Motilal Oswal Consumption Fund-Regular-Growth

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NAV
₹ 9.9185 ₹ -0.02 (-0.19 %)
as on 07-11-2025
Asset Size (AUM)
0 Cr
Launch Date
Oct 01, 2025
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
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Oct 01, 2025
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-1.52

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
0.0%
Volatility
0.0 %
Fund House
Motilal Oswal Mutual Fund
Fund Manager
Mr. Niket Shah, Mr. Varun Sharma, Mr. Rakesh Shetty, Mr. Sunil Sawant
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)

Entry Load
Not applicable
Exit Load
1% - If redeemed within 3 months from the day of allotment, Nil - If redeemed after 3 months from the date of allotment.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 07-11-2025

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
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 0.0 0.0 0.0 0.0 0.0
Kotak Consumption Fund - Regular plan - Growth Option 16-11-2023 7.37 0.0 0.0 0.0 0.0
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) 12-05-2006 3.31 14.87 15.63 18.9 14.56
Aditya Birla Sun Life Consumption Fund-Growth Option 05-08-2005 3.2 15.66 13.99 19.19 15.32
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option 14-09-2009 2.61 17.15 15.28 19.94 16.29
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 2.44 16.48 16.39 20.95 15.85
UTI India Consumer Fund - Regular Plan - Growth Option 30-07-2007 2.24 16.4 13.23 16.84 11.85
BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option 07-09-2018 2.04 15.98 15.11 18.94 0.0
Nippon India Consumption Fund-Growth Plan-Growth Option 30-09-2004 1.84 16.08 14.42 22.72 14.28
Axis Consumption Fund Regular Plan - Growth 12-09-2024 1.8 0.0 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings