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ETF📊 BSE HEALTHCARE - TRI

Motilal Oswal BSE Healthcare ETF · Regular · Growth

Motilal Oswal Mutual Fund

#9 of 235 (1Y)

NAV

₹52.0241

as of 29 Sept 2026

Expense Ratio

0.36%

AUM

₹41 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+19.31%
3Y
+21.95%
5Y
—
Since Inception
+21.75%

SIP returns (XIRR)

1Y
+24.37%
3Y
+17.48%
5Y
—
Since Inception
+21.01%

What history actually did — last 4 years (Oct 2022 – Sept 2026)

A ₹5,000 monthly SIP for the last 4 years (Oct 2022 – Sept 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹3,47,986 today — ₹2,35,000 invested, 20.6% XIRR.

₹2,35,000

Invested

₹3,47,986

Value today

20.6%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 4 years (Oct 2022 – Sept 2026)

Real NAV backtest

₹1,00,000 invested 4 years ago would be ₹2,20,690 today (21.9% CAGR).

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 4 years (Oct 2022 – Sept 2026) (3 Jun 2024) would be ₹1,47,910 today (1.48×).

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

1.00

Sharpe Ratio

—

Alpha

—

Beta

1.01

Sortino

12.85%

Std Dev

-10.78%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Aug 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

What this fund does

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 4 years. It manages assets worth ₹41.4 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE HEALTHCARE - TRI. The current expense ratio is 0.36%.

Who Should Invest?

  • •Cost-conscious investors who prefer passive investing with low expense ratios
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