SBI Healthcare Opportunities IDCW-R
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation15.0%
Sharpe Ratio0.95
Beta0.96
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Sun Pharmaceuticals Industries LtdServices11.14%
Divi's Laboratories LtdServices7.91%
TrepsUtilities6.42%
Acutaas Chemicals LtdCapital Goods5.03%
Apollo Hospitals Enterprise LtdServices4.45%
Torrent Pharmaceuticals LtdServices4.42%
Cipla LtdServices4.40%
Laurus Labs LtdServices4.05%
Max Healthcare Institute Ltd Ordinary SharesServices3.80%
Aurobindo Pharma LtdServices3.42%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2%
Regulatory & Tax Information
INF200K01461
ISINDailyDealing Frequency
BSE Healthcare PR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)