SBI Healthcare Opportunities Fund (G)

Growth | Dividend | Switch To Best Scheme
411.0425
Chg: -0.58(-0.14%)
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Created with Highstock 5.0.71M3M6M1Y2YMax4Mar6Mar10Mar12Mar14Mar18Mar20Mar24Mar26Mar28Mar20082012201620202024368.00384.00400.00416.00432.00448.00-2.500.002.505.007.5010.00
52 week Low
335.07
52 week High
443.29
Expense Ratio(%)
0
AUM(Rs.Cr)
3,312.89
Exit Load(%)
1
Min Investment
5,000
1Y return
18.81%
3Y return
22.51%
5Y return
28.90%
Since Inception
15.54%
Fund Category
Equity
Benchmark
S&P BSE Healthcare
Fund Manager Tanmaya Desai
Inception Date 31 Dec 2004
Scheme Vs Benchmark

Compare the scheme's return versus the benchmark index.

Scheme Vs Benchmark
2.16%
Rating

Ratings are on a scale of 1 to 5 stars.

Rating
Risk

Indicates the likely risk associated to the investment.

Risk
-
Return Grade

Rates the actual returns.

Return Grade
-
Consistency

Highlights the recent performance in the last few years.

Consistency

Scheme Details

Check out for various schemes broadly classified into four different segmentation’s.

Rs. 1 Lac Invested would be worth
Fund Name 3 Months 6 Months 1 Year 3 Years 5 Years
SBI Healthcare Opportunities Fund (G) 95,249.55
-4.62% 		97,841.29
-2.02% 		1,18,702.52
18.81% 		1,83,564.05
22.51% 		3,55,286.96
28.90%
S&P BSE Healthcare 91,104.46
-8.90% 		93,604.84
-6.40% 		1,16,767.51
16.97% 		1,70,040.53
19.42% 		3,46,060.18
28.24%
NIFTY 99,364.23
-0.64% 		91,452.66
-8.55% 		1,05,030.50
5.10% 		1,33,510.75
10.15% 		2,85,831.37
23.43%
SENSEX 98,608.42
-1.39% 		91,869.38
-8.13% 		1,04,594.19
4.65% 		1,30,599.26
9.33% 		2,73,886.68
22.37%
Statistic Fund(%) Index(%)
Return 0.00 16.42
Alpha 0.00 0.00
Volatility 191.21 20.21
Beta 0.00 16.42
Sharpe Ratio 0.03 0.00
Treynor Ratio 0.00 0.00
Sortino Ratio 0.54 0.77
No data available

Return Calculator

The Rate of Return also known as the Return of Investment is the basic fundamental ratio of calculating returns for any gains or yearly income. The Return Calculator lets you calculate your proxy returns using various combinations across different mutual funds and time frame.

If I had made
investment of  
in
Months Ago
My investment would be worth 1,18,702.52 with a Gain of 18.81%

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MF Portfolio

Check out the summarised asset allocation along with detailed holdings of stocks in case of Equity fund.

Asset Allocation
Created with Highstock 5.0.7Slice 0.00%
Top Holdings
Top Holdings Value (Rs. Cr) Hold %
- undefined -
Sector Allocation
0

Peer Schemes

A quick glance on how the peer funds have performed along with key data.


Baroda BNP Paribas Gold ETF
88.65
Chg 1.52 ( 1.75 )
Expense Ratio
0%
1Yr % Return
29.88%
AUM (Rs.Cr)
82.3988
Min Inv.
5,000
BUY SELL
Mirae Asset Gold ETF
88.74
Chg 1.52 ( 1.74 )
Expense Ratio
0.34%
1Yr % Return
30.05%
AUM (Rs.Cr)
634.4319
Min Inv.
5,000
BUY SELL
Edelweiss Gold ETF
91.49
Chg 1.56 ( 1.74 )
Expense Ratio
0%
1Yr % Return
29.87%
AUM (Rs.Cr)
133.8884
Min Inv.
5,000
BUY SELL
Union Gold ETF
89.73
Chg 1.53 ( 1.73 )
Expense Ratio
0.54%
1Yr % Return
%
AUM (Rs.Cr)
61.3219
Min Inv.
1,000
BUY SELL
Invesco India PSU Equity Fund (IDCW)
38.05
Chg -3.85 ( -9.19 )
Expense Ratio
0%
1Yr % Return
1.46%
AUM (Rs.Cr)
1,046.7394
Min Inv.
1,000
BUY SELL
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