Motilal Oswal Nifty MidSmall Healthcare Index Fund

Ticker: mf13945
Decent 68/100

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Business Overview

The Motilal Oswal Nifty MidSmall Healthcare Index Fund is designed for investors seeking exposure to the growing healthcare sector in India. This fund focuses on mid and small-cap companies, offering a diversified portfolio that aims to capitalize on the potential of emerging healthcare businesses. It matters as it provides a strategic entry point for investors looking to benefit from the robust growth of healthcare in the country, driven by increasing demand and innovation.

  • Focus on mid and small-cap healthcare companies
  • Diversified exposure to the healthcare sector
  • Ideal for long-term investors
  • Potential for high growth in a booming industry
  • Managed by experienced professionals
  • Aligns with India's increasing healthcare needs

Investment Thesis

Motilal Oswal Nifty MidSmall Healthcare Index Fund presents a compelling investment opportunity with a strong promoter group, significant growth potential in digital healthcare services, and attractive valuations compared to its peers. This fund is well-positioned to capitalize on the expanding healthcare sector in India.

  • Backed by a reputable promoter group with a proven track record.
  • Digital healthcare services are experiencing robust growth, enhancing future returns.
  • Valuations remain attractive relative to peer funds, offering potential upside.
  • Focus on mid and small-cap healthcare companies provides diversification.
  • Aligned with the increasing demand for healthcare solutions in India.

Opportunity vs Risk

Opportunities
  • Growing healthcare sector in India
  • Potential for high returns
  • Diversification in mid-small caps
  • Increased healthcare spending
  • Strong fund management team
Risks ⚠️
  • Market volatility impact
  • Regulatory changes in healthcare
  • Economic downturn effects
  • High competition in sector
  • Limited historical performance data

Peer Perspective

Motilal Oswal Nifty MidSmall Healthcare Index Fund trades at a slight premium to peers like Nippon India and SBI Healthcare funds; a sustained margin stability could trigger a rerating in this competitive segment.
📊 Stock Investment Checklist (100 Points)
Motilal Oswal Nifty MidSmall Healthcare Index Fund • Updated: 2025-09-29 14:11:14
  • 10
    Business
    High
    Healthcare sector is future-ready with strong demand.
  • 10
    Growth
    High
    Consistent revenue growth observed in the healthcare sector.
  • 10
    Profitability
    High
    ROE and OCF are stable, but net profit margins are variable.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers.
  • 7
    Balance
    High
    Moderate debt levels and good liquidity.
  • 6
    Governance
    Good
    Promoter holding is decent, but some concerns on disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund has a decent outlook due to the growth potential in the healthcare sector, but investors should be cautious of execution risks and governance issues.


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