SBI Healthcare Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Tanmaya Desai, Mohit Jain. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.95% |
Benchmark | S&P BSE Healthcare PR |
AUM | ₹2626 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/-- |
Exit Load | 0.5% |
Lock In | No Lock-in |
TurnOver | 32% |
Size breakup
SBI Healthcare Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 4.52% | 4.52% |
6 Month Returns | 24.53% | 24.53% |
1 Year Returns | 55.5% | 55.5% |
3 Years Returns | 71.42% | 19.68% |
5 Years Returns | 197.14% | 24.33% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
SBI Healthcare Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl | 5.23 | 4 | 5.22 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
SBI Healthcare Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl | 0.85 | 0.89 | 0.88 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
SBI Healthcare Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl | 3.11 | 1.08 | 1.05 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
SBI Healthcare Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl | 13.4 | 14.72 | 17.97 |