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AMFI Signs Sachin and Dhoni for Mutual Funds Sahi Hai Campaign

Updated on January 17, 2025 , 3220 views

The Association of Mutual Funds (AMFI) announced that they have signed cricketing icons Sachin Tendulkar and M.S Dhoni for their mutual fund sahi hai Campaign. This is happening for the first time that renowned cricketers are being signed to promote the campaign.

Mutual Funds Sahi Hai Campaign- AMFI sings Sachin and Dhoni

As per Nilesh Shah, the chairman of AMFI- Sachin Tendulkar and MS Dhoni evoke unstinted trust and high dependability, and their longer-term orientation in their respective cricketing careers has been akin to retail investors having equally longer-term approach towards investment. Longer-term approach be it, in cricketing career or in Mutual Fund investments can deliver rich dividends be it for cricketers or investors, alike.

Mutual Funds Sahi hai Campaign

Mutual Funds Sahi Hai campaign was started in March 2017 with a motive to create awareness about mutual funds within the investors. With Mutual Funds Sahi hai campaign, AMFI chooses to address various questions and queries people have about mutual funds such as- what is mutual funds, best mutual funds to invest into, how to make a mutual fund investment and how mutual fund gives profit, etc.

The cross-media campaigns made a huge impact on the people. The Mutual Funds Sahi Hai campaign is not only in English, but also in Hindi and other vernacular languages.

With the two icons— Sachin and Dhoni, the upcoming campaigns of Mutual Funds Sahi Hai will grab huge attention amongst people. Also, if you take a glance at cricket, it has many similarities to investment. So, let’s see what cricket teaches about investments in our financial life.

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3 Important Investment Tips to Learn from Cricket

1. Different position, but one goal!

Just like every player has its own skillset — batsman, blower — similarly, every investor has a specific risk appetite. Some investors will have a low risk appetite, while others may be a high.

So picking the mutual funds as per appetite is important. For instance, if you want no-risk funds than Liquid Funds are best suited for you. But, if you are a high-risk taker then Investing in Equity Funds would be ideal. So, pick the best position as per your appetite.

2. Diversify portfolio just like a team player

Just like a cricket team with different players, building an Investment plan with different funds will bring good returns. No investment Portfolio should depend on one or two funds, a well-diversified portfolio will fetch you good profits. Diversifying means to balance the risk in your portfolio.

3. Don’t give up, keep playing!

Cricket needs time, brain and attention. Likewise, while investing, you need to consider many factors like — time, goal, risk, patience. One bad returns in your investment shouldn’t let you down. In fact, strive for long-term returns. Give time for your funds to perform. Stay in the game till the end.

About AMFI

The Association of Mutual Funds in India assists the Indian Mutual Fund Industry to grow professionally and enhances the standards in all areas. AMFI is a one-stop destination for the investors who have any issues or monetary losses concerns about mutual funds.

The Association of Mutual Funds in India focuses on the following objectives:

  • Preserve professional ethical standards in the Mutual Fund Industry
  • Promote efficient business practices and code of conduct followed by the members of Mutual Funds
  • To spread awareness across the country on trustworthy mutual fund investments
  • Protect the interest of investors and Asset Management Companies
  • Take care of the pan India investor awareness programmes to promote the proper understanding of the mutual fund concept
  • To network with SEBI and accomplish their mutual fund’s regulations

Benefits of Mutual Funds

Mutual Funds are currently the most popular investment option amongst investors. It offers many benefits such as -

Affordability

It is one of the important Benefits of Mutual Funds as you can start investing with just Rs. 500 in a SIP. You can invest small amounts regularly for a long-term as part of your Financial goals. This will give you good returns over time. In case if you don't want to do SIP investment, you can opt for the lump sum mode.

Fund Manager

Each mutual fund is managed by a dedicated fund manager. The fund manager decides on buying and selling. So, you don’t have to worry about your investment or Market swings. These fund managers are professionally skilled and they pick the best option to meet the fund’s objective.

Diversification

The fund manager always invests in more than one Asset Class like equities, money market instrument, debts, gold, etc., to spread the risk. This is called diversification. So even if one asset class doesn’t perform, the other can balance the returns to avoid the loss for investors.

Tax Benefits

With ELSS (Equity Linked Saving Schemes) you can obtain tax benefits under Section 80C of the income tax act. Also, as ELSS is an equity-linked scheme, you earn returns from the equity market. As compared to other tax options under Sec 80C, ELSS has the least lock-in, i.e., of three years.

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✅ 2. Complete your Registration and KYC Process

✅ 3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

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Best Mutual Funds 2025 - 2026

Following are the Best SIP Mutual Funds for 2020:

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Technology Fund Growth ₹212.56
↑ 0.61
₹14,275 100 -18.520.56.928.525.4
ICICI Prudential Infrastructure Fund Growth ₹180.03
↑ 0.47
₹6,911 100 -8.2-7.621.128.82827.4
BOI AXA Manufacturing and Infrastructure Fund Growth ₹54.15
↑ 0.31
₹537 1,000 -6.7-6.820.920.52825.7
L&T Emerging Businesses Fund Growth ₹82.8352
↓ -0.32
₹17,386 500 -8.1-4.418.718.627.828.5
SBI Healthcare Opportunities Fund Growth ₹416.301
↑ 1.09
₹3,628 500 -1.612.931.221.427.742.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jan 25
*List of best mutual funds SIP's having Net Assets/ AUM more than 200 Crore in Equity Category of mutual funds ordered based on 5 year CAGR returns.

1. ICICI Prudential Technology Fund

To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies.

ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a CAGR/Annualized return of 13.1% since its launch.  Ranked 37 in Sectoral category.  Return for 2024 was 25.4% , 2023 was 27.5% and 2022 was -23.2% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (16 Jan 25) ₹212.56 ↑ 0.61   (0.29 %)
Net Assets (Cr) ₹14,275 on 31 Dec 24
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 1.96
Sharpe Ratio 0.97
Information Ratio -0.12
Alpha Ratio 1.16
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹17,059
31 Dec 21₹29,979
31 Dec 22₹23,017
31 Dec 23₹29,336
31 Dec 24₹36,791

ICICI Prudential Technology Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for ICICI Prudential Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jan 25

DurationReturns
1 Month -5.7%
3 Month -1%
6 Month 8.5%
1 Year 20.5%
3 Year 6.9%
5 Year 28.5%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.4%
2022 27.5%
2021 -23.2%
2020 75.7%
2019 70.6%
2018 2.3%
2017 19.1%
2016 19.8%
2015 -4%
2014 3.9%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Vaibhav Dusad2 May 204.67 Yr.
Sharmila D’mello30 Jun 222.51 Yr.

Data below for ICICI Prudential Technology Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Technology70.32%
Communication Services16.96%
Consumer Cyclical5.26%
Industrials2.8%
Consumer Defensive0.21%
Financial Services0.21%
Health Care0%
Asset Allocation
Asset ClassValue
Cash2.83%
Equity97.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
22%₹3,115 Cr16,768,086
↓ -292,830
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
12%₹1,702 Cr3,984,724
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
8%₹1,163 Cr7,148,806
LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM
6%₹808 Cr1,308,793
↑ 25,609
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
5%₹674 Cr3,649,450
↓ -500,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | TECHM
5%₹648 Cr3,785,218
↓ -180,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 890157
4%₹565 Cr4,645,340
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 543320
3%₹435 Cr15,558,409
↓ -900,000
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | WIPRO
3%₹425 Cr7,361,359
↑ 436,977
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT
2%₹325 Cr550,394
↓ -26,824

2. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 16.1% since its launch.  Ranked 27 in Sectoral category.  Return for 2024 was 27.4% , 2023 was 44.6% and 2022 was 28.8% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (17 Jan 25) ₹180.03 ↑ 0.47   (0.26 %)
Net Assets (Cr) ₹6,911 on 31 Dec 24
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 1.41
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹10,360
31 Dec 21₹15,547
31 Dec 22₹20,030
31 Dec 23₹28,959
31 Dec 24₹36,885

ICICI Prudential Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for ICICI Prudential Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jan 25

DurationReturns
1 Month -7%
3 Month -8.2%
6 Month -7.6%
1 Year 21.1%
3 Year 28.8%
5 Year 28%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.4%
2022 44.6%
2021 28.8%
2020 50.1%
2019 3.6%
2018 2.6%
2017 -14%
2016 40.8%
2015 2%
2014 -3.4%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 177.59 Yr.
Sharmila D’mello30 Jun 222.51 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Industrials37.47%
Basic Materials19.27%
Financial Services17.1%
Utility9.83%
Energy7.25%
Consumer Cyclical1.11%
Communication Services0.95%
Real Estate0.86%
Asset Allocation
Asset ClassValue
Cash4.5%
Equity94.87%
Debt0.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
9%₹635 Cr1,704,683
↓ -45,000
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | NTPC
4%₹280 Cr7,710,775
↑ 1,095,077
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
4%₹259 Cr1,990,000
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | SHREECEM
4%₹249 Cr95,657
JM Financial Ltd (Financial Services)
Equity, Since 31 Oct 21 | JMFINANCIL
3%₹237 Cr17,363,241
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
3%₹234 Cr7,547,700
↑ 535,035
InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO
3%₹214 Cr487,790
↑ 110,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE
3%₹208 Cr1,609,486
↑ 100,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS
3%₹207 Cr1,740,091
↑ 352,447
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
3%₹184 Cr1,025,000
↓ -275,000

3. BOI AXA Manufacturing and Infrastructure Fund

The Scheme seeks to generate long term capital appreciation through a portfolio of predominantly equity and equity related securities of companies engaged in manufacturing and infrastructure and related sectors. Further, there can be no assurance that the investment objectives of the scheme will be realized. The Scheme is not providing any assured or guaranteed returns

BOI AXA Manufacturing and Infrastructure Fund is a Equity - Sectoral fund was launched on 5 Mar 10. It is a fund with High risk and has given a CAGR/Annualized return of 12% since its launch.  Return for 2024 was 25.7% , 2023 was 44.7% and 2022 was 3.3% .

Below is the key information for BOI AXA Manufacturing and Infrastructure Fund

BOI AXA Manufacturing and Infrastructure Fund
Growth
Launch Date 5 Mar 10
NAV (17 Jan 25) ₹54.15 ↑ 0.31   (0.58 %)
Net Assets (Cr) ₹537 on 31 Dec 24
Category Equity - Sectoral
AMC BOI AXA Investment Mngrs Private Ltd
Rating Not Rated
Risk High
Expense Ratio 2.57
Sharpe Ratio 1.25
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹12,808
31 Dec 21₹19,534
31 Dec 22₹20,186
31 Dec 23₹29,208
31 Dec 24₹36,713

BOI AXA Manufacturing and Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for BOI AXA Manufacturing and Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jan 25

DurationReturns
1 Month -6.6%
3 Month -6.7%
6 Month -6.8%
1 Year 20.9%
3 Year 20.5%
5 Year 28%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.7%
2022 44.7%
2021 3.3%
2020 52.5%
2019 28.1%
2018 2.5%
2017 -22.8%
2016 56%
2015 1%
2014 0.3%
Fund Manager information for BOI AXA Manufacturing and Infrastructure Fund
NameSinceTenure
Nitin Gosar27 Sep 222.27 Yr.

Data below for BOI AXA Manufacturing and Infrastructure Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Industrials25.79%
Basic Materials21.41%
Consumer Cyclical10.45%
Health Care6.69%
Utility5.75%
Energy5.6%
Technology4.53%
Consumer Defensive4.19%
Communication Services3.27%
Real Estate2.66%
Asset Allocation
Asset ClassValue
Cash8.58%
Equity91.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT
5%₹28 Cr75,802
NTPC Ltd (Utilities)
Equity, Since 31 May 21 | NTPC
5%₹28 Cr773,906
Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 24 | 500295
4%₹22 Cr477,680
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
4%₹19 Cr150,806
Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 May 24 | 541974
3%₹16 Cr137,935
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 24 | 534816
2%₹13 Cr375,411
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS
2%₹12 Cr84,903
Sterling and Wilson Renewable Energy Ltd (Technology)
Equity, Since 31 Mar 24 | SWSOLAR
2%₹12 Cr244,992
Senco Gold Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | SENCO
2%₹12 Cr100,421
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | HEROMOTOCO
2%₹11 Cr23,073

4. L&T Emerging Businesses Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.

L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 21.9% since its launch.  Ranked 2 in Small Cap category.  Return for 2024 was 28.5% , 2023 was 46.1% and 2022 was 1% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (17 Jan 25) ₹82.8352 ↓ -0.32   (-0.39 %)
Net Assets (Cr) ₹17,386 on 31 Dec 24
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.73
Sharpe Ratio 1.32
Information Ratio 0.19
Alpha Ratio 3.87
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹11,546
31 Dec 21₹20,483
31 Dec 22₹20,690
31 Dec 23₹30,219
31 Dec 24₹38,833

L&T Emerging Businesses Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jan 25

DurationReturns
1 Month -9.3%
3 Month -8.1%
6 Month -4.4%
1 Year 18.7%
3 Year 18.6%
5 Year 27.8%
10 Year
15 Year
Since launch 21.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.5%
2022 46.1%
2021 1%
2020 77.4%
2019 15.5%
2018 -8.1%
2017 -13.7%
2016 66.5%
2015 10.2%
2014 12.3%
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 195.05 Yr.
Cheenu Gupta1 Oct 231.25 Yr.
Sonal Gupta1 Oct 231.25 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Industrials31.33%
Consumer Cyclical15.35%
Financial Services14.41%
Basic Materials12.12%
Technology8.54%
Real Estate5.16%
Health Care3.86%
Consumer Defensive3.52%
Energy1.51%
Asset Allocation
Asset ClassValue
Cash1.78%
Equity98.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
3%₹458 Cr455,400
↓ -50,000
Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 500040
3%₹441 Cr1,607,279
Neuland Laboratories Limited
Equity, Since 31 Jan 24 | -
2%₹410 Cr281,022
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
2%₹406 Cr2,444,924
↑ 127,474
BSE Ltd (Financial Services)
Equity, Since 29 Feb 24 | BSE
2%₹395 Cr884,500
↑ 108,253
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹387 Cr2,473,042
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 500251
2%₹383 Cr537,550
↓ -42,850
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 532929
2%₹341 Cr2,891,084
NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC
2%₹337 Cr11,291,100
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jul 20 | DIXON
2%₹335 Cr238,273

5. SBI Healthcare Opportunities Fund

(Erstwhile SBI Pharma Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Healthcare Opportunities Fund is a Equity - Sectoral fund was launched on 31 Dec 04. It is a fund with High risk and has given a CAGR/Annualized return of 15.8% since its launch.  Ranked 34 in Sectoral category.  Return for 2024 was 42.2% , 2023 was 38.2% and 2022 was -6% .

Below is the key information for SBI Healthcare Opportunities Fund

SBI Healthcare Opportunities Fund
Growth
Launch Date 31 Dec 04
NAV (16 Jan 25) ₹416.301 ↑ 1.09   (0.26 %)
Net Assets (Cr) ₹3,628 on 31 Dec 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.09
Sharpe Ratio 2.76
Information Ratio 0.52
Alpha Ratio 4.09
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹16,583
31 Dec 21₹19,925
31 Dec 22₹18,725
31 Dec 23₹25,885
31 Dec 24₹36,814

SBI Healthcare Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for SBI Healthcare Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jan 25

DurationReturns
1 Month -2.5%
3 Month -1.6%
6 Month 12.9%
1 Year 31.2%
3 Year 21.4%
5 Year 27.7%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 42.2%
2022 38.2%
2021 -6%
2020 20.1%
2019 65.8%
2018 -0.5%
2017 -9.9%
2016 2.1%
2015 -14%
2014 27.1%
Fund Manager information for SBI Healthcare Opportunities Fund
NameSinceTenure
Tanmaya Desai1 Jun 1113.6 Yr.
Pradeep Kesavan31 Dec 231.01 Yr.

Data below for SBI Healthcare Opportunities Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Health Care89.92%
Basic Materials6.58%
Asset Allocation
Asset ClassValue
Cash3.5%
Equity96.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 17 | SUNPHARMA
13%₹445 Cr2,500,000
↑ 100,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
6%₹222 Cr360,000
Cipla Ltd (Healthcare)
Equity, Since 31 Aug 16 | CIPLA
6%₹196 Cr1,280,000
↑ 280,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH
6%₹196 Cr2,000,000
↓ -100,000
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 23 | LUPIN
5%₹164 Cr800,000
Lonza Group Ltd ADR (Healthcare)
Equity, Since 31 Jan 24 | LZAGY
4%₹152 Cr300,000
Poly Medicure Ltd (Healthcare)
Equity, Since 31 Aug 24 | POLYMED
4%₹139 Cr500,000
↓ -140,000
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Nov 22 | 543308
4%₹130 Cr2,200,000
↓ -300,000
Jupiter Life Line Hospitals Ltd (Healthcare)
Equity, Since 31 Aug 23 | JLHL
4%₹126 Cr832,871
↓ -67,129
Aether Industries Ltd (Basic Materials)
Equity, Since 31 May 22 | 543534
3%₹115 Cr1,400,000

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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