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Our Opinion
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Our Opinion
Riskometer
Very High
₹503.7036 -0.46%
As on 18-Jul-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our 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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1.05 |
||
|
|
Very High
|
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0.58 |
||
|
|
Very High
|
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1.27 |
||
 |
|
Very High
|
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0.89 |
₹3,849 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
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of SBI Healthcare Opportunities Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, SBI Healthcare Opportunities Fund - Direct Plan can be bought from the SBI Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of SBI Healthcare Opportunities Fund - Direct Plan, is ₹503.7036 as of 20-Jul-2025.
| Company | Percentage of Portfolio |
|---|---|
|
12.19
|
|
|
7.78
|
|
|
6.96
|
|
|
Lonza Group Ag ADS/ADR |
4.76
|
|
4.69
|
Over the past five years, SBI Healthcare Opportunities Fund - Direct Plan has delivered an annualised return of 24.88% as of 20-Jul-2025.
The minimum investment required to start investing in SBI Healthcare Opportunities Fund - Direct Plan is ₹5,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
