SBI Healthcare Opportunities Fund Direct Growth

Scheme code: INF200K01UP2 NAV value: ₹ 458.7629 NAV date: 11 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	10.87	61.52	39.47	29.45
3 year	14.30	30.46	21.94	21.23
5 year	0.25	33.89	15.98	15.79
7 year	5.32	21.22	13.17	14.27
10 year	11.53	17.84	15.58	16.08
12 year	17.92	19.69	18.62	16.41

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	39.47
3 year	6.28	33.32	15.57	21.94
5 year	0.74	26.02	12.91	15.98
7 year	3.33	15.62	11.64	13.17
10 year	3.49	17.22	10.65	15.58
12 year	3.07	16.17	10.8	18.62
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	39.47
3 year	6.56	32.12	15.66	21.94
5 year	1	26.2	12.75	15.98
7 year	3.8	15.42	11.84	13.17
10 year	3.8	18	11.09	15.58
12 year	3.63	16.86	11.19	18.62
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	39.47
3 year	7.68	33.37	17	21.94
5 year	0.71	27.63	13.15	15.98
7 year	3.76	16.01	12.04	13.17
10 year	3.56	16.94	10.94	15.58
12 year	3.31	16.54	10.99	18.62
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	39.47
3 year	8.04	34.46	17.98	21.94
5 year	0.69	28.64	13.53	15.98
7 year	3.97	16.42	12.35	13.17
10 year	3.53	17.72	11.24	15.58
12 year	3.1	16.97	11.25	18.62
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 39.47% - Median return: 41.92% - Average standard deviation: 5.84

Rolling return for 3 year

- Average return: 21.94% - Median return: 22% - Average standard deviation: 1.88

Rolling return for 5 year

- Average return: 15.98% - Median return: 13.16% - Average standard deviation: 1.06

Rolling return for 7 year

- Average return: 13.17% - Median return: 13.4% - Average standard deviation: 0.76

Rolling return for 10 year

- Average return: 15.58% - Median return: 15.66% - Average standard deviation: 0.53

Rolling return for 12 year

- Average return: 18.62% - Median return: 18.63% - Average standard deviation: 0.49

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,79,294	1,79,294	14.95
3 year	36,00,000	49,19,447	13,19,447	10.97
5 year	60,00,000	99,30,680	39,30,680	10.60
7 year	84,00,000	1,50,34,633	66,34,633	8.67
10 year	1,20,00,000	2,81,91,314	1,61,91,314	8.92
12 year	1,44,00,000	4,52,91,049	3,08,91,049	10.02

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	14.95
3 year	7.35	10.97
5 year	7.28	10.6
7 year	6.36	8.67
10 year	5.93	8.92
12 year	6.09	10.02

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	14.95
3 year	7.51	10.97
5 year	7.25	10.6
7 year	6.38	8.67
10 year	6.15	8.92
12 year	6.3	10.02

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	14.95
3 year	8.25	10.97
5 year	7.64	10.6
7 year	6.58	8.67
10 year	6.21	8.92
12 year	6.36	10.02

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	14.95
3 year	8.74	10.97
5 year	7.97	10.6
7 year	6.78	8.67
10 year	6.43	8.92
12 year	6.57	10.02

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,79,294 - Absolute Returns: ₹1,79,294 - CAGR: 14.95%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,19,447 - Absolute Returns: ₹13,19,447 - CAGR: 10.97%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹99,30,680 - Absolute Returns: ₹39,30,680 - CAGR: 10.6%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,50,34,633 - Absolute Returns: ₹66,34,633 - CAGR: 8.67%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,81,91,314 - Absolute Returns: ₹1,61,91,314 - CAGR: 8.92%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,52,91,049 - Absolute Returns: ₹3,08,91,049 - CAGR: 10.02%