EQUITY•SECTORAL / THEMATIC
SBI Healthcare Opportunities Fund
3 Year return
24.65%
NAV on August 13, 2026
602.9426
1D Returns
-5.06%
Launched on January 2013(13 years)
Investment Details
₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
48.94%₹1,762
Total Value ₹5,362
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹4,997.72 Cr.
Expense Ratio
1.02% (inclusive of GST)
Exit Load
0.50% - If redeemed/switched out wihin 15 days from the date of allotment. Nil - If redeemed/switched out after 15 days from the date of allotment.
Ratings
0
Ratings by other agencies
Value Research
0
Crisil
0
Morning Star
0
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
SBI Mutual Fund Manager
MJ
Mohit Jain
Fund Manager since Nov 2017
TD
Tanmaya Desai
Fund Manager since Aug 2026
Fund House Details
SBI Mutual Fund
Asset management company
AUM
₹12,81,380.68 Cr.
No. of Schemes
276
Setup Date
June 1987
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund | 24.0769% | 0 |
| SBI PSU Fund | 24.5361% | 0 |
| LIC MF Infrastructure Fund | 26.6627% | 0 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
SBI Healthcare Opportunities Fund Direct Plan Growth was previously known as the SBI Pharma Fund that is offered by the SBI Mutual Fund House. It is an open-ended equity scheme. The fund predominantly invests in the healthcare sector and is categorised as a sectoral/thematic scheme. The fund is benchmarked against the S&P BSE Healthcare Index.
Investment Objective of the Scheme
By investing in a diverse portfolio of equities and equity-related instruments in the healthcare sector, the SBI Healthcare Opportunities Fund Direct Plan Growth scheme aims to give its investors the chance of long-term financial growth and appreciation. The fund identifies companies in the healthcare sector using a bottom-up approach to stock selection. The fund invests in pharmaceuticals, hospitals, medical equipment, healthcare service providers, and biotechnology companies.
Key Features of The Fund
5-year return
18.8362%
Expense Ratio
1.02%
Fund Manager
Mohit Jain
Fund Size
₹4997.72 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
The SBI Healthcare Opportunities Fund Direct Plan Growth is appropriate for long-term capital appreciation investors. You would have the option to choose between SIP and Lump Sum while making an investment in this scheme. This plan would also appeal to investors interested in equity investments in healthcare-related stocks. However, it is important to note that the scheme comes with a very high risk. Nonetheless, before you make any investment decisions, you must see that your financial goals and future plans are aligned with your investment.
AMC Contact Details
| Name | SBI Mutual Fund |
| Launch Date | June 1987 |
| Address | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
| Contact | 1800 209 33331800 425 5425 |
| customer.delight@sbimf.com | |
| Website | https://www.sbimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Take the Guessing out of Investing
Compounding in SIP can make it difficult to estimate the expected returns in a mutual fund. The process of guessing can be replaced with estimating as Angel One's free SIP calculator gives you the approximate amount to be expected. The SIP calculator online takes into consideration the principle of compounding and gives your return amount depending on variables such as years, SIP amount as well as the expected rate of return.
FAQs
What is today's NAV of SBI Healthcare Opportunities Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Healthcare Opportunities Fund on August 13, 2026, is ₹602.9426
What is the AUM of SBI Healthcare Opportunities Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Healthcare Opportunities Fund, is ₹4997.72 crore.
What is the expense ratio of SBI Healthcare Opportunities Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of SBI Healthcare Opportunities Fund is 1.02%
What are the returns of SBI Healthcare Opportunities Fund since inception?
The SBI Healthcare Opportunities Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in SBI Healthcare Opportunities Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Healthcare Opportunities Fund is ₹500.
How do I invest in SBI Healthcare Opportunities Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Healthcare Opportunities Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Healthcare Opportunities Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Healthcare Opportunities Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹5,362 in 3Y at 24.646% returns
SIP Date1st of every month
Your next SIP Payment will be on 13 September 2026
By proceeding, you accept AngelOne's T&C
