Motilal Oswal Consumption Fund Review – Motilal Oswal Consumption Fund Open on 01 October 2025 and Close on 15 October 2025. Motilal Oswal Consumption Fund Allotment Date is 23 October 2025, and the NFO Type is Open-Ended. NFO Riskometer is Very High Risk, and the Minimum Investment Amount is ₹500. The Minimum SIP Investment Amount is ₹500.
Type of the Scheme
An open-ended equity scheme following consumption theme.
Scheme Benchmark: Nifty India Consumption TRI (Total Return Index).
Motilal Oswal Consumption Fund Scheme Benchmark
| Company | Weightage |
|---|---|
| ITC Ltd. | 10.20 |
| Bharti Airtel Ltd. | 9.86 |
| Mahindra & Mahindra Ltd. | 8.79 |
| Eternal Ltd. | 6.56 |
| Hindustan Unilever Ltd. | 6.46 |
| Maruti Suzuki India Ltd. | 6.09 |
| Titan Company Ltd. | 4.02 |
| InterGlobe Aviation Ltd. | 3.54 |
| Asian Paints Ltd. | 3.07 |
| Trent Ltd. | 3.00 |
Motilal Oswal Consumption Fund Important Date
| Scheme Offer | Motilal Oswal Consumption Fund |
|---|---|
| Offer Price | Rs. 10/- per Unit |
| Type of Scheme | An open-ended |
| Open Date | 01 Oct 2025 |
| Close Date | 15 Oct 2025 |
| Allotment Date | 23 Oct 2025 |
| Category | Thematic Fund |
| Min Inv ₹ | ₹500 |
| Lock in Period | N/A |
| Risk | Very High |
| Scheme Benchmark | Nifty India Consumption TRI |
Investment Objective of the Scheme?
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.
Motilal Oswal Consumption Fund Other Details
| Exit Load | 1% |
|---|---|
| Exit Load Details | Exit load of 1%, if redeemed within 3 months. |
| Entry Load | N/A |
| Stamp Duty | 0.005% |
| Min. Investment | Rs. 500 |
| Min. SIP | Rs. 500 |
Motilal Oswal Consumption Fund Asset Allocation
| Instruments | Allocation Min | Allocation Max |
|---|---|---|
| Equity & Equity related instruments of companies engaged in consumption and consumption related activities | 80% | 100% |
| Equity & Equity related instruments of Other than above | 0% | 20% |
| Debt and Money Market instruments^ (including cash and cash equivalents), | 0% | 20% |
| Units issued by REITs and InvITs | 0% | 10% |
| Units of Mutual Funds | 0% | 5% |
Manager Manage the Scheme?
Fund Manger : Mr. Niket Shah
Qualification : Masters in Business Administration (MBA – Finance)
Experience : Finance from Welingkar Institute of Management studies. Prior to joining MOAMC, he was associated with MOSL as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst – Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst – Midcaps from June 2008 to March 2010.
Fund Manger : Varun Sharma
Qualification : CFA Level 2 PGDM from Indian Institute of Management – Kolkata
Experience : Mr. Varun Sharma has more than 15 years of overall experience.
Fund Manger : Mr. Bhalchandra Shinde
Qualification : M.M.S Finance & B.E. Mech
Experience : Mr. Bhalchandra Shinde boasts over 13 years of extensive experience in Equity Research.
Motilal Oswal Consumption Fund Sector Representation
| Sector | Weightage |
|---|---|
| Fast Moving Consumer Goods | 27.45 |
| Automobile and Auto Components | 24.84 |
| Consumer Services | 14.77 |
| Consumer Durables | 10.13 |
| Telecommunication | 9.86 |
| Healthcare | 4.56 |
| Services | 3.54 |
| Power | 3.54 |
| Realty | 1.32 |
Motilal Oswal Consumption Fund Index Return
| Index Return | QTD | YTD | 1 Year | 5 Years | Since Inception |
|---|---|---|---|---|---|
| Price Return | 1.86 | 6.17 | -5.95 | 19.24 | 13.43 |
| Total Return | 2.25 | 7.14 | -4.99 | 20.57 | 14.79 |
Where Will the Scheme Invest?
- Equity and Equity Related Securities.
- Debt and Money Market instruments (including cash and cash equivalents) Liquid and Debt Scheme.
- Derivatives as may be permitted by SEBI / RBI.
- Units of REITs and InvITs.
- Overseas Securities.
- Units of Mutual Fund.
- Pending deployment of funds as per the investment objective of the Scheme, the funds may be parked in short term deposits of scheduled commercial banks, subject to guidelines and limits specified by SEBI.
- Any other instruments as may be permitted by RBI / SEBI regulatory authorities under prevailing Laws from time to time.
Also Read: Zerodha Nifty 50 Index Fund Review
Motilal Oswal Consumption Fund Registrar
KFIN TECHNOLOGIES LIMITED
Tel No.: +91 40 6716 2222
Website: Www.Kfintech.Com
Email: Hoacfoods.Ipo@Kfintech.Com
Investor Grievance Email:Einward.Ris@Kfintech.Com
Contact Person: Mr. M Murali Krishna
Motilal Oswal Consumption Fund Form
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People also ask F&Q –
Question 1: Is Motilal Oswal Consumption Fund good or bad?
Answer 1: Yes, Motilal Oswal Consumption Fund is a good choice for investors & Retailer Also.
Question 2: What NAV will I get, if I invest in NFO period of Motilal Oswal Consumption Fund?
Answer 1: A NAV of approx ₹10.00/-.
