SBI Mutual Fund · Direct Growth · SEBI Category: Equity
SBI Healthcare Opportunities Fund takes a broader view of the healthcare sector — investing in pharmaceutical companies alongside hospitals, diagnostics, medical devices and healthcare IT. This broader healthcare approach provides more diversification within the sector compared to pure pharma funds, reducing the concentration of US FDA regulatory risk that affects pharmaceutical manufacturers specifically.
The fund has benefited from India's post-COVID structural healthcare demand increase — rising health insurance penetration, hospital network expansion and increased diagnostic testing awareness have driven growth across the healthcare value chain beyond just pharmaceutical exports. SBI MF's nationwide distribution makes this fund accessible to retail investors seeking healthcare sector exposure.
Tanmaya Desai is Fund Manager at SBI Funds Management and manages both SBI Technology Opportunities Fund and SBI Healthcare Opportunities Fund — applying specialist sector research expertise across two distinct sector mandates. In healthcare, he focuses on the broader sector ecosystem — pharma manufacturers, hospital chains, diagnostic companies and healthcare IT — rather than purely pharmaceutical companies.
For current co-manager details and full biography, refer to the latest SBI Mutual Fund factsheet on AMFI or the AMC website.
Informational points to help you form your own view — not judgements or recommendations.
Live data. Current fund highlighted. Click any fund name for full analysis.
| Fund | NAV | AAUM | 1Y Return | 3Y CAGR | 5Y CAGR | Sharpe (3Y) |
|---|---|---|---|---|---|---|
| Nippon India Pharma Fund | ₹637.53 | ₹7.9K Cr Jan–Mar 2026 | +10.2% | +22.1% p.a. | +13.8% p.a. | 1.40 |
| SBI Healthcare Opportunities Fund ▲ | ₹585.83 | ₹3.8K Cr Jan–Mar 2026 | +16.4% | +25.6% p.a. | +17.7% p.a. | 1.60 |
| DSP Healthcare Fund | ₹50.05 | ₹3.0K Cr Jan–Mar 2026 | +14.0% | +24.3% p.a. | +16.4% p.a. | 1.72 |
| Mirae Asset Healthcare Fund | ₹50.70 | ₹2.7K Cr Jan–Mar 2026 | +17.2% | +25.8% p.a. | +16.0% p.a. | 1.56 |
| HDFC Pharma and Healthcare Fund | ₹21.70 | ₹1.9K Cr Jan–Mar 2026 | +22.7% | — | — | — |
Calculated from 2,603 daily NAV records in RightAdvise DB. Last calculated: Jul 2026.
1M / 3M / 6M / 1Y — simple point-to-point return · 3Y / 5Y / 10Y — CAGR (compounded annual growth rate)
Based on all rolling windows in full NAV history. Dates show the start and end of each period.
Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.
Rolling returns show performance across every possible investment start date — not one cherry-picked number. Learn more →
How much the fund fell from its peak NAV — what investors actually experience during crashes. Calculated from full NAV history.
Calculated from actual NAV data. "Pre-inception" means the fund didn't exist during that period.
Calculated from 3 years of daily NAV — industry standard. Risk-free rate: 6.5% p.a. Last updated: Jul 2026. What do these mean? →
Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes — from official AMC disclosures.
See how SBI HEALTHCARE OPPORTUNITIES FUND ranks against other Equity funds on returns, drawdown, Sharpe ratio and AAUM — side by side.
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