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Login Open ICICI 3-in-1 Account

Dec 16, 2025


Category

Equity

AUM (Cr.)

1,176.07

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

2.17

Sharpe Ratio

0.00

Beta Ratio

0.00

Fund Manager

Niket Shah

Inception Date

Oct 23, 2025

Risk Level

Very High

Investment Objective

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.

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Consumption Fund - Regular (G) -2.13 0 0 0 0 -3.13
Benchmark - Nifty India Consumption TRI -1.48 7.88 5.84 17.39 17.36 0
Category Average - BEST EQUITY PERFORMERS -1.4 2.64 -0.16 18.18 18.33 11.41
Category Rank 6/10 4/10 4/10 6/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 32.0580 0.12 3.93 21.90 19.32 3,315.17 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 32.0720 0.12 3.92 21.92 19.33 3,315.17 1.84 100.00 invest
SBI Automotive Opportunities Fund - Regular (G) 11.0341 0.02 13.61 0.00 0.00 5,379.86 1.89 5,000.00 invest
SBI Automotive Opportunities Fund - Regular (IDCW) 11.0343 0.02 13.61 0.00 0.00 5,379.86 1.89 5,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 17.0831 -2.63 44.40 34.65 0.00 423.45 2.43 500.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Bharti Airtel PP Nov 30, 2025 107.08 9.11 18.05
Reverse Repo-Reverse Repo Nov 30, 2025 81.00 6.89 -66.66
Equity-M & M Nov 30, 2025 73.58 6.26 7.75
Equity-Health.Global Nov 30, 2025 71.95 6.12 -2.25
Equity-Kalyan Jewellers Nov 30, 2025 68.56 5.83 -0.85
Equity-One 97 Nov 30, 2025 62.07 5.28 0.00
Equity-V2 Retail Nov 30, 2025 57.40 4.88 0.00
Equity-Sky Gold & Diam. Nov 30, 2025 56.04 4.76 -6.96
Equity-Allied Blenders Nov 30, 2025 46.56 3.96 -1.25
Equity-Radico Khaitan Nov 30, 2025 45.09 3.83 2.45

latest news

Motilal Oswal Mutual Fund announces change in Key Personnel

Motilal Oswal Mutual Fund has announced the Mr. Sandeep Jain has been as Ke...

Dec 16, 2025 13:32

Motilal Oswal Mutual Fund announces change in the fund management structure

Motilal Oswal Mutual Fund has announced change in the fund management struc...

Nov 19, 2025 10:27

Motilal Oswal Mutual Fund announces Income Distribution cum Capital Withdrawal (IDCW)

Motilal Oswal Mutual Fund has announced 10 November 2025 as the record date...

Nov 05, 2025 10:41

Motilal Oswal Mutual Fund announces change in Exit Load Structure

Motilal Oswal Mutual Fund has announced change in exit load structure under...

Nov 01, 2025 11:48

Motilal Oswal Mutual Fund announces change in fund manager under its scheme

Motilal Oswal Mutual Fund has announced change in fund management structure...

Oct 27, 2025 15:57

Motilal Oswal Mutual Fund announces change in fund manager under its schemes

Motilal Oswal Mutual Fund has announced change in fund manager under the fo...

Oct 11, 2025 11:00

SCHEME DETAILS

AMC Name : Motilal Oswal Mutual Fund
Fund Name : Motilal Oswal Consumption Fund - Regular (G)
Contact Persone : Niket Shah
Registered Address : Motilal Oswal Tower,10th flr Rahimtu-llah sayani road opp parel stdepot prabhadevi Mumbai 400025
Telephone No : 022-40548002 / 8108622222
Fax No. : 022-30896884
Email : amc:motilaloswal.com
Website : www.motilaloswalmf.com