Money Guru: Is it the right time to invest in sectoral funds? Expert decodes
In todays edition of Money Guru Zee Business Swati Raina held a special discussion on investing in sectoral passive funds with experts Mahavir Kaswa, Research Head at Passive Fund, Motilal Oswal AMC, and Poonam Rungta, a certified financial planner.
Money Guru: Do you also want to be a part of India's growth story but don't know how to make profits from investing in the financial sector or how to increase wealth from the healthcare sector? Are you still wondering whether it is the right time to invest in sectoral funds or not?
There are many investment opportunities ready for you in the financial and healthcare sector. In today's edition of "Money Guru" Zee Business Swati Raina held a special discussion on investing in sectoral passive funds with experts Mahavir Kaswa, Research Head at Passive Fund, Motilal Oswal AMC, and Poonam Rungta, a certified financial planner.
Investment opportunities in the financial sector
-NBFC-Home Loan, Credit Card, Personal Loan
-Capital Market-Mutual Fund, Stock Broking
-Insurance-Life and General Insurance
Growth factors in the financial sector
- Increasing urbanization is a big growth factor
- Urban population projected to increase from 35% to 50% by 2050
- Rising income boosts the financial sector
- Growth in per capita earnings by 6.8% in the last 15 years
- Savings rate in India higher than the global average
- 29% Savings Rate in India from Global Average
S&P BSE Finan. Ex-Banks30 Index TRI
SIP of `10 thousand
Index 3YR 5YR 7YR
Return 4.4% 4.5% 8.4%
Amount invested Rs 3.60 lakh Rs 6 lakh Rs 8.40 lakh
Market Value Rs 3.84 lakh Rs 6.71 lakh Rs 11.32 lakh
New offers in the financial sector
- MOSL S&P BSE Finan. ex Bank30 Index Fund
- S&P BSEFinan. ex Bank30 Tracks Open-Ended Fund
- NFO Period- 14-22 July 2022
- Allotment date 29 July 2022
- Minimum investment of `500 in NFO period
Wealth Creation from the Health Sector
The health sector played an important role in the Covid-19 epidemic. People's interest in health insurance also increased. Remote monitoring, and telemedicine become a new way of treatment.
Growth factors in Healthcare Sector
- India's healthcare market grew 14 times in 14 years
- 16.28% CAGR between 2008-2022
- Sector spending is estimated to be 2.5% of GDP
- Expenditure on the healthcare sector is projected to increase by 2025
- Domestic pharma market expected to reach $130 billion by 2030
- Huge growth potential in healthcare infra
- Medical tourism business $14 billion possible by 2023
- 100% FDI in healthcare to boost the sector
S&P BSE HealthcareTRI
SIP of `10 thousand
Index 3YR 5YR 7YR
Return 12% 11.9% 8.7%
Amount invested Rs 3.6 lakh Rs 6 lakh Rs 8.4 lakh
Market Value Rs 4.3 lakh Rs 8.07 lakh Rs11.45 lakh
Index performance
Index 3YR 5YR 10YR
S&P BSE HealthcareTRI 19.7% 9.5% 12.8%
Nifty HealthcareTRI 18% 7.8% 11.1%
Nifty PharmaTRI 15.6% 5.6% 9.5%
Nifty50TRI 11.6% 12% 13%
MOSL S&P BSE Healthcare ETF
The fund tracks S&P BSE HealthcareTRI
NFO Period- 14-22 July 2022
Allotment Period- 29 July 2022
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