Motilal Oswal Consumption Fund Growth

Motilal Oswal Consumption Fund Growth

1M
All
NAV: 13 Mar '26
₹8.17
Min. for SIP
Not Supported
Fund size
₹1,052.50 Cr
Expense ratio
2.14%

Holdings (30)

NameSectorInstrumentsAssets
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue))CommunicationPPE7.53%
Sky Gold And Diamonds Ltd.Consumer DiscretionaryEquity5.81%
One97 Communications Ltd.ServicesEquity5.43%
Mahindra & Mahindra Ltd.AutomobileEquity5.35%
Kalyan Jewellers India Ltd.Consumer DiscretionaryEquity5.29%
Healthcare Global Enterprises Ltd.HealthcareEquity5.28%
V2 Retail Ltd.ServicesEquity4.44%
PG Electroplast Ltd.Capital GoodsEquity4.34%
Eternal Ltd.ServicesEquity3.78%
Radico Khaitan Ltd.Consumer StaplesEquity3.54%
Gabriel India Ltd.AutomobileEquity3.32%
Allied Blenders And Distillers Ltd.Consumer StaplesEquity3.21%
Aster DM Healthcare Ltd.HealthcareEquity3.19%
Varun Beverages Ltd.Consumer StaplesEquity3.17%
Maruti Suzuki India Ltd.AutomobileEquity3.11%
Shaily Engineering Plastics Ltd.ChemicalsEquity2.99%
TVS Motor Company Ltd.AutomobileEquity2.98%
Aditya Vision Ltd.ServicesEquity2.91%
International Gemmological Institute (India) Ltd.Consumer DiscretionaryEquity2.59%
Godrej Consumer Products Ltd.Consumer StaplesEquity2.50%
Britannia Industries Ltd.Consumer StaplesEquity2.12%
Chalet Hotels Ltd.ServicesEquity2.11%
Meesho Ltd.ServicesEquity1.92%
WeWork India Management Ltd.ServicesEquity1.71%
Amagi Media Labs Ltd.TechnologyEquity1.63%
Shadowfax Technologies Ltd.ServicesEquity1.34%
Polycab India Ltd.Capital GoodsEquity1.30%
NTPC Ltd.EnergyEquity1.20%
Mrs. Bectors Food Specialities Ltd.Consumer StaplesEquity1.10%
Dixon Technologies (India) Ltd.Capital GoodsEquity0.90%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3M3M6MAll
Fund returns-10.3%-10.3%---13.4%
Category average (Equity Thematic)--------
Rank (Equity Thematic)3333----

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.
Also manages these schemes

About Motilal Oswal Consumption Fund Growth

Motilal Oswal Consumption Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,35,167 Cr and the Latest NAV as of 13 Mar 2026 is ₹8.17. The Motilal Oswal Consumption Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹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₹1,35,166.52 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,