Become a PartnerBecome a Partner - Get 100% Brokerage Sharing
m.Stock by Mirae AssetOpen Demat Account
m.Stock by Mirae Asset
LoginOpen Demat Account
m.Stock by Mirae Asset
LoginOpen Demat Account
/MF-Logo-img/38442.png

Motilal Oswal BSE Healthcare ETF

ETFs Fund
Invest Now

  • NAV

    43.09(0.96%)

  • Fund Size (CR)

    ₹27.77

  • Expense Ratio

    0.22

  • Scheme Type

    Passive Fund

  • Value Research

  • Min. investment

    ₹500

  • Minimum Additional Investment

    ₹0

  • Minimum SIP Investment

    ₹undefined

  • Minimum Withdrawal

    ₹0

  • Exit Load Nil

    0%

  • Return Since Launch

    25.57%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: -0.91%
Annualized Return: 0% [object Object]

Basic Details

Scheme Manager

Swapnil Mayekar

Bench Mark

BSE Healthcare TRI

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 15 April 202510245.452.45%-3.20%180/252
1 Month21 March 202510037.440.37%-3.33%205/249
3 Month22 January 20259939.98-0.60%-3.85%188/234
6 Month22 October 20249823.47-1.77%--0.09%116/230
1 Year22 April 202412185.6721.86%21.86%11.24%21/204
3 Year--0%-14.93%-/-
5 Year--0%-21.22%-/-
Since Inception29 July 202218636.8686.37%25.57%15.09%12/252

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year2 May 20241,20,000126506.625.42% 5.42%
3 Year4 August 20223,30,000474828.7643.89% 12.89%
5 Year-----
10 Year-----

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

  • Investment type
  • Scheme based
  • SIP
  • Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

  • Invested Amount

    ₹25,000

  • Estimated Returns

    ₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.82%

Standard Deviation

0.89%

Beta

1.08%

Sharpe Ratio

0.09%

Treynor's Ratio

12.88%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
Sun Pharma.Inds.15.10%241564.19EquityPharmaceuticals
Cipla6.57%126481.82EquityPharmaceuticals
Max Healthcare6.53%165301.81EquityHealthcare
Divi's Lab.5.93%28511.65EquityPharmaceuticals
Dr Reddy's Labs5.62%136281.56EquityPharmaceuticals
Apollo Hospitals5.37%22521.49EquityHealthcare
Lupin3.95%54131.10EquityPharmaceuticals
Fortis Health.2.93%116550.81EquityHealthcare
Torrent Pharma.2.73%23470.76EquityPharmaceuticals
Aurobindo Pharma2.61%62370.72EquityPharmaceuticals

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y

List of Schemes under Motilal Oswal Mutual Fund

Fund NameCategoryRisk1Y ReturnsRatingsFund Size (Cr)
Motilal Oswal Multi Cap FundEquityVery High0%0₹3,426.18
Motilal Oswal Large Cap FundEquityVery High27.15%0₹1,919.37
Motilal Oswal Large and Midcap FundEquityVery High15.66%5₹8,712.99
Motilal Oswal Midcap FundEquityVery High16.34%5₹26,028.34
Motilal Oswal Small Cap FundEquityVery High19.76%0₹4,166.58
Motilal Oswal Focused FundEquityVery High-5.9%1₹1,401.01
Motilal Oswal Quant FundEquityVery High0%0₹129.67
Motilal Oswal Manufacturing FundEquityVery High0%0₹702.93
Motilal Oswal Business Cycle FundEquityVery High0%0₹1,751.58
Motilal Oswal Digital India FundEquityVery High0%0₹677.14
Motilal Oswal Innovation Opportunities FundEquityVery High0%0₹142.40
Motilal Oswal Active Momentum FundEquityVery High0%0₹46.20
Motilal Oswal Infrastructure FundEquityVery High0%0₹0.00
Motilal Oswal ELSS Tax Saver FundEquityVery High11.35%5₹3,816.77
Motilal Oswal Liquid FundDebtModerately Low6.94%1₹988.52
Motilal Oswal Ultra Short TermDebtLow6.58%1₹517.05
Motilal Oswal Balance Advantage FundHybridVery High-7.87%1₹917.89
Motilal Oswal Multi Asset FundHybridModerately High-6.64%1₹92.17
Motilal Oswal Arbitrage FundHybridLow0%0₹590.26
Motilal Oswal Nifty 500 Index FundOtherVery High7.96%3₹2,102.31
Motilal Oswal Nifty Bank Index FundOtherVery High16.85%2₹593.54
Motilal Oswal Nifty Midcap 150 Index FundOtherVery High10.25%3₹1,986.88
Motilal Oswal Nifty Smallcap 250 Index FundOtherVery High3.68%1₹791.62
Motilal Oswal Nifty 50 Index FundOtherVery High9.3%3₹640.46
Motilal Oswal Nifty Next 50 Index FundOtherVery High5.01%3₹307.45
Motilal Oswal S&P 500 Index FundOtherVery High6.18%0₹3,462.95
MotilaL Oswal Nifty 200 Momentum 30 Index FundOtherVery High-6.99%1₹837.44
Motilal Oswal BSE Low Volatility Index FundOtherVery High3.82%3₹104.80
Motilal Oswal BSE Financials ex Bank 30 Index FundOtherVery High17.25%0₹19.54
Motilal Oswal BSE Enhanced Value Index FundOtherVery High3.74%0₹760.48
Motilal Oswal BSE Quality Index FundOtherVery High3.31%0₹43.14
Motilal Oswal Nifty Microcap 250 Index FundOtherVery High6.42%0₹1,840.21
Motilal Oswal Nifty India Defence Index FundOtherVery High0%0₹2,503.74
Motilal Oswal Nifty 500 Momentum 50 Index FundOtherVery High0%0₹537.50
Motilal Oswal Nifty MidSmall Healthcare Index FundOtherVery High0%0₹23.50
Motilal Oswal Nifty MidSmall IT and Telecom Index FundOtherVery High0%0₹19.17
Motilal Oswal Nifty MidSmall Financial Services Index FundOtherVery High0%0₹16.95
Motilal Oswal Nifty MidSmall India Consumption Index FundOtherVery High0%0₹14.90
Motilal Oswal Nifty Capital Market Index FundOtherVery High0%0₹107.44
Motilal Oswal Nasdaq 100 FOFOtherVery High16.28%0₹5,339.19
Motilal Oswal Developed Market Ex US ETFs Fund of FundsOtherVery High10.45%0₹29.12
Motilal Oswal AAP Fund of Fund AggressiveOtherVery High11.32%2₹74.32
Motilal Oswal AAP Fund of Fund-ConservativeOtherHigh11.94%2₹44.58
Motilal Oswal 5 Year G-Sec Fund of FundOtherModerately High11.14%1₹32.15
Motilal Oswal Gold and Silver ETFs Fund of FundsOtherVery High28.01%2₹275.01
Motilal Oswal Flexi Cap FundEquityVery High17.08%4₹12,266.94

News

  • Motilal Oswal Mutual Fund announces change in Key Personnel

    Motilal Oswal Mutual Fund has announced that Mr. Ranjit Sawant has been appointed as an Dealer - Key Personnel Officer on the Board of the Trustee Company with effect from April 11, 2025.

    Details of Mr. Ranjit Sawant,

    Age: 26 years

    Designation: Dealer - Key Personnel

    Qualification: Bachelor of Accounting Finance
    Master of Advance Accounting and Finance

    Powered by Capital Market - Live News

  • Motilal Oswal Mutual Fund announces change in Exit Load Structure

    Motilal Oswal Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 21 March 2025

    Change in Exit Load:

    Name of the Scheme Existing Load Structure Revised Exit Load Structure
    Motilal Oswal Active Momentum Fund: 1% - If redeemed on or before 3 Months from the date of allotment.

    Nil - If redeemed after 3 Months from the date of allotment.

    Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.

    		 1% - If redeemed on or before 90 days from the date of allotment.

    Nil - If redeemed after 90 days from the date of allotment.

    Exit Load will be applicable on switch amongst the Schemes of MOMF. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out amongst the plans within the same scheme.

    Powered by Capital Market - Live News

  • Motilal Oswal MF announces change in fund manager under its scheme

    Motilal Oswal Mutual Fund has announced change in fund managers under the following schemes, with effect from March 11, 2025.

    Change in Fund Management Responsibilities:

    Name of the Scheme Existing Structure for Equity Component Revised Structure for Equity Component
    Motilal Oswal Active Momentum Fund Ajay Khandelwal
    Varun Sharma     		Ajay Khandelwal
    Varun Sharma
    Vishal Ashar

    Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

14 July 2022

Total AUM (Cr)

₹27.77

Motilal Oswal BSE Healthcare ETF is an ETFs Fund-oriented fund from the renowned AMC, Motilal Oswal Mutual Fund. Launched in 14 July 2022, this fund is managed by Swapnil Mayekar. With assets under management (AUM) worth ₹27.77 (Cr), as of 23 April 2025, Motilal Oswal BSE Healthcare ETF is categorized as a ETFs Fund within its segment. The fund has generated a return of 25.57% since its launch.
The current NAV of Motilal Oswal BSE Healthcare ETF is ₹43.09, as on 23 April 2025. The fund's benchmark index is BSE Healthcare TRI. You can invest in Motilal Oswal BSE Healthcare ETF via both lumpsum and SIP modes. The minimum SIP amount in the fund is - while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 99.87% in Equity, 0.13% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 75.34% in Pharmaceuticals & Biotech, 23.81% in Healthcare Services, 0.73% in Healthcare Equipment & Su, 0.13% in Cash & Others

FAQs

How to Invest in Motilal Oswal BSE Healthcare ETF Direct Growth?

Motilal Oswal BSE Healthcare ETF is a popular fund in the ETFs Fund segment. The fund has generated a return of 25.57% since inception. Looking to invest in Motilal Oswal BSE Healthcare ETF How about earning 1% extra return? All this is possible with m.Stock! Investing in Motilal Oswal BSE Healthcare ETF is super easy and convenient with m.Stock. Here’s how you can begin:

  • Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
  • In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
  • In the search bar, enter the fund name, in this case, Motilal Oswal BSE Healthcare ETF
  • On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
  • If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
  • If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Motilal Oswal BSE Healthcare ETF today and reap the benefits of this ETFs Fund fund!

How much returns has Motilal Oswal BSE Healthcare ETF Direct Growth generated?

In the short term, i.e., 1 year, Motilal Oswal BSE Healthcare ETF has generated annualised return of 21.86%. In the long-term, the fund has generated undefined% and - in 3 and 5 years respectively. Since its inception, the fund has generated 25.57% returns.

What is the expense ratio of Motilal Oswal BSE Healthcare ETF Direct Growth?

The expense ratio of Motilal Oswal BSE Healthcare ETF Direct Growth is 0.22%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Motilal Oswal BSE Healthcare ETF Fund Direct Growth?

The Assets Under Management (AUM) of Motilal Oswal BSE Healthcare ETF is ₹27.77 (Cr) as of 2025-04-23 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Motilal Oswal BSE Healthcare ETF Direct Growth?

Redeeming or selling units of Motilal Oswal BSE Healthcare ETF is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.


To redeem from Motilal Oswal BSE Healthcare ETF:
  • Login to your m.Stock account
  • In portfolio, your mutual fund investments will be visible under ‘MF’
  • Select the fund you wish to redeem from (in this case Motilal Oswal BSE Healthcare ETF).
  • Click on ‘Redeem’ button
  • You have 2 options – redeem by units and redeem by value (you can only redeem free units)
  • Select units to be redeemed and click on submit.
  • Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Note : Securities shown above are only for illustrative purposes and not recommendatory in nature. The data represents best/cumulative figures till date.