77
Pharma & HealthcareBuy
SBI Healthcare Opportunities
SBI · Direct–Growth · rank #2 of 18 by Smart Score
Data updated
Trailing returns
1 Year
22.8%
+19.8% vs index
3 Years
24.9%
+13.4% vs index
5 Years
18.5%
+8.2% vs index
Since launch
18.4%
Year-by-year performance
2021
+21.5%-9.1% vs index
2022
-5.0%-8.8% vs index
2023
+39.7%+13.2% vs index
2024
+43.8%+28.1% vs index
2025
-2.5%-10.2% vs index
2026
+24.6%+26.6% vs index
Why this score
SBI Healthcare Opportunities scores 77/100 — #2 of 18 Pharma & Healthcare fund (Buy). It stands out for 5y return and 3y return — beating 94% of peers on 5y return. The main drag is its alpha (better than only 34% of peers).
Each bar shows the fund's percentile vs Pharma & Healthcare peers — a longer bar beats more of the category.
5Y return18.53% · 94th percentile in category
3Y return24.95% · 86th percentile in category
Sharpe ratio1.27 · 91st percentile in category
Sortino ratio2.05 · 90th percentile in category
Fund size5399.88 Cr · 86th percentile in category
Alpha4.88 · 34th percentile in category
Top holdings
1.Sun Pharmaceutical Industries Ltd12.72%
2.Divi's Laboratories Ltd7.46%
3.Ami Organics Ltd5.17%
4.Cipla Ltd5.07%
5.Apollo Hospitals Enterprise Ltd4.98%
33 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.