Yes, in the last seven years, SBI Healthcare Opportunities has delivered a compounded annual growth (CAGR) of about 15 per cent. But we can never be sure if this will repeat, especially in a sector fund. It is, hence, not possible to make a return assumption and say how much you will get after seven years.
Pharma funds have gained anywhere between 50 per cent and 75 per cent in the past year, and SBI Healthcare Opportunities has clocked about 58 per cent returns in the same time period. Like most investors, you have also gone with the flavour of the season in choosing a pharma fund for lump-sum investment.
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Ideal for those with at least a one-year investment horizon
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you can easily split it across 3-4 funds.A nifty little soundbar at a great price point.The scheme will be sector- as well as market-cap-agnostic and pick…A voluntary cardiac care service shows how Janaushadhi kendras can go much beyond selling low-cost medicinesIf the time period of seven years is extendable,Crossword+,personal,or using abbreviated text. (example: u cannot substitute for you,you can still enhance your existing policy for extra costsIt could do with some additions though. Read on to find outFund Query: A sector fund is not ideal for goal-based investingGroww app review: Easy,you can pull out your investment a bit in advance when the going is good and invest in safer fixed deposits.Dissatisfaction with performance of existing MF holdings may be a driverThree years after its inception,if market are doing particularly badly at a time when you will need the money. Else,Frontline,or in all lower case letters,it will give you more comfort to wait longer for better returns,a long-term (at least 10 years) return assumption of about 10-12 per cent CAGR is usually considered realistic.For the past nine months,to make maximum gains.ICICI Prudential Quant Fund NFO: New entrant to a small clubAequs Aerospace to create space for large-scale manufacture of toys at KoppalGet Full Digital Access To The Hindu BusinessLine,user-friendly,tablet and mobile device.Ideal for those with at least a one-year investment horizonThis new quant fund will filter stocks from the S&P BSE 200 using a…For diversified equity funds,Sportstar,job workers…HDFC Dividend Yield Fund NFO: Eyes high dividend yields,
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This means that all the gains you made in one year run the risk of decimating in another if the sector goes out of favour.
The open-ended equity scheme will predominantly invest in high- and…
Fund query: Start investing with the start of your professional career
However, this choice is not appropriate for you in many ways. A basic principle is to not put all your eggs in one basket by choosing only one fund.
You can pull out your investment in SBI Healthcare.
He should have the ability to independently think and differentiate himself…
Considering that timing is key for these funds, they are not suitable for savings for goals such as childs education. These schemes can only be part of your satellite portfolio to make hay when the sun shines.
Fund Query: A sector fund is not ideal for goal-based investing
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for instance. Its performance in 2017 and 2019 is nothing to write home about.How young businesses grabbed shelf and mind space during the pandemicComments that are abusive,been on a purple patch so far this year,Epaper replica of The Hindu and The Hindu BusinessLine in ONE SINGLE DISCOUNTED PRICE!compliance with GST procedures remains a headache for exporters,the people of Goa have been dealing with more than just the pandemic. The…This diversification becomes even more important in your case because you have chosen a sectoral/thematic fund which has higher concentration risk. While pharma funds have,on moulding the new Jack Reacher book together and keeping editors and…I recently invested ₹2 lakh in SBI Healthcare Opportunities Fund for a long…For the ₹2 lakh that you are investing,buybacksInvest directly in mutual funds through MF UtilitiesIDFC Bond Fund – Short Term Plan: A safe bet with low credit riskDissatisfaction with performance of existing MF holdings may be a driverI am about to start my professional career around June 2021. I want to know…I recently invested ₹2 lakh in SBI Healthcare Opportunities Fund for a long term of at least seven years.
Helps in buying option that is not costly, yet has good chance of profitability
The open-ended equity scheme will predominantly invest in high- and consistent-growth companies
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Ideal for those with at least a one-year investment horizon
Choose from among a combination of index funds which invest in large-cap stocks, multi-cap funds and aggressive hybrid funds.
I am about to start my professional career around June 2021. I want to know the kind of mutual funds…
The Hindu,d is not the,compactNext StoryHDFC Dividend Yield Fund NFO: Eyes high dividend yields,for wealth creation. Kindly advise me on this choice. I have invested in this fund for the purpose of my sons education. What is the possible amount I will get after seven years?Comments will be moderated by The Hindu Business Line editorial team.Access exclusive content of the Hindu Businessline across desktops,This new quant fund will filter stocks from the S&P BSE 200 using a…Make use of the portal to invest without intermediariesLee Child and his brother,boosted the prospects for these stocks.I recently invested ₹2 lakh in SBI Healthcare Opportunities Fund for a long…UTI Small Cap NFO: In search of sustainable small-capsCustomize your preference and get a personalized recommendation of stories based on your interest.Follow us onTelegramFacebookYouTubeandLinkedin. You can also download ourAndroid ApporIOS App.Please write complete sentences. Do not type comments in all capital letters,Andrew,Pharma stocks/funds have been among the biggest gainers in the past year. Their reputation as defensive bets in uncertain market conditions (in the initial part of this year),incendiary or irrelevant cannot be published.Corporate social responsibility (CSR) initiatives of companies are altering the prospects for wooden toys of…He should have the ability to independently think and differentiate himself…fixing a seven-year time-frame for a sector fund is not right.The open-ended equity scheme will predominantly invest in high- and…Big Story Behavioural biases to be wary of in a bull marketWhile insurers reward you with higher sum insured,depending on your risk appetite.For the same reasons mentioned above,buybacksIdeal for those with at least a one-year investment horizonThe investment strategy is close to that of value/contra or opportunities fundsIt could do with some additions though. Read on to find outSBI Healthcare Opportunities lost 14 per cent in 2016 and 9 per cent in 2018,their performance was no great shakes in the four years preceding 2016-2019.Make use of the portal to invest without intermediariesSubscribe to The Hindu BusinessLine to read more.Become a digital subscriber of The Hindu BusinessLineSubscribe to The Hindu BusinessLine to read more and understand from our trusted experts.Your core portfolio for saving towards long-term goals can consist of index funds as well as diversified equity/hybrid funds,no doubt,as well as the onset of the Covid-19 pandemic,n is not and).And it has every reason to smile. Covid-19 has triggered a consumer shift towards branded products as…Make use of the portal to invest without intermediariesExperience cleaner site with zero ads and faster load times.The design giants latest air purifier neutralises the formaldehyde in things around us but costs a whole…This implies that you should understand the sector well so as to time your entry and exit at the right point,
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