SBI Healthcare Opportunities Fund Regular Growth

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*For the other fund, rescaled NAVs are used

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Check the return on your investment in the fund

SBI Healthcare Opportunities Fund Regular Growth

Investment Type

MONTHLY SIP ONE -TIME

Monthly Investment

Time Period (yrs)

Annual Return in %

Invested Amount

₹0
Return

₹0

Current Value

₹0

FUND SUMMARY

Benchmark

S&P BSE Healthcare TR INR

Expense Ratio

2.11 %

Category Avg Expense Ratio

1.00%

Minimum Investment (Lumpsum/SIP)

₹5000/₹1000

Lock In (Years)

No Lock-in

Fund Size

₹ 3,521.93 Cr(As on Jan, 2025)

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

ABOUT 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 in Dec 31, 2004. Its risk level is Very High. The NAV of the fund as on Mar 7, 2025 is ₹397.26. Its expense ratio is 2.11 %. The fund has an AUM of ₹3,521.93 Cr.The fund is managed by Tanmaya Desai, Mohit Jain, Pradeep Kesavan. The minimum initial investment is ₹5000 in Lumpsum mode.

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FUND MANAGER

Tanmaya Desai

Lead Fund Manager.

Jun 1, 2011- Present

Fund Manager Rank 2 Out 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 managed 3
Total AUM ₹ 15,397.83 Cr
Highest Return In 1 Yr 18.88 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹453.20

-6.71%

-7.92%

Very High Risk

₹3,521.93Cr

₹370.87

-6.25%

Very High Risk

₹6,309.28Cr

₹8.66

-8.72%

Very High Risk

₹5,566.62Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹453.20

-7.62%

-10.46%

Very High Risk

₹3,521.93Cr

₹370.87

-10.53%

Very High Risk

₹6,309.28Cr

₹8.66

-12.50%

Very High Risk

₹5,566.62Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹453.20

-3.25%

-9.81%

Very High Risk

₹3,521.93Cr

₹370.87

-9.67%

Very High Risk

₹6,309.28Cr

₹8.66

-19.31%

Very High Risk

₹5,566.62Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹453.20

18.88%

12.11%

Very High Risk

₹3,521.93Cr

₹370.87

1.33%

Very High Risk

₹6,309.28Cr

₹8.66

Very High Risk

₹5,566.62Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹453.20

25.68%

19.81%

Very High Risk

₹3,521.93Cr

₹370.87

9.95%

Very High Risk

₹6,309.28Cr

₹8.66

Very High Risk

₹5,566.62Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹453.20

26.66%

23.35%

Very High Risk

₹3,521.93Cr

₹370.87

14.58%

Very High Risk

₹6,309.28Cr

₹8.66

Very High Risk

₹5,566.62Cr

1M 3M 6M 1Y 3Y 5Y

Very High Risk --

NAV ₹453.20
Fund Size ₹3,521.93Cr

Fund Return -6.71%

Category Return -7.92%

Very High Risk

NAV ₹370.87
Fund Size ₹6,309.28Cr

Fund Return -6.25%

Category Return --

Very High Risk --

NAV ₹8.66
Fund Size ₹5,566.62Cr

Fund Return -8.72%

Category Return --

Very High Risk --

NAV ₹453.20
Fund Size ₹3,521.93Cr

Fund Return -7.62%

Category Return -10.46%

Very High Risk

NAV ₹370.87
Fund Size ₹6,309.28Cr

Fund Return -10.53%

Category Return --

Very High Risk --

NAV ₹8.66
Fund Size ₹5,566.62Cr

Fund Return -12.50%

Category Return --

Very High Risk --

NAV ₹453.20
Fund Size ₹3,521.93Cr

Fund Return -3.25%

Category Return -9.81%

Very High Risk

NAV ₹370.87
Fund Size ₹6,309.28Cr

Fund Return -9.67%

Category Return --

Very High Risk --

NAV ₹8.66
Fund Size ₹5,566.62Cr

Fund Return -19.31%

Category Return --

Very High Risk --

NAV ₹453.20
Fund Size ₹3,521.93Cr

Fund Return 18.88%

Category Return 12.11%

Very High Risk

NAV ₹370.87
Fund Size ₹6,309.28Cr

Fund Return 1.33%

Category Return --

Very High Risk --

NAV ₹8.66
Fund Size ₹5,566.62Cr

Fund Return --

Category Return --

Very High Risk --

NAV ₹453.20
Fund Size ₹3,521.93Cr

Fund Return 25.68%

Category Return 19.81%

Very High Risk

NAV ₹370.87
Fund Size ₹6,309.28Cr

Fund Return 9.95%

Category Return --

Very High Risk --

NAV ₹8.66
Fund Size ₹5,566.62Cr

Fund Return --

Category Return --

Very High Risk --

NAV ₹453.20
Fund Size ₹3,521.93Cr

Fund Return 26.66%

Category Return 23.35%

Very High Risk

NAV ₹370.87
Fund Size ₹6,309.28Cr

Fund Return 14.58%

Category Return --

SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth

Very High Risk --

NAV ₹8.66
Fund Size ₹5,566.62Cr

Fund Return --

Category Return --

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Mohit Jain

Nov 30, 2017- Present

Schemes managed 43
Total AUM ₹ 5,43,493.29 Cr
Highest Return In 1 Yr 19.41 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹39.86

-6.49%

Very High Risk

₹3,124.02Cr

₹15.56

-5.63%

-6.22%

Very High Risk

₹18,769.04Cr

SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth

₹14.85

-1.74%

-3.23%

Very High Risk

₹33,308.58Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹39.86

-8.77%

Very High Risk

₹3,124.02Cr

₹15.56

-10.03%

-14.16%

Very High Risk

₹18,769.04Cr

SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth

₹14.85

-3.35%

-6.96%

Very High Risk

₹33,308.58Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹39.86

-7.63%

Very High Risk

₹3,124.02Cr

₹15.56

-7.98%

-13.43%

Very High Risk

₹18,769.04Cr

SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth

₹14.85

-2.73%

-6.85%

Very High Risk

₹33,308.58Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹39.86

19.41%

Very High Risk

₹3,124.02Cr

₹15.56

12.18%

3.23%

Very High Risk

₹18,769.04Cr

SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth

₹14.85

5.92%

2.67%

Very High Risk

₹33,308.58Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹39.86

21.11%

Very High Risk

₹3,124.02Cr

₹15.56

19.32%

Very High Risk

₹18,769.04Cr

SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth

₹14.85

14.17%

11.72%

Very High Risk

₹33,308.58Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹39.86

Very High Risk

₹3,124.02Cr

₹15.56

21.31%

Very High Risk

₹18,769.04Cr

SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth

₹14.85

12.04%

Very High Risk

₹33,308.58Cr

1M 3M 6M 1Y 3Y 5Y

Very High Risk --

NAV ₹39.86
Fund Size ₹3,124.02Cr

Fund Return -6.49%

Category Return --

Very High Risk --

NAV ₹15.56
Fund Size ₹18,769.04Cr

Fund Return -5.63%

Category Return -6.22%

SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth

Very High Risk --

NAV ₹14.85
Fund Size ₹33,308.58Cr

Fund Return -1.74%

Category Return -3.23%

Very High Risk --

NAV ₹39.86
Fund Size ₹3,124.02Cr

Fund Return -8.77%

Category Return --

Very High Risk --

NAV ₹15.56
Fund Size ₹18,769.04Cr

Fund Return -10.03%

Category Return -14.16%

SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth

Very High Risk --

NAV ₹14.85
Fund Size ₹33,308.58Cr

Fund Return -3.35%

Category Return -6.96%

Very High Risk --

NAV ₹39.86
Fund Size ₹3,124.02Cr

Fund Return -7.63%

Category Return --

Very High Risk --

NAV ₹15.56
Fund Size ₹18,769.04Cr

Fund Return -7.98%

Category Return -13.43%

SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth

Very High Risk --

NAV ₹14.85
Fund Size ₹33,308.58Cr

Fund Return -2.73%

Category Return -6.85%

Very High Risk --

NAV ₹39.86
Fund Size ₹3,124.02Cr

Fund Return 19.41%

Category Return --

Very High Risk --

NAV ₹15.56
Fund Size ₹18,769.04Cr

Fund Return 12.18%

Category Return 3.23%

SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth

Very High Risk --

NAV ₹14.85
Fund Size ₹33,308.58Cr

Fund Return 5.92%

Category Return 2.67%

Very High Risk --

NAV ₹39.86
Fund Size ₹3,124.02Cr

Fund Return 21.11%

Category Return --

Very High Risk --

NAV ₹15.56
Fund Size ₹18,769.04Cr

Fund Return --

Category Return 19.32%

SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth

Very High Risk --

NAV ₹14.85
Fund Size ₹33,308.58Cr

Fund Return 14.17%

Category Return 11.72%

Very High Risk --

NAV ₹39.86
Fund Size ₹3,124.02Cr

Fund Return --

Category Return --

Very High Risk --

NAV ₹15.56
Fund Size ₹18,769.04Cr

Fund Return --

Category Return 21.31%

Very High Risk --

NAV ₹14.85
Fund Size ₹33,308.58Cr

Fund Return --

Category Return 12.04%

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Pradeep Kesavan

Dec 31, 2023- Present

Schemes managed 46
Total AUM ₹ 5,66,442.33 Cr
Highest Return In 1 Yr 19.41 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹47.61

0.41%

1.66%

Moderately High risk

₹2,266.46Cr

₹43.27

0.51%

0.36%

Moderate Risk

₹27,466.82Cr

₹32.98

0.47%

0.35%

Moderate Risk

₹13,522.75Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹47.61

1.79%

2.67%

Moderately High risk

₹2,266.46Cr

₹43.27

1.72%

1.33%

Moderate Risk

₹27,466.82Cr

₹32.98

1.70%

1.39%

Moderate Risk

₹13,522.75Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹47.61

3.90%

4.63%

Moderately High risk

₹2,266.46Cr

₹43.27

3.63%

2.98%

Moderate Risk

₹27,466.82Cr

₹32.98

3.83%

3.37%

Moderate Risk

₹13,522.75Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹47.61

8.51%

8.84%

Moderately High risk

₹2,266.46Cr

₹43.27

7.62%

6.67%

Moderate Risk

₹27,466.82Cr

₹32.98

8.05%

7.38%

Moderate Risk

₹13,522.75Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹47.61

7.75%

9.67%

Moderately High risk

₹2,266.46Cr

₹43.27

6.89%

6.37%

Moderate Risk

₹27,466.82Cr

₹32.98

6.76%

6.48%

Moderate Risk

₹13,522.75Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹47.61

7.49%

7.43%

Moderately High risk

₹2,266.46Cr

₹43.27

6.05%

5.52%

Moderate Risk

₹27,466.82Cr

₹32.98

6.41%

6.14%

Moderate Risk

₹13,522.75Cr

1M 3M 6M 1Y 3Y 5Y

Moderately High risk

NAV ₹47.61
Fund Size ₹2,266.46Cr

Fund Return 0.41%

Category Return 1.66%

Moderate Risk

NAV ₹43.27
Fund Size ₹27,466.82Cr

Fund Return 0.51%

Category Return 0.36%

Moderate Risk

NAV ₹32.98
Fund Size ₹13,522.75Cr

Fund Return 0.47%

Category Return 0.35%

Moderately High risk

NAV ₹47.61
Fund Size ₹2,266.46Cr

Fund Return 1.79%

Category Return 2.67%

Moderate Risk

NAV ₹43.27
Fund Size ₹27,466.82Cr

Fund Return 1.72%

Category Return 1.33%

Moderate Risk

NAV ₹32.98
Fund Size ₹13,522.75Cr

Fund Return 1.70%

Category Return 1.39%

Moderately High risk

NAV ₹47.61
Fund Size ₹2,266.46Cr

Fund Return 3.90%

Category Return 4.63%

Moderate Risk

NAV ₹43.27
Fund Size ₹27,466.82Cr

Fund Return 3.63%

Category Return 2.98%

Moderate Risk

NAV ₹32.98
Fund Size ₹13,522.75Cr

Fund Return 3.83%

Category Return 3.37%

Moderately High risk

NAV ₹47.61
Fund Size ₹2,266.46Cr

Fund Return 8.51%

Category Return 8.84%

Moderate Risk

NAV ₹43.27
Fund Size ₹27,466.82Cr

Fund Return 7.62%

Category Return 6.67%

Moderate Risk

NAV ₹32.98
Fund Size ₹13,522.75Cr

Fund Return 8.05%

Category Return 7.38%

Moderately High risk

NAV ₹47.61
Fund Size ₹2,266.46Cr

Fund Return 7.75%

Category Return 9.67%

Moderate Risk

NAV ₹43.27
Fund Size ₹27,466.82Cr

Fund Return 6.89%

Category Return 6.37%

Moderate Risk

NAV ₹32.98
Fund Size ₹13,522.75Cr

Fund Return 6.76%

Category Return 6.48%

Moderately High risk

NAV ₹47.61
Fund Size ₹2,266.46Cr

Fund Return 7.49%

Category Return 7.43%

Moderate Risk

NAV ₹43.27
Fund Size ₹27,466.82Cr

Fund Return 6.05%

Category Return 5.52%