FundLens
81
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
20.9%
+23.0% vs index
3 Years
24.3%
+14.5% vs index
5 Years
18.5%
+9.0% vs index
Since launch
18.3%

Year-by-year performance

last entry = YTD
2021
+21.5%
2022
-5.0%
2023
+39.7%
2024
+43.8%
2025
-2.5%
2026
+25.1%

Why this score

SBI Healthcare Opportunities scores 81/100 — the top-rated Pharma & Healthcare fund of 19 (Strong Buy). It stands out for 3y return and 5y return — beating 95% of peers on 3y 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.

3Y return24.29% · 95th percentile in category
5Y return18.50% · 94th percentile in category
Sharpe ratio1.27 · 91st percentile in category
Sortino ratio1.97 · 90th percentile in category
Fund size5796.42 Cr · 87th percentile in category
1Y return20.88% · 68th percentile in category

Top holdings

top 5 = 35% of portfolio
1.Sun Pharmaceutical Industries Ltd12.33%
2.Divi's Laboratories Ltd8.17%
3.Apollo Hospitals Enterprise Ltd4.91%
4.Ami Organics Ltd4.91%
5.Torrent Pharmaceuticals Ltd4.72%

32 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Pharma & Healthcare funds