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

ITI · Sectoral
Very High
₹326.18
Current NAV
04 Nov 2026
18.7%
1Y Return
23.5%
3Y CAGR
18.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Very large asset base (AUM: ₹15,590 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.04
Sharpe Ratio
0.64
Beta
0.04
Alpha
1.39
Sortino
Fund Details
Fund House ITI
Category Sectoral
AUM ₹15590 Cr
Expense Ratio 1.44%
Min SIP ₹500
Min Lumpsum ₹1000
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