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sbi healthcare opportunities fund regular growth
SBI Healthcare Opportunities Fund Regular Growth

SBI Healthcare Opportunities Fund Regular Growth

  • Very High Risk
  • Equity
  • Sector - Healthcare
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NAV as on Apr 2, 2026
i
Price per unit of the scheme.
₹ 409.0548-1.47%1 Day Change
-4.69%
Minimum Investment₹5000
Expense Ratio2.11%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
SBI Healthcare Opportunities Fund Regular Growth
VS
Equity: Sector - Healthcare Average NAV
    Topper in Equity: Sector - Healthcare
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    SBI Healthcare Opportunities Fund Regular Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    S&P BSE Healthcare TR INR
    Expense Ratio
    2.11%
    Category Avg Expense Ratio
    1.02%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 3,822.73 Cr(As on Jan, 2026)
    Inception Date
    Dec 31, 2004
    Turnover
    40.00 %
    Exit Load
    Exit Load: For exit within 15 Days from the date of allotment - 0.50%. For exit after 15 Days from the date of allotment – Nil

    bt_logoABOUT THE FUND

    Objective: 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.

    SBI Healthcare Opportunities Fund Regular Growth is an Equity - Sector - Healthcare fund. The fund was launched inDec 31, 2004. Its risk level is . The NAV of the fund as onApr 02, 2026 is ₹409.05. Its expense ratio is 2.11 %. The fund has an AUM of ₹3,822.73 Cr.The fund is managed byTanmaya Desai,Mohit Jain,Pradeep Kesavan.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Tanmaya Desai
    Tanmaya Desai
    i
    Lead Fund Manager.
    Jun 1, 2011 - Present
    • Fund Manager Rank2Out of 10
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed3
    • Total AUM₹ 14,439.68 Cr
    • Highest Return In 1 Yr20.86 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Healthcare Opportunities Fund Direct Growth
    --
    ₹ 471.80
    -4.60%
    -5.48%
    Very High Risk
    ₹3,822.73Cr
    SBI Magnum Global Fund Direct Growth
    ₹ 369.11
    -6.01%
    -%
    Very High Risk
    ₹5,602.35Cr
    SBI Automotive Opportunities Fund Direct Growth
    --
    ₹ 10.56
    -8.97%
    -%
    Very High Risk
    ₹5,014.61Cr
    SBI Healthcare Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 471.80
    • Fund Size₹3,822.73Cr
    Fund Return-4.60%
    Category Return-5.48%
    SBI Magnum Global Fund Direct Growth
    Very High Risk
    • NAV₹ 369.11
    • Fund Size₹5,602.35Cr
    Fund Return-6.01%
    Category Return--
    SBI Automotive Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 10.56
    • Fund Size₹5,014.61Cr
    Fund Return-8.97%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Mohit Jain
    Mohit Jain
    i
    Lead Fund Manager.
    Nov 30, 2017 - Present
    • Schemes managed43
    • Total AUM₹ 6,40,426.42 Cr
    • Highest Return In 1 Yr39.32 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
    --
    ₹ 44.02
    -3.89%
    -%
    Very High Risk
    ₹5,175.56Cr
    SBI Multicap Fund Direct Growth
    --
    ₹ 15.74
    -6.12%
    -7.39%
    Very High Risk
    ₹22,975.18Cr
    SBI Balanced Advantage Fund Direct Growth
    --
    ₹ 15.80
    -5.12%
    -5.18%
    Very High Risk
    ₹40,202.72Cr
    SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
    Very High Risk--
    • NAV₹ 44.02
    • Fund Size₹5,175.56Cr
    Fund Return-3.89%
    Category Return--
    SBI Multicap Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.74
    • Fund Size₹22,975.18Cr
    Fund Return-6.12%
    Category Return-7.39%
    SBI Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.80
    • Fund Size₹40,202.72Cr
    Fund Return-5.12%
    Category Return-5.18%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Pradeep Kesavan
    Pradeep Kesavan
    i
    Lead Fund Manager.
    Dec 31, 2023 - Present
    • Schemes managed46
    • Total AUM₹ 6,59,351.66 Cr
    • Highest Return In 1 Yr39.32 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Credit Risk Fund Direct Plan Growth
    ₹ 51.73
    0.14%
    -0.42%
    Moderately High risk
    ₹2,163.97Cr
    SBI Savings Fund Direct Plan Growth
    ₹ 46.52
    0.34%
    0.32%
    Moderate Risk
    ₹37,079.14Cr
    SBI Short Term Debt Fund Direct Growth
    ₹ 35.36
    -0.48%
    -0.73%
    Moderate Risk
    ₹17,219.19Cr
    SBI Credit Risk Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 51.73
    • Fund Size₹2,163.97Cr
    Fund Return0.14%
    Category Return-0.42%
    SBI Savings Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 46.52
    • Fund Size₹37,079.14Cr
    Fund Return0.34%
    Category Return0.32%
    SBI Short Term Debt Fund Direct Growth
    Moderate Risk
    • NAV₹ 35.36
    • Fund Size₹17,219.19Cr
    Fund Return-0.48%
    Category Return-0.73%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Feb, 2026
    EQUITY (96.99%)
    DEBT (0.07%)
    CASH (2.93%)
    Allocation by Market Cap
    Large Cap(33.03%)
    Mid Cap(24.92%)
    Small Cap(35.95%)
    Industry Holdings
    • Drug Manufacturers Specialty Generic47.55%
    • Medical Care25.30%
    • Biotechnology8.69%
    • Specialty Chemicals8.31%
    • Diagnostics Research5.84%
    • Medical Instruments Supplies2.03%
    Stock Holdings
    • Sun Pharmaceuticals Industries Ltd10.65%
    • Divi's Laboratories Ltd7.55%
    • Apollo Hospitals Enterprise Ltd5.76%
    • Max Healthcare Institute Ltd Ordinary Shares4.82%
    • Acutaas Chemicals Ltd4.77%
    • Torrent Pharmaceuticals Ltd4.25%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      2.20
      This Fund
      VS
      -0.23
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      95.26
      This Fund
      VS
      94.27
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.86
      This Fund
      VS
      0.95
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      1.13
      This Fund
      VS
      1.11
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      2.04
      This Fund
      VS
      2.01
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      14.71
      This Fund
      VS
      16.03
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    SBI Funds Management Ltd
    SBI Funds Management Ltd manages assets worth ₹ 12,78,541.37 crores. It’s current offering of mutual fund schemes includes 48 equity, 70 debt and 16 hybrid schemes.
    phone icon
    Phone
    022 - 61793000
    mail icon
    Email
    partnerforlife@sbimf.com
    aum
    AUM
    ₹ 12,78,541.37 Cr (
    As on Feb 28, 2026
    )
    location
    Address
    C-38 & 39, G Block, Bandra Kurla Complex, Mumbai,400 051

    bt_logoFAQs

    What is the category of SBI Healthcare Opportunities Fund Regular Growth ?
    The category of SBI Healthcare Opportunities Fund Regular Growth is Equity - Sector - Healthcare
    What is the current NAV of SBI Healthcare Opportunities Fund Regular Growth ?
    The current NAV of SBI Healthcare Opportunities Fund Regular Growth as on Apr 02, 2026 is ₹409.05
    How safe is SBI Healthcare Opportunities Fund Regular Growth ?
    The risk level of SBI Healthcare Opportunities Fund Regular Growth is Very High.
    What are short term returns given by SBI Healthcare Opportunities Fund Regular Growth ?
    The return given by SBI Healthcare Opportunities Fund Regular Growth in 1 month is -4.69%, 3 months is -3.64%, 6 months is -3.50%, and 1 year is 0.99%
    What are the long term returns given by SBI Healthcare Opportunities Fund Regular Growth ?
    The return given by SBI Healthcare Opportunities Fund Regular Growth in 3 years is 23.50% and 5 years is 15.74%.
    What is the expense ratio of SBI Healthcare Opportunities Fund Regular Growth ?
    The expense ratio of SBI Healthcare Opportunities Fund Regular Growth is 2.11%
    What is the AUM of SBI Healthcare Opportunities Fund Regular Growth ?
    The assets under Management (AUM) of SBI Healthcare Opportunities Fund Regular Growth is Rs 3,822.73 crores.
    What is the minimum investment in SBI Healthcare Opportunities Fund Regular Growth ?
    The minimum Lumpsum investment in SBI Healthcare Opportunities Fund Regular Growth is ₹5,000.00 and the minimum SIP investment in SBI Healthcare Opportunities Fund Regular Growth is ₹1,000.00
    What is the asset allocation of SBI Healthcare Opportunities Fund Regular Growth?
    SBI Healthcare Opportunities Fund Regular Growth has an exposure of 96.99% in Equity, 0.07% in Debt and 2.93% in Cash & Money Market Securities

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