NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹345.62
0.35%
NAV as on 28 Apr 24, 12:00 AM
very high risk
sector healthcare
equity
NAV as on 28 Apr 24, 12:00 AM
very high risk
sector healthcare
equity
55.17%p.a.
Last 1Y
18.17%p.a.
Last 3Y
23.10%p.a.
Last 5Y
15.32%p.a.
Since Inception
About SBI Healthcare Opportunities Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the SBI Healthcare Opportunities Fund Growth scheme from SBI Funds Management Ltd. It is a Sector - Healthcare mutual fund scheme that predominantly invests in Sector - Healthcare stocks of companies. Launched on Dec 2004, SBI Healthcare Opportunities Fund Growth is Sector - Healthcare fund of its category with 2,626.34 Cr fund under management as on Apr 2024. The expense ratio of this fund is less than that of most other Fund category Sector - Healthcare funds.
- SBI Healthcare Opportunities Fund Growth delivered 55.2% annual returns during the last year. It has delivered 15.3% average annual returns since the fund was launched.
- SBI Healthcare Opportunities Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To provide the investors with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Healthcare space.
Top 10 Holdings
Sun Pharmaceuticals Industries Ltd
14.81%
Cipla Ltd
7.52%
Max Healthcare Institute Ltd Ordinary Shares
6.87%
Mankind Pharma Ltd
5.26%
Lonza Group Ltd ADR
4.75%
Divi's Laboratories Ltd
4.33%
Gland Pharma Ltd
4.22%
Aether Industries Ltd
4.16%
Jupiter Life Line Hospitals Ltd
3.95%
Lupin Ltd
3.94%
Fund Managers
- Tanmaya Desai (Jun 2011 - Present)
- Mohit Jain (Nov 2017 - Present)
Key Information
View Scheme Document
SBI Healthcare Opportunities Fund Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on SBI Healthcare Opportunities Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in SBI Healthcare Opportunities Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in SBI Healthcare Opportunities Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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