FAQ : SBI Healthcare Opportunities Fund - Regular Plan - Growth

SBI Healthcare Opportunities Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 47.72 18.97 22.13 11.18
Average Rolling Returns(%) 16.29 16.07 14.78 15.86

The Current NAV of SBI Healthcare Opportunities Fund - Regular Plan - Growth is ₹349.06.

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 - Regular Plan - Growth fund’s expense ratio is 2.06%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of SBI Healthcare Opportunities Fund - Regular Plan - Growth is currently ₹2,431 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 62% of fund’s portfolio respectively.

Top three sectors of SBI Healthcare Opportunities Fund - Regular Plan - Growth fund are Healthcare, Chemicals and Others accounting for 97% 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 - Regular Plan - Growth Fund is Equity - Sectoral Fund - Pharma & Health Care.

Tanmaya Desai manages the SBI Healthcare Opportunities Fund - Regular Plan - Growth Fund.

SBI Healthcare Opportunities Fund - Regular Plan - Growth current PE ratio is 53.07 and PB ratio is 6.99

The asset allocation of SBI Healthcare Opportunities Fund - Regular Plan - Growth is Stocks : 97.69%, Debt : 2.31% and Gold : 0%

The minimum SIP amount for SBI Healthcare Opportunities Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00

The exit load for SBI Healthcare Opportunities Fund - Regular Plan - Growth is 0.50% on or before 15 days, Nil after 15 days

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