SBI Healthcare Opportunities Fund Regular Growth
SBI Mutual Fund
₹494.76 (+0.61%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
15.04% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.93%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Sector - Healthcare
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,179
Invested ₹1,000
▲+17.90%1 year
₹1,150
Invested ₹1,000
▲+15.04%3 years
₹1,214
Invested ₹1,000
▲+21.41%5 years
₹1,163
Invested ₹1,000
▲+16.32%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | BSE Healthcare PR INR |
|---|---|
| Secondary Index Name | BSE Healthcare PR |
| Index Name | BSE Healthcare TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +15.04% | +21.41% | +16.32% | — |
| Cumulative returns (%) | +15.04% | +78.95% | +112.99% | +243.90% |
Fund Manager
| Manager | Tanmaya Desai |
|---|---|
| Role | Manager |
| Manager Tenure | 15.34 yrs |
About Fund
| Date of Incorporation | 31 Dec 2004 |
|---|---|
| Fund House | SBI Mutual Fund |
| Custodian | SBI-SG Global Securities Services Private Limited |
| Registrar / Transfer Agent | SBI Funds Management Ltd |
| Address | “B Wing”, “Jeevan Seva” Annexe Bldg.,Ground Floor, S.V. Road,Santacruz (W),,Mumbai – 400054 |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Sun Pharmaceuticals Industries Ltd | 12.33% |
| Divi's Laboratories Ltd | 8.17% |
| Apollo Hospitals Enterprise Ltd | 4.91% |
| Acutaas Chemicals Ltd | 4.91% |
| Torrent Pharmaceuticals Ltd | 4.72% |
| Cipla Ltd | 4.67% |
| Max Healthcare Institute Ltd Ordinary Shares | 4.31% |
| Laurus Labs Ltd | 3.96% |
| Aurobindo Pharma Ltd | 3.90% |
| Lupin Ltd | 3.84% |
| Gland Pharma Ltd | 3.54% |
| Aster DM Quality Care Ltd Ordinary Shares | 3.52% |
| Biocon Ltd | 3.52% |
| Jupiter Life Line Hospitals Ltd | 3.46% |
| Anthem Biosciences Ltd | 3.45% |
| Aether Industries Ltd | 3.35% |
| Mankind Pharma Ltd | 3.34% |
| Fortis Healthcare Ltd | 3.34% |
Investment Strategy
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.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.