Motilal Oswal BSE Healthcare ETF
Expense Ratio: 0.23
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: BSE Healthcare TRI
Inception: 14-07-2022
Exit Load: Nil
Fund Size:₹39.05 Cr
Performance
1Y
Fund11.64%
Cat. Avg.3.39%
2Y
Fund14.37%
Cat. Avg.2.48%
3Y
Fund24.71%
Cat. Avg.-21.07%
5Y
FundN/A
Cat. Avg.-17.20%
10Y
FundN/A
Cat. Avg.-20.12%
SI
Fund22.04%
Cat. Avg.-5.90%
Fund Facts
Manager(s)
Mr. Rakesh Shetty
Beta
1
Std Dev
16.00%
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Sun Pharmaceutical Industries Limited | 5.87 | 14.43% |
| 2 | Dr. Reddy's Laboratories Limited | 2.37 | 5.81% |
| 3 | Apollo Hospitals Enterprise Limited | 2.35 | 5.77% |
| 4 | Divi's Laboratories Limited | 2.34 | 5.76% |
| 5 | Max Healthcare Institute Limited | 2.20 | 5.41% |
| 6 | Cipla Limited | 2.14 | 5.26% |
| 7 | Lupin Limited | 1.73 | 4.26% |
| 8 | Torrent Pharmaceuticals Limited | 1.33 | 3.26% |
| 9 | Fortis Healthcare Limited | 1.28 | 3.15% |
| 10 | Laurus Labs Limited | 1.19 | 2.93% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 68026 | +13.4% | +29.2% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.39 L. | +16.0% | +15.9% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.34 L. | +29.9% | +18.5% |
| SI | 08 Aug, 22 | 2.40 L. | 3.65 L. | +52.0% | +21.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.12 L. | +11.6% | +11.6% |
| 2Y | 16 Jul, 24 | 1 L. | 1.31 L. | +30.8% | +14.4% |
| 3Y | 17 Jul, 23 | 1 L. | 1.92 L. | +92.4% | +24.4% |
| SI | 04 Aug, 22 | 1 L. | 2.20 L. | +119.7% | +22.1% |
SIP Planner
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Years
%
%
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%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.