Motilal Oswal Mutual Fund

Motilal Oswal BSE Healthcare ETF-Growth

Equity: Sectoral-Pharma - Growth (Open ended)
Motilal Oswal BSE Healthcare ETF-GrowthNAV: 50.13 as on 23 Jul, 2026
Risk levelCategoryBenchmark
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Factsheet
SEBI Riskometer: Very HighCategory: Equity: Sectoral-PharmaBenchmark: BSE Healthcare Total Return Index
₹50.39-0.27%
24 Jul 2026

Tracking Difference

Annualised return gap between Motilal Oswal BSE Healthcare ETF-Growth and its benchmark index over 1Y, 3Y, 5Y and 10Y periods, compared to the average of all funds tracking the same benchmark.
Name1 Y3 Y5 Y10 Y
Fund-0.29%-0.35%--
Avg. of funds with same benchmark-0.29%-0.35%--

Rolling Returns Analysis

Rolling annualized returns of Motilal Oswal BSE Healthcare ETF-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
Metric1 Yr Rolling Returns3 Yr Rolling Returns5 Yr Rolling Returns7 Yr Rolling Returns
Analysis period11 Aug, 2023 - 24 Jul, 202619 Aug, 2025 - 24 Jul, 2026--
Average returns26.81%24.87%--
Standard deviation20.62%1.33%--
Best returns65.18%
1 year ending on 02 Apr, 2024
27.46%
3 years ending on 21 May, 2026
--
Worst returns-4.83%
1 year ending on 29 Jan, 2026
21.45%
3 years ending on 29 Jan, 2026
--
Period with positive return94.10%100.00%--
Period with return > 5%82.17%100.00%--
Period with return > 10%73.80%100.00%--
Period with return > 15%62.96%100.00%--
Beat % Category79.15%100.00%--
Beat % Benchmark43.07%36.09%--

Trailing Returns

Point-to-point returns of Motilal Oswal BSE Healthcare ETF-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
0%
10%
20%
30%
40%
13.1%
13.1%
13.0%
YTD
1.9%
2.1%
2.3%
1 M
20.0%
19.1%
18.2%
6 M
9.6%
10.3%
14.2%
1 Y
23.0%
21.0%
45.5%
3 Y
13.3%
12.7%
5 Y
13.5%
8.7%
10 Y
Fund
Equity: Sectoral-Pharma
BSE Healthcare Total Return Index
NameYTD1 M6 M1 Y3 Y5 Y10 YSince Inception
Fund13.13%1.87%19.95%9.63%23.00%--21.33%
Equity: Sectoral-Pharma13.13%2.07%19.12%10.34%21.02%13.29%13.50%-
BSE Healthcare Total Return Index13.03%2.32%18.24%14.21%45.52%12.72%8.72%-
Rank in category122312203---
Funds in category3033302918134-

Period Returns

Calendar-year, quarterly and monthly return history of Motilal Oswal BSE Healthcare ETF-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Historical Performance

Track NAV movement and cumulative returns of Motilal Oswal BSE Healthcare ETF-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of Motilal Oswal BSE Healthcare ETF-Growth?
Motilal Oswal BSE Healthcare ETF-Growth has delivered a 1-year return of 9.63% as of 23 Jul 2026. During the same period, its benchmark BSE Healthcare Total Return Index returned 14.21%. The fund has underperformed its benchmark over this period.
What are the 3-year returns of Motilal Oswal BSE Healthcare ETF-Growth?
Motilal Oswal BSE Healthcare ETF-Growth has delivered a 3-year CAGR of 23.00% as of 23 Jul 2026. Its benchmark BSE Healthcare Total Return Index returned 45.52% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year ETF performance as it smooths out year-to-year volatility.
What are the 5-year returns of Motilal Oswal BSE Healthcare ETF-Growth?
The 5-year CAGR for Motilal Oswal BSE Healthcare ETF-Growth is shown in the Trailing Returns section above.
What are the returns of Motilal Oswal BSE Healthcare ETF-Growth since inception?
Since its launch on 3 Aug 2022, Motilal Oswal BSE Healthcare ETF-Growth has delivered a CAGR of 21.33%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Motilal Oswal BSE Healthcare ETF-Growth performed vs its category over the long term?
Over the long term, Motilal Oswal BSE Healthcare ETF-Growth has ranked 3 out of 18 funds in the Equity: Sectoral-Pharma category on a 3-year basis, and - on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of Motilal Oswal BSE Healthcare ETF-Growth?
The Sharpe ratio of Motilal Oswal BSE Healthcare ETF-Growth is 1.06 (as of 23 Jul 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of Motilal Oswal BSE Healthcare ETF-Growth?
The 3Y alpha of Motilal Oswal BSE Healthcare ETF-Growth is -0.25% (as of 23 Jul 2026). Alpha measures the excess return generated by the fund over and above its benchmark BSE Healthcare Total Return Index, after adjusting for risk. A positive alpha means the fund manager has added value beyond what the market delivered. A negative alpha means the fund has underperformed its benchmark on a risk-adjusted basis.
What is the beta of Motilal Oswal BSE Healthcare ETF-Growth?
The beta of Motilal Oswal BSE Healthcare ETF-Growth is 1.00 (as of 23 Jul 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark BSE Healthcare Total Return Index. A beta of 1 means the fund moves in line with the market. A beta above 1 means it is more volatile than the market; below 1 means it is less volatile. Motilal Oswal BSE Healthcare ETF-Growth's beta of 1.00 indicates it is more defensive than its benchmark.
What are the rolling returns of Motilal Oswal BSE Healthcare ETF-Growth?
The average 1-year and 3-year rolling returns of Motilal Oswal BSE Healthcare ETF-Growth is 26.81% and 24.87% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.