SBI Healthcare Opportunities Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 59.64 | 21.97 | 24.78 | 11.81 |
Average Rolling Returns(%) | 18.48 | 14.08 | 11.14 | 14.28 |
The Current NAV of SBI Healthcare Opportunities Fund - Growth - Direct Plan is ₹388.01.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark S&P BSE SENSEX - TRI returns, as Funds portfolio is significantly different.
SBI Healthcare Opportunities Fund - Growth - Direct Plan fund’s expense ratio is 0.95%
The process for redemption is
The AUM of SBI Healthcare Opportunities Fund - Growth - Direct Plan is currently ₹2,626 Crores.
The Top three stocks are Sun Pharma Inds., Cipla and Max Healthcare Inst and account for 29% of its portfolio. Top 5 and 10 stocks of fund account for 39% and 60% of fund’s portfolio respectively.
Top three sectors of SBI Healthcare Opportunities Fund - Growth - Direct Plan fund are Healthcare, Others and Chemicals accounting for 99% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Sectoral Fund - Pharma & Health Care it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of SBI Healthcare Opportunities Fund - Growth - Direct Plan Fund is Equity - Sectoral Fund - Pharma & Health Care.
Tanmaya Desai manages the SBI Healthcare Opportunities Fund - Growth - Direct Plan Fund.
SBI Healthcare Opportunities Fund - Growth - Direct Plan current PE ratio is 55.23 and PB ratio is 7.40
The asset allocation of SBI Healthcare Opportunities Fund - Growth - Direct Plan is Stocks : 98.89%, Debt : 1.11% and Gold : 0%
The minimum SIP amount for SBI Healthcare Opportunities Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00
The exit load for SBI Healthcare Opportunities Fund - Growth - Direct Plan is 0.50% on or before 15 days, Nil after 15 days