Motilal Oswal Consumption Fund
Motilal Oswal Mutual Fund · Sectoral/Thematic · Regular plan, growth option
| Period | Scheme | Category median | Consumption & FMCG median |
|---|---|---|---|
| 1 month | -2.6% | -5.4% | -6.5% |
| 3 months | 8.9% | -3.1% | -4.6% |
| 6 months | 32.4% | 8.5% | 7.5% |
| Year to date | 11.1% | -2.6% | -8.3% |
| 1 year | n/a | 0.0% | -9.2% |
| 3 years (CAGR) | n/a | 11.7% | 6.8% |
| 5 years (CAGR) | n/a | 10.6% | 8.9% |
| 7 years (CAGR) | n/a | 15.7% | 12.6% |
| 10 years (CAGR) | n/a | 13.3% | 11.7% |
| Since first NAV (CAGR) | 8.0% | – | – |
“Consumption & FMCG” is MFIC's grouping of Sectoral/Thematic schemes by the theme or index in their names, not an AMFI category.
| Measure | Scheme | Category median |
|---|---|---|
| 1Y rolling median | n/a | 9.8% |
| 3Y rolling median | n/a | 15.6% |
| 3Y rolling worst | n/a | 0.6% |
| 3Y periods positive | n/a | 100% |
| 3Y periods ahead of benchmark | n/a | 71% |
| 5Y rolling median | n/a | 14.2% |
| 5Y rolling worst | n/a | 0.3% |
| 5Y periods ahead of benchmark | n/a | 70% |
Benchmark: Nifty 500 (proxy: Motilal Oswal Nifty 500 Index Fund, price return).
| Measure | Scheme | Category median |
|---|---|---|
| Standard deviation (ann.) | n/a | 16.7% |
| Sharpe ratio | n/a | 0.34 |
| Sortino ratio | n/a | 0.51 |
| Beta | n/a | 0.96 |
| Alpha (ann.) | n/a | 2.3% |
| Upside capture | n/a | 103.56 |
| Downside capture | n/a | 96.87 |
| Measure | Scheme | Category median |
|---|---|---|
| Maximum drawdown, full history | −20.3% | −23.7% |
| Maximum drawdown, last 10Y | n/a | −39.3% |
| Maximum drawdown, last 5Y | n/a | −22.8% |
| Current drawdown | −4.7% | −8.8% |
| Recovery time of worst fall | 101 days | – |
Longer histories include more crises, so compare the 5Y and 10Y figures across schemes of different ages.
| Measure | Scheme | Category median |
|---|---|---|
| Expense ratio (TER), Regular plan | 2.33% | 2.65% |
| AUM, whole scheme (₹ crore) | 1,159 | 1,245 |
| Riskometer | Very High | – |
TER: AMFI, TER of MF Schemes. AUM and riskometer: AMFI, Fund Performance, 30 Sep 2026.
| Measure | Scheme | Benchmark / category |
|---|
Official benchmark: Nifty India Consumption TRI (total return index, as published by AMFI). Category consistency: last 10 years of month-ends, Sectoral/Thematic Regular plans; how it is calculated.
| Year | Scheme | Nifty 500 proxy | Difference |
|---|---|---|---|
| 2026 YTD | 11.1% | -7.8% | +18.8% |
Benchmark proxy: Motilal Oswal Nifty 500 Index Fund (Direct plan NAV, price return), which carries its own costs. The first year starts from the first 31 December in the scheme's history.
- What is the latest NAV of Motilal Oswal Consumption Fund?
- The NAV of the Regular plan (growth option) was ₹10.8754 on 2 Oct 2026, as published by AMFI.
- Which category is Motilal Oswal Consumption Fund in?
- It is classified as Sectoral/Thematic in AMFI's daily NAV file; a Sectoral/Thematic scheme invests at least 80% in one sector or theme. MFIC compares it with 259 Sectoral/Thematic schemes (Regular plans).
- What was the largest fall in Motilal Oswal Consumption Fund's NAV?
- The largest peak-to-trough fall in its available history was 20.3%.
- What is the expense ratio (TER) of Motilal Oswal Consumption Fund?
- The total expense ratio of the Regular plan is 2.33% a year, as disclosed to AMFI (median of Sectoral/Thematic Regular plans: 2.65%). It is already deducted from the NAV, so every return shown is after expenses.
- How large is Motilal Oswal Consumption Fund?
- Assets under management of the whole scheme were ₹1,159 crore on 30 Sep 2026, as published by AMFI.
- What is the riskometer level of Motilal Oswal Consumption Fund?
- AMFI lists the scheme's riskometer as “Very High”, and its benchmark's as “Very High”. The riskometer is a label of potential risk set under SEBI rules, not a forecast.
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