SBI Healthcare Opportunities Fund
Empty
1–7 yearsInvestment Horizon
Empty
Empty
Sbi Healthcare Opportunities Fund Growth focuses on Indian healthcare and pharma companies for steady growth.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation15.9%
Sharpe Ratio0.87
Beta0.82
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic94.99093%
International5.00907%
Top Stock Holdings
CompanySectorAllocation
Sun Pharmaceuticals Industries LtdServices12.73%
Divi's Laboratories LtdServices7.39%
Max Healthcare Institute Ltd Ordinary SharesServices6.40%
Lonza Group Ltd ADRServices4.81%
Cipla LtdServices4.77%
Lupin LtdServices4.46%
TrepsUtilities3.99%
Mankind Pharma LtdServices3.75%
Krishna Institute of Medical Sciences LtdServices3.34%
Fortis Healthcare LtdServices3.22%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.94%
Exit Load0.5
Regulatory & Tax Information
INF200K01446
ISINDailyDealing Frequency
BSE Healthcare PRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)