Sbi Healthcare Opportunities Fund

Review Date: 04-12-2025

Beginning of Analysis

The 5 star rating shows an excellent past performance of the Sbi Healthcare Opportunities Fund in Pharma Fund. The Sbi Healthcare Opportunities Fund has a Jensen Alpha of 8.59% which is higher than the category average of 4.59%. Here the Sbi Healthcare Opportunities Fund has shown very good performance in terms of risk adjusted returns. The Sbi Healthcare Opportunities Fund has a Sharpe Ratio of 1.23 which is higher than the category average of 1.0. Here the Sbi Healthcare Opportunities Fund has shown very good performance in terms of risk adjusted returns.
The past performance of the {fund_name_eng} may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds.
Pharma Mutual Funds

Sbi Healthcare Opportunities Fund Return Analysis

The Sbi Healthcare Opportunities Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Pharma Fund peers and the Nifty Pharma TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Pharma Fund category and its ability to outperform or underperform the benchmark and category averages.

• The fund has given a return of -1.14%, -0.12 and 3.61 in last one, three and six months respectively. In the same period the category average return was -0.91%, 0.41% and 4.93% respectively.
• Sbi Healthcare Opportunities Fund has given a return of 0.95% in last one year. In the same period the Nifty Pharma TRI return was 3.12%. The fund has given 2.17% less return than the benchmark return.
• The fund has given a return of 24.89% in last three years and rank 3rd out of eight funds in the category. In the same period the Nifty Pharma TRI return was 21.61%. The fund has given 3.28% more return than the benchmark return.
• Sbi Healthcare Opportunities Fund has given a return of 19.06% in last five years and category average returns is 17.9% in same period. The fund ranked 2.0nd out of eight funds in the category. In the same period the Nifty Pharma TRI return was 14.04%. The fund has given 5.02% more return than the benchmark return.
• The fund has given a return of 12.6% in last ten years and ranked 3.0rd out of three funds in the category. In the same period the Nifty Pharma TRI return was 7.75%. The fund has given 4.85% more return than the benchmark return.
• The fund has given a SIP return of 4.35% in last one year whereas category average SIP return is 4.69%. The fund one year return rank in the category is 11th in 13 funds
• The fund has SIP return of 21.23% in last three years and ranks 3rd in 8 funds. Icici Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund has given the highest SIP return (25.18%) in the category in last three years.
• The fund has SIP return of 19.38% in last five years whereas category average SIP return is 18.05%.

Sbi Healthcare Opportunities Fund Risk Analysis

• The fund has a standard deviation of 14.08 and semi deviation of 10.08. The category average standard deviation is 15.53 and semi deviation is 10.78.
• The fund has a Value at Risk (VaR) of -15.67 and a maximum drawdown of -12.33. The category average VaR is -16.15 and the maximum drawdown is -14.76. The fund has a beta of 0.77 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Pharma Fund Category

Good Performance in Pharma Fund Category

Poor Performance in Pharma Fund Category

Very Poor Performance in Pharma Fund Category

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Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization