Motilal Oswal S&P BSE Healthcare ETF

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Value Research Rating

Unrated

Analyst’s Choice

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Riskometer

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Very High

₹34.8175 -1.23%

As on 18-Apr-2024

Returns

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Calculate SIP Returns of Motilal Oswal S&P BSE Healthcare ETF

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has Very High risk.

low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Motilal Oswal S&P BSE Healthcare ETF

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Other details of Motilal Oswal S&P BSE Healthcare ETF

Assets info

₹13 Cr

Exit Load (Days) info

--

Min. Investment (₹)

500

Min. Withdrawal (₹)

--

Min. SIP Investment (₹)

--

Min. No of Cheques

--

Investment Strategy

The scheme seeks to provide returns that, before expenses, correspond to the total returns of the securities as represented by the underlying index, subject to tracking error.

Suitability

This is a fund that invests mainly in shares of pharmaceutical and healthcare companies.

We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.

But if you do invest, you must do so only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other pharma sector fund, if you need to redeem your investment in less than seven years.

Taxation

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

Latest news on Motilal Oswal S&P BSE Healthcare ETF

FAQ for Motilal Oswal S&P BSE Healthcare ETF

Motilal Oswal S&P BSE Healthcare ETF is mandated to invest at least 80 per cent of its assets in the shares of pharmaceutical and healthcare companies. Being passively managed, it replicates the portfolio of its chosen benchmark index.

Mutual funds can be bought directly from the website of the fund house. For instance, Motilal Oswal S&P BSE Healthcare ETF fund can be purchased from the website of Motilal Oswal Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of Motilal Oswal S&P BSE Healthcare ETF is ₹34.8175 as of 19-Apr-2024.

The AUM of Motilal Oswal S&P BSE Healthcare ETF Fund is ₹13 Cr as of 31-Mar-2024

The riskometer level of Motilal Oswal S&P BSE Healthcare ETF is Very High. See More

As of 31-Mar-2024, Motilal Oswal S&P BSE Healthcare ETF had invested 99.35% in Equity and 0.65% in Cash & Cash Eq. See More

Motilal Oswal S&P BSE Healthcare ETF is 1 years 8 months old. It has delivered 26.67% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
51.43%
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--
--
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26.67%

No, There is no lock in period in Motilal Oswal S&P BSE Healthcare ETF.

The expense ratio of Motilal Oswal S&P BSE Healthcare ETF is 0.22.

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