SBI Healthcare Opportunities Fund-Growth
Equity
Sectoral-Pharma
₹-0.12% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
5 - Minimum Investment₹5000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹5400 Cr
- Created on1 July 1999
Fund Ranking
#2
/ 16 in Sectoral-Pharma
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month21.5%
- 1 Year21.5%
- 3 Year (CAGR)23.7%
- All Time (CAGR)16.8%
Category Return
- 6 Month16.8%
- 1 Year18.1%
- 3 Year (CAGR)21.8%
- All Time (CAGR)17.2%
Asset Allocation
- Equity98.3%
- Debt0.1%
- Other1.6%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise4.98%
- Aurobindo Pharma3.86%
- Cipla5.07%
- Abbott India1.03%
- Lupin1.79%
Fund Information
- Expense Ratio2.00%
- Exit LoadExit load of 0.50% if redeemed within 15 days
- Lock-In PeriodNo Lock-In
Managed By
Tanmaya Desai
June 2011 - Present
Pradeep Kesavan
Dec 2023 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 1.17 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 14.37 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 2.37 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.86