Motilal Oswal Consumption Fund-Regular-Growth
Fund House: Motilal Oswal Mutual Fund| Category: Equity: Thematic-Consumption |
| Launch Date: 01-10-2025 |
| Asset Class: EQUITY |
| Benchmark: NIFTY India Consumption TRI |
| TER: 2.22% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 915.4 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 0.38% | Exit Load: 1% - If redeemed within 3 months from the day of allotment, Nil - If redeemed after 3 months from the date of allotment. |
9.5936
0.06 (0.6598%)
-4.75%
Benchmark: 14.12%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Motilal Oswal Consumption Fund-Regular-Growth | 01-10-2025 | - | - | - | - | - |
| Kotak Consumption Fund - Regular plan - Growth Option | 16-11-2023 | 8.14 | 10.34 | - | - | - |
| Tata India Consumer Fund-Regular Plan-Growth | 05-12-2015 | 8.04 | 8.36 | 17.29 | 15.96 | 16.55 |
| HSBC Consumption Fund - Regular Growth | 31-08-2023 | 7.48 | 7.2 | - | - | - |
| Bank of India Consumption Fund - Regular - Growth | 20-12-2024 | 7.06 | - | - | - | - |
| ITI Bharat Consumption Fund - Regular Plan Plan - Growth | 28-02-2025 | 4.2 | - | - | - | - |
| UTI India Consumer Fund - Regular Plan - Growth Option | 30-07-2007 | 3.04 | 3.87 | 12.91 | 12.08 | 11.67 |
| Edelweiss Consumption Fund - Regular - Growth | 20-02-2025 | 2.93 | - | - | - | - |
| ICICI Prudential Bharat Consumption Fund - Growth Option | 09-04-2019 | 2.51 | 3.59 | 14.38 | 15.15 | - |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth option | 29-03-2011 | 2.22 | 4.41 | 13.51 | 14.55 | 15.78 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
46.27%
Others
2.12%
Large Cap
33.67%
Mid Cap
17.94%
