MF
MFGenie.ai
Sectoral / Thematic

SBI Healthcare Opportunities Fund · Direct · Growth

SBI Mutual Fund

NAV

₹593.9416

as of 31 Jul 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+17.46%
3Y
+24.41%
5Y
+18.21%
Since Inception
+18.37%

SIP returns (XIRR)

1Y
+34.03%
3Y
+22.58%
5Y
+23.37%
Since Inception
+18.15%

Performance Comparison

Sectoral allocation

as of 30 Jun 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseSBI Mutual Fund
CategorySectoral / Thematic
Launch Date01 Jan 2013
AMFI Code119783
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit LoadW.E.F 10-OCT-2013 Entry Load : NIL ; Exit Load : NIL.For applicability of load structure

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Jun 2026

portfolio shared with SBI HEALTHCARE OPPORTUNITIES FUND - REGULAR PLAN -GROWTH

Holding% NAV

Investment Objective

SBI Healthcare Opportunities Fund · Direct · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

SBI Healthcare Opportunities Fund · Direct · Growth is a Sectoral / Thematic mutual fund offered by SBI Mutual Fund. The fund has been operational for over 13 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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