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
Fund8.37%
Cat. Avg.-0.91%
2Y
Fund4.29%
Cat. Avg.0.60%
3Y
Fund20.00%
Cat. Avg.-22.41%
5Y
FundN/A
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund19.40%
Cat. Avg.-6.26%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
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Top Sectors
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Asset Class
Market Cap
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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 Nov, 25 | 60000 | 62976 | +5.0% | +10.5% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.31 L. | +8.8% | +8.8% |
| 3Y | 07 Nov, 23 | 1.80 L. | 2.13 L. | +18.1% | +11.6% |
| SI | 08 Aug, 22 | 2.55 L. | 3.64 L. | +42.8% | +17.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.08 L. | +8.4% | +8.4% |
| 2Y | 16 Oct, 24 | 1 L. | 1.09 L. | +8.8% | +4.3% |
| 3Y | 16 Oct, 23 | 1 L. | 1.73 L. | +72.8% | +20.0% |
| SI | 04 Aug, 22 | 1 L. | 2.11 L. | +110.7% | +19.4% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.