Motilal Oswal Consumption Fund-Regular-IDCW
Expense Ratio: 2.14
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty India Consumption TRI
Inception: 01-10-2025
Exit Load: Nil
Fund Size:₹1,187.53 Cr
Performance
1Y
FundN/A
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund4.49%
Cat. Avg.N/A
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Sky Gold And Diamonds Limited | 87.39 | 8.26% |
| 2 | Bharti Airtel Limited | 84.49 | 7.99% |
| 3 | One 97 Communications Limited | 59.36 | 5.61% |
| 4 | Shaily Engineering Plastics Limited | 55.33 | 5.23% |
| 5 | Eternal Limited | 53.65 | 5.07% |
| 6 | Healthcare Global Enterprises Limited | 53.39 | 5.05% |
| 7 | Mahindra & Mahindra Limited | 52.49 | 4.96% |
| 8 | Kalyan Jewellers India Limited | 52.46 | 4.96% |
| 9 | Allied Blenders And Distillers Limited | 42.76 | 4.04% |
| 10 | V2 Retail Limited | 42.51 | 4.02% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 Nov, 25 | 45000 | 51018 | +13.4% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 29 Oct, 25 | 1 L. | 1.04 L. | +4.5% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP 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.