SBI Healthcare Opportunities Fund Direct Growth

Scheme code: INF200K01UP2 NAV value: ₹ 480.2039 NAV date: 6 May, 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	15.51	39.47
3 year	6.28	33.32	15.79	21.94
5 year	3.54	26.02	13.5	15.98
7 year	3.33	15.62	11.71	13.17
10 year	3.49	17.22	10.6	15.58
12 year	3.07	16.17	10.84	18.62
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	39.47
3 year	9.08	58.7	29.31	21.94
5 year	3.67	48	18.04	15.98
7 year	3.8	31.03	14.14	13.17
10 year	3.8	28.93	12.39	15.58
12 year	3.63	26.65	12.59	18.62
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	39.47
3 year	7.68	33.37	17.09	21.94
5 year	2.35	27.63	13.51	15.98
7 year	3.76	16.01	12.07	13.17
10 year	3.56	16.94	10.92	15.58
12 year	3.31	16.54	11.01	18.62
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	39.47
3 year	8.04	34.46	18.26	21.94
5 year	3.37	28.64	14.21	15.98
7 year	3.97	16.42	12.41	13.17
10 year	3.53	17.72	11.22	15.58
12 year	3.1	16.97	11.31	18.62
15 year	6.68	16.96	11.22

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	4.9	14.95
3 year	7.3	10.97
5 year	7.48	10.6
7 year	6.39	8.67
10 year	5.95	8.92
12 year	6.11	10.02

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	14.95
3 year	20.64	10.97
5 year	13	10.6
7 year	9.48	8.67
10 year	7.99	8.92
12 year	8.12	10.02

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	14.95
3 year	8.22	10.97
5 year	7.77	10.6
7 year	6.6	8.67
10 year	6.23	8.92
12 year	6.37	10.02

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	14.95
3 year	8.71	10.97
5 year	8.22	10.6
7 year	6.82	8.67
10 year	6.47	8.92
12 year	6.6	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%