Motilal Oswal Consumption Fund-Regular-IDCW
Category: Equity: Thematic-Consumption
Launch Date: 01-10-2025
AUM:
₹ 1,028.61 Cr
Expense Ratio
2.26%
Benchmark
NIFTY India Consumption TRI
ISIN
INF247L01GE4
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Varun Sharma, Mr. Aliasgar Shakir, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Motilal Oswal Consumption Fund-Regular-IDCW | - | - | - |
| Nifty India Consumption TRI | -1.37 | 12.53 | 13.51 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
9.4389
Last change
-0.06 (-0.6187%)
Fund Size (AUM)
₹ 1,028.61 Cr
Performance
-6.29% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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. However, there is no assurance that the investment objective of the scheme will be realized
Fund Manager
Mr. Varun Sharma, Mr. Aliasgar Shakir, Mr. Rakesh Shetty, Mr. Swapnil Mayekar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 8.37 |
| SKY GOLD LIMITED EQ | 7.47 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 5.54 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 5.45 |
| KALYAN JEWELLERS INDIA LIMITED EQ | 5.44 |
| HEALTHCARE GLOBAL ENTERPRISES LTD EQ | 4.95 |
| Shaily Engineering Plastics Limited | 4.45 |
| RADICO KHAITAN LIMITED EQ NEW FV RS. 2/- | 4.23 |
| HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 | 3.98 |
| ZOMATO LIMITED EQ | 3.88 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Fast Moving Consumer Goods | 19.52 |
| Consumer Durables | 17.45 |
| Consumer Services | 15.39 |
| Automobile and Auto Components | 14.54 |
| Services | 8.45 |
| Telecommunication | 8.37 |
| Financial Services | 5.54 |
| Healthcare | 4.95 |
| Capital Goods | 4.45 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Motilal Oswal Consumption Fund Reg IDCW | 0.0 |