SBI Healthcare Opportunities Fund Direct Growth

Scheme code: INF200K01UP2 NAV value: ₹ 484.5506 NAV date: 18 March, 2026 TER: 0.91%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-18.21	91.69	14.24	20.56	13.63
3 year	-8.92	36.47	20.34	15.89	18.78
5 year	-4.23	33.30	12.95	14.50	15.46
7 year	5.63	23.08	14.66	14.36	13.55
10 year	11.07	17.58	15.21	14.82	14.92
12 year	15.83	19.34	18.11	17.79	16.54

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	20.56
3 year	6.28	30.95	15.04	15.89
5 year	8.38	26.02	14.22	14.5
7 year	10.18	15.62	12.93	14.36
10 year	11.42	12.93	12.18	14.82
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	20.56
3 year	6.56	19.64	13.57	15.89
5 year	9.22	12.29	10.75	14.5

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	20.56
3 year	7.68	21.49	15.06	15.89
5 year	10.37	13.5	11.93	14.5

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	20.56
3 year	8.04	32.03	17.81	15.89
5 year	8.18	28.64	15.34	14.5
7 year	10.64	16.42	13.77	14.36
10 year	12.56	14.06	13.31	14.82

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 (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,82,346 - Absolute Returns: ₹82,346 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,79,823 - Absolute Returns: ₹9,79,823 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹90,27,835 - Absolute Returns: ₹30,27,835 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,51,61,995 - Absolute Returns: ₹67,61,995 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,95,91,095 - Absolute Returns: ₹1,75,91,095 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,40,70,335 - Absolute Returns: ₹2,96,70,335 - CAGR: %

Drawdown Metrics

Max Drawdown

-30.53 %

Drawdown Duration

54 months

Recovery Time

3 months

Avg Drawdown

-8.03 %

Calmar Ratio by Duration

1 Y

0.6735

3 Y

0.5205

5 Y

0.475

7 Y

0.4704

10 Y

0.4854

12 Y

0.5827

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	0.62	0.70	72.7	68.3	5.38 %	4.00 %
3 years	16.56	0.56	72.0	47.0	25.75 %	11.28 %
5 years	9.69	0.55	62.9	47.8	17.80 %	9.44 %
7 years	12.20	0.52	60.5	45.0	20.90 %	10.74 %
10 years	3.39	0.55	62.6	55.5	12.97 %	12.06 %
12 years	2.27	0.56	62.6	55.8	10.71 %	10.00 %
15 years	1.19	0.56	62.6	55.8	8.48 %	7.92 %