SBI Healthcare Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)
Expense Ratio: 1.93
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: BSE Healthcare TRI
Inception: 01-01-1993
Exit Load: Nil
Fund Size:₹4,023.32 Cr
Performance
1Y
Fund11.56%
Cat. Avg.N/A
2Y
Fund7.20%
Cat. Avg.N/A
3Y
Fund20.60%
Cat. Avg.N/A
5Y
Fund15.71%
Cat. Avg.N/A
10Y
Fund11.13%
Cat. Avg.N/A
SI
Fund11.88%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Sun Pharmaceutical Industries Ltd. | 558.75 | 11.18% |
| 2 | Acutaas Chemicals Ltd. | 317.36 | 6.35% |
| 3 | Divi's Laboratories Ltd. | 296.06 | 5.92% |
| 4 | Apollo Hospitals Enterprise Ltd. | 260.46 | 5.21% |
| 5 | Max Healthcare Institute Ltd. | 254.08 | 5.08% |
| 6 | Aurobindo Pharma Ltd. | 208.39 | 4.17% |
| 7 | Aster DM Healthcare Ltd. | 188.27 | 3.77% |
| 8 | Laurus Labs Ltd. | 182.09 | 3.64% |
| 9 | Cipla Ltd. | 175.85 | 3.52% |
| 10 | Torrent Pharmaceuticals Ltd. | 166.32 | 3.33% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 64159 | +6.9% | +14.7% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.33 L. | +11.0% | +11.0% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.18 L. | +21.1% | +13.4% |
| 5Y | 08 Nov, 21 | 3 L. | 4.76 L. | +58.7% | +18.9% |
| 10Y | 07 Nov, 16 | 6 L. | 14.96 L. | +149.3% | +17.6% |
| SI | 07 Apr, 06 | 12.35 L. | 67.91 L. | +449.9% | +14.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.12 L. | +11.6% | +11.6% |
| 2Y | 16 Oct, 24 | 1 L. | 1.15 L. | +14.9% | +7.2% |
| 3Y | 16 Oct, 23 | 1 L. | 1.75 L. | +75.4% | +20.6% |
| 5Y | 18 Oct, 21 | 1 L. | 2.09 L. | +109.0% | +15.9% |
| 10Y | 17 Oct, 16 | 1 L. | 2.90 L. | +189.7% | +11.2% |
| SI | 03 Apr, 06 | 1 L. | 10.05 L. | +905.1% | +11.9% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.