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Jan 16, 2026


Category

Equity

AUM (Cr.)

1,177.77

Exit Load (%)

1.00

Min Inv Lumpsum

500

Expense Ratio

2.15

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) -3.86 0 0 0 0 -6.87
Benchmark - Nifty India Consumption TRI -1.82 3.14 10.36 18.27 15.58 0
Category Average - BEST EQUITY PERFORMERS -0.42 -0.04 6.47 18.65 16.86 10.91
Category Rank 6/10 6/10 7/10 5/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Tata Digital India Fund (IDCW) RI 49.1666 2.15 -6.99 15.69 14.55 12,255.16 1.68 5,000.00 invest
Tata Digital India Fund (G) 49.1666 2.15 -6.99 15.69 14.55 12,255.16 1.68 5,000.00 invest
Tata Digital India Fund (IDCW) 49.1666 2.15 -6.99 15.69 14.55 12,255.16 1.68 5,000.00 invest
HDFC Technology Fund - Regular (IDCW) 13.8790 1.92 -3.43 0.00 0.00 1,624.17 2.13 100.00 invest
SBI Innovative Opportunities Fund - Regular (G) 9.4764 -1.21 -1.69 0.00 0.00 5,977.81 1.86 5,000.00 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 Dec 31, 2025 113.77 9.66 6.24
Equity-M & M Dec 31, 2025 72.64 6.17 -1.28
Equity-Kalyan Jewellers Dec 31, 2025 65.85 5.59 -3.96
Equity-Health.Global Dec 31, 2025 65.21 5.54 -9.36
Equity-One 97 Dec 31, 2025 61.05 5.18 -1.64
Equity-V2 Retail Dec 31, 2025 57.35 4.87 -0.08
Equity-Sky Gold & Diam. Dec 31, 2025 56.47 4.79 0.77
Equity-Radico Khaitan Dec 31, 2025 46.36 3.94 2.81
Equity-Meesho Dec 31, 2025 45.86 3.89 0.00
Equity-Allied Blenders Dec 31, 2025 43.70 3.71 -6.16

latest news

Motilal Oswal Gold and Silver ETFs Fund of Funds announces change in scheme name

Motilal Oswal Mutual Fund has announced change in scheme name under the fol...

Jan 16, 2026 10:49

Motilal Oswal Diversified Equity Flexicap Passive Fof Announces Extension of NFO period

Motilal Oswal Mutual Fund has announced that New Fund Offer (NFO) Period of...

Jan 14, 2026 17:03

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...

Jan 12, 2026 11:44

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...

Jan 07, 2026 10:05

Motilal Oswal MF launches Diversified Flexicap Passive Fund Of Funds

Motilal Oswal Mutual Fund has launched a new scheme, the Motilal Oswal Dive...

Jan 06, 2026 14:28

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

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