SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH
SBI Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
4,319 cr
TER direct / regular
1.02% / 2.00%
CAGR (full)
20.8%
Sharpe (full)
0.98
Sharpe (bull ≤Sep-24)
3.18
Sharpe (sideways Oct-24→)
0.46
Max drawdown
-26.6%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
14.7%
-6.4%
0.56
12
FY23
-0.9%
-4.2%
-0.52
12
FY24
59.6%
13.3%
3.17
12
FY25
21.1%
14.0%
0.87
12
FY26
2.2%
3.4%
-0.27
12
FY27*
24.1%
5.8%
5.15
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-2.3
+0.5
+9.1
+1.0
+0.4
+3.9
-2.8
+6.7
+3.5
+1.6
+3.9
+27.8
2014
+3.1
+8.0
-5.9
+4.7
-4.1
+14.6
+8.0
+6.8
+7.2
+0.0
+5.9
+0.4
+58.3
2015
+5.6
-3.5
+15.6
-4.0
+6.2
-1.1
+1.9
+5.7
+0.1
+2.5
-5.1
+3.4
+28.7
2016
-4.1
-9.2
+2.1
+2.8
-1.3
+0.5
+7.2
-1.3
+0.4
-0.5
-2.8
-6.6
-12.9
2017
+0.7
+4.8
+1.0
-4.4
-8.7
+4.6
+1.4
-5.6
+1.3
+4.1
+0.9
+4.1
+3.3
2018
-2.8
-3.1
-5.5
+5.9
-10.2
+2.7
+2.0
+12.6
-4.4
-2.0
+0.0
-2.6
-8.8
2019
+0.4
-3.8
+4.0
+1.9
-7.7
-3.2
-0.4
+2.1
-1.7
+7.3
+2.9
-0.6
+0.5
2020
+4.8
+1.3
-9.5
+22.8
+1.8
+2.5
+12.1
+1.7
+7.7
-1.7
+6.1
+6.5
+67.7
2021
-1.8
-0.5
+1.8
+9.2
+5.0
+3.3
+1.7
+0.0
-0.2
-4.9
+1.6
+5.1
+21.5
2022
-7.4
-2.2
+3.8
-0.0
-7.0
-2.7
+5.4
+1.4
+2.2
+3.7
+1.9
-3.1
-5.0
2023
-0.9
-2.9
+1.8
+3.9
+5.1
+9.0
+6.8
+1.3
+0.9
-4.1
+9.2
+4.7
+39.7
2024
+6.0
+5.6
+0.1
+1.1
-2.1
+5.5
+7.2
+6.7
+2.9
+1.1
-0.2
+3.4
+43.7
2025
-5.5
-7.0
+7.5
+2.3
-0.4
+3.5
+2.2
-3.1
-1.6
+3.5
+0.6
-3.5
-2.5
2026
-3.6
+6.4
-3.5
+5.7
+4.6
+7.4
+4.2
+0.2
+22.8
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard