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
Fund13.61%
Cat. Avg.N/A
2Y
Fund16.69%
Cat. Avg.N/A
3Y
Fund23.40%
Cat. Avg.N/A
5Y
Fund16.21%
Cat. Avg.N/A
10Y
Fund11.72%
Cat. Avg.N/A
SI
Fund12.22%
Cat. Avg.N/A
Fund Facts
Beta
0.85
Std Dev
14.09%
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
Asset Class
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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 Aug, 25 | 60000 | 69185 | +15.3% | +33.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.42 L. | +18.0% | +17.8% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.38 L. | +32.0% | +19.6% |
| 5Y | 09 Aug, 21 | 3 L. | 5.09 L. | +69.7% | +21.8% |
| 10Y | 08 Aug, 16 | 6 L. | 15.74 L. | +162.4% | +18.5% |
| SI | 07 Apr, 06 | 12.20 L. | 69.98 L. | +473.6% | +15.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 1.14 L. | +13.6% | +13.6% |
| 2Y | 18 Jul, 24 | 1 L. | 1.36 L. | +36.3% | +16.8% |
| 3Y | 17 Jul, 23 | 1 L. | 1.88 L. | +87.9% | +23.4% |
| 5Y | 19 Jul, 21 | 1 L. | 2.12 L. | +112.1% | +16.2% |
| 10Y | 18 Jul, 16 | 1 L. | 3.03 L. | +203.1% | +11.7% |
| SI | 03 Apr, 06 | 1 L. | 10.38 L. | +938.0% | +12.2% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.