Motilal Oswal Consumption Fund
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.
Growthvine rating: 2/5 — ranked #101 of 186 in category.
Fund basics
| Category | Equity: Thematic |
|---|
| NAV | ₹10.63 (as of 2026-10-23) |
|---|
| AUM | ₹1,159 Cr |
|---|
| Expense ratio | 1.88% |
|---|
| Riskometer | Very High |
|---|
| Fund manager | Aliasgar Shakir |
|---|
| Exit load | 1% for redemption within 90 days |
|---|
Performance & risk
| Standard deviation | 0.00% |
|---|
| Max drawdown | −20.29% |
|---|
| Alpha | 0 |
|---|
| Beta | 0 |
|---|
Market cap allocation
| Large cap | 26.4% |
|---|
| Mid cap | 18.0% |
|---|
| Small cap | 55.6% |
|---|
Concentration
| Top 5 holdings | 28.2% |
|---|
| Top 10 holdings | 47.7% |
|---|
| Total holdings | 34 |
|---|
Top holdings
- Bharti Airtel Ltd. — 6.9%
- Sky Gold And Diamonds Limited — 5.6%
- Eternal Limited — 5.6%
- Kalyan Jewellers India Limited — 5.2%
- HealthCare Global Enterprises Limited — 4.9%
- One 97 Communications Limited — 4.6%
- Mahindra & Mahindra Ltd. — 4.3%
- Allied Blenders and Distillers Limited — 3.9%
- SHRIRAM PISTONS & RINGS LTD — 3.5%
- WeWork India Management Limited — 3.2%
Top sectors
- Retail — 16.5%
- Automobile — 14.9%
- Consumer Durables — 11.6%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 8.6% | Q1 (Top) | #7 of 167 |