Motilal Oswal Consumption Fund-Regular-IDCW
Fund House: Motilal Oswal Mutual Fund
Category: Equity: Thematic-Consumption
Status: Open Ended Schemes
Launch Date: 01-10-2025
Minimum Investment: 500.0
Asset Class: EQUITY
Minimum Topup: 500.0
Benchmark: NIFTY India Consumption TRI
Total Assets: 0.0 As on ()
Expense Ratio: 2.17% As on (31-10-2025)
Turn over: 81.00% | Exit Load: 1% - If redeemed within 3 months from the day of allotment, Nil - If redeemed after 3 months from the date of allotment.
NAV as on 17-11-2025
9.9664
0.0691
CAGR Since Inception
-1.05%
NIFTY India Consumption TRI 14.85%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Motilal Oswal Consumption Fund-Regular-IDCW | - | - | - | - | -1.05 |
| Nifty India Consumption TRI | 12.83 | 17.76 | 19.76 | 14.91 | 14.85 |
| Equity: Thematic-Consumption | 5.52 | 16.5 | 19.29 | 14.91 | 11.88 |
Funds Manager
Mr. Niket Shah, Mr. Varun Sharma, Mr. Rakesh Shetty, Mr. Sunil Sawant
RETURNS CALCULATORS for Motilal Oswal Consumption Fund-Regular-IDCW
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Motilal Oswal Consumption Fund-Regular-IDCW
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Motilal Oswal Consumption Fund-Regular-IDCW
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Consumption Fund Reg IDCW | 01-10-2025 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Consumption Fund Reg Gr | 16-11-2023 | 12.2 | 0.0 | 0.0 | 0.0 | 0.0 |
| Mirae Asset Great Consumer Reg Gr | 29-03-2011 | 8.19 | 14.96 | 17.67 | 20.34 | 16.2 |
| Canara Robeco Consumer Trends Fund Reg Gr | 14-09-2009 | 8.07 | 16.35 | 16.6 | 19.49 | 16.46 |
| ABSL Consumption FundGr | 05-08-2005 | 7.88 | 15.26 | 15.26 | 18.24 | 15.56 |
| UTI India Consumer Reg Gr | 30-07-2007 | 6.87 | 15.59 | 14.75 | 16.15 | 12.14 |
| Sundaram Consumption Reg Gr | 12-05-2006 | 6.79 | 14.36 | 16.89 | 18.27 | 14.59 |
| Tata India Consumer Reg Gr | 05-12-2015 | 6.5 | 17.18 | 19.56 | 19.58 | 0.0 |
| ICICI Pru Bharat Consumption Gr | 09-04-2019 | 6.27 | 15.23 | 17.58 | 19.42 | 0.0 |
| Nippon India Consumption Gr Gr | 30-09-2004 | 6.26 | 15.61 | 16.05 | 22.31 | 14.31 |
Asset Allocation (%)
Key Performance and Risk Statistics of Motilal Oswal Consumption Fund-Regular-IDCW
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Motilal Oswal Consumption Fund-Regular-IDCW | - | - | - | - | - | - |
| Equity: Thematic-Consumption | - | - | - | - | - | - |