SBI Healthcare Opportunities Fund
The scheme seeks 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.
Growthvine rating: 4/5 — ranked #10 of 85 in category.
Fund basics
| Category | Equity: Sectoral |
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| NAV | ₹504.42 (as of 2026-10-01) |
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| AUM | ₹5,796 Cr |
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| Expense ratio | 1.58% |
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| Riskometer | Very High |
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| Fund manager | Tanmaya Desai |
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| Exit load | 0.5% for redemption within 15 days |
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Performance & risk
| 5-year annualised return | 16.55% |
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| Sharpe ratio | 1.17 |
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| Standard deviation | 14.37% |
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| Max drawdown | −63.37% |
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| Alpha | 2.37 |
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| Beta | 0.86 |
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Over 5 years, captured 97.2% of NIFTY Pharma's upside and 77.0% of its downside.
Market cap allocation
| Large cap | 36.0% |
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| Mid cap | 28.9% |
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| Small cap | 35.2% |
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Concentration
| Top 5 holdings | 35.0% |
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| Top 10 holdings | 55.4% |
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| Total holdings | 32 |
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Top holdings
- Sun Pharmaceutical Industries Ltd. — 12.3%
- Divis Laboratories Ltd. — 8.2%
- Apollo Hospitals Enterprises Ltd. — 4.9%
- ACUTAAS CHEMICALS LIMITED — 4.9%
- Torrent Pharmaceuticals Ltd. — 4.7%
- Cipla Ltd. — 4.7%
- Max Healthcare Institute Limited — 4.3%
- TREPS — 4.1%
- Laurus Labs Limited — 4.0%
- Aurobindo Pharma Ltd. — 3.9%
Top sectors
- Pharma & Biotech — 62.0%
- Healthcare — 29.6%
- Chemicals — 5.2%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 19.7% | Q1 (Top) | #5 of 76 |
| 2025 | −3.5% | Q3 | #48 of 69 |
| 2024 | 42.2% | Q1 (Top) | #5 of 58 |
| 2023 | 38.2% | Q2 | #20 of 48 |
| 2022 | −6.0% | Q3 | #33 of 46 |