Motilal Oswal BSE Healthcare ETF

Fund House: Motilal Oswal Mutual Fund
Category: ETFs
Launch Date: 29-07-2022
Asset Class:
Benchmark: BSE Healthcare TRI
TER: 0.24% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 0.0
Total Assets: 30.06 Cr As on 30-05-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

44.6921

25.2%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Healthcare TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
1 Years 12 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by the S&P BSE Healthcare Total Return Index, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Motilal Oswal BSE Healthcare ETF 29-07-2022 19.62 31.31 - - -
Mirae Asset Hang Seng TECH ETF 06-12-2021 53.29 19.32 5.98 - -
Nippon India ETF Hang Seng BeES 09-03-2010 43.41 18.94 9.34 4.68 4.52
Mirae Asset NYSE FANG and ETF 06-05-2021 32.99 42.38 45.11 - -
Axis Gold ETF 10-11-2010 32.67 27.39 22.37 13.73 12.29
ICICI Prudential Gold ETF 05-08-2010 32.43 27.43 22.39 13.66 12.43
Quantum Gold Fund 22-02-2008 32.4 27.19 22.25 13.49 12.42
Aditya Birla Sun Life Gold ETF 13-05-2011 32.36 27.25 22.32 13.7 12.58
Invesco India Gold Exchange Traded Fund 12-03-2010 32.33 27.29 22.35 13.67 12.6
Zerodha Gold ETF 03-02-2024 32.3 - - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

28.36%

Others

0.2%

Large Cap

37.67%

Mid Cap

33.79%

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