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SBI Healthcare Opportunities Fund Growth Return

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  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

SBI Healthcare Opportunities Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹4,566 Cr

Lock In Period

N/A

Expense Ratio

2.01

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.

Benchmark

BSE Healthcare Total Return

SBI Healthcare Opportunities Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M5.760.995.94
6M17.932.3118.51
1Y14.244.6716.41
3Y24.1715.74104.36

Portfolio Analysis

  • Equity: 95.35%
  • Debt: 4.65%
  • Others
As on: 2026-05-31
View allocation % by

1. Sun Pharmaceutical Industries Ltd.11.03%
2. Divi's Laboratories Ltd.6.57%
3. Acutaas Chemicals Ltd.6.17%
4. Aurobindo Pharma Ltd.3.90%
5. Laurus Labs Ltd.3.58%
6. Biocon Ltd.3.52%
7. Torrent Pharmaceuticals Ltd.3.48%
8. Anthem Biosciences Ltd.3.00%
9. Gland Pharma Ltd.2.96%
10. Mankind Pharma Ltd.2.91%
11. Sai Life Sciences Ltd.2.54%
12. Sudeep Pharma Ltd.2.21%
13. Alkem Laboratories Ltd.2.11%
14. Lupin Ltd.1.99%
15. Ajanta Pharma Ltd.1.92%
16. Cipla Ltd.1.84%
17. Cohance Lifesciences Ltd.1.70%
18. Concord Biotech Ltd.1.66%
19. Abbott India Ltd.1.47%
20. Gufic Biosciences Ltd.0.37%

1. Apollo Hospitals Enterprise Ltd.5.37%
2. Max Healthcare Institute Ltd.4.76%
3. Aster DM Healthcare Ltd.3.83%
4. Fortis Healthcare Ltd.3.05%
5. Jupiter Life Line Hospitals Ltd.2.62%
6. Krishna Institute of Medical Sciences Ltd.1.99%
7. Global Health Ltd.1.46%
8. Nephrocare Health Service Pvt. Ltd.1.05%
9. Rainbow Children's Medicare Ltd.0.91%
10. Dr. Lal Path labs Ltd.0.84%

1. Aether Industries Ltd.2.65%

1. Polymedicure Ltd.1.89%

About Fund SBI Healthcare Opportunities Fund Growth

SBI Healthcare Opportunities Fund Growth managed by SBI Mutual Fund,is a Healthcare & Pharmascheme with Assets Under Management of ₹4,566 Crore. The fund benchmarks its performance against the BSE Healthcare Total Return while maintaining an expense ratio of 2.01. 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
Aditya Birla Sun Life Pharma & Healthcare Fund Growth2950.31 CR2.28
Mirae Asset Healthcare Fund Growth43090.51 CR2.06
SBI Healthcare Opportunities Fund Growth34565.95 CR2.01
ICICI Prudential Pharma Healthcare & Diagnostics (P.H.D) Fund Growth56453.52 CR2.1
UTI Healthcare Fund Growth31216.85 CR2.26
Fund Name1Y3Y
This FundAditya Birla Sun Life Pharma & Healthcare Fund Growth14.721185.3326
This FundMirae Asset Healthcare Fund Growth14.743190.1015
This FundSBI Healthcare Opportunities Fund Growth14.243691.432
This FundICICI Prudential Pharma Healthcare & Diagnostics (P.H.D) Fund Growth8.295796.4984
This FundUTI Healthcare Fund Growth13.880398.4278

SBI Healthcare Opportunities Fund Growth 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 2.01. 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 : 5.76%
  • 6 Months : 17.93%
  • 1 Year : 14.24%
  • 3 Years : 24.17%
Returns of SBI Healthcare Opportunities Fund Growth are updated daily based on NAV of ₹ 498.6905 as on Jul 10,2026. Since inception, the return has been 91.43%.

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 ₹4,566 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.