Motilal Oswal Nifty MidSmall Healthcare Index Fund Growth Return

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  • 6M
  • 1Y
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  • 5Y
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Showing Funds Performance since Sep 07, 2020

Motilal Oswal Nifty MidSmall Healthcare Index Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹51 Cr

Lock In Period

N/A

Expense Ratio

1.21

Exit Load

1% - If redeemed on or before 15 days from the date of allotment. Nil - If redeemed after 15 days from the date of allotment.

Benchmark

Nifty MidSmall Healthcare Total Return

Motilal Oswal Nifty MidSmall Healthcare Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-3.40-2.393.79
6M21.771.5646.19
1Y17.182.2356.38
3Y0.009.58200.69

Portfolio Analysis

  • Equity: 100.31%
  • Debt: -0.31%
  • Others
As on: 2026-08-31
View allocation % by

1. Laurus Labs Limited11.23%
2. Lupin Limited8.01%
3. Aurobindo Pharma Limited7.16%
4. Glenmark Pharmaceuticals Limited5.63%
5. Alkem Laboratories Limited4.70%
6. Biocon Limited4.43%
7. IPCA Laboratories Limited4.13%
8. Mankind Pharma Limited4.11%
9. Gland Pharma Limited3.46%
10. Sai Life Sciences Limited3.03%
11. Neuland Laboratories Limited2.99%
12. Acutaas Chemicals Limited2.47%
13. Wockhardt Limited2.34%
14. Ajanta Pharma Limited2.29%
15. Abbott India Limited2.03%
16. Piramal Pharma Limited2.01%
17. GlaxoSmithKline Pharmaceuticals Limited1.90%
18. Granules India Limited1.81%
19. Onesource Specialty Pharma Limited1.80%
20. Syngene International Limited1.15%
21. Natco Pharma Limited1.14%
22. Cohance Lifesciences Limited1.12%
23. Pfizer Limited1.07%

1. Fortis Healthcare Limited7.12%
2. Aster DM Quality Care Limited3.05%
3. Krishna Institute Of Medical Sciences Limited2.95%
4. Dr. Lal Path Labs Limited2.27%
5. Narayana Hrudayalaya Limited1.99%
6. Global Health Limited1.91%

1. Poly Medicure Limited1.01%
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About Fund Motilal Oswal Nifty MidSmall Healthcare Index Fund Growth

Motilal Oswal Nifty MidSmall Healthcare Index Fund Growth managed by Motilal Oswal Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹51 Crore. The fund benchmarks its performance against the Nifty MidSmall Healthcare Total Return while maintaining an expense ratio of 1.21. Under the expert guidance of Swapnil P Mayekar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Swapnil P Mayekar

Mr. Swapnil has done M.Com from Mumbai University and Advanced Diploma in Business Administration. He is associated with Motilal Oswal Asset Management Company Limited from March 2010 till date. Prior to this,he has worked with Business Standard Limited from Aug 2005 to Feb 2010.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth081 CR1.43
Kotak Nifty Midcap 50 Index Fund Growth086 CR1.01
Motilal Oswal Nifty MidSmall Healthcare Index Fund Growth050 CR1.21
HDFC Silver ETF Growth08,312 CR0.58
Axis Silver ETF Growth02,068 CR0.42
Fund Name1Y3Y
This FundAditya Birla Sun Life BSE 500 Momentum 50 Index Fund Growth5.40110
This FundKotak Nifty Midcap 50 Index Fund Growth6.30080
This FundMotilal Oswal Nifty MidSmall Healthcare Index Fund Growth17.17730
This FundHDFC Silver ETF Growth53.4026199.5158
This FundAxis Silver ETF Growth53.9436200.6906

Motilal Oswal Nifty MidSmall Healthcare Index Fund Growth FAQs

Motilal Oswal Nifty MidSmall Healthcare Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Motilal Oswal Nifty MidSmall Healthcare Index Fund Growth is 1.21. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Motilal Oswal Nifty MidSmall Healthcare Index Fund Growth’s fund performance is as follows:
  • 1 Month : -3.40%
  • 6 Months : 21.77%
  • 1 Year : 17.18%
  • 3 Years : 0.00%
Returns of Motilal Oswal Nifty MidSmall Healthcare Index Fund Growth are updated daily based on NAV of ₹ 12.2039 as on Sep 30,2026. Since inception, the return has been 0.00%.

You can invest in Motilal Oswal Nifty MidSmall Healthcare Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Motilal Oswal Nifty MidSmall Healthcare Index Fund Growth is ₹51 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Motilal Oswal Nifty MidSmall Healthcare Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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