• 1 Year Returns: 17.67%
• 3 Year Returns: 24.49%
• 5 Year Returns: 19.13%

• Pharmaceuticals | 65.84%
• Labs & Life Sciences Services | 24.54%
• Miscellaneous | 6.42%
• Diversified Chemicals | 2.17%
• Health Care Equipment & Supplies | 1.82%

• Sun Pharmaceutical Industries Limited | 11.14%
• Divi's Laboratories Ltd | 7.91%
• TREPS | 6.42%
• Acutaas Chemicals Ltd | 5.03%
• Apollo Hospitals Enterprise Limited | 4.45%

• Equity | 95.53%
• Cash & Equivalents | 4.41%
• Treasury Bills | 0.05%

The alpha ratio for the SBI Healthcare Opp Fund(IDCW-Payout) is 0.84

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(IDCW-Payout) is 13.29

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(IDCW-Payout) is 0.98

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(IDCW-Payout) is 0.11

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.