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May 12, 2026


Category Equity
AUM (Cr.) 1,028.61
Exit Load (%) 1.00
Min Inv Lumpsum 500
Expense Ratio 2.26
Sharpe Ratio -3.58
Beta Ratio 0.00
Fund Manager Varun Sharma
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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Nifty India Consumption TRI Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Motilal Oswal Consumption Fund - Regular (IDCW) 6.95 -5.29 0 0 0 -6.25
Benchmark - Nifty India Consumption TRI 1.92 -7.1 3.47 15.03 15.21 0
Category Average - BEST EQUITY PERFORMERS 4.01 -0.3 10.86 17.75 14.93 9.94
Category Rank 4/10 3/10 3/10 4/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Taiwan Equity Fund (G) 35.7931 0.76 225.54 67.13 0.00 1,138.67 2.17 500.00 invest
Nippon India Taiwan Equity Fund (IDCW) 35.7931 0.76 225.54 67.13 0.00 1,138.67 2.17 500.00 invest
DSP Natural Resources & New Energy Fund (IDCW) 32.4550 0.31 33.81 23.59 15.07 2,342.60 1.97 100.00 invest
DSP Natural Resources & New Energy Fund (G) 110.4580 0.31 33.81 23.59 16.93 2,342.60 1.97 100.00 invest
Motilal Oswal Digital India Fund - Regular (IDCW) 8.6048 -3.99 0.81 0.00 0.00 753.68 2.72 500.00 invest

Asset Allocation

Asset Legend Asset 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 Apr 30, 2026 86.08 8.37 5.86
Equity-Sky Gold & Diam. Apr 30, 2026 76.82 7.47 42.62
Equity-One 97 Apr 30, 2026 56.98 5.54 14.26
Equity-M & M Apr 30, 2026 56.01 5.45 4.83
Equity-Kalyan Jewellers Apr 30, 2026 56.00 5.44 9.80
Equity-Health.Global Apr 30, 2026 50.93 4.95 1.03
Equity-Shaily Engineer. Apr 30, 2026 45.78 4.45 36.62
Equity-Radico Khaitan Apr 30, 2026 43.49 4.23 17.69
Equity-Hind. Unilever Apr 30, 2026 40.90 3.98 0.00
Equity-Eternal Apr 30, 2026 39.93 3.88 7.88

latest news

SCHEME DETAILS

AMC Name
Motilal Oswal Mutual Fund
Fund Name
Motilal Oswal Consumption Fund - Regular (IDCW)
Contact Person
Varun Sharma
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