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
₹426.89
-0.08%
NAV as on 16 Dec 24, 12:00 AM
very high risk
sector healthcare
equity
NAV as on 16 Dec 24, 12:00 AM
very high risk
sector healthcare
equity
43.53%p.a.
Last 1Y
24.44%p.a.
Last 3Y
29.32%p.a.
Last 5Y
15.98%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 3,459.68 Cr fund under management as on Dec 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 43.5% annual returns during the last year. It has delivered 16.0% 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
12.87%
Divi's Laboratories Ltd
6.42%
Cipla Ltd
5.68%
Max Healthcare Institute Ltd Ordinary Shares
5.66%
Lupin Ltd
4.74%
Lonza Group Ltd ADR
4.39%
Poly Medicure Ltd
4.02%
Krishna Institute of Medical Sciences Ltd
3.75%
Jupiter Life Line Hospitals Ltd
3.64%
Aether Industries Ltd
3.33%
Fund Managers
- Tanmaya Desai (Jun 2011 - Present)
- Pradeep Kesavan (Dec 2023 - Present)
Key Information
View Scheme Document
SBI Healthcare Opportunities Fund Growth SIP Calculator
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For a period of
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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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