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BAJAJ FINANCE LIMITED

SBI Healthcare Opportunities Fund (G)

SBI Healthcare Opportunities Fund (G)

Equity | Sectoral / Thematic
Returns 11.06% annually for last 1 yr
NAV on 18 Jun 2026₹473.47
Min SIP Amount₹500

About SBI Healthcare Opportunities Fund (G)

SBI Healthcare Opportunities Fund (G) has an Asset Under Management (AUM) of Rs. 4565.95 Cr as on 2026-06-18. The fund has an expense ratio of 1.88, which is quite reasonable as compared to most other Equity mutual fund schemes.

Key features of SBI Healthcare Opportunities Fund (G)

SBI Healthcare Opportunities Fund (G) is a Equity mutual fund scheme from SBI Mutual Fund. This fund has been launched on 1999-06-04. The sub-category of this fund is Sectoral / Thematic. The 1-year, 3-year and 5-year returns of this fund were 11.06, 23.44 and 15.83 respectively.

Fund age
27 years
AUM
₹ 4,565.95 Cr
Lock-in Period
0
Exit Load
0.50% - If redeemed/switched out wihin 15 days from the date of allotment. NIL - If redeemed/switched out after 15 days from the date of allotment.
Expense ratio
1.88%
Tax Implications

Withdrawal after 3 years: 12.5% tax on gains above ₹1.25 lakhs per financial year

Withdrawal within 2 years: Tax on gains as per income tax bracket Withdrawal after 2 year: 12.5% without indexation benefits

Withdrawal within 1 year: 20% tax on gains Withdrawal after 1 year: 12.5% tax on gains above ₹1.25 lakhs per financial year

Calculate your SIP value

Total value

₹58,08,477

94% growth in 10 years

Estimated returns

₹28,08,477

Invested Amount

₹30,00,000

Investment Type

Investment Amount

₹ 

Tenure (in years)

 years

Expected Return

 %

Returns (by years)

Estimated Returns
Invested Amount

Very High

Your investment will be at Very High risk

Sector NameAllocation
Pharmaceuticals & Biotech64.83%
Healthcare Services24.51%
Chemicals & Petrochemical3.56%
Debt3.43%
Others2.97%
Healthcare Equipment & Su1.88%

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