Motilal Oswal S&P BSE Healthcare ETF · NSE:MOHEALTH
Motilal Oswal S&P BSE Healthcare ETF — Motilal Oswal BSE Healthcare ETF — Investor Presentation (June 2026)
38 slides from Motilal Oswal S&P BSE Healthcare ETF's investor presentation, June 2026
Slide 1: Motilal Oswal BSE Healthcare ETF
Motilal Oswal BSE Healthcare ETF (An open ended fund replicating/tracking the BSE Healthcare Total Return Index) Jun 26
Slide 2: Motilal Oswal AMC Positioning
Motilal Oswal AMC Positioning A lot of Fund Managers construct portfolios that closely align with the benchmark to maintain consistency with market performance Benchmark Benchmark Benchmark Agnostic Hugging Replicating Style Active Active Passive Same as Portfolio Holding Focused Closer to Benchmark
Slide 3: Why Motilal Oswal AMC? Cornerstone of Investment Philosophy
Why Motilal Oswal AMC? Cornerstone of Investment Philosophy Focused Strategies Index-based Strategies Index Funds and ETFs based on first based on time tested investment framework principal of Effective Q G L P Easy Economic Effective for Easy to Low cost Quality of Growth in Longevity of Price weal
Slide 4: Motilal Oswal AMC in Numbers
Motilal Oswal AMC in Numbers • More than 67 lac investors Investors • More than 80 lac folios Active • 20+ active funds Mutual Funds • Total AUM ~1,00,000 crores PMS and AIFs • 30+ PMS and AIFs (Alternates) • Total AUM ~37,000 crores Index-Based Mutual • 60+ Index Funds and ETFs Funds • Total AUM ~5
Slide 5: The Covid-19 Catastrophe
(motilal oswa think wealth creation A The Covid-19 Catastrophe motilal oswal | mutual fund
Slide 6: Pandemic made us realize importance of health system
Pandemic made us realize importance of health system Healthcare Infra ‘There are decades where nothing happens, and there are weeks where decades Remote Health happen’ Monitoring Insurance –Vladmir Lenin Tele Medicine Source/ Disclaimer: The above graph is used to explain the concept and is for illu
Slide 7: Healthcare Sector overview
Healthcare Sector overview motilal oswal | mutual fund (motilal oswal
Slide 8: Sneak peek into industries forming part of the sector
Sneak peek into industries forming part of the sector Pharmaceutical Includes manufacturing, extraction, processing, purification and packaging Eg – Sun Pharma Specialty Chemical Includes manufacturing, extraction, Hospital processing, purification and packaging Eg- Aarti Drugs Ltd Includes healthca
Slide 9: Domestic healthcare sector on a strong footing
Domestic healthcare sector on a strong footing Rising income, increasing awareness, lifestyle diseases and increased access to insurance, suggests that healthcare sector will note robust growth Healthcare Sector Growth Trend (US$ billion) 638 372 280 160 110 FY 2016 FY 2017 FY 2020 FY 2023 FY 2025 S
Slide 10: Sector will be aided by increased government spending
Sector will be aided by increased government spending The domestic healthcare sector will get shot in the arm as the Government plans to amp up spending and provide healthcare facilities to the economically weaker section Government Healthcare Spend as a % of GDP 2.5 1.9 1.8 1.2 Source/ Disclaimer:
Slide 11: India- The pharmacy of the world
India- The pharmacy of the world Domestic pharma market is pegged at $42 Billion in 2021 and is expected to reach $130 Billion by 2030 3rd Largest Largest provider of generic market by volume drugs globally 14th Largest Accounts for 50% market by value of global vaccine supplies Source/ Disclaimer:
Slide 12: Inadequate healthcare infrastructure indicates tremendous growth opportunity
Inadequate healthcare infrastructure indicates tremendous growth opportunity India’s doctor-population ratio and bed density ratio vis-à-vis other economies is relatively lower indicating strong growth potential Doctors Hospital Bed density (per 10,000 population) [2] 90 (per 10,000 population) [1]
Slide 13: Tailwinds for Diagnostics
Tailwinds for Diagnostics • The diagnostic industry grew at a 9–10% CAGR between FY17 and FY24 and is projected to India’s out of pocket spending is at elevated levels (%) grow at 10–12% CAGR through FY28. 80 • Diagnostic industry comprises of two service 62.7 60 offerings – Pathology (56%) & Radiol
Slide 14: India poised to be an attractive destination for Medical Tourism
India poised to be an attractive destination for Medical Tourism • Medical tourism business pegged at $7.69 billion in State of art 2024. World Class Hospitals medical technologies • Expected to become a $14.31 billion business by 2029, thereby, growing at a CAGR of 13.23%. Positive Skilled initiati
Slide 15: Key Growth Drivers
Key Growth Drivers Insurance Adoption Medical Tourism Pandemic accelerated Becoming a preferred insurance adoption. destination Rising Incomes 100%* FDI allowed in the selected To drive growth of high- industries within end medical services healthcare Growth Drivers Source/Disclaimer: *100% FDI perm
Slide 16: BSE Healthcare Index
(motilal oswa think wealth creation A BSE Healthcare Index motilal oswal | mutual fund
Slide 17: About: BSE Healthcare Total Return Index
About: BSE Healthcare Total Return Index Index Objective: The BSE Healthcare Total Return Index is designed to provide investors exposure to companies included in the BSE AllCap that are classified as members of the healthcare sector. Index Methodology Snapshot: Eligible Universe BSE AllCap Stock Se
Slide 18: BSE Healthcare Index snapshot
BSE Healthcare Index snapshot Top 10 Constituents Basic Industry (AMFI) S. No. Constituent Name Weight Pharmaceuticals 75.0 1 Sun Pharmaceutical Industries 12.9% Hospital 20.6 2 Apollo Hospitals Enterprise Lt 5.7% Healthcare Service Provider 2.1 3 Divis Laboratories Ltd. 5.4% Healthcare Research, An
Slide 19: Long term historical outperformance
Long term historical outperformance BSE Healthcare Total Return Index has significantly outperformed the broad market over the last 18 years BSE AllCap TRI BSE Healthcare TRI Nifty Healthcare TRI 1,600 1,484.16 1,400 1,200 1,000 1,182.10 800 600 818.27 400 200 - Source/Disclaimer: BSE. Performance a
Slide 20: Calendar Year Performance
Calendar Year Performance BSE Healthcare Index has outperformed against BSE All Cap Index in 9 out of last 18 calendar years BSE AllCap TRI BSE Healthcare TRI 92.47% 71.16% 62.61% 48.27% 44.30% 39.75% 39.62% 38.37% 37.97% 35.37% 33.58% 32.81% 28.10% 23.49% 21.54% 18.12% 18.81% 16.90% 15.62% 12.84% 8
Slide 21: Risk-Return Profile
Risk-Return Profile Data Label 1 year 3 year 5 year 10 year 15 year BSE Healthcare TRI 12.00% 24.79% 14.72% 12.97% 15.32% CAGR BSE AllCap TRI -1.49% 13.16% 12.71% 14.12% 12.86% BSE Healthcare TRI 13.31% 14.11% 14.13% 16.70% 16.44% Annualised Volatility BSE AllCap TRI 14.01% 14.35% 14.51% 16.23% 16.1
Slide 22: Index SIP Return
Index SIP Return BSE Healthcare TRI 1 Year 3 Year 5 Year 10 Year 15 Year Returns 24.24% 18.57% 19.76% 17.66% 15.36% Amount Invested 1,20,000 3,60,000 6,00,000 12,00,000 18,00,000 Market Value 1,35,050 4,72,754 9,80,575 30,32,926 63,58,938 Data as of close of Jun 30, 2026 For SIP returns, monthly inv
Slide 23: Better odds of double-digit returns!
Better odds of double-digit returns! 3 Year Rolling Returns 5 Year Rolling Returns BSE Healthcare TRI BSE Allcap TRI BSE Healthcare TRI BSE Allcap TRI Average 17.03% 13.73% 16.02% 13.61% Median 18.82% 14.55% 16.06% 14.18% Min -9.78% -5.95% -6.36% -1.79% Max 43.17% 35.10% 33.80% 30.03% Returns Range
Slide 24: Drawdowns over 18 years
Drawdowns over 18 years BSE AllCap TRI BSE Healthcare TRI 0% -10% -20% -30% -40% -50% -60% -70% Source/Disclaimer: BSE. Performance as of close of 31-May-07 to 30-Jun-26 . Performance results have many inherent limitations and no representation is being made that any investor will, or is likely to a
Slide 25: Performance across market cycles
Performance across market cycles Market Cycle Nifty 50 TRI BSE Healthcare TRI BSE AllCap TRI Bull 22.6% 11.5% 15.6% Bear -38.8% -18.1% -42.4% Recovery 34.2% 41.0% 37.9% • Healthcare sector tends to be a defensive play • The BSE healthcare Index has historically outperformed the broader benchmarks du
Slide 26: About Motilal Oswal BSE Healthcare ETF
About Motilal Oswal BSE Healthcare ETF
Slide 27: Motilal Oswal BSE Healthcare ETF
Motilal Oswal BSE Healthcare ETF Type of Scheme Investment Objective An open ended fund replicating/tracking The investment objective of the scheme is BSE Healthcare Total Return Index to provide returns that, before expenses, correspond to the total returns of the securities as represented by BSE H
Slide 28: Product suitability
Product suitability Name of the This product is suitable for investors Scheme Riskometer Benchmark Riskometer Scheme who are seeking* Motilal Oswal BSE Fund BSE Healthcare Total Return Index Healthcare ETF • Return that corresponds to the total returns of the BSE Healthcare Total Return Index (An op
Slide 29: Motilal Oswal BSE Healthcare ETF Performance
Motilal Oswal BSE Healthcare ETF Performance 1 Year 3 Year 5 Year 7 Year Since Inception Current Current Value of Current Value Current Value Current Value of Value of CAGR (%) Investment of CAGR (%) CAGR (%) of Investment CAGR (%) of Investment CAGR (%) Investment of Investment Rs. 10,000 of Rs. 10
Slide 30: Annexure
(motilal osWal think wealth creation A Annexure motilal oswal | mutual fund
Slide 31: Healthcare Industry Breakup
Healthcare Industry Breakup Hospital Pharmaceuticals Medical Equipment & Supplies Not Classified Healthcare Research, Analytics & Technology Healthcare Service Provider Chemicals - Speciality Residential, Commercial Projects Diversified Biotechnology Sep-25 Sep-24 Sep-23 Sep-22 Sep-21 Sep-20 Sep-19
Slide 32: Exposure to All Caps
Exposure to All Caps BSE Healthcare Index has healthy mix of Large Mid and Small Cap Stocks Large Cap Mid Cap Small Cap Sep-25 Sep-24 Sep-23 Sep-22 Sep-21 Sep-20 Sep-19 Sep-18 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Source/Disclaimer: BSE, Nifty Indices. Performance as of close of 30-Sep-2018 to
Slide 33: Performance vs Nifty 50
Performance vs Nifty 50 Data Label 1 year 3 year 5 year 10 year 15 year BSE Healthcare TRI 12.00% 24.79% 14.72% 12.97% 15.32% CAGR Nifty 50 TRI -5.42% 8.80% 9.98% 12.50% 11.42% BSE Healthcare TRI 13.31% 14.11% 14.13% 16.70% 16.44% Annualised Volatility Nifty 50 TRI 12.90% 13.08% 13.74% 16.15% 16.32%
Slide 34: Indian healthcare still at a nascent stage
Indian healthcare still at a nascent stage Source/Disclaimer: Kotak Institutional Equities; Data as per latest available report as of June 2022. The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment
Slide 35: eHealth- a new norm in post Covid era
eHealth- a new norm in post Covid era On the back of rapid digitization and increased government support India’s eHealth market is estimated to touch $10.6bn by 2025 • eHealth includes teleconsulting, e-pharmacies, e-diagnostics and online fitness and wellness. • With dual benefit of lower price and
Slide 36: Disclaimer
Disclaimer This presentation has been prepared and issued on the basis of internal data, publicly available information and other sources believed to be reliable. The information contained in this document is for general purposes only and not a complete disclosure of every material fact and terms an
Slide 37: Disclaimer
Disclaimer BSE The Bombay Stock Exchange Limited (“the Exchange”) has given vide its letter dated February 10, 2011 permission to the Mutual Fund to use the Exchange’s name in this Scheme Information Document as one of the stock exchanges on which the Mutual Fund’s units are proposed to be listed su
Slide 38: Thank you
Thank you “An investor might be Better off buying the market” - By Warren Buffett Contact Us - Speak: +91-22 40548002 | 8108622222 Write: mfservice@motilaloswal.com Visit: www.motilaloswalmf.com 55
Motilal Oswal BSE Healthcare ETF — Investor Presentation (June 2026) on 6ix