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ETF📊 BSE HEALTHCARE - TRI

Motilal Oswal BSE Healthcare ETF · Regular · Growth

Motilal Oswal Mutual Fund

#40 of 241 (1Y)

NAV

₹51.1285

as of 15 Jul 2026

Expense Ratio

see scheme documents

AUM

₹41 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+12.25%
3Y
+24.53%
5Y
Since Inception
+22.33%

SIP returns (XIRR)

1Y
+26.25%
3Y
+19.11%
5Y
Since Inception
+21.97%

What history actually did — last 3 years (Jul 2023 – Jul 2026)

A ₹5,000 monthly SIP for the last 3 years (Jul 2023 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹2,32,423 today ₹1,80,000 invested, 18.2% XIRR.

₹1,80,000

Invested

₹2,32,423

Value today

18.2%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 3 years (Jul 2023 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 3 years ago would be ₹1,91,576 today (24.3% CAGR).

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 3 years (Jul 2023 – Jul 2026) (3 Jun 2024) would be ₹1,44,617 today (1.45×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

0.44

Sharpe Ratio

Alpha

Beta

0.41

Sortino

15.00%

Std Dev

-11.39%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Mar 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseMotilal Oswal Mutual Fund
CategoryETF
BenchmarkBSE HEALTHCARE - TRI
Launch Date29 Jul 2022
AMFI Code150445
Transaction facts
Exit LoadNIL

Available transactions

Demat

Investment Objective

Motilal Oswal BSE Healthcare ETF · Regular · Growth 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 · Regular · Growth 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
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