• 1 Year Returns: 12.38%
• 3 Year Returns: 22.51%
• 5 Year Returns: 16.00%

• Pharmaceuticals | 64.19%
• Labs & Life Sciences Services | 26.06%
• Miscellaneous | 3.03%
• Diversified Chemicals | 2.72%
• Health Care Equipment & Supplies | 2.16%

• Sun Pharmaceutical Industries Ltd | 11.18%
• Acutaas Chemicals Ltd | 6.35%
• Divi's Laboratories Ltd | 5.92%
• Apollo Hospitals Enterprise Ltd | 5.21%
• Max Healthcare Institute Ltd | 5.08%

• Equity | 97.17%
• Cash & Equivalents | 2.77%
• Treasury Bills | 0.06%

The alpha ratio for the SBI Healthcare Opp Fund-Reg(IDCW) is 0.52

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the SBI Healthcare Opp Fund-Reg(IDCW) is 12.49

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the SBI Healthcare Opp Fund-Reg(IDCW) is 0.67

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the SBI Healthcare Opp Fund-Reg(IDCW) is 0.07

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.