of Apr 23,2026 and returns since inception of 92.61%. Minimum investments start at SIP ₹500. The SBI Healthcare Opportunities Fund Growth AUM is ₹4,064 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 6.06% returns, against a category average of 2.61% and a category best of 8.04%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.062.618.04
6M-1.711.638.52
1Y2.405.518.78
3Y24.4217.61108.11

Portfolio Analysis

  • Equity: 95.19%
  • Debt: 4.81%
  • Others
As on: 2026-03-31
View allocation % by

1. Sun Pharmaceutical Industries Ltd.12.11%
2. Divi's Laboratories Ltd.6.59%
3. Acutaas Chemicals Ltd.5.67%
4. Lupin Ltd.4.10%
5. Torrent Pharmaceuticals Ltd.3.74%
6. Biocon Ltd.3.33%
7. Anthem Biosciences Ltd.3.17%
8. Mankind Pharma Ltd.3.16%
9. Laurus Labs Ltd.2.93%
10. Alkem Laboratories Ltd.2.61%
11. Aurobindo Pharma Ltd.2.57%
12. Gland Pharma Ltd.2.50%
13. Sai Life Sciences Ltd.2.24%
14. Ajanta Pharma Ltd.2.07%
15. Sudeep Pharma Ltd.1.98%
16. Abbott India Ltd.1.91%
17. Concord Biotech Ltd.1.80%
18. Cohance Lifesciences Ltd.0.89%
19. Gufic Biosciences Ltd.0.54%
20. Medplus Health Services Ltd.0.41%
21. Corona Remedies Ltd.0.29%

1. Apollo Hospitals Enterprise Ltd.5.48%
2. Max Healthcare Institute Ltd.4.97%
3. Aster DM Healthcare Ltd.3.96%
4. Fortis Healthcare Ltd.2.93%
5. Jupiter Life Line Hospitals Ltd.2.84%
6. Krishna Institute of Medical Sciences Ltd.2.45%
7. Nephrocare Health Service Pvt. Ltd.1.00%
8. Vijaya Diagnostic Centre Ltd.0.53%
9. Rainbow Children's Medicare Ltd.0.35%

1. Aether Industries Ltd.3.56%
2. Sanofi Consumer Healthcare India Ltd.0.63%

1. Polymedicure Ltd.1.88%

About Fund

SBI Healthcare Opportunities Fund Growth managed by SBI Mutual Fund,is a Healthcare & Pharmascheme with Assets Under Management of ₹4,064 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.

Fund Managers

Tanmaya Desai

Mr. Tanmaya has done B.E (Electronics), MBA (Finance), C.F.A(USA) Level III candidate. Mr. Desai has close to 6 years of work experience with over 3 years of experience in Indian capital markets. Experience in last 7 years: From May 2008 till date - as Research Analyst - Investments with SBI Funds Management Private Limited. From August 2004 to June 2006 - as Lecturer, Electronics Department with D J Sanghvi College of Engineering, Mumbai. From Sept 2003 - April 2004 - as Software Engineer with PATNI COMPUTER SYSTEMS LTD, Mumbai.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundAditya Birla Sun Life Pharma & Healthcare Fund Growth2858.87 CR2.3
This FundMirae Asset Healthcare Fund Growth42753.72 CR1.94
This FundSBI Healthcare Opportunities Fund Growth34063.64 CR1.93
This FundUTI Healthcare Fund Growth31055.53 CR2.28
This FundICICI Prudential Pharma Healthcare & Diagnostics (P.H.D) Fund Growth56293.14 CR1.87
Fund Name1Y3Y
This FundAditya Birla Sun Life Pharma & Healthcare Fund Growth3.907385.6805
This FundMirae Asset Healthcare Fund Growth7.226990.7566
This FundSBI Healthcare Opportunities Fund Growth2.402992.6112
This FundUTI Healthcare Fund Growth5.390893.2855
This FundICICI Prudential Pharma Healthcare & Diagnostics (P.H.D) Fund Growth4.5249102.8409

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 : 6.06%
  • 6 Months : -1.71%
  • 1 Year : 2.40%
  • 3 Years : 24.42%
Returns of SBI Healthcare Opportunities Fund Growth are updated daily based on NAV of ₹ 432.924 as on Apr 23,2026. Since inception, the return has been 92.61%.

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 ₹4,064 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