April 24, 2026
RA Jainee
Motilal Oswal Consumption Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 9.13 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 9.13 |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 12 |
| Benchmark | NIFTY India Consumption TRI |
| AUM Rs. | Rs 915 Cr |
| (As on 31-Mar-2026) | |
| Expense | 0.56% |
| 1 Year Return (%) | — |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | -8.69% |
⚖️ Sahifund Review – Motilal Oswal Consumption Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Consumption funds are suitable for investors:
1. Seeking exposure in shares of consumer facing companies for high returns
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
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.
Fund Manager:
1) Aliasgar Shakir
Education: PGe MBA, Finance (MET Institute of Management), CFA level-I
Experience: Prior to joining the Motilal Oswal AMC, he was associated with Netscribes (I) Pvt Ltd and Elara Capital Ltd.
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.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 90 days |
Basic Details of Motilal Oswal Consumption Fund
| Fund House | Motilal Oswal Mutual Fund |
| Launch Date | 23-Oct-25 |
| Return Since Launch | -8.69% |
| Benchmark | NIFTY India Consumption TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 915 Cr |
| (As on 31-Mar-2026) | |
| Expense | 0.56% |
| (As on 31-Mar-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 38.00% |
Motilal Oswal Consumption Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Motilal Oswal Consumption Dir | -7.00 | -0.72 | 12.99 | 3.97 | — | — | — | — | — | — |
| BSE 500 TRI | -3.71 | -0.23 | 7.76 | -0.11 | — | — | — | — | — | — |
| Equity: Thematic-Consumption | -6.01 | -1.02 | 11.42 | 0.95 | — | — | — | — | — | — |
| Rank within category | 21 | 3 | 2 | 3 | — | — | — | — | — | — |
| Number of funds in category | 28 | 31 | 31 | 29 | 24 | 24 | 11 | 11 | 11 | 8 |
Peer Comparison of Motilal Oswal Consumption Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Motilal Oswal Consumption Dir | Unrated | — | — | — | 0.56 | 915 | -8.69 | 1.00 (90) | 6M | 38.00 |
| Mirae Asset Great Consumer Dir | 4 star | 0.30 | 16.45 | 16.73 | 0.44 | 4,018 | 16.78 | 1.00 (365) | 13Y 3M | 45.00 |
| ICICI Pru Bharat Consumption Dir | 5 star | 0.19 | 15.96 | 16.96 | 1.14 | 2,769 | 14.62 | 1.00 (90) | 7Y | 69.00 |
| Tata India Consumer Dir | 4 star | 2.71 | 19.42 | 17.12 | 0.80 | 2,261 | 17.06 | 0.25 (30) | 10Y 3M | 59.49 |
| Nippon India Consumption Dir | 4 star | -5.21 | 15.42 | 17.56 | 0.69 | 2,186 | 13.33 | 1.00 (30) | 13Y 3M | 41.00 |
Motilal Oswal Consumption Fund Portfolio
| No. of Stocks | 28 |
| Top 10 Stocks | 53.49% |
| Top 5 Stocks | 31.68% |
| Top 3 Sectors | 71.17% |
| Portfolio P/B Ratio | 6.49 |
| Portfolio P/E Ratio | 42.12 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 44,920 | 1,34,259 |
| Giant (%) | — | 3.47 |
| Large (%) | 34.39 | 64.28 |
| Mid (%) | 18.33 | 18.90 |
| Small (%) | 47.28 | 21.46 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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