EquitySectoral/ ThematicDirect · Growth
SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH
SBI · Scheme 119783
₹603.35▲ 0.82%NAV · 2026-09-18
Strong FundScore
AUM
₹5,400 cr
Expense ratio
1.05%
3Y CAGR
24.8%
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Tanmaya DesaiExit load: Exit load of 0.50% if redeemed within 15 days
Strong · 71/100
A high-quality fund that scores well on the factors that matter.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Strong long-term record — 19.0% CAGR over 5 years.
- ✓Compounding well recently — 24.8% CAGR over 3 years.
- ✓3Y CAGR: +24.8%
- ✓Alpha vs benchmark: +17.8%
📉 What could drag it down
- •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
FundScore breakdown
71/100 · Strong
Returns
Excellent
Consistency
Average
Risk-adjusted
Decent
Downside protection
Strong
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.