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Equity: Thematic-Consumption
Motilal Oswal Mutual Fund
Motilal Oswal Mutual Fund · Equity: Thematic-Consumption

Motilal Oswal Consumption Fund-Regular-Growth

The primary objective of the Scheme is to generate long-term capital appreciation by investing predominately in equity and equity related securities of companies engaged in consumption and consumption related activities. However, there is no assurance that the investment objective of the scheme will be realized

EQUITYBenchmark · NIFTY India Consumption TRITER · 2.26%Inception · 01-10-2025
NAV
9.19
+0.81% · as of 14-05-2026
Since inception
-8.73%
CAGR
Benchmark (inception)
13.99%
CAGR
Fund size
₹10 Cr
AUM
Expense ratio
2.26%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +-8.73% CAGR vs benchmark +13.99%.

Portfolio

Where the money is invested

Top holdings

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-8.88%
SKY GOLD LIMITED EQ5.88%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.55.84%
KALYAN JEWELLERS INDIA LIMITED EQ5.57%
HEALTHCARE GLOBAL ENTERPRISES LTD EQ5.51%
ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/-5.45%
V2 Retail Limited4.53%
ZOMATO LIMITED EQ4.04%
RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-4.04%
ASTER DM HEALTHCARE LIMITED EQ3.75%

Sector allocation

Consumer Durables16.13%
Consumer Services15.92%
Automobile and Auto Components14.94%
Fast Moving Consumer Goods14.80%
Healthcare9.26%
Telecommunication8.88%
Services6.14%
Financial Services5.45%
Capital Goods3.66%
Information Technology1.36%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ -8.7% p.a.
₹10,000
10 years
Projected value
₹7,96,410
Invested: ₹12,00,000
Gained: -₹4,03,590
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Varun Sharma, Mr. Aliasgar Shakir, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153916
ISIN (Growth)
INF247L01GD6
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

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