sbi-healthcare-opportunities-fund-direct-g

SBI Healthcare Opportunities Fund - Direct (G)

  1. Equity
  2. Growth
  • NAV as on Jul 02, 2025 ₹494.42
  • Total Returns 18.34% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
sbi-healthcare-opportunities-fund-direct-g

Overview of SBI Healthcare Opportunities Fund - Direct (G)

  • Fund House
    SBI Healthcare Opportunities Fund
  • Fund Size
    ₹3,689 Cr
  • Expense Ratio
    0.9%
  • Benchmark
    BSE Healthcare TRI
  • Risk Level
    Very High
  • Inception Date
    Jan 02, 2013
  • Lock-in period
    0
  • Exit Load
    0.50% - If redeemed/switched out wihin 15 days from the date of allotment. Nil - If redeemed/switched out after 15 days from the date of allotment.
  • Minimum SIP Investment
    ₹500
  • Minimum Lump sum Investment
    ₹5000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

SBI Healthcare Opportunities Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

SBI Healthcare Opportunities Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 3.72%
  • 6.93%
  • -1.45%
  • 22.33%
  • 30.51%
  • 25.73%

Category Average

  • 3.23%
  • 10.97%
  • 1.01%
  • 4.94%
  • 24.57%
  • 25.1%

Fund Asset Allocation

Top holdings

Top Sectors

  • Pharmaceuticals & Biotech
    61.6%
  • Healthcare Services
    24.37%
  • Others
    4.38%
  • Healthcare Equipment & Su
    3.36%
  • Debt
    3.24%
  • Chemicals & Petrochemical
    3.22%

More about SBI Healthcare Opportunities Fund - Direct (G)

SBI Healthcare Opportunities Fund - Direct (G) is a mutual fund under the Growth category, managed by SBI Mutual Fund. It was launched on 07 Feb 1992, and has been active for over 33 years. As of 31 Mar 2025 the fund manages assets worth ₹3,689 Crores. The expense ratio is 0.9%.

This fund generated returns of 22.33% in the last 1 year. Since its inception, it has provided an average annual return of 18.34%.

The fund's investments are mainly concentrated in sectors like Pharmaceuticals & Biotech, Healthcare Services, Others, Healthcare Equipment & Su and Debt.

The top five holdings in this fund include prominent companies such as Sun Pharma.Inds., Divi's Lab., Max Healthcare, Lonza Group and Cipla.

Fund Managers

  • Mohit Jain
  • Tanmaya Desai

Investment Objective

To provide the investors with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Healthcare space.

sbi-healthcare-opportunities-fund-direct-g

Frequently Asked Questions about SBI Healthcare Opportunities Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Growth funds carry higher risk since they invest in stocks expected to grow quickly, which can be volatile.

  2. Should I invest in {{fund_type}}?

    Yes, if you are looking for long-term capital appreciation and can handle short-term market ups and downs.

  3. How long should I stay invested in {{fund_type}}?

    It’s recommended to hold growth funds for at least five years to benefit from potential growth.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, you can, but long-term holding is advised for best results.

  5. What are the expenses involved in {{fund_type}}?

    Growth funds usually have moderate to high expense ratios, around 1% to 2%, due to active management.

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