Motilal Oswal Consumption Fund

Equity

Motilal Oswal Mutual Fund

Equity - Consumption

Get the latest NAV of Motilal Oswal Consumption Fund. 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.

₹9.07

▼-0.4%1D

NAV as on 20 Feb 2026

-9.29%/per year

Since Inception

Absolute Gain%

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959 people have invested ₹ 41.1L 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 (20-Feb-26)

The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period	1M	3M	6M	1Y	3Y	5Y
This Fund	0.02%	-8.83%	--	--	--	--
Nifty 500	2.45%	-1.66%	1.11%	13.07%	16.19%	13.47%
Equity - Consumption Avg	0.74%	-6.35%	-5.84%	6.98%	15.67%	14.59%
Best in Equity - Consumption	1.59%	-4.11%	-2.46%	14.7%	18.51%	17.35%
Worst in Equity - Consumption	-2.58%	-8.54%	-8.24%	-3.98%	13.59%	12.99%

Peer comparison

Fund Name	INDmoney Rank	AUM (in Crs.)	Expense Ratio	1Y Returns	3Y Returns	3Y Alpha	3Y Beta	3Y Sharpe	3Y Sortino	3Y Info Ratio
Motilal Oswal Consumption Fund	-	1,055Cr	0.44%	-	-	--	--	--	--	--
Tata India Consumer Fund	1/9	2,532Cr	0.76%	6.42%	18.56%	3.15	0.88	0.87	1.31	0.33
Canara Robeco Consumer Trends Fund	2/9	1,910Cr	0.81%	9.89%	17.49%	1.18	1.00	0.75	1.18	0.21
Nippon India Consumption Fund	3/9	2,521Cr	0.55%	4.56%	16.4%	-0.61	0.92	0.64	0.93	-0.36

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Motilal Oswal Consumption Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

₹1L

₹10L

1-time
SIP

Total Investment

Profit

Total Corpus

Absolute Return

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Motilal Oswal Consumption Fund Asset Allocation

See fund asset allocation details as on (14-Feb-26)

Fund Distribution

as on (14-Feb-26)

Small cap

41.2%

Large cap

33.3%

Mid cap

16.1%

Motilal Oswal Consumption Fund Sector Allocation

See fund sector allocation details as on (14-Feb-26)

Sector Allocation

Motilal Oswal Consumption Fund Holdings Details

as on (31-Jan-26)

Holdings	Weight%	1M Change
Bharti Airtel Ltd (Partly Paid Rs.1.25)	7.95%	-20.3%
One97 Communications Ltd	5.61%	10.6%
HealthCare Global Enterprises Ltd	5.42%	-2%
Mahindra & Mahindra Ltd	5.39%	-15.3%
Sky Gold and Diamonds Ltd	4.87%	0%

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Motilal Oswal Consumption Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio	0.44%
Benchmark	IISL Nifty India Consumption TR INR
AUM	₹1055 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 is an equity fund. This fund was started on 23 October, 2025. The fund is managed by Varun Sharma, Aliasgar Shakir, Swapnil Mayekar, Rakesh Shetty. The fund could potentially beat inflation in the long-run.

Key Parameters

Motilal Oswal Consumption Fund has ₹1055 Cr worth of assets under management (AUM) as on Feb 2026 and is more than category average.
The fund has an expense ratio 0.4.

Returns

Motilal Oswal Consumption Fund has given a CAGR return of -9.29% since inception.

Holdings

Motilal Oswal Consumption Fund has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Consumer Defensive, Tech, Health, Communication, Basic Materials, Industrial, Real Estate, Utilities. Its top holdings are Bharti Airtel Ltd (Partly Paid Rs.1.25), One97 Communications Ltd, HealthCare Global Enterprises Ltd, Mahindra & Mahindra Ltd, Sky Gold and Diamonds 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 benefit
Dividends 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

Varun Sharma

Fund Manager of Motilal Oswal Consumption Fund, since 23 October 2025

Aliasgar Shakir

Fund Manager of Motilal Oswal Consumption Fund, since 29 October 2025

Swapnil Mayekar

Fund Manager of Motilal Oswal Consumption Fund, since 18 November 2025

Rakesh Shetty

Fund Manager of Motilal Oswal Consumption Fund, since 23 October 2025

Learn more about Motilal Oswal Mutual Fund

Frequently Asked Questions for Motilal Oswal Consumption Fund

How do I invest in Motilal Oswal Consumption Fund?

INDmoney makes it simple to invest in the Motilal Oswal Consumption Fund. To do so, follow the steps below:

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.

What is the current NAV of Motilal Oswal Consumption Fund?

The NAV of the fund today is ₹9.07. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

Who is the fund manager of Motilal Oswal Consumption Fund?

The fund managers are Varun Sharma, Aliasgar Shakir, Swapnil Mayekar, Rakesh Shetty.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-90 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.44%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1055 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Motilal Oswal Consumption Fund?

The top 3 holdings of the fund are Bharti Airtel Ltd (Partly Paid Rs.1.25)(7.95%), One97 Communications Ltd(5.61%), HealthCare Global Enterprises Ltd(5.42%)