How to check the XIRR of Motilal Oswal Consumption Fund-Direct-IDCW?

You can track the exact XIRR and portfolio overlapping of Motilal Oswal Consumption Fund-Direct-IDCW alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Motilal Oswal Consumption Fund-Direct-IDCW?

Use the MutualSaathi Portfolio Analyzer to compare Motilal Oswal Consumption Fund-Direct-IDCW with other funds, PMS, and AIFs to detect hidden stock overlaps.

Motilal Oswal Consumption Fund-Direct-IDCW

Motilal Oswal Mutual Fund

Expense Ratio: 0.67

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Direct

Benchmark: Nifty India Consumption TRI

Inception: 01-10-2025

Exit Load: Nil

Fund Size:₹1,187.53 Cr

Performance

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10Y

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Fund4.39%

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Fund Facts

Manager(s)

Mr. Varun Sharma

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Bharti Airtel Limited	Equity	Listed	Large Cap	Telecom - Services	162.63	8.88%
2	Sky Gold And Diamonds Limited	Equity	Listed	Small Cap	Consumer Durables	107.73	5.88%
3	Mahindra & Mahindra Limited	Equity	Listed	Large Cap	Automobiles	106.86	5.84%
4	Kalyan Jewellers India Limited	Equity	Listed	Mid Cap	Consumer Durables	102.00	5.57%
5	Healthcare Global Enterprises Limited	Equity	Listed	Small Cap	Healthcare Services	100.83	5.51%
6	One 97 Communications Limited	Equity	Listed	Mid Cap	Financial Technology (Fintech)	99.74	5.45%
7	V2 Retail Limited	Equity	Listed		Retailing	82.94	4.53%
8	Eternal Limited	Equity	Listed	Large Cap	Retailing	74.03	4.04%
9	Radico Khaitan Limited	Equity	Listed	Mid Cap	Beverages	73.91	4.04%
10	Aster DM Healthcare Limited	Equity	Listed	Small Cap	Healthcare Services	68.73	3.75%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	07 Nov, 25	45000	50677	+12.6%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	29 Oct, 25	1 L.	1.04 L.	+4.4%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.