Motilal Oswal Consumption Fund-Regular-Growth
Category: Equity: Thematic-Consumption
Launch Date: 01-10-2025
AUM:
₹ 1,175.23 Cr
Expense Ratio
2.15%
Benchmark
NIFTY India Consumption TRI
ISIN
INF247L01GD6
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Niket Shah, Mr. Varun Sharma, Mr. Rakesh Shetty, Mr. Sunil Sawant
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Consumption Fund-Regular-Growth | - | - | - |
| Nifty India Consumption TRI | 8.81 | 18.59 | 17.2 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
9.8495
Last change
-0.02 (-0.1685%)
Fund Size (AUM)
₹ 1,175.23 Cr
Performance
-2.21% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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
Fund Manager
Mr. Niket Shah, Mr. Varun Sharma, Mr. Rakesh Shetty, Mr. Sunil Sawant
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| BHARTI AIRTEL LIMITED EQ PP RS. 1.25/- | 9.11 |
| Collateralized Borrowing & Lending Obligation | 6.89 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 6.26 |
| HEALTHCARE GLOBAL ENTERPRISES LTD EQ | 6.12 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 5.83 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 5.28 |
| V2 RETAIL LIMITED EQ | 4.88 |
| SKY GOLD LIMITED EQ | 4.76 |
| ALLIED BLENDERS AND DISTILLERS LIMITED EQ NEW FV RS.2/- | 3.96 |
| RADICO KHAITAN LIMITED EQ NEW FV RS. 2/- | 3.83 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Fast Moving Consumer Goods | 18.02 |
| Consumer Durables | 13.89 |
| Consumer Services | 12.75 |
| Automobile and Auto Components | 12.14 |
| Telecommunication | 9.11 |
| Healthcare | 8.97 |
| Capital Goods | 5.86 |
| Financial Services | 5.28 |
| Services | 4.93 |
| Realty | 1.37 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Consumption Fund Reg Gr | 0.0 |
| BOI Consumption Fund Reg Gr | 0.0 |
| Kotak Consumption Fund Reg Gr | 0.0 |
| ABSL Consumption FundGr | 16.21 |
| Mirae Asset Great Consumer Reg Gr | 18.24 |
| Canara Robeco Consumer Trends Fund Reg Gr | 17.26 |
| UTI India Consumer Reg Gr | 13.92 |
| ICICI Pru Bharat Consumption Gr | 17.2 |
| Nippon India Consumption Gr Gr | 18.48 |
| Mahindra Manulife Consumption Fund Reg Gr | 15.81 |