SBI Healthcare Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF200K01453

NAV · 03-Jul-2026

₹315.6726

+9.16%

+18.05%

1Y (CAGR)

+15.29%

3Y (CAGR)

+25.00%

5Y (CAGR)

+16.39%

Since inception (CAGR)

+12.24%

NAV history

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Risk & SIP analytics

Q1 · TOP · 3Y in category

Volatility (3y)

12.82%

Downside dev (3y)

9.52%

Max drawdown (3y)

-13.6%

Sharpe (3y)

1.44

SIP XIRR (3y)

+19.89%

SIP XIRR (5y)

+21.97%

Calendar-year returns

2020 +65.8%2021 +20.1%2022 -6.0%2023 +38.2%2024 +42.2%2025 -3.5%

Fund facts

Fund managerTanmaya Desai

AUM₹45,659 Cr

Launch date01-Jan-1993

Plan typeOpen Ended · Equity

Min lumpsum5000

Lock-inNone

Volatility16.79

AMCSBI Funds Management Limited

Objective · To provide the investors with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Healthcare space.

scheme documents ↗