Fund has not been able to generate better returns than other funds in same sector
Fund has outperformed its benchmark index
Less expense ratio implies better returns over the long term
Fund has not been able to generate better price return than bank FD
Stocks in portfolio are not in ASM/GSM lists, not a lot of promoter holding is pledged and default probability is low
Sector Funds - Pharma & Health Care are equity schemes that majorly invest in healthcare sector companies. It will give exposure to entire healthcare sector which comprised a wide range of companies involved in medical services, medical equipments, drugs and medical insurance.
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Expected growth rate
The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. The SBI Mutual Fund is a Joint Venture between the State Bank of India, and Amundi, which is a French asset management company.
₹ 3,53,848.00 Cr.