EquitySectoral/ ThematicDirect · Growth
SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH
SBI · Scheme 119783
₹597.45▲ 0.30%NAV · 2026-08-05
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
24.5%
Risk level
High
Min SIP
—
Benchmark
Nifty 500 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +3.12% |
| 3 Months | +15.71% |
| 6 Months | +25.62% |
| 1 Year | +19.96% |
| 3 Years (CAGR) | +24.52% |
| 5 Years (CAGR) | +18.20% |
| 10 Years (CAGR) | +14.93% |
| Since Launch | +18.40% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns90
Consistency51
Risk-adjusted58
Downside protection78
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +24.5%
- ✓ 3Y CAGR vs category: +7.8% vs category avg
- ✓ Alpha vs benchmark: +17.4%
- ✓ Downside capture: 42% of benchmark falls
- ✓ Direct plan: no distributor commission
Risk metrics
Sharpe ratio
0.75
Sortino ratio
1.00
Volatility
16.16%
Max drawdown
-30.53%
Downside capture
42.50%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.