SBI Healthcare Opportunities Fund
Direct · Growth ₹496.37
20 Apr 2026
NAV
16.0%
3Y CAGR
14.5%
5Y CAGR
14.8%
10Y CAGR
15.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.13
Sharpe
-30.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.59 L | 20.6% | -28.2% | 108.4% |
| 3 Years | ₹36.00 L | ₹45.82 L | 15.9% | -13.3% | 42.0% |
| 5 Years | ₹60.00 L | ₹91.82 L | 15.0% | -7.4% | 31.4% |
| 10 Years | ₹1.20 Cr | ₹3.00 Cr | 16.9% | 11.3% | 20.5% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 20.6% | 2.1% | +18.5% |
| 3 Years | 15.9% | 11.2% | +4.7% |
| 5 Years | 15.0% | 11.1% | +3.9% |
| 10 Years | 16.9% | 11.9% | +5.0% |