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Motilal Oswal

Motilal Oswal Consumption Fund

Sectoral / ThematicEquityVery High risk

NAV · Direct-Growth

₹11.34+0.01+0.07%

As of 17 Aug 2026 · AMFI

NAV growth+13.4%
20252026
Arthkar verdictA balanced read

Cost

Average

0.56% vs NaN% peers

1Y return

3Y CAGR

5Y CAGR

AUM

₹915.4 Cr

fund size

Expense

0.56%

direct plan

Volatility 3Y

3Y std dev

In plain English

Motilal Oswal Consumption Fund is a Sectoral / Thematic scheme from Motilal Oswal. The portfolio is ~98% in equities. Worst historical drawdown: -20% in Mar 2026, recovered in 3 months. Wrong fit if you need this money in less than 7 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF247L01GA2

NAV (Direct-Growth)

₹11.3365

Last 1Y

+13.36%

Oct 25Min ₹8.08 · Max ₹11.38 · 202 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2026

-19.8%

Peak ₹10.08 on 4 Nov 2025 → trough ₹8.08 on 23 Mar 2026 (5 months down).

Recovered in 3 months· 1 Jul 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

4

Honesty score

4 / 5

Solid scheme on the dimensions we check. No red flags.

  • Expense ratio

    0.56% — well below typical 1% for equity.

  • AUM size

    ₹915 Cr.

  • Sector concentration

    Top 3 sectors = 68.6% — fairly concentrated.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W+0.01%-0.21%94/ 286
1M+7.60%+2.68%9/ 286
3M+21.68%+7.72%2/ 286
6M+22.89%+7.00%12/ 277
YTD+15.46%+6.23%43/ 273

Portfolio composition

Asset allocation

  • Equity97.87%
  • Cash2.13%

By market cap

  • Large cap33.66%
  • Mid cap17.94%
  • Small cap31.05%
  • Others17.35%

Concentration

Holdings

29

Avg market cap

₹43.3K Cr

Top 10 stocks

53.49%

Top 5 stocks

31.68%

Top 3 sectors

68.60%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight
  • 1

    Bharti Airtel Ltd

    8.88%
  • 2

    Sky Gold and Diamonds Ltd

    5.88%
  • 3

    Mahindra & Mahindra Ltd

    5.84%
  • 4

    Kalyan Jewellers India Ltd

    5.57%
  • 5

    HealthCare Global Enterprises Ltd

    5.51%
  • 6

    One97 Communications Ltd

    5.45%
  • 7

    V2 Retail Ltd

    4.53%
  • 8

    Eternal Ltd

    4.04%
  • 9

    Radico Khaitan Ltd

    4.04%
  • 10

    Aster DM Healthcare Ltd Ordinary Shares

    3.75%
  • 11

    PG Electroplast Ltd

    3.73%
  • 12

    Shaily Engineering Plastics Ltd

    3.66%
  • 13

    Aditya Vision Ltd

    3.31%
  • 14

    Gabriel India Ltd

    3.16%
  • 15

    Allied Blenders and Distillers Ltd

    3.13%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff
  • P/E ratio37.7236.58+1.14
  • P/B ratio7.066.30+0.76
  • Price / Sales2.783.49-0.71
  • Price / Cash Flow22.3923.40-1.01
  • Dividend yield0.65%1.07%-0.42
  • Return on equity (ROE)0.00%

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y
  • Standard deviation

    Volatility — lower means steadier returns.

    15.0515.6714.42
  • Sharpe ratio

    Risk-adjusted return — higher is better.

    -0.720.370.47
  • Sortino ratio

    Like Sharpe but only counts downside volatility.

    -0.800.510.69
  • Beta

    1 = moves with the market. <1 = less volatile.

    0.870.970.90

Peers in Sectoral / Thematic

Other schemes in the same SEBI category, ranked by AUM.

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.