6 hours Ago By Priyadarshini Singh
Systematic Investment Plan (SIP) is one of investors' most popular investment options. Its biggest advantage is that anyone can start investing in mutual funds through SIPs as low as Rs.100 and Rs.
200. SIP enables investors to have a disciplined approach towards investing and realize the power of compounding by building volumes of financial assets with modest investments. This option is ideal for people who don't want to invest lumpsum amounts in one go and build assets that accumulate over time.
If an investor had started a monthly SIP of Rs 2,500 when the SBI Healthcare Opportunities Fund began, the investment would be valued at around Rs 1.18 crore today. In a duration of 25 years, a sum of Rs 7.
50 lakh would have been deposited, while the remaining Rs 1.10 crore would have been accrued as profits. SBI Healthcare Opportunities Fund is one of the best-performing mutual funds in the healthcare industry.
This fund was established in July 1999 and holds companies like Max Healthcare Institute Ltd., Sun Pharmaceutical Industries Ltd., Lupin Ltd.
, Divi's Laboratories Ltd., and Poly Medicure Ltd. The SBI Healthcare Opportunities Fund has shown impressive performance over the years with annual returns exceeding 18%.
Last year the annual return touched the 37% mark. This fund focuses mainly on the healthcare sector, making up 93.23% of its total investment, and is committed to taking advantage of opportunities in this profitable industry.
The fund is considered a risky investment choice, perfect for investors who want greater returns even with more volatility. Besides healthcare, the fund also dedicates 3.50% to chemicals and materials.
The long-term success of the fund illustrates the advantages of choosing promising industries and sticking to a long-term investment plan, leading to substantial returns over many years of investing. (Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. Times Now Digital suggests its readers/audience to consult their financial advisors before making any money-related decisions.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes.
The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.) Get Latest News Live on Times Now along with Breaking News and Top Headlines from Personal Finance, Business Economy and around the world.
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