SBI Healthcare Opportunities Fund (IDCW)

Growth | Dividend | Switch To Best Scheme
262.4254
Chg: -1.45(-0.55%)
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Created with Highstock 5.0.71M3M6M1Y2YMax27Feb2Mar4Mar6Mar10Mar12Mar15Mar18Mar20Mar24Mar26Feb28Feb14Mar200020052010201520202…2025240.00250.00260.00270.00280.00290.00-5.00-2.500.002.505.007.50
52 week Low
211.07
52 week High
279.25
Expense Ratio(%)
0
AUM(Rs.Cr)
3,312.89
Exit Load(%)
1
Min Investment
5,000
1Y return
22.67%
3Y return
23.80%
5Y return
30.81%
Since Inception
16.40%
Fund Category
Equity
Benchmark
S&P BSE Healthcare
Fund Manager Tanmaya Desai
Inception Date 14 Jul 1999
Scheme Vs Benchmark

Compare the scheme's return versus the benchmark index.

Scheme Vs Benchmark
2.26%
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 (IDCW) 97,484.92
-1.98% 		98,842.31
-0.61% 		1,22,528
22.67% 		1,89,515.71
23.80% 		3,82,695.59
30.81%
S&P BSE Healthcare 94,820.18
-5.18% 		95,167.52
-4.83% 		1,21,511.68
21.58% 		1,73,438.94
20.19% 		3,61,802.35
29.33%
NIFTY 99,656.63
-0.34% 		90,283.05
-9.72% 		1,07,561.79
7.58% 		1,37,432.64
11.20% 		2,73,896.74
22.33%
SENSEX 99,419.81
-0.58% 		90,890.86
-9.11% 		1,07,654.02
7.68% 		1,35,461.82
10.67% 		2,60,519.55
21.11%
Statistic Fund(%) Index(%)
Return 0.00 19.88
Alpha 0.00 0.00
Volatility 177.63 18.81
Beta 0.00 19.88
Sharpe Ratio 0.02 0.00
Treynor Ratio 0.00 0.00
Sortino Ratio -0.03 3.87
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 1,22,528 with a Gain of 22.67%

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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.


Nippon India Equity Hybrid Fund-(IDCW) (SP 1)
0.04
Chg 0.02 ( 126.42 )
Expense Ratio
%
1Yr % Return
129.53%
AUM (Rs.Cr)
9.3318
Min Inv.
500
BUY SELL
Nippon India Equity Hybrid Fund-(IDCW-M) (SP 1)
0.02
Chg 0.01 ( 126.26 )
Expense Ratio
%
1Yr % Return
129.37%
AUM (Rs.Cr)
9.3318
Min Inv.
500
BUY SELL
Nippon India Equity Hybrid Fund-(G) (SP 1)
0.12
Chg 0.07 ( 126.25 )
Expense Ratio
%
1Yr % Return
129.36%
AUM (Rs.Cr)
9.3318
Min Inv.
500
BUY SELL
Nippon India Equity Savings Fund-(IDCW) (SP 1)
0.56
Chg 0.31 ( 126.06 )
Expense Ratio
%
1Yr % Return
129.17%
AUM (Rs.Cr)
25.8105
Min Inv.
5,000
BUY SELL
Bandhan Small Cap Fund (IDCW)
30.47
Chg -2.77 ( -8.34 )
Expense Ratio
0%
1Yr % Return
20.45%
AUM (Rs.Cr)
8,474.8401
Min Inv.
1,000
BUY SELL
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