SBI Healthcare Opportunities Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Pharma
Benchmark Type
S&P BSE Healthcare
Scheme AUM (in Crs.)
₹ 957.96
Expense Ratio
1.18%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 253829
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
129.2605
(-1.19 %)
NAV as on 2018-11-14
Returns
Fund
SBI Healthcare Opportunities Fund - Direct Plan
1 Year
-1.13%
3 Year
-4.33%
5 Year
11.78%
AMC Details
amc launch date
Launch Date
29 Jun 1987
amc sponsor
Sponsor
NA
amc email
Email
partnerforlife@sbimf.com
amc phone
Phone
022 - 61793000
amc address
Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra East, Mumbai 400051
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
High
Exit Load
Exit load of 0.50% if redeemed within 15 days
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks maximum growth opportunities through investments in Pharma stocks.
Suitability
This product is suitable for investors who are seeking
• Long term investmentEquity
• Investments in stock of Pharmaceuticals sector of the economy to provide sector specific growth opportunities.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,980
Portfolio Value
-20
Total Returns