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Asset Size:1139Cr
Expense Ratio:2.33%
Fund Manager(s):Tanmaya Desai,
5year Returns:0.54%

SBI Healthcare Opportunities Fund Regular Growth

SBI Mutual Fund       

Equity
Sector - Healthcare

Nav : 145.1276 ( 0.06%) July 3rd, 2020

People currently viewing this : 1

Rank (of 245)

165

Annualized Returns(5 yrs)

0.54%

Investment Horizon

>5 Yr

Doubled Money

129yrs 7m

Returns since December 31st, 2004

12.91%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

1.8L

Projected Maturity Amount

59L

SBI Mutual Fund     

Equity
Sector - Healthcare

Nav : 145.1276 ( 0.06%) July 3rd, 2020

People currently viewing this : 1

Upwardly's Take :

Invest in this fund only if you are very bullish on growth prospects of Pharma related companies. Sector funds do tend to be cyclical in nature.

Ideal for medium-term to long term goals like retirement, children's education etc. Invest in this funds to build wealth for the long term.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

1.8L

Projected Maturity Amount

59L

Rank (of 245)

165

Annualized Returns(5 yrs)

0.54%

Investment Horizon

>5 Yr

Doubled Money

129yrs 7m

Returns since December 31st, 2004

12.91%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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.

Basic Details
Fund House
SBI Mutual Fund
Launch Date
December 31st, 2004
Expense Ratio
2.33%
Fund Category Risk
High
Std Dev (1Yr)
25.993
Std Dev (3Yr)
20.713
Std Dev (5Yr)
18.617
Asset Size
1139Cr
Investment Details
Investment Plan
Growth
Return since Launch
12.91 %
Exit Load
0.5% if withdrawn within 15 Day(s)
No exit load if withdrawn after 15 Day(s)
Contact Details
Fund Manager(s)
Phone No.
+91 22 61793000
Website