SBI Healthcare Opportunities Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Healthcare Opportunities Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹4,998 Cr
N/A
2.01
For exit within 15 Days from the date of allotment - 0.50%.For exit after 15 Days from the date of allotment - Nil.
BSE Healthcare Total Return
SBI Healthcare Opportunities Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 6.54 | 0.84 | 7.11 |
| 6M | 18.39 | 2.07 | 18.98 |
| 1Y | 15.25 | 4.54 | 17.48 |
| 3Y | 24.33 | 14.12 | 105.94 |
Portfolio Analysis
- Equity: 95.35%
- Debt: 4.65%
- Others
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 ₹4,998 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Aditya Birla Sun Life Pharma & Healthcare Fund Growth | 2 | 1010.54 CR | 2.28 |
| Mirae Asset Healthcare Fund Growth | 4 | 3252.54 CR | 2.06 |
| SBI Healthcare Opportunities Fund Growth | 3 | 4997.72 CR | 2.01 |
| ICICI Prudential Pharma Healthcare & Diagnostics (P.H.D) Fund Growth | 5 | 6624.58 CR | 2.1 |
| UTI Healthcare Fund Growth | 3 | 1307.98 CR | 2.26 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life Pharma & Healthcare Fund Growth | 15.9269 | 86.1635 |
| This FundMirae Asset Healthcare Fund Growth | 15.5089 | 90.5612 |
| This FundSBI Healthcare Opportunities Fund Growth | 15.2533 | 92.1991 |
| This FundICICI Prudential Pharma Healthcare & Diagnostics (P.H.D) Fund Growth | 9.6677 | 98.3607 |
| This FundUTI Healthcare Fund Growth | 14.9531 | 99.9702 |
SBI Healthcare Opportunities Fund Growth FAQs
- 1 Month : 6.54%
- 6 Months : 18.39%
- 1 Year : 15.25%
- 3 Years : 24.33%
