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  • Motilal Oswal Mutual Fund
  • Motilal Oswal BSE Healthcare ETF (G)
Motilal Oswal Mutual Fund

Motilal Oswal BSE Healthcare ETF (G)

EquityIndex Funds

44.7032

NAV (Sep 13)

36.255%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

44.7032

NAV (Sep 13)

Fund Returns

Last 1Y
56.2%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
36.3%
6 Month CAGR
31.5%

Scheme Information

Investment Objective

The scheme seeks to provide returns that, before expenses, correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.

Expense Ratio
0.22
Launched (0y ago)
0.22
AUM in Crores
17.5
ISIN
INF247L01BB1
Lock-in
Benchmark
BSE Healthcare Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
Beta
NaN
Sharpe Ratio
NaN
YTM
Fund Managers

Rakesh Shetty

Fund Manager

Swapnil P Mayekar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Motilal Oswal BSE Healthcare ETF (G)70%36,13,989 28,81,37756.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-09-11

Top Stock Holdings

Sun Pharmaceutical Industries Ltd.

15.7%
15.695%

Cipla Ltd.

7%
6.963%

Dr. Reddy's Laboratories Ltd.

7%
6.957%

Max Healthcare Institute Ltd.

5.8%
5.763%

Apollo Hospitals Enterprise Ltd.

5.6%
5.647%
See all holdings

Allocation by Sector

Healthcare

99.200798%
99.200798%

Services

0.285782%
0.285782%

Chemicals

0.170196%
0.170196%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

Motilal Oswal Mutual Fund

Motilal Oswal Mutual Fund is a 100% wholly-owned subsidiary of Motilal Oswal Securities Limited. Motilal Oswal Mutual Fund's investment manager is Motilal Oswal Asset Management Company. Motilal Oswal AMC was incorporated in 2008 under the Companies Act, 1956. amc-img
phone-img022-39804238 / 1800-200-6626
Fund NameScripbox Opinion
Till Date CAGR

11.625%

22.903%

25.941%

28.001%

4.78%

4.208%

37.767%

25.136%

25.684%

19.217%

Motilal Oswal BSE Healthcare ETF (G) Review

Motilal Oswal BSE Healthcare ETF (G) is a Equity Equity fund and has delivered an annualised return of 36.255% over a period of 2 years. The fund is managed by Motilal Oswal Mutual Fund. The fund manager’s name is [object Object],[object Object].

Nav of Motilal Oswal BSE Healthcare ETF (G) as of 9/13/2024 is ₹44.70 with the total AUM as of 9/16/2024 is ₹17.4933. With Scripbox you can compare and check the latest nav for all mutual funds in India. Motilal Oswal BSE Healthcare ETF (G) was launched on 2022-07-29. The category risk of the fund is null.

The minimum SIP amount for Motilal Oswal BSE Healthcare ETF (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Motilal Oswal BSE Healthcare ETF (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE Healthcare Total Return Index.

Motilal Oswal BSE Healthcare ETF (G) is rated as a null fund in Equity and delivered 56.171% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Motilal Oswal BSE Healthcare ETF (G).

Frequently Asked Questions

What is Motilal Oswal BSE Healthcare ETF (G)?

Motilal Oswal BSE Healthcare ETF (G) is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Motilal Oswal BSE Healthcare ETF (G)?

You can invest in Motilal Oswal BSE Healthcare ETF (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Motilal Oswal BSE Healthcare ETF (G)?

The minimum sip amount for Motilal Oswal BSE Healthcare ETF (G) is ₹1000. You can invest in multiples of ₹5000.

Is Motilal Oswal BSE Healthcare ETF (G) good to invest in?

As per Scripbox experts, Motilal Oswal BSE Healthcare ETF (G) is a fund. You can investMotilal Oswal BSE Healthcare ETF (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Motilal Oswal BSE Healthcare ETF (G)?

The expense ratio of the Motilal Oswal BSE Healthcare ETF (G) is 0.22% for regular plan.