Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 1.67%
Fund NAV

Fund Overview of Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth

  • ₹52.5 Cr
    AUM
  • ₹12.78
    NAV
  • 0.78%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹

Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
Become Crorepati

Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 1.67% NA 6.12%
6 Months 14.73% NA 12.92%
1 Year 18.49% 18.49% 6.04%
As on Thu Nov 05, 2026

Asset Allocation of Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth

equities

100.31%
Large Cap: 0.00%
Mid Cap: 67.82%
Small Cap: 32.18%
Other: 0.00%
Top Holdings
Laurus Labs Ltd
11.83%
Laurus Labs Ltd
11.83%
Laurus Labs Ltd
11.83%
Laurus Labs Ltd
11.83%
Laurus Labs Ltd
11.23%
 
Top Sectors
Healthcare
197.55%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
Invest Now

About Fund

About Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth

Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth is one Equity mutual fund offered by Motilal Oswal Mutual Fund. Launched on 19 Nov 2024, the fund aims Return that corresponds to the returns of the Nifty MidSmall Healthcare Total Return Index, subject to tracking error. Long term capital growth. It manages assets worth ₹52.5 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.78%.
The portfolio allocation consists of 100.31% in equities.Managed by Swapnil P Mayekar, it has delivered a return of 18.49% in the last year, a total return since inception of 13.31%.
Considering individual goals investors often review best sip as part of their overall investment planning.

Read more
  • Dishant Mehta

    Fund Manager

  • Bachelors of Science (B.SC)

    Manager Education

  • Rakesh Shetty

    Fund Manager

  • Mr. Shetty has done B.Com

    Manager Education

  • Swapnil P Mayekar

    Fund Manager

  • Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.

    Manager Education

Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth Fund Details

Fund Names Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth
Inception Date 19 Nov 2024
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
Category Average Annual Returns 6.04
More Details

Compare Mutual Funds
Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth Fund Returns Comparison

Compare Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth with other mutual funds in the same category

Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth

SBI Healthcare Opportunities Fund Direct Plan-Growth

SBI Healthcare Opportunities Fund Direct Plan-IDCW

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
SBI Healthcare Opportunities Fund Direct Plan-Growth trend ₹5,870 4.94% 1.38% 20.99% 25.46% 19.69%
SBI Healthcare Opportunities Fund Direct Plan-IDCW trend ₹5,870 4.94% 1.38% 20.99% 25.46% 19.69%
SBI Healthcare Opportunities Fund-Growth trend ₹5,870 4.85% 1.13% 19.79% 24.17% 18.45%
SBI Healthcare Opportunities Fund-IDCW trend ₹5,870 4.85% 1.13% 19.79% 24.17% 18.45%
ICICI Prudential Healthcare Fund Direct-Growth trend ₹6,861 3.40% -1.15% 7.63% 22.70% 17.19%
ICICI Prudential Healthcare Fund Direct-IDCW trend ₹6,861 3.40% -1.15% 7.63% 22.70% 17.19%
Mirae Asset Healthcare Fund Direct-Growth trend ₹3,494 5.10% 3.09% 22.03% 24.58% 17.02%
Mirae Asset Healthcare Fund Direct-IDCW trend ₹3,494 5.10% 3.09% 22.03% 24.58% 17.02%
UTI Healthcare Fund Direct-Growth trend ₹1,430 3.56% 0.97% 17.27% 24.39% 16.87%
UTI Healthcare Fund Direct-IDCW trend ₹1,430 3.56% 0.97% 17.27% 24.39% 16.87%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Motilal Oswal Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Motilal Oswal Nifty Midsmall Healthcare Index Fund Regular-Growth increase ₹53 4.98% 1.56% 14.48% 17.96% -
Motilal Oswal BSE Healthcare ETF-Growth increase ₹44 4.20% 0.89% 13.72% 15.06% 23.08%
increase growth is based on 1-month returns of the funds

Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth Calculator

I want to invest Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Total Wealth
Start Investing
I want to save
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Monthly Investment
Invest Now
You can also get Tax Free Maturity/ Returns?

Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Nippon India Pharma Fund-Growth trend ₹9,166 ₹568.91 17.90% 13.57% 15.06%
Nippon India Pharma Fund Direct-Growth trend ₹9,166 ₹640.95 18.96% 14.59% 16.08%
Nippon India Pharma Fund-IDCW trend ₹9,166 ₹122.85 17.90% 13.57% 15.06%
Nippon India Pharma Fund Direct-IDCW trend ₹9,166 ₹175.42 18.96% 14.59% 16.08%
ICICI Prudential Healthcare Fund Direct-Growth trend ₹6,861 ₹47.09 22.70% 17.19% -
ICICI Prudential Healthcare Fund-Growth trend ₹6,861 ₹43.25 21.69% 16.18% -
ICICI Prudential Healthcare Fund Direct-IDCW trend ₹6,861 ₹26.43 22.70% 17.19% -
ICICI Prudential Healthcare Fund-IDCW trend ₹6,861 ₹23.23 21.69% 16.18% -
SBI Healthcare Opportunities Fund-Growth trend ₹5,870 ₹522.56 24.17% 18.45% 14.48%
SBI Healthcare Opportunities Fund Direct Plan-Growth trend ₹5,870 ₹606.22 25.46% 19.69% 15.73%
View More
Top funds are based on Fund AUM

Start Small & Build Your Wealth For A Brighter Tomorrow

Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Laurus Labs LtdHealthcare11.83%₹6.22 Cr
Laurus Labs LtdHealthcare11.83%₹6.22 Cr
Laurus Labs LtdHealthcare11.83%₹6.22 Cr
Laurus Labs LtdHealthcare11.83%₹6.22 Cr
Laurus Labs LtdHealthcare11.23%₹5.70 Cr
Laurus Labs LtdHealthcare11.23%₹5.70 Cr
Laurus Labs LtdHealthcare11.23%₹5.70 Cr
Laurus Labs LtdHealthcare11.23%₹5.70 Cr
Max Healthcare Institute LtdHealthcare15.07%₹4.28 Cr
Lupin LtdHealthcare8.01%₹4.07 Cr
Lupin LtdHealthcare8.01%₹4.07 Cr
Lupin LtdHealthcare8.01%₹4.07 Cr
Lupin LtdHealthcare8.01%₹4.07 Cr
Lupin LtdHealthcare7.57%₹3.97 Cr
Lupin LtdHealthcare7.57%₹3.97 Cr
Lupin LtdHealthcare7.57%₹3.97 Cr
Lupin LtdHealthcare7.57%₹3.97 Cr
Laurus Labs LtdHealthcare9.31%₹3.72 Cr
Laurus Labs LtdHealthcare9.31%₹3.72 Cr
Laurus Labs LtdHealthcare9.31%₹3.72 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
SBI Healthcare Opportunities Fund Direct Plan-Growth increase ₹606.22 25.46% 19.69% -
SBI Healthcare Opportunities Fund Direct Plan-IDCW increase ₹421.18 25.46% 19.69% -
SBI Healthcare Opportunities Fund-Growth increase ₹522.56 24.17% 18.45% -
SBI Healthcare Opportunities Fund-IDCW increase ₹329.19 24.17% 18.45% -
ICICI Prudential Healthcare Fund Direct-Growth increase ₹47.09 22.70% 17.19% -
ICICI Prudential Healthcare Fund Direct-IDCW increase ₹26.43 22.70% 17.19% -
Mirae Asset Healthcare Fund Direct-Growth increase ₹53.16 24.58% 17.02% -
Mirae Asset Healthcare Fund Direct-IDCW increase ₹32.02 24.58% 17.02% -
UTI Healthcare Fund Direct-Growth increase ₹388.33 24.39% 16.87% -
UTI Healthcare Fund Direct-IDCW increase ₹300.15 24.39% 16.87% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth

What is the current AUM of Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth?

As of Wed Sep 30, 2026, Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth manages assets worth ₹52.5 crore

How has Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth performed recently?

  • 3 Months: 1.67%
  • 6 Months: 14.73%

What is the long-term performance of Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth?

  • Since Inception: 13.31%

What is the portfolio composition of Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth?

Equity: 100.31%, Others: -0.31%.

Who manages Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth?

Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth is managed by Swapnil P Mayekar from Motilal Oswal Mutual Fund.

What is the market-cap allocation of Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth?

Mid Cap: 67.82%, Small Cap: 32.18%.

Which are the top companies Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth has invested in?

  • Laurus Labs Ltd – 11.83% of the fund's portfolio
  • Laurus Labs Ltd – 11.83% of the fund's portfolio
  • Laurus Labs Ltd – 11.83% of the fund's portfolio
  • Laurus Labs Ltd – 11.83% of the fund's portfolio
  • Laurus Labs Ltd – 11.23% of the fund's portfolio

Which are the major sectors Motilal Oswal Nifty Midsmall Healthcare Index Fund Direct-Growth focuses on?

  • Healthcare – 197.55% of the fund's portfolio
View more FAQ's

Invest ₹10K/Month & Get ₹1 Crore# Tax-Free*
*under 10(10D)
Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL
Claude
top

Become a Crorepati

Invest ₹10K/month & Get ₹1 Crore* Tax free

Invest Now
*Standard T&C Apply