Motilal Oswal Nifty MidSmall Healthcare Index Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -2.70% | -8.79% | -4.98% | 7.96% | 8.01% | – | – | – | – |
NAV history
About this fund
Motilal Oswal Nifty MidSmall Healthcare Index Fund is a passive index fund/ETF offered by Motilal Oswal Mutual Fund, classified under Index/ETF as Other Scheme - Index Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹11.64, with assets under management of about ₹33 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Motilal Oswal Nifty MidSmall Healthcare Index Fund has recorded a return of about 8.0%. Its annualised volatility is 16.1% — relatively large fluctuations — and its Sharpe ratio is 0.09, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.54%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 10.59 | 12.30 | -2.11 | 21.30 | 93% | 51% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Nifty MidSmall India Consumption Index Fund Other Scheme - Index Funds | -7.64 | -9.90 | -5.84 | -15.05 | – | – | – | 0.55 |
| Motilal Oswal Nifty MidSmall Financial Services Index Fund Other Scheme - Index Funds | -8.74 | -7.52 | -3.89 | 4.28 | – | – | – | 0.55 |
| Motilal Oswal Nifty MidSmall IT and Telecom Index Fund Other Scheme - Index Funds | 3.50 | 7.09 | 18.09 | 2.28 | – | – | – | 0.55 |
| Aditya Birla Sun Life Crisil-IBX AAA Financial Services Index-Sep 2027 Fund Other Scheme - Index Funds | 0.15 | 1.30 | 2.92 | 5.81 | – | – | – | 0.12 |
| Nippon India Nifty Realty Index Fund Other Scheme - Index Funds | -6.75 | -10.80 | 0.17 | -14.36 | – | – | – | 0.30 |
| Nippon India Nifty Auto Index Fund Other Scheme - Index Funds | -7.69 | -8.29 | -4.70 | -7.14 | – | – | – | 0.30 |
| HDFC Nifty India Digital Index Fund Other Scheme - Index Funds | -0.83 | 4.75 | 7.35 | -6.86 | – | – | – | – |
| Bandhan Nifty 200 Quality 30 Index Fund Other Scheme - Index Funds | -3.02 | -5.88 | -6.12 | -9.36 | – | – | – | 0.31 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Arbitrage Fund Hybrid Scheme - Arbitrage Fund | 0.59 | 1.54 | 3.20 | 6.98 | – | – | – | 0.10 |
| Motilal Oswal Innovation Opportunities Fund Sectoral/Thematic - Innovation | -10.04 | -4.33 | 8.83 | 3.72 | – | – | – | 0.79 |
| Motilal Oswal Active Momentum Fund Equity Scheme - Sectoral/Thematic | -5.74 | 2.00 | 13.81 | 13.20 | – | – | – | 1.82 |
| Motilal Oswal Infrastructure Fund Sectoral/Thematic - Infrastructure | -6.21 | -5.68 | -4.82 | -2.82 | – | – | – | 0.82 |
| Motilal Oswal Services Fund Equity Scheme - Sectoral/Thematic | -5.64 | 0.37 | 8.68 | 4.33 | – | – | – | 0.86 |
| Motilal Oswal Special Opportunities Fund Sectoral/Thematic - Special Situations | -5.44 | 3.53 | 10.40 | 10.00 | – | – | – | 2.00 |
| Motilal Oswal Consumption Fund Sectoral/Thematic - Consumption | -4.58 | 2.10 | 18.85 | – | – | – | – | 0.47 |
| Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds Other Scheme - FoF Domestic | -6.64 | -6.62 | -3.43 | – | – | – | – | 0.09 |