Motilal Oswal NIFTY Midsmall Healthcare Index Fund- Direct Plan-Growth
Expense Ratio: 0.63
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty MidSmall Healthcare TRI
Inception: 29-10-2024
Exit Load: Nil
Fund Size:₹29.20 Cr
Performance
1Y
Fund10.77%
Cat. Avg.-0.92%
2Y
FundN/A
Cat. Avg.0.42%
3Y
FundN/A
Cat. Avg.9.27%
5Y
FundN/A
Cat. Avg.7.81%
10Y
FundN/A
Cat. Avg.11.35%
SI
Fund8.64%
Cat. Avg.5.56%
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
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 | Laurus Labs Limited | 3.72 | 9.31% |
| 2 | Lupin Limited | 3.71 | 9.26% |
| 3 | Fortis Healthcare Limited | 3.15 | 7.86% |
| 4 | Aurobindo Pharma Limited | 2.76 | 6.89% |
| 5 | Glenmark Pharmaceuticals Limited | 2.09 | 5.23% |
| 6 | Alkem Laboratories Limited | 2.06 | 5.14% |
| 7 | Biocon Limited | 1.88 | 4.70% |
| 8 | Mankind Pharma Limited | 1.82 | 4.54% |
| 9 | IPCA Laboratories Limited | 1.49 | 3.72% |
| 10 | Krishna Institute Of Medical Sciences Limited | 1.33 | 3.33% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 63494 | +5.8% | +12.3% |
| SI | 09 Dec, 24 | 1.15 L. | 1.27 L. | +10.6% | +11.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.11 L. | +10.8% | +10.8% |
| SI | 25 Nov, 24 | 1 L. | 1.17 L. | +17.0% | +8.6% |
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.