September 25, 2025
RA Jainee
Motilal Oswal Consumption Fund Direct-Growth
Motilal Oswal Consumption Fund Direct-Growth snapshot
| NFO opens on | 01 October 2025 |
| NFO Closes on | 15 October 2025 |
| Min. Investment | Rs. 500 |
| Plans | Growth, IDCW |
| Sahifund Verdict | This NFO may suit investors with a high risk appetite and 5+ year horizon, who are comfortable with all-cap, thematic equity exposure. Conservative investors or those seeking proven performance may be better served with established Flexicap funds. |
⏱️ Last Update: 26 September 2025, 10.00 AM
Table of Contents:
1. NFO Open date, Close date
2. NFO Investment Strategy
3. Basic Details NFO
4. Benchmark Index NFO
5. Fund Manager | Performance Review of Fund Manager
6. Should You Invest in this NFO?
7. Invest Online
What is the Motilal Oswal Consumption Fund Direct-Growth Open Date, Close Date?
NFO opens on October 01, 2025
NFO will close on October 15, 2025
Investment Strategy for this NFO?
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.
Basic Details
| Fund House | Motilal Oswal Mutual Fund |
| Issue Open | 01 October 2025 |
| Issue Close | 15 October 2025 |
| Type | Open-ended |
| Category | Equity: Thematic-Consumption |
| Min. Investment(Rs) | 500 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 3 months |
| Riskometer | Very High |
| Benchmark | NIFTY India Consumption TRI |
About Benchmark Index for this NFO?
The Nifty India Consumption Index is designed to reflect the behaviour and performance of a diversified portfolio of companies representing the domestic consumption sector which includes sectors like Consumer Non-durables, Healthcare, Auto, Telecom Services, Pharmaceuticals, Hotels, Media & Entertainment, etc. The Nifty India Consumption Index comprises of 30 companies listed on the National Stock Exchange (NSE).
At the time of rebalancing of shares/ change in index constituents/ change in investible weight factors (IWFs), the weightage of the index constituent (where applicable) is capped at 10%. Nifty India Consumption Index can be used for a variety of purposes such as benchmarking fund portfolios, launching of index funds, ETFs and structured products.
Index Variant: Nifty India Consumption Total Returns Index.
Portfolio Characteristics
| Methodology | Periodic Capped Free Float MCap |
| No. of Constituents | 30 |
| Launch Date | July 12, 2011 |
| Base Date | January 02, 2006 |
| Base Value | 1000 |
| Calculation Frequency | Real-Time |
| Index Rebalancing | Semi-Annually |
Fund Managers of Motilal Oswal Consumption Fund Direct-Growth
1) Niket Shah
Education: Mr. Shah is a MBA in Finance
Experience: Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst – Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst – Midcaps from June 2008 to March 2010.
2) Varun Sharma
Education: Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM – Calcutta.
Experience: Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 – August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 – Feb 2010) as a Ratings Analyst.
3) Rakesh Shetty
Education: Mr. Shetty has done B.Com
Experience: Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
4) Bhalchandra Shinde
Education: Mr. Shinde has done M.M.S Finance & B.E. Mechanical
Experience: Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking
AMC
Motilal Oswal Asset Management Company Ltd.
Address: Motilal Oswal Towers – 10th Floor, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai – 400025
Website: http://www.motilaloswalmf.com
Registrar & Transfer Agent
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Review for Motilal Oswal Consumption Fund Direct-Growth @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[ A ] Benchmark Performance of NIFTY India Consumption TRI
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | 1.83 | 6.13 | -0.15 | 19.01 | 13.50 |
| Total Return | 2.22 | 7.10 | 0.87 | 20.34 | 14.86 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 15.00 | 14.02 | 18.90 |
| Beta (NIFTY 50) | 0.95 | 0.79 | 0.80 |
| Correlation (NIFTY 50) | 0.84 | 0.82 | 0.90 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 41.18 | 8.17 | 1.11 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| ITC Ltd. | 9.60 |
| Bharti Airtel Ltd. | 9.37 |
| Mahindra & Mahindra Ltd. | 8.49 |
| Hindustan Unilever Ltd. | 7.09 |
| Eternal Ltd. | 6.55 |
| Maruti Suzuki India Ltd. | 5.83 |
| Titan Company Ltd. | 4.49 |
| Trent Ltd. | 3.53 |
| Asian Paints Ltd. | 3.42 |
| InterGlobe Aviation Ltd. | 3.33 |
Past Performance of Niket Shah
| Fund | Motilal Oswal Midcap Fund | It’s Benchmark | Motilal Oswal Small Cap Fund | It’s Benchmark |
| 1 Year | -4.83 | -5.32 | 0.99 | -7.84 |
| 3 Year | 25.12 | 22.92 | — | — |
| 5 Year | 33.93 | 29.08 | — | — |
| 7 Year | 22.62 | 19.79 | — | — |
| 10 Year | 17.74 | 18.29 | — | — |
As on 25-9-2025
Past Performance of Varun Sharma
| Fund | Motilal Oswal Digital India Fund | It’s Benchmark | Motilal Oswal Focused Fund | It’s Benchmark |
| 1 Year | — | — | -15.80 | -4.24 |
| 3 Year | — | — | 9.35 | 16.25 |
| 5 Year | — | — | 14.23 | 22.17 |
| 7 Year | — | — | 11.04 | 15.29 |
| 10 Year | — | — | 10.63 | 14.76 |
As on 25-9-2025
Past Performance of Rakesh Shetty
| Fund | Motilal Oswal BSE Low Volatility ETF | It’s Benchmark | Motilal Oswal BSE Enhanced Value ETF | It’s Benchmark |
| 1 Year | -6.44 | -3.97 | -2.86 | -4.24 |
| 3 Year | 16.70 | 15.59 | 36.14 | 16.25 |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 25-9-2025
Past Performance of Bhalchandra Shinde
| Fund | Motilal Oswal Manufacturing Fund | It’s Benchmark | Motilal Oswal Services Fund | It’s Benchmark |
| 1 Year | 6.47 | -4.24 | — | — |
| 3 Year | — | — | — | — |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 25-9-2025
[B] Review of Fund Managers
Niket Shah
-
Background: Mr. Shah is a MBA in Finance, Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst – Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst – Midcaps from June 2008 to March 2010.
Varun Sharma
-
Background: Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM – Calcutta., Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 – August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 – Feb 2010) as a Ratings Analyst.
Rakesh Shetty
-
Background: Mr. Shetty has done B.Com, Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Bhalchandra Shinde
- Background: Mr. Shinde has done M.M.S Finance & B.E. Mechanical, Prior to joining Motilal Oswal Mutual Fund, he was working with Kotak Mahindra Life Insurance and Max Life Insurance and Centrum Broking
Sahifund Verdict:
X
Peer Comparison (?)
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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