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Motilal Oswal Consumption Fund

Sectoral/ Thematic · Motilal Oswal Asset Management Company Limited

In plain words

Be warned: in its worst stretch, ₹1 lakh briefly shrank to about ₹80,280. Expect meaningful ups and downs on the way.

New to fund research? Start with the 5-minute guide. The detailed numbers below back all of this up.
This page is the summary. Open Motilal Oswal Consumption Fund in the terminal for the live candlestick chart, holdings, overlap and a point-in-time backtester.
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Motilal Oswal Consumption Fund is a Sectoral/ Thematic fund from Motilal Oswal Asset Management Company Limited. It has a track record of about 0.9 years. The current NAV is ₹11.14 (as of 2026-09-16).

At a glance. Worst-ever fall: -19.72%
n/aRS rating
n/aKing Score
n/a3Y CAGR
n/a5Y CAGR
-19.72%Max drawdown
n/aSharpe 3Y
0.54%Expense
1037AUM ₹Cr

Growth of ₹100 - last 1 years

2025-102026-09
What ₹100 invested 1 years ago would be worth today, from actual NAV history.

Motilal Oswal Consumption Fund returns: last 1, 3, 5 and 10 years

PeriodThis fundCategory average
1 month-1.66%-3.47%
3 months14.5%2.0%
6 months29.75%10.56%

Year-by-year returns

YearMotilal Oswal ConsumptBenchmark
2026+13.5%n/a

Calendar-year returns show how bumpy the ride really was - an average hides the good years and the ugly ones.

Risk & drawdowns

MeasureThis fundCategory average
Worst drawdown (lifetime)-19.72%-26.37%
Volatility (1Y)22.29%19.02%

The worst peak-to-bottom fall Motilal Oswal Consumption Fund has ever put investors through is -19.72% - the real test of whether you'd have stayed invested.

How Motilal Oswal Consumption Fund behaves when markets fall

Its deepest fall on record is -19.72%. Right now it sits about 2.15% below its all-time high (last hit 2026-08-13). The real question isn't the average year - it's whether you could hold on through the worst one.

How Motilal Oswal Consumption Fund ranks in its category

Percentile versus its ~946 category peers - 100th is best-in-class, 50th is average. This is the fairest apples-to-apples read.

Drawdown resilience
70th

Consistency (rolling returns)

Rolling-return data isn't available for this fund yet.

What Motilal Oswal Consumption Fund holds

Its latest monthly portfolio disclosure. This is what your money actually owns.

Top holdings

Sky Gold And Diamonds Limited · Consumer Discretionary
8.5%
Bharti Airtel Limited · Communication Services
8.0%
One 97 Communications Limited · Financial Technologies (Fintech)
5.6%
Healthcare Global Enterprises Limited · Health Care
5.5%
Mahindra & Mahindra Limited · Consumer Discretionary
5.3%
Shaily Engineering Plastics Limited · Plastics
5.2%
Eternal Limited · E-Commerce/E-Retail
4.9%
Kalyan Jewellers India Limited · Gems, Jewellery & Precious Metals
4.6%
V2 Retail Limited · Retail
4.5%
Hindustan Uever Limited · Consumer Staples
3.8%

Sector allocation

Consumer Discretionary
23.6%
Consumer Staples
9.6%
Communication Services
8.0%
E-Commerce/E-Retail
7.1%
Services
6.4%
Financial Technologies (Fintech)
5.6%
Health Care
5.5%
Plastics
5.2%

The top 10 holdings make up 55.9% of the portfolio, across 27 stocks. A higher concentration means the fund's fortunes ride on fewer names.

Portfolio overlap with similar funds

Motilal Oswal Consumption Fund shares HDFC Transportation and Logistics Fund (7%), LIC MF Healthcare Fund (0%), ICICI Prudential Transportation And Logistics Fund (0%) of its portfolio with these category peers (overlap = the slice of the two portfolios invested in the same stocks). The lower the overlap, the more genuinely different the portfolios are.

Who manages Motilal Oswal Consumption Fund - and how good are they?

Motilal Oswal Consumption Fund is managed by Varun Sharma, Swapnil Mayekar and Rakesh Shetty. Below is each manager's complete track record - every fund they currently run, judged on the same numbers as everything else on this page - so you can see whether this fund is in strong hands or is the outlier in a weak book.

Varun Sharma's full record

Varun Sharma currently runs 9 funds, across Dynamic Asset Allocation or Balanced Advantage, Flexi Cap Fund, Focused Fund, Mid Cap Fund and more, with about ₹56,042 Cr under management. The book's average King Score is 56.2/100. Their strongest fund by King Score is Motilal Oswal Flexi cap Fund (69/100).

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#FundRSKing3M6M1Y3Y CAGR5Y CAGR10Y CAGRSharpeRoll 3YWorst fall
1Motilal Oswal Flexi cap Fund97698.9%15.9%-0.2%16.7%12.3%13.0%0.5915.1%-37.1%
2Motilal Oswal Focused Fund996610.9%28.0%24.1%13.2%10.0%13.0%0.3913.5%-34.5%
3Motilal Oswal Midcap Fund91669.1%18.2%-2.2%17.6%20.6%17.3%0.6122.0%-37.2%
4Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)99245.6%11.1%-4.0%1.8%5.5%n/a-0.349.4%-26.5%
5Motilal Oswal Digital India Fund98n/a29.2%41.6%9.1%n/an/an/a0.08n/a-30.3%
6Motilal Oswal Active Momentum Fund96n/a6.6%27.4%26.1%n/an/an/a1.06n/a-15.8%
7Motilal Oswal Innovation Opportunities Fund94n/a9.1%29.8%13.6%n/an/an/a1.1n/a-19.1%
8Motilal Oswal Business Cycle Fund84n/a12.2%20.6%-1.6%n/an/an/a0.2n/a-24.2%
9Motilal Oswal Consumption Fundn/an/a14.5%29.8%n/an/an/an/an/an/a-19.7%

Swapnil Mayekar's full record

Swapnil Mayekar currently runs 42 funds, across Dynamic Asset Allocation or Balanced Advantage, Flexi Cap Fund, FoF Domestic, Focused Fund and more, with about ₹114,583 Cr under management. The book's average King Score is 57.2/100. Their strongest fund by King Score is Motilal Oswal Large and Midcap Fund (88/100).

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#FundRSKing3M6M1Y3Y CAGR5Y CAGR10Y CAGRSharpeRoll 3YWorst fall
1Motilal Oswal Large and Midcap Fund96882.9%15.6%7.8%21.1%18.0%n/a0.7327.4%-37.4%
2Motilal Oswal Gold and Silver Passive Fund of Funds(Direct )8878-2.8%-4.6%46.6%37.9%n/an/a1.337.6%-22.4%
3Motilal Oswal Asset Allocation FOF- C60710.4%3.5%8.2%12.7%10.3%n/a0.8813.1%-12.1%
4Motilal Oswal BSE Enhanced Value Index Fund2370-6.3%-3.4%6.6%19.5%n/an/a0.5732.4%-21.8%
5Motilal Oswal Flexi cap Fund97698.9%15.9%-0.2%16.7%12.3%13.0%0.5915.1%-37.1%
6Motilal Oswal Focused Fund996610.9%28.0%24.1%13.2%10.0%13.0%0.3913.5%-34.5%
7Motilal Oswal Midcap Fund91669.1%18.2%-2.2%17.6%20.6%17.3%0.6122.0%-37.2%
8Motilal Oswal BSE Financials ex Bank 30 Index Fund48641.6%2.4%-0.3%12.6%n/an/a0.2921.1%-17.8%
9Motilal Oswal Multi Asset Passive Fund of Fund1864-2.2%2.1%5.0%13.6%11.4%n/a0.7515.4%-12.4%
10Motilal Oswal Nifty Midcap 150 Index Fund6962-0.8%8.1%4.2%14.1%15.0%n/a0.4325.3%-37.2%
11Motilal Oswal Nasdaq 100 Fund of Fund9860-1.1%45.0%57.5%37.3%23.5%n/a1.3418.8%-30.4%
12Motilal Oswal Nifty Next 50 Index Fund5758-1.6%7.6%3.7%15.7%10.7%n/a0.4718.7%-35.6%
13Motilal Oswal Nifty Microcap 250 Index Fund97555.7%26.6%7.7%16.0%n/an/a0.42n/a-29.4%
14Motilal Oswal BSE Quality Index Fund2754-3.8%2.6%-2.6%11.1%n/an/a0.2917.6%-24.4%
15Motilal Oswal Nifty 500 Index Fund3752-1.2%3.4%-2.0%9.2%9.1%n/a0.1917.6%-37.3%
16Motilal Oswal Nifty Smallcap 250 Index Fund93493.5%18.0%4.4%13.4%14.0%n/a0.3525.2%-42.4%
17Motilal Oswal Nifty Bank Index Fund4445-1.2%2.2%3.0%7.3%9.0%n/a0.0613.0%-46.9%
18Motilal Oswal Nifty 200 Momentum 30 Index Fund1942-4.4%1.1%-3.7%9.1%n/an/a0.1217.0%-31.6%
19Motilal Oswal BSE Low Volatility Index Fund433-3.6%-3.1%-8.5%6.1%n/an/a-0.0215.3%-18.2%
20Motilal Oswal Nifty 50 Index Fund1532-2.1%-1.6%-6.7%5.8%6.7%n/a-0.0414.9%-37.3%
21Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)99245.6%11.1%-4.0%1.8%5.5%n/a-0.349.4%-26.5%
22Motilal Oswal Multi Cap Fund99n/a13.7%29.1%6.3%n/an/an/a0.62n/a-24.1%
23Motilal Oswal Digital India Fund98n/a29.2%41.6%9.1%n/an/an/a0.08n/a-30.3%
24Motilal Oswal Nifty MidSmall Healthcare Index Fund97n/a7.2%20.1%12.9%n/an/an/a0.28n/a-17.5%
25Motilal Oswal Nifty MidSmall Financial Services Index Fund96n/a-0.2%12.0%21.4%n/an/an/a0.66n/a-19.9%
26Motilal Oswal Innovation Opportunities Fund94n/a9.1%29.8%13.6%n/an/an/a1.1n/a-19.1%
27Motilal Oswal Nifty MidSmall IT and Telecom Index Fund93n/a4.2%20.2%-0.3%n/an/an/a-0.45n/a-32.3%
28Motilal Oswal Small Cap Fund92n/a9.4%31.5%21.7%n/an/an/a0.82n/a-23.7%
29Motilal Oswal Nifty India Defence Index Fund92n/a0.0%12.7%13.5%n/an/an/a-0.05n/a-38.2%
30Motilal Oswal Special Opportunities Fund92n/a7.8%23.4%19.0%n/an/an/an/an/a-14.8%
31Motilal Oswal Nifty Capital Market Index Fund91n/a-5.2%12.4%21.4%n/an/an/a0.3n/a-28.7%
32Motilal Oswal Services Fund90n/a9.2%20.6%13.0%n/an/an/a0.41n/a-16.8%
33Motilal Oswal Business Cycle Fund84n/a12.2%20.6%-1.6%n/an/an/a0.2n/a-24.2%
34Motilal Oswal Large Cap74n/a-0.1%3.2%-3.8%n/an/an/a0.46n/a-15.8%
35Motilal Oswal Nifty 500 Momentum 50 Index Fund48n/a-1.7%7.1%1.4%n/an/an/a-0.71n/a-31.6%
36Motilal Oswal BSE 1000 Index Fund42n/a-0.5%4.5%-1.8%n/an/an/an/an/a-14.9%
37Motilal Oswal Manufacturing Fund33n/a-1.0%7.4%-4.3%n/an/an/a-0.01n/a-26.2%
38Motilal Oswal Nifty MidSmall India Consumption Index Fund31n/a0.4%4.9%-9.7%n/an/an/a-0.59n/a-24.3%
39Motilal Oswal Infrastructure Fund30n/a-3.4%3.4%3.0%n/an/an/a0.32n/a-9.6%
40Motilal Oswal Consumption Fundn/an/a14.5%29.8%n/an/an/an/an/an/a-19.7%
41Motilal Oswal Diversified Equity Flexicap Passive Fund of Fundsn/an/a0.6%8.8%n/an/an/an/an/an/a-13.0%
42Motilal Oswal Financial Services Fundn/an/a3.8%10.6%n/an/an/an/an/an/a-11.4%

Rakesh Shetty's full record

Rakesh Shetty currently runs 50 funds, across Dynamic Asset Allocation or Balanced Advantage, ELSS, Flexi Cap Fund, FoF Domestic and more, with about ₹123,673 Cr under management. The book's average King Score is 59.2/100. Their strongest fund by King Score is Motilal Oswal Large and Midcap Fund (88/100).

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#FundRSKing3M6M1Y3Y CAGR5Y CAGR10Y CAGRSharpeRoll 3YWorst fall
1Motilal Oswal Large and Midcap Fund96882.9%15.6%7.8%21.1%18.0%n/a0.7327.4%-37.4%
2Motilal Oswal ELSS Tax Saver Fund97822.9%16.4%8.9%20.7%16.6%17.3%0.7119.2%-37.7%
3Motilal Oswal Liquid Fund72791.5%3.2%6.2%6.6%6.0%n/a0.185.1%-0.1%
4Motilal Oswal Gold and Silver Passive Fund of Funds(Direct )8878-2.8%-4.6%46.6%37.9%n/an/a1.337.6%-22.4%
5Motilal Oswal S&P 500 Index Fund97741.8%17.4%25.3%25.6%17.8%n/a1.1415.2%-19.9%
6Motilal Oswal Asset Allocation FOF- C60710.4%3.5%8.2%12.7%10.3%n/a0.8813.1%-12.1%
7Motilal Oswal BSE Enhanced Value Index Fund2370-6.3%-3.4%6.6%19.5%n/an/a0.5732.4%-21.8%
8Motilal Oswal Flexi cap Fund97698.9%15.9%-0.2%16.7%12.3%13.0%0.5915.1%-37.1%
9Motilal Oswal Focused Fund996610.9%28.0%24.1%13.2%10.0%13.0%0.3913.5%-34.5%
10Motilal Oswal Midcap Fund91669.1%18.2%-2.2%17.6%20.6%17.3%0.6122.0%-37.2%
11Motilal Oswal BSE Financials ex Bank 30 Index Fund48641.6%2.4%-0.3%12.6%n/an/a0.2921.1%-17.8%
12Motilal Oswal Multi Asset Passive Fund of Fund1864-2.2%2.1%5.0%13.6%11.4%n/a0.7515.4%-12.4%
13Motilal Oswal Nifty Midcap 150 Index Fund6962-0.8%8.1%4.2%14.1%15.0%n/a0.4325.3%-37.2%
14Motilal Oswal Nasdaq 100 Fund of Fund9860-1.1%45.0%57.5%37.3%23.5%n/a1.3418.8%-30.4%
15Motilal Oswal Ultra Short Term Fund (MOFUSTF)75601.7%3.4%6.3%6.5%5.8%4.1%-0.124.4%-12.0%
16Motilal Oswal Nifty Next 50 Index Fund5758-1.6%7.6%3.7%15.7%10.7%n/a0.4718.7%-35.6%
17Motilal Oswal Nifty Microcap 250 Index Fund97555.7%26.6%7.7%16.0%n/an/a0.42n/a-29.4%
18Motilal Oswal BSE Quality Index Fund2754-3.8%2.6%-2.6%11.1%n/an/a0.2917.6%-24.4%
19Motilal Oswal Nifty 500 Index Fund3752-1.2%3.4%-2.0%9.2%9.1%n/a0.1917.6%-37.3%
20Motilal Oswal Nifty Smallcap 250 Index Fund93493.5%18.0%4.4%13.4%14.0%n/a0.3525.2%-42.4%
21Motilal Oswal Nifty Bank Index Fund4445-1.2%2.2%3.0%7.3%9.0%n/a0.0613.0%-46.9%
22Motilal Oswal 5 Year G-Sec Fund Of Fund33430.6%1.8%4.7%6.9%n/an/a0.067.4%-15.9%
23Motilal Oswal Nifty 200 Momentum 30 Index Fund1942-4.4%1.1%-3.7%9.1%n/an/a0.1217.0%-31.6%
24Motilal Oswal BSE Low Volatility Index Fund433-3.6%-3.1%-8.5%6.1%n/an/a-0.0215.3%-18.2%
25Motilal Oswal Nifty 50 Index Fund1532-2.1%-1.6%-6.7%5.8%6.7%n/a-0.0414.9%-37.3%
26Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)99245.6%11.1%-4.0%1.8%5.5%n/a-0.349.4%-26.5%
27Motilal Oswal Multi Cap Fund99n/a13.7%29.1%6.3%n/an/an/a0.62n/a-24.1%
28Motilal Oswal Digital India Fund98n/a29.2%41.6%9.1%n/an/an/a0.08n/a-30.3%
29Motilal Oswal Nifty MidSmall Healthcare Index Fund97n/a7.2%20.1%12.9%n/an/an/a0.28n/a-17.5%
30Motilal Oswal Nifty MidSmall Financial Services Index Fund96n/a-0.2%12.0%21.4%n/an/an/a0.66n/a-19.9%
31Motilal Oswal Active Momentum Fund96n/a6.6%27.4%26.1%n/an/an/a1.06n/a-15.8%
32Motilal Oswal Innovation Opportunities Fund94n/a9.1%29.8%13.6%n/an/an/a1.1n/a-19.1%
33Motilal Oswal Nifty MidSmall IT and Telecom Index Fund93n/a4.2%20.2%-0.3%n/an/an/a-0.45n/a-32.3%
34Motilal Oswal Small Cap Fund92n/a9.4%31.5%21.7%n/an/an/a0.82n/a-23.7%
35Motilal Oswal Nifty India Defence Index Fund92n/a0.0%12.7%13.5%n/an/an/a-0.05n/a-38.2%
36Motilal Oswal Special Opportunities Fund92n/a7.8%23.4%19.0%n/an/an/an/an/a-14.8%
37Motilal Oswal Nifty Capital Market Index Fund91n/a-5.2%12.4%21.4%n/an/an/a0.3n/a-28.7%
38Motilal Oswal Services Fund90n/a9.2%20.6%13.0%n/an/an/a0.41n/a-16.8%
39Motilal Oswal Business Cycle Fund84n/a12.2%20.6%-1.6%n/an/an/a0.2n/a-24.2%
40Motilal Oswal Large Cap74n/a-0.1%3.2%-3.8%n/an/an/a0.46n/a-15.8%
41Motilal Oswal Developed Market Ex US ETFs Fund of Funds73n/a2.2%13.1%27.0%n/an/an/a1.1n/a-14.3%
42Motilal Oswal Nifty 500 Momentum 50 Index Fund48n/a-1.7%7.1%1.4%n/an/an/a-0.71n/a-31.6%
43Motilal Oswal BSE 1000 Index Fund42n/a-0.5%4.5%-1.8%n/an/an/an/an/a-14.9%
44Motilal Oswal Manufacturing Fund33n/a-1.0%7.4%-4.3%n/an/an/a-0.01n/a-26.2%
45Motilal Oswal Nifty MidSmall India Consumption Index Fund31n/a0.4%4.9%-9.7%n/an/an/a-0.59n/a-24.3%
46Motilal Oswal Infrastructure Fund30n/a-3.4%3.4%3.0%n/an/an/a0.32n/a-9.6%
47Motilal Oswal Quant Fund24n/a-1.4%2.8%-2.9%n/an/an/a-0.37n/a-26.7%
48Motilal Oswal Consumption Fundn/an/a14.5%29.8%n/an/an/an/an/an/a-19.7%
49Motilal Oswal Diversified Equity Flexicap Passive Fund of Fundsn/an/a0.6%8.8%n/an/an/an/an/an/a-13.0%
50Motilal Oswal Financial Services Fundn/an/a3.8%10.6%n/an/an/an/an/an/a-11.4%

A caveat worth keeping: funds often have co-managers, and results belong to the whole team and process rather than one person. A manager's book tells you about their range and consistency, not a guarantee of skill.

Cost & fund basics

DetailValue
Expense ratio (Direct)0.54%
Exit load≈1% if redeemed within 1 year (typical)
Minimum investment₹500
Fund size (AUM)₹1,037 Cr
Age0.9 years
Plan / OptionDirect · Growth

How Motilal Oswal Consumption Fund compares to peers

FundRSKing3Y CAGR
HDFC Transportation and Logistics Fund828924.1%
LIC MF Healthcare Fund918721.4%
ICICI Prudential Transportation And Logistics Fund788721.1%
ICICI Prudential Innovation Fund568717.8%
HDFC Defence Fund878336.0%
Kotak Manufacture in India Fund818319.1%
Compare side by side. Chart Motilal Oswal Consumption Fund against these peers on one screen - rebased returns, drawdowns, rolling windows and stock-level overlap.
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Overlap warning: funds in the same category often own many of the same stocks - holding several rarely adds the diversification people expect.

What these numbers mean

RS rating (1-99) ranks a fund's recent momentum against its category - higher is stronger right now. King Score (0-100) is a long-term quality composite (returns, consistency, drawdown, risk-adjusted return) versus peers. Max drawdown is the worst peak-to-bottom fall the fund has ever experienced. Rolling returns test every possible start date, so one lucky (or unlucky) entry point can't distort the picture. Every formula behind this page is public - see how we calculate every number.

Motilal Oswal Consumption Fund review: the bottom line

On the data, its strengths are a low expense ratio (0.54%). Whether it fits you depends on your goals, horizon and risk appetite - this page describes the fund, it does not recommend it.

Related

Frequently asked questions

Is Motilal Oswal Consumption Fund a good mutual fund?

That depends on your goals and risk tolerance - this is descriptive research, not advice. On the numbers, Motilal Oswal Consumption Fund scores within its category, and its worst drawdown was -19.72%. Compare those against your needs and the peer table above.

What is the NAV of Motilal Oswal Consumption Fund today?

The latest NAV is ₹11.14 (as of 2026-09-16). NAV (net asset value) is the per-unit price of the fund, published every business day by the AMC.

What is the expense ratio of Motilal Oswal Consumption Fund?

The Direct-plan expense ratio is 0.54% a year. The Direct plan is cheaper than the Regular plan because it carries no distributor commission - over decades that gap compounds meaningfully.

Who is the fund manager of Motilal Oswal Consumption Fund?

Motilal Oswal Consumption Fund is managed by Varun Sharma; Swapnil Mayekar; Rakesh Shetty; Aliasgar Shakir.

Is Motilal Oswal Consumption Fund safe? How risky is it?

No market-linked fund is 'safe' in the fixed-deposit sense - the honest question is how deep its falls get. Its worst historical drawdown was -19.72% - ₹1 lakh briefly becoming about ₹80,280. As a sectoral & thematic fund, its risk profile is typical of that category. Look at the drawdown, volatility and bear-market figures above and ask whether you could stay invested through the bad stretches.

Is Motilal Oswal Consumption Fund tax-efficient / what about capital gains?

As a sectoral & thematic fund, gains follow the rules for its asset class - equity-oriented funds are taxed differently from debt. All returns on this page are pre-tax; your actual post-tax return depends on your holding period and slab. This is descriptive information, not tax advice.

Direct or Regular plan - which is shown here?

All figures on this page are for the Direct-Growth plan (no distributor commission, lower cost). Returns are pre-tax; capital-gains tax depends on your own holding period and slab.

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Data: AMFI NAV history, NSE indices, BSE StAR and monthly disclosures. All figures are pre-tax. Descriptive research and education only - nothing here is investment advice or a recommendation to buy, sell or hold any fund. Past performance does not guarantee future returns.

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