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EQUITY•SECTORAL / THEMATIC

SBI Healthcare Opportunities Fund

3 Year return

24.72%
NAV on December 12, 2025
488.0622
1D Returns
+2.62%
Launched on January 2013(12 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
49.11%₹1,768
Total Value ₹5,368

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹4,130.76 Cr.
Expense Ratio
0.91% (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

ARQ Rating
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 Jan 2022

TD

Tanmaya Desai

Fund Manager since Jun 2011

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
ICICI Prudential Infrastructure Fund24.5621%
0
Aditya Birla Sun Life PSU Equity Fund25.6746%
0
SBI PSU Fund27.2566%
0

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Healthcare Opportunities Fund Direct Plan Growth

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
18.5281%
Expense Ratio
0.91%
Fund Manager
Mohit Jain
Fund Size
₹4130.76 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

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://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

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 December 12, 2025, is ₹488.0622
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 ₹4130.76 crore.
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 0.91%
The SBI Healthcare Opportunities Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
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 ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹5,368 in 3Y at 24.7152% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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