FundLens
83
Pharma & HealthcareStrong Buy

SBI Healthcare Opportunities

SBI · Direct–Growth · rank #1 of 19 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
12.7%
+17.4% vs index
3 Years
21.8%
+12.5% vs index
5 Years
16.9%
+9.0% vs index
Since launch
17.6%

Year-by-year performance

last entry = YTD
2021
+21.5%
2022
-5.0%
2023
+39.7%
2024
+43.8%
2025
-2.5%
2026
+16.3%

Why this score

SBI Healthcare Opportunities scores 83/100 — the top-rated Pharma & Healthcare fund of 19 (Strong Buy). It stands out for 5y return and 3y return — beating 94% of peers on 5y return. It has no major weak spot vs the category.

Each bar shows the fund's percentile vs Pharma & Healthcare peers — a longer bar beats more of the category.

5Y return16.89% · 94th percentile in category
3Y return21.83% · 88th percentile in category
Sharpe ratio1.12 · 91st percentile in category
Sortino ratio1.66 · 90th percentile in category
Fund size5870.00 Cr · 87th percentile in category
Alpha5.71 · 78th percentile in category

Top holdings

top 5 = 33% of portfolio
1.Sun Pharmaceutical Industries Ltd11.14%
2.Divi's Laboratories Ltd7.91%
3.Ami Organics Ltd5.03%
4.Apollo Hospitals Enterprise Ltd4.45%
5.Torrent Pharmaceuticals Ltd4.42%

35 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.

Other Pharma & Healthcare funds