Motilal Oswal Consumption Fund Direct Growth
Get the latest NAV of Motilal Oswal Consumption Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹11.33
1D
NAV as on 14 Aug 2026
13.28%/per year
Since Inception
▲▼
535 people have invested ₹ 39.7L in Motilal Oswal Consumption Fund in the last three months
Motilal Oswal Consumption Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (14-Aug-26)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Motilal Oswal Consumption Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Motilal Oswal Consumption Fund Asset Allocation
See fund asset allocation details as on (15-Aug-26)
Fund Distribution
as on (15-Aug-26)
Motilal Oswal Consumption Fund Sector Allocation
See fund sector allocation details as on (15-Aug-26)
Sector Allocation
Top 3 Sectors in July were Consumer Cyclical, Consumer Defensive & Basic Materials
Consumer Cyclical
45%
Consumer Defensive
12%
Tech
12%
Consumer Cyclical
42%
Consumer Defensive
15%
Basic Materials
12%
Motilal Oswal Consumption Fund Holdings Details
as on (31-Jul-26)
Motilal Oswal Consumption Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.77% |
Benchmark | IISL Nifty India Consumption TR INR |
| AUM | ₹1131 Cr |
| Inception Date | 23 October, 2025 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Very High Risk |
About Motilal Oswal Consumption Fund
Motilal Oswal Consumption Fund Direct Growth is an equity fund. This fund was started on 23 October, 2025. The fund is managed by Swapnil Mayekar, Aliasgar Shakir, Varun Sharma, Rakesh Shetty. The fund could potentially beat inflation in the long-run.
Key Parameters
- Motilal Oswal Consumption Fund has ₹1131 Cr worth of assets under management (AUM) as on Aug 2026 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
Motilal Oswal Consumption Fund has given a CAGR return of 13.28% since inception.
Holdings
Motilal Oswal Consumption Fund has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Consumer Defensive, Tech, Basic Materials, Communication, Health, Real Estate. Its top holdings are Bharti Airtel Ltd, Sky Gold and Diamonds Ltd, Kalyan Jewellers India Ltd, One97 Communications Ltd, Eternal Ltd
Taxation
As it is a equity - consumption mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Motilal Oswal Consumption Fund
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Motilal Oswal Consumption Fund has no lock in period.
Fund Manager
Swapnil Mayekar
Fund Manager of Motilal Oswal Consumption Fund, since 18 November 2025
Aliasgar Shakir
Fund Manager of Motilal Oswal Consumption Fund, since 29 October 2025
Varun Sharma
Fund Manager of Motilal Oswal Consumption Fund, since 23 October 2025
Rakesh Shetty
Fund Manager of Motilal Oswal Consumption Fund, since 23 October 2025
- AUM of the fund stands at 1.1K Cr as of Jul'26
- AUM increased by 73.2 Cr between Jul'26 and Jun'26
Frequently Asked Questions for Motilal Oswal Consumption Fund Direct Growth
How do I invest in Motilal Oswal Consumption Fund?
- Download the INDmoney app.
- Search for ‘Motilal Oswal Consumption Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.