SBI Healthcare Opportunities Fund

SBI Mutual FundThematicPortfolio as of 31 July 2026

SBI Healthcare Opportunities Fund holds 36 instruments (98.31% equity), led by Sun Pharmaceutical Industries Limited (12.72%), Divi's Laboratories Limited (7.46%) and Acutaas Chemicals Limited (5.17%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
36
Equity Allocation
98.31%
AMC
SBI Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of SBI Healthcare Opportunities Fund, managed by SBI Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 36 instruments with an equity allocation of 98.31%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

SBI Healthcare Opportunities Fund's top 10 holdings account for 56.27% of its portfolio, more concentrated than the Thematic category average of 50.4%. Healthcare is its largest sector exposure at 93.81% of net assets, spread across 2 sectors in total. Since its 30 June 2026 disclosure, the fund added 3 new positions and exited 2 positions, with Cipla Limited seeing the largest move (+1.55pp to 5.07%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

3 new entries2 exits7 increased10 reduced

New Entries

Complete Exits

Jupiter Life Line Hospitals Limited · was 2.56%LONZA GROUP AG-UNSPON ADR · was 2.04%

Biggest Weight Increases

StockWeightChange
Cipla Limited3.52% → 5.07%▲ +1.55
Divi's Laboratories Limited5.92% → 7.46%▲ +1.54
Sun Pharmaceutical Industries Limited11.18% → 12.72%▲ +1.54
Torrent Pharmaceuticals Limited3.33% → 4.74%▲ +1.41
Laurus Labs Limited3.64% → 4.04%▲ +0.4
Global Health Limited1.47% → 1.67%▲ +0.2
Nephrocare Health Services Limited1.08% → 1.2%▲ +0.12

Biggest Weight Reductions

StockWeightChange
Acutaas Chemicals Limited6.35% → 5.17%▼ -1.18
Mankind Pharma Limited2.85% → 1.83%▼ -1.02
Max Healthcare Institute Limited5.08% → 4.58%▼ -0.5
Aether Industries Limited2.72% → 2.28%▼ -0.44
Aurobindo Pharma Limited4.17% → 3.86%▼ -0.31
Cohance Lifesciences Limited2.01% → 1.73%▼ -0.28
Fortis Healthcare Limited2.87% → 2.63%▼ -0.24
Apollo Hospitals Enterprise Limited5.21% → 4.98%▼ -0.23
Gland Pharma Limited3% → 2.78%▼ -0.22
Krishna Institute of Medical Sciences Limited2.17% → 1.98%▼ -0.19

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 10.65%, Mar: 12.11%, Apr: 11.71%, May: 11.03%, Jun: 11.18%, Jul: 12.72%
12.72%
Feb: 7.55%, Mar: 6.59%, Apr: 6.77%, May: 6.57%, Jun: 5.92%, Jul: 7.46%
7.46%
Feb: 4.77%, Mar: 5.67%, Apr: 5.4%, May: 6.17%, Jun: 6.35%, Jul: 5.17%
5.17%
Feb: –, Mar: –, Apr: –, May: 1.84%, Jun: 3.52%, Jul: 5.07%
5.07%
Feb: 5.76%, Mar: 5.48%, Apr: 5.3%, May: 5.37%, Jun: 5.21%, Jul: 4.98%
4.98%

Full Portfolio (36 holdings)

#HoldingSector% to NAV
1Sun Pharmaceutical Industries LimitedHealthcare12.72%
2Divi's Laboratories LimitedHealthcare7.46%
3Acutaas Chemicals LimitedHealthcare5.17%
4Cipla LimitedHealthcare5.07%
5Apollo Hospitals Enterprise LimitedHealthcare4.98%
6Torrent Pharmaceuticals LimitedHealthcare4.74%
7Max Healthcare Institute LimitedHealthcare4.58%
8Laurus Labs LimitedHealthcare4.04%
9Aurobindo Pharma LimitedHealthcare3.86%
10Aster DM Healthcare LimitedHealthcare3.65%
11Biocon LimitedHealthcare2.96%
12JUPITER LIFE LINE HOSPITALSHealthcare2.88%
13Anthem Biosciences LimitedHealthcare2.82%
14Gland Pharma LimitedHealthcare2.78%
15Fortis Healthcare LimitedHealthcare2.63%
16TREPStreps2.56%
17Sai Life Sciences LimitedHealthcare2.44%
18Aether Industries LimitedMaterials2.28%
19Sudeep Pharma LimitedMaterials2.22%
20Poly Medicure LimitedHealthcare2.02%
21Krishna Institute of Medical Sciences LimitedHealthcare1.98%
22Ajanta Pharma LimitedHealthcare1.93%
23Concord Biotech LimitedHealthcare1.89%
24Mankind Pharma LimitedHealthcare1.83%
25Lupin LimitedHealthcare1.79%
26Cohance Lifesciences LimitedHealthcare1.73%
27Global Health LimitedHealthcare1.67%
28Nephrocare Health Services LimitedHealthcare1.2%
29Dr. Lal Path Labs Ltd.Healthcare1.06%
30Abbott India LimitedHealthcare1.03%
31Syngene International LimitedHealthcare0.96%
32Rainbow Childrens Medicare LimitedHealthcare0.85%
33Healthcare Global Enterprises LimitedHealthcare0.73%
34Gufic Biosciences LimitedHealthcare0.36%
35364 DAY T-BILLtbill0.05%
36Net Receivable / Payableother-0.92%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, Sun Pharmaceutical Industries Limited is 12.72% of SBI Healthcare Opportunities Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, Divi's Laboratories Limited is 7.46% of SBI Healthcare Opportunities Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Acutaas Chemicals Limited is 5.17% of SBI Healthcare Opportunities Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Cipla Limited is 5.07% of SBI Healthcare Opportunities Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Apollo Hospitals Enterprise Limited is 4.98% of SBI Healthcare Opportunities Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: SBI Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.