SBI HEALTHCARE OPPORTUNITIES FUND - Direct Plan - Growth
code 119783 Sectoral/Thematic direct plan · growth NAVs 2013-01-02 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2024-09-09, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 8.91% | 8.91% | 8.69% | 0.22% | 2026-10-09 → 2026-11-09 |
| 3M | 4.07% | 4.07% | 3.55% | 0.52% | 2026-08-07 → 2026-11-09 |
| 6M | 18.28% | 18.28% | 14.23% | 4.05% | 2026-05-08 → 2026-11-09 |
| 1Y | 25.87% | 25.87% | 19.71% | 6.16% | 2025-11-07 → 2026-11-09 |
| 3Y | 25.46% | - | - | - | 2023-11-09 → 2026-11-09 |
| 5Y | 20.36% | - | - | - | 2021-11-09 → 2026-11-09 |
| 7Y | 25.94% | - | - | - | 2019-11-08 → 2026-11-09 |
| 10Y | 15.87% | - | - | - | 2016-11-09 → 2026-11-09 |
| since inception | 18.39% | 14.28% | 9.99% | 4.29% | 2013-01-02 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 58.28% | 28.73% | -12.92% | 3.27% | -8.76% | 0.45% | 67.70% | 21.48% | -5.01% | 39.72% | 43.75% | -2.50% |
| benchmark | - | - | - | - | - | - | - | - | - | - | - | -2.98% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 291 | 9.55% | 8.45% | -3.30% | 25.87% | 89% | 82% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 24.77% | 19.18% | 14.70% |
| volatility | 14.38% | 14.37% | 17.03% |
| max drawdown | -13.51% | -17.42% | -25.41% |
| downside deviation | 7.87% | 8.53% | 10.12% |
| Sharpe ratio | 1.22 | 0.91 | 0.57 |
| Sortino ratio | 2.21 | 1.52 | 0.97 |
| Calmar ratio | 1.83 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Sector/theme fund: not ranked. Compare with its benchmark above.