Motilal Oswal Consumption Fund Direct Growth

Motilal Oswal Consumption Fund Direct Growth

1M
6M
All
NAV: 11 Sep '26
₹11.35
Min. for SIP
₹500
Fund size (AUM)
₹1,184.73 Cr
Expense ratio
0.85%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,557
+3.71%
6 months₹30,000₹34,108
+13.69%

Holdings (35)

NameSectorInstrumentsAssets
Bharti Airtel LtdTechnologyEquity6.98%
Sky Gold LtdConsumer DiscretionaryEquity5.79%
Zomato LtdTechnologyEquity5.62%
Kalyan Jewellers India LtdConsumer DiscretionaryEquity5.50%
Healthcare Global Enterprises LtdHealthcareEquity5.27%
One 97 Communications LtdIndustrialsEquity5.21%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity4.74%
RepoUnspecifiedRepo3.49%
Shriram Pistons & Rings LtdConsumer DiscretionaryEquity3.43%
LEAP India Ltd.IndustrialsEquity3.34%
WeWork India Management Ltd.IndustrialsEquity3.22%
Shaily Engineering Plastics LtdMaterialsEquity2.97%
TVS Motor Company LtdConsumer DiscretionaryEquity2.97%
V2 Retail LtdConsumer DiscretionaryEquity2.90%
Belrise Industries Ltd.Consumer DiscretionaryEquity2.88%
Lenskart Solutions Ltd.Consumer DiscretionaryEquity2.76%
Allied Blenders And Distillers Ltd.Consumer StaplesEquity2.54%
Varun Beverages LtdConsumer StaplesEquity2.49%
PG Electroplast LtdIndustrialsEquity2.47%
International Gemmological Institute (India) Ltd.Consumer DiscretionaryEquity2.38%
Shiprocket Ltd.TechnologyEquity2.08%
Meesho Ltd.Consumer DiscretionaryEquity1.97%
Manipal Health Enterprises LtdHealthcareEquity1.85%
Fujiyama Power Systems Ltd.Energy & UtilitiesEquity1.77%
Gabriel India LtdConsumer DiscretionaryEquity1.65%
Britannia Industries LtdConsumer StaplesEquity1.64%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity1.63%
Radico Khaitan LtdConsumer StaplesEquity1.59%
Hindustan Unilever LtdConsumer StaplesEquity1.51%
Milky Mist Dairy Food Ltd.Consumer StaplesEquity1.46%
Tanfac Industries LtdMaterialsEquity1.45%
Aditya Vision LtdConsumer DiscretionaryEquity1.41%
Net ReceivablesUnspecifiedNet Receivables1.13%
Devyani International LtdConsumer DiscretionaryEquity1.08%
Aditya Infotech Ltd.TechnologyEquity0.83%
See All

Minimum investments

Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name1M3M6MAll
Fund returns-0.1%+22.7%+32.9%+13.5%
Category average (Equity Thematic)--+7.9%+10.2%+293.0%
Rank (Equity Thematic)--11--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 90 Days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

SPM
Swapnil P Mayekar
Nov 2025 - Present
View details

Education
Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.
Experience
Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.
Also manages these schemes

VS
Varun Sharma
Oct 2025 - Present
View details

Education
Mr. Sharma is a Bachelor in Business Studies from Sukhdev College of Business Studies, University of Delhi and holds a Post Graduate Diploma in Management from IIM - Calcutta.
Experience
Prior to joining Motilal Oswal Asset management, he has worked with Franklin Templeton Asset Management (India) Pvt. Ltd. ICICI Securities (Feb 2010 - August 2014) as an Equity research Analyst and Credit Analysis and Research Limited (Apr 2009 - Feb 2010) as a Ratings Analyst.

RS
Rakesh Shetty
Oct 2025 - Present
View details

Education
Mr. Shetty has done B.Com
Experience
Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Also manages these schemes

AS
Aliasgar Shakir
Oct 2025 - Present
View details

Education
PGe MBA, Finance (MET Institute of Management), CFA level-I
Experience
Prior to joining the Motilal Oswal AMC, he was associated with Netscribes (I) Pvt Ltd and Elara Capital Ltd.

About Motilal Oswal Consumption Fund Direct Growth

Motilal Oswal Consumption Fund Direct Growth is a Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This scheme was made available to investors on 29 Dec 2009. Swapnil P Mayekar is the Current Fund Manager of Motilal Oswal Consumption Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,64,210 Cr and the Latest NAV as of 11 Sep 2026 is ₹11.35. The Motilal Oswal Consumption Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 90 Days. ;

Investment Objective

The Scheme seeks to generate long-term capital appreciation by investing predominately in equity and equity related securities of companies engaged in consumption and consumption related activities.
Fund benchmarkNIFTY India Consumption Total Return Index

Fund house

Rank (total assets)#19 in India
Total AUM₹1,64,209.61 Cr
Date of Incorporation29 Dec 2009
Phone022-39804238 / 1800-200-6626
E-mail--
Launch Date29 Dec 2009
AddressMotilal Oswal Towers - 10th Floor,Rahimtullah Sayani Road,Opposite Parel ST Depot, Prabhadevi, Mumbai 400025
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,