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Mutual Funds

SBI Healthcare Opportunities Fund

SB

SBI Healthcare Opportunities Fund

Sectoral-PharmaRank #3
5/5

NAV (2026-07-16)

506.49

AUM

₹4,997.72 Cr

Exp. Ratio: 2%

RISK LEVEL

Very High

Returns & Performance

1 Year14.90%4.27% vs cat avgRank #8
3 Year23.86%1.85% vs cat avgRank #4
5 Year16.41%3.29% vs cat avgRank #1
Since Launch16.73%--

Fund vs Category Average

1Y
14.90%+4.27%
3Y
23.86%+1.85%
5Y
16.41%+3.29%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
Above category avg 5Y returns
No lock-in period
Decent 1Y category rank (#8)
Overall top-10 rank in category (#3)

Cons

Higher expense ratio (2%)
ISININF200K01446
NAV₹506.49
NAV Date2026-07-16
AUM₹4,997.72 Cr
Expense Ratio2%
RiskVery High
Rating5 / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1987-06-29

INVESTMENT OBJECTIVE

The scheme seeks to provide the investors with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Healthcare space.

Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Pradeep Kesavan

Mr. Kesavan has done B.Com, MBA (Finance) and CFA

Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech

Top Holdings

Holdings data not available for this scheme