Motilal Oswal Consumption Fund
- NAV as on 9 Nov 2026
- ₹11.41+0.34%1 day
- Return since launch
- 12.5%
- 52-week range
- ₹8.03 — ₹11.42
- AUM
- ₹1,159 Cr
Motilal Oswal Consumption Fund is a Thematic-Consumption equity fund from Motilal Oswal Mutual Fund with ₹1,159 Cr under management, launched in 2025. The expense ratio is 2.34% and the SEBI riskometer reading is Very High.
Performance
Motilal Oswal Consumption Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +15.3% against -2.9% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 33.4% | +33.7 pts | -0.2% | 4.8% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 3.5% | −3.4 pts | 7.0% | 7.1% |
| 3M | 2.0% | +3.5 pts | -1.5% | -2.6% |
| 6M | 21.7% | +15.0 pts | 6.7% | 4.7% |
| 1Y | 15.5% | +15.8 pts | -0.2% | -2.6% |
Since launch (1 Oct 2025): 12.5%
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.30%
Expense ratio as on 6 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.88%
- Brokerage
- 0.07%
- Transaction charges
- 0.01%
- Statutory levies
- 0.34%
- Exit load
- Exit load of 1%, if redeemed within 90 Days.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY India Consumption TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
Portfolio
Motilal Oswal Consumption Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity96.7%
- Other3.3%
Market cap split
- Large26.4%
- Mid19.8%
- Small53.8%
- P/E
- 52.38
- P/B
- 7.28
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Bharti Airtel Ltd. | Communication | 6.91% | ₹80.15 Cr | +7.99% | +8.88% | — |
| Sky Gold And Diamonds Ltd. | Consumer Discretionary | 5.63% | ₹65.28 Cr | +8.26% | +5.88% | +5.38% |
| Eternal Ltd. | Services | 5.60% | ₹64.89 Cr | +5.07% | +4.04% | +6.53% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | 5.17% | ₹59.98 Cr | +4.96% | +5.57% | +6.18% |
| Healthcare Global Enterprises Ltd. | Healthcare | 4.89% | ₹56.71 Cr | +5.05% | +5.51% | +6.58% |
| One 97 Communications Ltd. | Services | 4.59% | ₹53.19 Cr | +5.61% | +5.45% | — |
| Mahindra & Mahindra Ltd. | Automobile | 4.35% | ₹50.45 Cr | +4.96% | +5.84% | +6.10% |
| Allied Blenders And Distillers Ltd. | Consumer Staples | 3.86% | ₹44.78 Cr | +4.04% | +3.13% | +4.21% |
| SPR Auto Technologies Ltd. | Automobile | 3.54% | ₹41.01 Cr | +0.91% | — | — |
| Others | Others | 3.34% | ₹38.69 Cr | +2.06% | +4.26% | +43.41% |
| WeWork India Management Ltd. | Services | 3.17% | ₹36.81 Cr | +3.88% | +1.80% | — |
| Belrise Industries Ltd. | Automobile | 3.05% | ₹35.31 Cr | — | — | — |
| TVS Motor Company Ltd. | Automobile | 2.87% | ₹33.26 Cr | +2.65% | +2.98% | +2.85% |
| Shaily Engineering Plastics Ltd. | Materials | 2.84% | ₹32.97 Cr | +5.23% | +3.66% | +2.67% |
| LEAP India Ltd. | Services | 2.81% | ₹32.53 Cr | — | — | — |
| V2 Retail Ltd. | Services | 2.78% | ₹32.22 Cr | +4.02% | +4.53% | — |
| Varun Beverages Ltd. | Consumer Staples | 2.75% | ₹31.88 Cr | +3.54% | +3.10% | +2.19% |
| Aditya Infotech Ltd. | Communication | 2.45% | ₹28.43 Cr | — | — | — |
| Lenskart Solutions Ltd. | Consumer Discretionary | 2.38% | ₹27.60 Cr | +0.94% | — | — |
| International Gemological Institute Ltd. | Consumer Discretionary | 2.25% | ₹26.08 Cr | +2.77% | +2.87% | — |
| Meesho Ltd. | Services | 2.23% | ₹25.83 Cr | +2.29% | +1.93% | — |
| PG Electroplast Ltd. | Capital Goods | 2.14% | ₹24.86 Cr | +2.05% | +3.73% | +3.35% |
| Electronics Mart India Ltd. | Services | 2.12% | ₹24.61 Cr | — | — | — |
| Shiprocket Ltd. | Technology | 2.04% | ₹23.61 Cr | — | — | — |
| Manipal Health Enterprises Ltd. | Healthcare | 1.69% | ₹19.59 Cr | — | — | — |
| Radico Khaitan Ltd. | Consumer Staples | 1.58% | ₹18.36 Cr | +2.58% | +4.04% | +3.93% |
| Devyani International Ltd. | Services | 1.56% | ₹18.11 Cr | — | — | — |
| Fujiyama Power Systems Ltd. | Energy | 1.56% | ₹18.09 Cr | — | — | — |
| Britannia Industries Ltd. | Consumer Staples | 1.55% | ₹17.92 Cr | +1.81% | +2.20% | — |
| Tanfac Industries Ltd. | Chemicals | 1.53% | ₹17.75 Cr | +1.92% | — | — |
| Dixon Technologies (India) Ltd. | Capital Goods | 1.47% | ₹16.99 Cr | +1.01% | +0.95% | +0.10% |
| Hindustan Unilever Ltd. | Consumer Staples | 1.47% | ₹17.07 Cr | +1.82% | — | — |
| SS Retail Ltd. | Services | 1.41% | ₹16.35 Cr | — | — | — |
| Milky Mist Dairy Food Ltd. | Consumer Staples | 1.32% | ₹15.29 Cr | — | — | — |
| Gabriel India Ltd. | Automobile | 1.10% | ₹12.78 Cr | +3.12% | +3.16% | +2.93% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Electronics Mart India Ltd. | 0.00% | 2.12% | +2.12% |
| Aditya Infotech Ltd. | 0.83% | 2.45% | +1.62% |
| Aditya Vision Ltd. | 1.41% | 0.00% | -1.41% |
| SS Retail Ltd. | 0.00% | 1.41% | +1.41% |
| Allied Blenders And Distillers Ltd. | 2.54% | 3.86% | +1.32% |
| Others | 1.13% | 0.31% | -0.82% |
| One 97 Communications Ltd. | 5.21% | 4.59% | -0.62% |
| Gabriel India Ltd. | 1.65% | 1.10% | -0.55% |
| LEAP India Ltd. | 3.34% | 2.81% | -0.53% |
| Devyani International Ltd. | 1.08% | 1.56% | +0.48% |
| Mahindra & Mahindra Ltd. | 4.74% | 4.35% | -0.39% |
| Healthcare Global Enterprises Ltd. | 5.27% | 4.89% | -0.38% |
| Lenskart Solutions Ltd. | 2.76% | 2.38% | -0.38% |
| Kalyan Jewellers India Ltd. | 5.50% | 5.17% | -0.33% |
| PG Electroplast Ltd. | 2.47% | 2.14% | -0.33% |
| Meesho Ltd. | 1.97% | 2.23% | +0.26% |
| Varun Beverages Ltd. | 2.49% | 2.75% | +0.26% |
| Fujiyama Power Systems Ltd. | 1.77% | 1.56% | -0.21% |
| Belrise Industries Ltd. | 2.88% | 3.05% | +0.17% |
| Manipal Health Enterprises Ltd. | 1.85% | 1.69% | -0.16% |
| Sky Gold And Diamonds Ltd. | 5.79% | 5.63% | -0.16% |
| Dixon Technologies (India) Ltd. | 1.63% | 1.47% | -0.16% |
| Milky Mist Dairy Food Ltd. | 1.46% | 1.32% | -0.14% |
| Shaily Engineering Plastics Ltd. | 2.97% | 2.84% | -0.13% |
| International Gemological Institute Ltd. | 2.38% | 2.25% | -0.13% |
| V2 Retail Ltd. | 2.90% | 2.78% | -0.12% |
| SPR Auto Technologies Ltd. | 3.43% | 3.54% | +0.11% |
| TVS Motor Company Ltd. | 2.97% | 2.87% | -0.10% |
| Britannia Industries Ltd. | 1.64% | 1.55% | -0.09% |
| Tanfac Industries Ltd. | 1.45% | 1.53% | +0.08% |
| Bharti Airtel Ltd. | 6.98% | 6.91% | -0.07% |
| WeWork India Management Ltd. | 3.22% | 3.17% | -0.05% |
| Hindustan Unilever Ltd. | 1.51% | 1.47% | -0.04% |
| Shiprocket Ltd. | 2.08% | 2.04% | -0.04% |
| Eternal Ltd. | 5.62% | 5.60% | -0.02% |
| Radico Khaitan Ltd. | 1.59% | 1.58% | -0.01% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹2,285 Cr | 2.19% | 9.5% | 5.7% | 10.2% |
 Mirae Asset Great Consumer Fund | ₹4,455 Cr | 2.06% | 8.3% | 4.5% | 10.0% |
 Tata India Consumer Fund | ₹2,723 Cr | 2.12% | 14.7% | 8.6% | 13.0% |
 Canara Robeco Consumption Fund | ₹1,872 Cr | 2.15% | 7.8% | 4.3% | 9.6% |
 HSBC Consumption Fund | ₹1,698 Cr | 2.19% | 11.9% | 7.8% | — |
 UTI India Consumer Fund | ₹678 Cr | 2.43% | 4.9% | 3.6% | 8.0% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The Scheme seeks to generate long-term capital appreciation by investing predominately in equity and equity related securities of companies engaged in consumption and consumption related activities.
Fund managers
- Aliasgar ShakirPGe MBA, Finance (MET Institute of Management), CFA level-IPrior to joining the Motilal Oswal AMC, he was associated with Netscribes (I) Pvt Ltd and Elara Capital Ltd.
- Rakesh ShettyMr. Shetty has done B.ComPrior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
- Varun SharmaMr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months21.70% absolute | ₹60,000 | ₹73,020 | 21.70% | |
| 1 year15.52% annualised | ₹1,20,000 | ₹1,30,582 | 8.82% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.