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ETFregulargrowth📊 BSE HEALTHCARE - TRI

Motilal Oswal BSE Healthcare ETF

Motilal Oswal Mutual Fund

#44 of 229 (1Y)

₹47.3828

0.67 (-1.39%)

NAV as of 29 May 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.25%
1 Month+8.75%
3 Months+9.18%
6 Months+7.09%
1 Year+11.53%
3 Years (CAGR)+26.70%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jul 2022)+21.36%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+16.60%
3 Year SIP+17.79%
5 Year SIP
Since Inception (Jul 2022)+20.24%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹23,000

Invested

₹33,109

Value today

19.3%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹2,069

Value today

20.9%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹12,41,859

Value today

+0.0%

vs lumpsum

STP beat direct lumpsum by 0.0% — reduced timing risk paid off

Model your own STP with real NAV

Fund Details

Fund HouseMotilal Oswal Mutual Fund
CategoryETF
Plan Typeregular
Optiongrowth
AUM₹41.3 Cr
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkBSE HEALTHCARE - TRI
Launch Date29 Jul 2022
AMFI Code150445

Risk Metrics

Trailing 1 year, annualised

-0.03

Sharpe Ratio

Alpha

Beta

-0.03

Sortino

15.30%

Std Dev

-16.15%

Max Drawdown

Portfolio Strategy

This is an Exchange Traded Fund (ETF) listed on Indian stock exchanges. It passively tracks an index or commodity.

Tracks:BSE HEALTHCARE - TRI

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Investment Objective

Motilal Oswal BSE Healthcare ETF is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

Motilal Oswal BSE Healthcare ETF is a ETF mutual fund offered by Motilal Oswal Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹41.3 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE HEALTHCARE - TRI.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations