SBI Healthcare Opportunities Fund

  • Category: EQUITY
  • AAUM: 914 Cr as on 31 May 2018
  • Investment Options: Dividend , Growth
  • Entry Load: N.A.
as on
From To
Quantitative DataAs on 31-May-2018
Standard Deviation*: 15.39%
Beta*: 0.87
Expense Ratio*: 2.26
Source:CRISIL Fund Analyser

Basis for Ratio Calculation: Risk Free rate: FBIL Overnight Mibor rate (6.43% as on ) 3 Years Monthly Data Points

As on  31/05/2018
Portfolio Holdings
Stock Name (%) Of Total AUM
STRIDES SHASUN LTD. 8.87
SUN PHARMACEUTICAL INDUSTRIES LTD. 8.41
DIVI'S LABORATORIES LTD. 8.02
CIPLA LTD. 6.89
TORRENT PHARMACEUTICALS LTD. 6.79
ALKEM LABORATORIES LTD. 6.29
CADILA HEALTHCARE LTD. 5.22
GUFIC BIOSCIENCES LTD. 5.17
AUROBINDO PHARMA LTD. 4.87
ASTER DM HEALTHCARE LTD. 3.99
Sectoral Breakdown (in %)
IndustryRatio
PHARMA 85.01
HEALTHCARE SERVICES 12.97
CBLO 2.43
CASH AND OTHER RECIVABLES -0.42

    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.

    Investment Strategy

    The fund will follow a bottom-up approach to stock-picking and choose companies within the healthcare space. 

Enter Date * :
Fund Manager
  • Mr. Tanmaya Desai

    Managing this fund since Jun 2011.

    Total experience 10 years .

  • Riskometer
    Investment Information
    SIP -

    Weekly SIP - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 weeks

    Monthly - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 months or Minimum Rs. 500 & in multiples of Rs. 1 thereafter for minimum 12 months

    Quarterly - Minimum 1500 & in multiples of 1 thereafter for minimum 1 year

    Lumpsum - 5000
    Switch - N.A.
    SWP - Minimum Rs. 500 per month/ per quarter
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