SBI Healthcare Opportunities Fund: 39.95% returns, performance analysis and top holdings
SBI Mutual Fund offers a Sectoral-Pharma mutual fund plan called SBI Healthcare Opportunities Fund Direct Plan-Growth. This fund was established on January 1, 2013, making it 11 years old. SBI Healthcare Opportunities Fund Direct Plan-Growth has assets under management (AUM) of ₹2,980 crores, making it a medium-sized fund in its category.
The majority of the fund’s money is invested in the healthcare and chemical sectors. It has less exposure to the healthcare and chemical sectors than other funds in the category.
SBI Healthcare Opportunities Fund Performance
The growth returns of last year’s SBI Healthcare Opportunities Fund Direct Plan are 39.10%. It has generated profits an average of 18.68% annually since its start. Every three years, the fund doubles the amount invested in it.
The SBI Healthcare Opportunities Fund Direct Plan-Growth scheme’s ability to provide consistent returns is similar to that of the majority of funds in its category. Its capacity to manage losses in a sinking market is average.
SBI Healthcare Opportunities Returns
| Period | SBI Healthcare Opportunities | Category average |
|---|---|---|
| 1 month | 5.08% | 7.63% |
| 3 months | 13.5% | 19.38% |
| 6 months | 14.15% | 19.42% |
| 1 year | 39.95% | 47.51% |
| 3 years | 19.53% | 19.08% |
| 5 years | 30.31% | 30.45% |
SBI Healthcare Opportunities Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
Sun Pharmaceutical Industries Ltd.
|
Healthcare | Equity | 13.78% |
|
Max Healthcare Institute Ltd.
|
Healthcare | Equity | 7.67% |
|
Divi’s Laboratories Ltd.
|
Healthcare | Equity | 6.66% |
|
Cipla Ltd.
|
Healthcare | Equity | 6.65% |
|
Lonza Group Ag
|
Healthcare | ADS/ADR | 4.94% |
|
Aether Industries Ltd.
|
Chemicals | Equity | 4.68% |
Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.