What is the current price / NAV of Motilal Oswal Consumption Fund?
The current NAV of Motilal Oswal Consumption Fund is ₹9.71, as of 4th December 2025.What are the top 5 sectoral holdings of Motilal Oswal Consumption Fund?
The top sectors Motilal Oswal Consumption Fund has invested in are as follows:- Others | 30.00%
- Precious Metals, Jewellery & Watches | 11.56%
- Labs & Life Sciences Services | 9.38%
- Alcoholic Beverages | 8.14%
- Retail - Online | 6.53%
What are the top 5 holdings of Motilal Oswal Consumption Fund?
The top 5 holdings for Motilal Oswal Consumption Fund are as follows:- Collateralized Borrowing & Lending Obligation | 21.71%
- Bharti Airtel Limited | 8.10%
- Healthcare Global Enterprises Ltd | 6.58%
- Eternal Ltd | 6.53%
- Kalyan Jewellers India Ltd | 6.18%
What is the asset allocation of Motilal Oswal Consumption Fund?
The asset allocation for Motilal Oswal Consumption Fund is as follows:- Equity | 70.00%
- Cash & Equivalents | 21.89%
- Rights | 8.10%
What is the AUM of Motilal Oswal Consumption Fund?
The AUM (i.e. assets under management) of Motilal Oswal Consumption Fund is ₹1119.27 Cr as of 4th December 2025.What is the expense ratio of Motilal Oswal Consumption Fund?
The expense ratio of Motilal Oswal Consumption Fund Plan is 0.68 as of 4th December 2025.What is the volatility or standard deviation of Motilal Oswal Consumption Fund?
The volatility or standard deviation for the Motilal Oswal Consumption Fund is 10.85
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Motilal Oswal Consumption Fund?
The Sharpe ratio for the Motilal Oswal Consumption Fund is -2.85
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Motilal Oswal Consumption Fund?
The Sortino Ratio for the Motilal Oswal Consumption Fund is -0.29
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
What is the Price to Earnings (PE) ratio of Motilal Oswal Consumption Fund?
The PE ratio of Motilal Oswal Consumption Fund is 62.07, while category PE ratio is 44.81.
Scorecard
Performance
LowHasn’t fared well - amongst the low performers in sub-category
Risk
HighStay alerted, risk is higher vs others
Cost
AvgMarket standard costs, nothing exciting
Composition
LowComposition not as great as others
Red flags
AvgRed flags spotted, monitoring this closely
How to use scorecard? Learn more
Motilal Oswal Consumption Fund Direct Growth
Scorecard
Performance
LowHasn’t fared well - amongst the low performers in sub-category
Risk
HighStay alerted, risk is higher vs others
Cost
AvgMarket standard costs, nothing exciting
Composition
LowComposition not as great as others
Red flags
AvgRed flags spotted, monitoring this closely
How to use scorecard? Learn more
Motilal Oswal Consumption Fund Performance & Key Metrics
Motilal Oswal Consumption Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.68 | 62.07 | -2.85 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.47 | 44.81 | -0.54 |
Motilal Oswal Consumption Fund Scheme InfoMotilal Oswal Consumption Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| Nifty India Consumption - TRI |
About Sectoral Fund - Consumption
About Sectoral Fund - Consumption
Sectoral Funds - Consumption are equity schemes that majorly invest in consumption sector companies. It will give exposure to entire consumption sector which comprised a wide range of housing, health and education.
Motilal Oswal Consumption Fund Peers
Motilal Oswal Consumption Fund Peers & Comparison
EquitySectoral Fund - Consumption
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Motilal Oswal Consumption Fund | — | — | — |
| Aditya Birla SL Consumption Fund | 3.40% | 15.19% | 17.24% |
| Mirae Asset Great Consumer Fund | 3.08% | 17.64% | 17.93% |
| Axis Consumption Fund | 1.55% | — | -1.31% |
Motilal Oswal Consumption Fund Returns Comparison
Compare Motilal Oswal Consumption Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeMotilal Oswal Consumption Fund Portfolio
Motilal Oswal Consumption Fund Asset Allocation
Motilal Oswal Consumption Fund Asset Allocation
Actual
Target
Oct 2025
Oct 2025
Motilal Oswal Consumption Fund Sector Distribution
Motilal Oswal Consumption Fund Sector Distribution
Oct 2025
Motilal Oswal Consumption Fund Sector Weightage
Motilal Oswal Consumption Fund Sector Weightage
Motilal Oswal Consumption Fund Current Holdings
Motilal Oswal Consumption Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
6.58 %
6.58 %Holdings
6.53 %
6.53 %Holdings
6.18 %
6.18 %
AMC Profile of Motilal Oswal Consumption Fund
AMC Profile of Motilal Oswal Consumption Fund
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956 on November 14, 2008. MOAMC is promoted by Motilal Oswal Financial Services Limited (MOFSL).
No.of Schemes
49
Total AUM
₹ 1,26,985.47 Cr.
Motilal Oswal Consumption Fund Manager Details
Motilal Oswal Consumption Fund Manager Details
Motilal Oswal Consumption Fund Manager Profile
Motilal Oswal Consumption Fund Manager Profile
Niket Shah
AUM: ₹72,442.09 Cr.
|
Exp: —
Aliasgar Shakir
AUM: ₹1,119.27 Cr.
|
Exp: —
Varun Sharma
AUM: ₹4,229.58 Cr.
|
Exp: 6yrs
Rakesh Shetty
AUM: ₹1,24,551.30 Cr.
|
Exp: 13yrs
Motilal Oswal Consumption Fund Manager Performance (0)
Motilal Oswal Consumption Fund Manager Performance (0)
Motilal Oswal Consumption Fund Tax Implications
Motilal Oswal Consumption Fund Tax Implications
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Motilal Oswal Consumption Fund Review & Opinions
Motilal Oswal Consumption Fund Review & Opinions
Hmm, looks like data is unavailable here. Please come back after some time.
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%