Motilal Oswal Nifty MidSmall Healthcare Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
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Rating:
Key Metrics
Aum
₹27.76 Cr
Expense Ratio
1.15%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
19 Nov 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +9.09% | -- |
| 3 Months | +13.52% | -- |
| 6 Months | +7.94% | -- |
| 1 Year | +14.55% | +14.55% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +15.29% | +10.06% |
Holdings as on 18 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Lupin | 3.03 | 9.88 |
| Fortis Healthcare | 2.61 | 8.50 |
| Laurus Labs | 2.32 | 7.57 |
| Aurobindo Pharma | 2.11 | 6.87 |
| Glenmark Pharmaceuticals | 1.96 | 6.40 |
| Alkem Laboratories | 1.71 | 5.58 |
| Biocon | 1.39 | 4.54 |
| Mankind Pharma | 1.38 | 4.49 |
| IPCA Laboratories | 1.15 | 3.76 |
| Aster DM Healthcare | 0.96 | 3.14 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Bandhan Nifty 500 Value 50 Index Fund Regular Growth | +19.08% | -- | -- |
| Kotak Nifty India Tourism Index Fund Regular Growth | -21.12% | -- | -- |
| Motilal Oswal Nifty MidSmall Healthcare Index Fund Regular Growth | +14.55% | -- | -- |
| Bandhan Nifty 500 Momentum 50 Index Fund Regular Growth | -0.38% | -- | -- |
| Bandhan Nifty IT Index Fund Regular Growth | -26.67% | -- | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty MidSmall Healthcare Total Return Index, subject to tracking error.
The Motilal Oswal Nifty MidSmall Healthcare Index Fund Regular Growth has an AUM of 27.76 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.15%. The minimum investment in Motilal Oswal Nifty MidSmall Healthcare Index Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Lupin, Fortis Healthcare, Laurus Labs, Aurobindo Pharma.
The major sectors where the fund is invested are Biotechnology & Drugs, Healthcare Facilities, Major Drugs, Medical Equipment & Supplies.
Some of the similar funds are Bandhan Nifty 500 Value 50 Index Fund Regular Growth, Kotak Nifty India Tourism Index Fund Regular Growth, Motilal Oswal Nifty MidSmall Healthcare Index Fund Regular Growth, Bandhan Nifty 500 Momentum 50 Index Fund Regular Growth, Bandhan Nifty IT Index Fund Regular Growth. Motilal Oswal Nifty MidSmall Healthcare Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Motilal Oswal Nifty MidSmall Healthcare Index Fund Regular Growth has a Medium risk & Exceptional return.
Motilal Oswal Nifty MidSmall Healthcare Index Fund Regular Growth is managed by Swapnil Mayekar,Rakesh Shetty,Dishant Mehta.
The expense ratio of Motilal Oswal Nifty MidSmall Healthcare Index Fund Regular Growth is 1.15%.
The 5 year annualized return on Motilal Oswal Nifty MidSmall Healthcare Index Fund Regular Growth is 0.00% & it has generated 14.55% in the last 1 year.
The minimum investment in Motilal Oswal Nifty MidSmall Healthcare Index Fund Regular Growth is 500 Rs.
Motilal Oswal Nifty MidSmall Healthcare Index Fund Regular Growth has an AUM of 27.76 crores.
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