TickerKhojSBI Mutual Fund · Equity · Sectoral / Thematic · Direct plan
SBI HEALTHCARE OPPORTUNITIES FUND - Direct Plan - Growth
In plain words
Over 3 years it returned +24.8% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -13.5%.
On 3-year return it ranks 4 of 139 funds in Sectoral / Thematic.
A monthly SIP over 10 years ended ₹2,22,951 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.3% | +1.9% |
| 3 months | -1.0% | -5.1% |
| 6 months | +16.0% | -3.2% |
| 1 year | +17.9% | -10.2% |
| 3 years (yearly) | +24.8% | +7.4% |
| 5 years (yearly) | +19.2% | +6.5% |
| 10 years (yearly) | +14.7% | +11.3% |
| Since start (yearly) | +17.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,36,759 | +23.4% |
| 3 years | ₹3,60,000 | ₹4,75,530 | +18.0% |
| 5 years | ₹5,90,000 | ₹10,16,569 | +21.6% |
| 10 years | ₹11,90,000 | ₹34,44,372 | +20.1% |
Top holdings (30 Sept 2026)
Fund size ₹5,870 crore · 36 holdings · 95.5% in equity
| Company | Industry | Weight |
|---|---|---|
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | 11.14% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | 7.91% |
| Acutaas Chemicals Ltd. | Pharmaceuticals & Biotechnology | 5.03% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | 4.45% |
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | 4.42% |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | 4.40% |
| Laurus Labs Ltd. | Pharmaceuticals & Biotechnology | 4.05% |
| Max Healthcare Institute Ltd. | Healthcare Services | 3.80% |
| Aurobindo Pharma Ltd. | Pharmaceuticals & Biotechnology | 3.42% |
| Aster DM Quality Care Ltd. | Healthcare Services | 3.21% |
| Gland Pharma Ltd. | Pharmaceuticals & Biotechnology | 2.96% |
| Sudeep Pharma Ltd. | Chemicals & Petrochemicals | 2.79% |
| Anthem Biosciences Ltd. | Pharmaceuticals & Biotechnology | 2.75% |
| Sai Life Sciences Ltd. | Pharmaceuticals & Biotechnology | 2.60% |
| Corona Remedies Ltd. | Pharmaceuticals & Biotechnology | 2.43% |
Largest industries: Pharmaceuticals & Biotechnology 63.1%, Healthcare Services 25.6%, Chemicals & Petrochemicals 5.0%, Healthcare Equipment & Supplies 1.8%, Sovereign 0.1%.
Other plan of this fund: SBI HEALTHCARE OPPORTUNITIES FUND - Regular Plan - Growth