Insights of SBI Healthcare Opportunities Fund

Mutual Fund

SBI Healthcare Opportunities Fund is an open ended equity fund. Previously this fund was called SBI Pharma Fund. SBI Healthcare Opportunities Fund is healthcare based sectoral fund. SBI Healthcare Opportunities Fund invests in equity securities in healthcare sector in order to generate long term capital gain.

This fund is managed by Mr. Tanmaya Desai. SBI Healthcare Opportunities Fund invests a major part of the portfolio (around 89.78%) in pharmaceuticals, 3% in healthcare services. You can invest a minimum amount of Rs. 500 on a monthly manner in SBI Healthcare Opportunities Fund sip mode.

SBI Healthcare Opportunities Fund Facts
  • SBI Healthcare Opportunities Mutual Fund investment plan follows bottom-up approach for healthcare sectoral allocation.
  • SBI Healthcare Opportunities Fund under SBI mutual fund house invests 95.35% in equity stocks, out of which 60.76% in large cap, 20.95% in small cap and 13.64% in mid cap stocks.
  • SBI Healthcare Opportunities Fund is suitable for those who are easily flexible to invest in healthcare sector.
  • SBI Healthcare Opportunities Fund regular growth option offers a good amount of return.
  • SBI Healthcare Opportunities Fund exit load is nil if you exit from this fund after 15 days of the allotment date.
  • SBI Healthcare Opportunities Fund has overcome many ups and down of market for more than 10 years and has sucessfully gained the trust of a large number of investors.
  • SBI Healthcare Opportunities Fund regular growth option offers higher return with high risk appetite of the investors.

Top 3 Sectors of SBI Healthcare Opportunities Fund

S.No.Holding NameNet Assets (in %)
1Pharmaceuticals and Drugs92.19
3Hospital and Healthcare Services3.15

(as on 28/03/2019)

Top 10 Holdings of SBI Healthcare OpportunitiesFund

S.No.Holding NameNet Assets (in %)
1Aurobindo Pharma Ltd.10.66
2Divi’s Laboratories Ltd.10.56
3Dr. Reddy’s Laboratories Ltd.9.98
4Strides Pharma Science Ltd.8.4
5Lupin Ltd.8.38
6Sun Pharmaceutical Industries Ltd.5.88
8Torrent Pharmaceuticals Ltd.5.03
9Biocon Ltd.4.96
10Alkem Laboratories Ltd.4.18

(as on 28/03/2019)

SBI Healthcare Opportunities Details

Launch Date- July14, 1999
Fund Manager- Mr. Tanmaya Desai
Risk- High
Benchmark- S&P BSE healthcare index
Return Since Launch- 14.91%
AUM- Rs. 1000.95 crore (as on 28th Feb, 2019)
Following table gives us the performance of SBI Healthcare Opportunities Fund-

  1-Year 3-Year 5-Year 10-Year
Fund 1.82 -3.65 8.64 21.14
S&P BSE Healthcare TRI 8.64 -1.60 7.71 18.34
Category 7.25 0.05 9.33 20.30
Rank within Category 4 4 2 2
Number of funds in category 4 4 3 3
As on Mar 29, 2019

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