SBI Healthcare Opportunities Fund Regular Growth
Medium
Risk
Equity
Other
+
20.25
%
20.25
%
3Y annualised
+
0.45
%
0.45
%
1D
1M
6M
1Y
3Y
All
Fund size
2608
NAV:
Mar 7, 2024
337.714
Sector
Tech
Type
Equity
Launched
Dec 2004
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Sun Pharmaceuticals Industries Ltd
15.12
%
Cipla Ltd
7.95
%
Max Healthcare Institute Ltd Ordinary Shares
6.08
%
Mankind Pharma Ltd
4.91
%
Aether Industries Ltd
4.71
%
Jupiter Life Line Hospitals Ltd
4.49
%
Divi's Laboratories Ltd
4.41
%
Global Health Ltd
4.39
%
Krishna Institute of Medical Sciences Ltd
4.33
%
Lonza Group Ltd ADR
4.16
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 0.5% if redeemed within 15.0 Days, 0.0 % if redeemed after 15.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
SBI Healthcare Opportunities Fund Regular Growth
More details
Investment 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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