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 #110 of 184 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹10.88 (as of 2026-10-01) |
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| AUM | ₹1,131 Cr |
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| Expense ratio | 1.87% |
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| Riskometer | Very High |
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| Fund manager | Aliasgar Shakir |
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| Exit load | 1% for redemption within 90 days |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −20.29% |
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| Alpha | 0 |
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| Beta | 0 |
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Market cap allocation
| Large cap | 27.2% |
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| Mid cap | 19.6% |
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| Small cap | 53.2% |
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Concentration
| Top 5 holdings | 29.2% |
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| Top 10 holdings | 49.1% |
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| Total holdings | 33 |
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Top holdings
- Bharti Airtel Ltd. — 7.0%
- Sky Gold And Diamonds Limited — 5.8%
- Eternal Limited — 5.6%
- Kalyan Jewellers India Limited — 5.5%
- HealthCare Global Enterprises Limited — 5.3%
- One 97 Communications Limited — 5.2%
- Mahindra & Mahindra Ltd. — 4.7%
- Triparty Repo — 3.5%
- SHRIRAM PISTONS & RINGS LTD — 3.4%
- Leap India Limited — 3.3%
Top sectors
- Automobile — 15.7%
- Retail — 14.7%
- Consumer Durables — 12.6%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | 11.1% | Q1 (Top) | #19 of 167 |