SBI Healthcare Opportunities Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI Healthcare Opportunities Growth Direct Plan

NAV
₹473.8545
-2.21%
(19 Mar)
AUM
4,077 Cr
TER
0.91%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+18.6%
+16.9%
+16.5%
+10.7%
+2.0%
3Y
+32.1%
+28.9%
+30.0%
+28.0%
+25.4%
5Y
+27.3%
+26.7%
+25.6%
+24.0%
+18.4%
ALL
+12.0%
+23.7%
+16.3%
+15.1%
+16.9%
VOL
20.0%
21.8%
19.6%
18.4%
16.2%
TER
0.8%
0.6%
0.9%
1.0%
0.9%
AUM
₹6,545 Cr
₹6,086 Cr
₹1,511 Cr
₹1,007 Cr
₹4,077 Cr
INFO
0.60
1.09
0.83
0.82
1.04
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Healthcare Opportunities (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Sun Pharmaceuticals Industries Ltd
10.7%
Divi's Laboratories Ltd
7.5%
Apollo Hospitals Enterprise Ltd
5.8%
Max Healthcare Institute Ltd Ordinary Shares
4.8%
Acutaas Chemicals Ltd
4.8%
Torrent Pharmaceuticals Ltd
4.3%
Lupin Ltd
4.2%
Aster DM Healthcare Ltd Ordinary Shares
3.9%
Biocon Ltd
3.6%
Laurus Labs Ltd
3.5%
Top industry exposure
Healthcare
88.9%
Basic Materials
8.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
22%
Lock-in period
-
Exit load
• 0.5% for redemption within 15 days
Fund 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.
Fund manager(s)
Tanmaya Desai

FAQs