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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹490.5840 -0.19%
As on 06-Dec-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
SBI Healthcare Opportunities Fund - Direct Plan
|
|
|
Very High
|
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0.89 |
|
 |
|
Very High
|
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1.09 |
||
|
|
Very High
|
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0.69 |
||
 |
|
Very High
|
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0.91 |
||
|
|
Very High
|
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0.59 |
₹3,416 Cr
0.50 (15)
5,000
500
500
12
Investment Strategy
The scheme seeks 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.
Suitability
This is a fund that invests mainly in shares of pharmaceutical and healthcare companies.
We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other pharma sector fund, if you need to redeem your investment in less than seven years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By Value Research
6 min read•By Value Research
SBI Healthcare Opportunities Fund - Direct Plan is mandated to invest at least 80 per cent of its assets in the shares of pharmaceutical and healthcare companies.
Mutual funds can be bought directly from the website of the fund house. For instance, SBI Healthcare Opportunities Fund - Direct Plan fund can be purchased from the website of SBI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of SBI Healthcare Opportunities Fund - Direct Plan is ₹490.5840 as of 09-Dec-2024.
The AUM of SBI Healthcare Opportunities Fund - Direct Plan Fund is ₹3,416 Cr as of 31-Oct-2024
The riskometer level of SBI Healthcare Opportunities Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
12.99
|
|
|
6.26
|
|
|
6.21
|
|
|
5.38
|
|
|
5.12
|
As of 31-Oct-2024, SBI Healthcare Opportunities Fund - Direct Plan had invested 96.73% in Equity and 3.27% in Cash & Cash Eq. See More
SBI Healthcare Opportunities Fund - Direct Plan is 11 years 11 months old. It has delivered 19.22% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
48.00%
|
26.80%
|
31.09%
|
20.58%
|
14.99%
|
19.22%
|
No, There is no lock in period in SBI Healthcare Opportunities Fund - Direct Plan.
The expense ratio of SBI Healthcare Opportunities Fund - Direct Plan is 0.89.
