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Sbi Healthcare Opportunities Fund Direct Growth

Equity | Sector Specific - Pharma

(NAV as of 15/04/2024)
387.14 (-0.94)

3Y Returns

19.97%

Min SIP

500

Min Lumpsum

5000

Expense Ratio

1%

Fund Size

2263 Cr

Inception Date

01-Jan-13

Fund Manager

Tanmaya Desai

Exit Load

0.50% on or before 15D, Nil after 15D.

Wealthzi View

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

98.07%

Debt & Others

1.93%

Market Cap Allocation

Large Cap

35.90%

Mid Cap

32.07%

Small Cap

30.10%

Other Cap

1.93%

Sector Allocation

Pharmaceuticals

65.44%

Health Care

26.88%

Chemicals

5.09%

Cash/Deposits/Margins/Treps/Repo/Swaps

2.31%

Unspecified

0.28%

Top Ten Holdings

Sun Pharmaceutical Industries Ltd

14.58%

Cipla Ltd

7.78%

Max Healthcare Institute Ltd

6.42%

Aether Industries Ltd

5.09%

Divi'S Laboratories Ltd

4.98%

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.

Fund House Detail

AMC Name

SBI Funds Management Private Limited

Address

191, Maker Tower 'E'Cuffe ParadeMumbai - 400 005

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

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