SBI Healthcare Opportunities Fund
Direct · Growth ₹597.45
04 Aug 2026
NAV
16.3%
3Y CAGR
14.6%
5Y CAGR
14.8%
10Y CAGR
15.9%
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.
5.30
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 | ₹12.62 L | 20.7% | -28.2% | 108.4% |
| 3 Years | ₹36.00 L | ₹45.91 L | 16.0% | -13.3% | 42.0% |
| 5 Years | ₹60.00 L | ₹92.54 L | 15.2% | -7.4% | 31.4% |
| 7 Years | ₹84.00 L | ₹1.51 Cr | 17.2% | -0.8% | 27.5% |
| 10 Years | ₹1.20 Cr | ₹3.04 Cr | 17.1% | 11.3% | 20.9% |
| 12 Years | ₹1.44 Cr | ₹4.39 Cr | 17.4% | 15.4% | 19.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 20.7% | 14.5% | 13.9% | +6.2% |
| 3 Years | 16.0% | 11.2% | 16.8% | +4.9% |
| 5 Years | 15.2% | 10.4% | 16.9% | +4.8% |
| 7 Years | 17.2% | 10.6% | 16.6% | +6.6% |
| 10 Years | 17.1% | 11.5% | 16.9% | +5.7% |
| 12 Years | 17.4% | 11.4% | 16.4% | +6.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 20.3% | 13.7% | -18.2% | 91.7% | 0.54 | 1.81 | 70% | — | — |
| 3 Years | 16.3% | 20.8% | -8.9% | 36.5% | 0.80 | 1.93 | 81% | — | — |
| 5 Years | 14.6% | 13.3% | -4.2% | 33.3% | 0.98 | 4.35 | 99% | — | — |
| 10 Years | 14.8% | 15.0% | 11.1% | 17.6% | 5.30 | — | 100% | — | — |
-30.5%
Max Drawdown
54 mo
Drawdown Duration
3 mo
Recovery Time
-7.9%
Avg Drawdown
Calmar Ratio by Duration
0.66
1Y
0.53
3Y
0.48
5Y
0.49
7Y
0.48
10Y
0.57
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +17.54 | 0.59 | 71.7% | 47.0% | 20.0% | -0.4% |
| 3 Years | +17.16 | 0.56 | 71.1% | 47.0% | 24.5% | 8.0% |
| 5 Years | +10.52 | 0.55 | 63.0% | 47.4% | 18.2% | 8.7% |
| 7 Years | +17.05 | 0.51 | 61.4% | 41.6% | 26.6% | 12.4% |
| 10 Years | +5.87 | 0.55 | 62.9% | 53.1% | 14.9% | 11.2% |
| 12 Years | +7.57 | 0.59 | 67.9% | 56.7% | 16.3% | 10.2% |
| 15 Years | +8.13 | 0.57 | 66.1% | 53.0% | 16.5% | 9.9% |
30
Total Holdings
52.2%
Top 10 Weight
4
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Sun Pharmaceutical Industries Ltd. | 11.18% |
| 2 | Acutaas Chemicals Ltd. | 6.35% |
| 3 | Divi's Laboratories Ltd. | 5.92% |
| 4 | Apollo Hospitals Enterprise Ltd. | 5.21% |
| 5 | Max Healthcare Institute Ltd. | 5.08% |
| 6 | Aurobindo Pharma Ltd. | 4.17% |
| 7 | Aster DM Healthcare Ltd. | 3.77% |
| 8 | Laurus Labs Ltd. | 3.64% |
| 9 | Cipla Ltd. | 3.52% |
| 10 | Torrent Pharmaceuticals Ltd. | 3.33% |