Motilal Oswal Bse Healthcare Etf Overview
Category Other ETFs
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 29-10-2024
NAV ₹43.58(R) -0.47% (D) %
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) 58.11% -% -% -% -%
LumpSum (D)
SIP (R) 46.13% -% -% -% -%
SIP (D)
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
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NAV Date: 29-10-2024

Scheme Name NAV Rupee Change Percent Change
Motilal Oswal BSE Healthcare ETF 43.58
-0.2100
-0.4700%

Review Date: 29-10-2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It denotes the rise in the investment's worth during the investment period, expressed as a percentage or a monetary value. As part of our analysis, we evaluated four return parameters of this fund. We have classified the return parameters into three performance groups: the top 25%, parameters that fall below the top 25% but remain above average, and parameters that are below average. The performance of each parameter is outlined below.
    1. Top 25%: Three return parameters of the Motilal Oswal BSE Healthcare ETF are in the top 25% in the category, as listed below:
      • 3M Return %
      • 6M Return %
      • 1Y Return %
    2. Above Average Below the Top 25%: One return parameter of the Motilal Oswal BSE Healthcare ETF is above average but below the top 25% in the category, as listed below:
      • 1M Return %
    3. Below Average: Motilal Oswal BSE Healthcare ETF has no return parameters that are below average in the category.
  2. Risk: Various factors can lead to the risk of either not meeting expected returns or encountering a monetary loss. For Motilal Oswal BSE Healthcare ETF, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: Motilal Oswal BSE Healthcare ETF does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Motilal Oswal BSE Healthcare ETF does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Motilal Oswal BSE Healthcare ETF does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -2.33
-3.47
-12.73 | 9.78 62 | 186 Good
3M Return % 7.40
0.29
-10.60 | 34.51 18 | 186 Very Good
6M Return % 21.72
6.84
-89.22 | 27.00 13 | 178 Very Good
1Y Return % 58.11
24.62
-88.47 | 72.98 12 | 166 Very Good
1Y SIP Return % 46.13
19.57
-35.14 | 47.71 2 | 154 Very Good
Return data last Updated On : Oct. 29, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
Return data last Updated On : Oct. 29, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -0.47 ₹ 9,953.00 ₹
1W 0.31 ₹ 10,031.00 ₹
1M -2.33 ₹ 9,767.00 ₹
3M 7.40 ₹ 10,740.00 ₹
6M 21.72 ₹ 12,172.00 ₹
1Y 58.11 ₹ 15,811.00 ₹
3Y ₹ ₹
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 46.13 ₹ 14,823.68 ₹
3Y ₹ 36000 ₹ ₹
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Motilal Oswal Bse Healthcare Etf NAV Regular Growth Motilal Oswal Bse Healthcare Etf NAV Direct Growth
29-10-2024 43.5839 None
28-10-2024 43.791 None
25-10-2024 43.2056 None
24-10-2024 43.2674 None
23-10-2024 43.0808 None
22-10-2024 43.4484 None
21-10-2024 44.2395 None
18-10-2024 44.6215 None
17-10-2024 44.5289 None
16-10-2024 45.0398 None
15-10-2024 45.1354 None
14-10-2024 45.0154 None
11-10-2024 44.8317 None
10-10-2024 44.4558 None
09-10-2024 45.081 None
08-10-2024 44.3383 None
07-10-2024 43.5036 None
04-10-2024 43.9476 None
03-10-2024 44.1559 None
01-10-2024 44.6399 None
30-09-2024 44.6243 None

Fund Launch Date: 29/Jul/2022
Fund Category: Other ETFs
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 S&P BSE Healthcare TRI, subject to tracking error. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Fund Description: An open ended fund replicating / tracking the S&P BSE Healthcare Total Return Index
Fund Benchmark: S&P BSE Healthcare Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.