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Overview

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Motilal Oswal S&P BSE Healthcare ETF, managed by Motilal Oswal Asset Management, aims to mirror the BSE Healthcare TRI returns, utilizing a passive investment strategy focused on healthcare sector securities.

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The fund tracks the BSE Healthcare Total Return Index, employing a replication method to ensure alignment with benchmark returns, while acknowledging potential tracking errors in performance.

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With a concentrated portfolio, the ETF holds significant positions in leading healthcare companies, including Sun Pharmaceutical Industries Ltd. at 12.8%, reflecting a strong focus on the pharmaceuticals industry.

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Performance metrics indicate a solid 1-year change of +2.8% and a robust 3-year CAGR of 23.6%, showcasing the fund's ability to deliver returns in a dynamic healthcare market.

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The fund has a manageable AUM of ₹32.76 Cr and an expense ratio of 0.23%, ensuring cost efficiency, while experienced fund managers bring diverse expertise to the management team.

AMC

Motilal Oswal Asset Management Compan...

Manager

Mr. Swapnil Mayekar

Benchmark

BSE Healthcare Total Return Index

Fund Size

33

Expense Ratio (%)

0.23%

Tracking Error (%)

PE

Beta

Low Risk

Volatility

0.16

Dividend Yield (%)

52W Low

38.03

52W High

47.83

Standard Deviation

1.002

Risk Level

Technicals

Bearish

RSI

57.15

EMA 50

44.93

EMA 200

43.95

Technicals

Oscillators

BearishNeutralBullish

Neutral

Bearish

3

Neutral

7

Bullish

4

Overall

BearishNeutralBullish

Bearish

Bearish

28

Neutral

7

Bullish

11

Moving Averages

BearishNeutralBullish

Bearish

Bearish

25

Neutral

0

Bullish

7

Overall

BearishNeutralBullish

Bearish

Bearish

28

Neutral

7

Bullish

11

Holdings(Top 10 Holdings)

CompanyWeightage (%)
Sun Pharmaceutical Industries Ltd.12.80%
Cipla Ltd.6.40%
Max Healthcare Institute Ltd.6.30%
Apollo Hospitals Enterprise Ltd.5.70%
Dr Reddys Laboratories Ltd.5.70%
Divis Laboratories Ltd.5.50%
Fortis Healthcare Ltd.3.80%
Lupin Ltd.3.50%
Torrent Pharmaceuticals Ltd.2.90%
Laurus Labs Ltd.2.50%

Allocation

Industry
Asset
Industry
No ConstituentsNo Constituents

No data found

Peers

No ConstituentsNo Constituents