Motilal Oswal Consumption Fund Review – Regular Plan

Published on: October 2, 2025

Motilal Oswal Consumption Fund Review
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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/-.

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