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
Fund11.97%
Cat. Avg.4.42%
2Y
Fund15.22%
Cat. Avg.3.40%
3Y
Fund23.87%
Cat. Avg.-21.32%
5Y
FundN/A
Cat. Avg.-16.69%
10Y
FundN/A
Cat. Avg.-20.10%
SI
Fund21.96%
Cat. Avg.-5.56%
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 | 5.39 | 12.87% |
| 2 | Apollo Hospitals Enterprise Limited | 2.38 | 5.68% |
| 3 | Divi's Laboratories Limited | 2.25 | 5.36% |
| 4 | Max Healthcare Institute Limited | 2.24 | 5.35% |
| 5 | Cipla Limited | 2.22 | 5.30% |
| 6 | Dr Reddys Laboratories Limited | 2.22 | 5.29% |
| 7 | Lupin Limited | 1.57 | 3.75% |
| 8 | Laurus Labs Limited | 1.56 | 3.72% |
| 9 | Fortis Healthcare Limited | 1.34 | 3.19% |
| 10 | Torrent Pharmaceuticals Limited | 1.26 | 3.00% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 67994 | +13.3% | +28.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.39 L. | +15.9% | +15.7% |
| 3Y | 07 Aug, 23 | 1.80 L. | 2.34 L. | +29.8% | +18.3% |
| SI | 08 Aug, 22 | 2.40 L. | 3.65 L. | +52.0% | +21.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.12 L. | +12.3% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.32 L. | +31.5% | +14.7% |
| 3Y | 20 Jul, 23 | 1 L. | 1.90 L. | +90.1% | +23.9% |
| SI | 04 Aug, 22 | 1 L. | 2.20 L. | +119.6% | +22.0% |
SIP Planner
Visualize how small monthly investments grow over time.
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%
%
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%
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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.