SBI Healthcare Opportunities IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI Healthcare Opportunities IDCW Reinvest Direct Plan

NAV
₹339.0044
-0.03%
(13 Jun)
AUM
3,689 Cr
TER
0.9%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+20.6%
-1.4%
-1.4%
-3.0%
-3.0%
3Y
+30.5%
+37.7%
+37.7%
+38.4%
+38.4%
5Y
+25.6%
+32.6%
+32.6%
+31.3%
+31.3%
ALL
+18.3%
+12.2%
+12.2%
+17.0%
+17.0%
VOL
17.1%
20.3%
20.3%
20.4%
20.4%
TER
0.9%
0.8%
0.8%
0.9%
0.9%
AUM
₹3,689 Cr
₹5,259 Cr
₹5,259 Cr
₹1,394 Cr
₹1,394 Cr
INFO
1.07
0.60
0.60
0.84
0.84
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Healthcare Opportunities IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
Sun Pharmaceuticals Industries Ltd
12.7%
Divi's Laboratories Ltd
7.4%
Max Healthcare Institute Ltd Ordinary Shares
6.4%
Lonza Group Ltd ADR
4.8%
Cipla Ltd
4.8%
Lupin Ltd
4.5%
Treps
4.0%
Mankind Pharma Ltd
3.7%
Krishna Institute of Medical Sciences Ltd
3.3%
Fortis Healthcare Ltd
3.2%
Top industry exposure
Healthcare
90.1%
Basic Materials
6.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
24%
Lock-in period
-
Exit load
• 0.5% for redemption within 15 days
Fund objective
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.
Fund manager(s)
Tanmaya Desai

FAQs