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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹3,611 Cr
Lock In Period
N/A
Expense Ratio
1.94
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.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
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- Others
As on: 2025-01-31
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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 ₹3,611 Crore. The fund benchmarks its performance against the BSE Healthcare Total Return while maintaining an expense ratio of 1.94. 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
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 1.94. 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 Months : %
- 1 Year : %
- 3 Years : %
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 ₹3,611 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