Motilal Oswal Consumption Fund-Regular-Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Generated +15.8% annualized alpha (excess return) over its benchmark.
- Solid MFIQ Score of 7.3/10 reflects sound fundamentals and risk management.
- Downside capture of 105% indicates larger drops during broader market downturns.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +5.96% | +6.32% | -0.36% |
| 3 Months | +3.57% | -0.20% | +3.77% |
| 6 Months | +23.93% | +5.98% | +17.95% |
| 1 Year | +17.37% | +3.90% | +13.47% |
| Since Inception | +14.80% | - | - |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +18.66% | +4.03% | +14.63% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | +7.72% | +11.64% | +10.26% | +17.37% | 100.0% | 100.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2025-11-04 | 2026-03-23 | -20.3% | 5 months | 3 months |
Portfolio & Asset Allocation
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 1,204 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Sectoral / Thematic schemes.
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Motilal Oswal Active Momentum Fund | 8.5 | - | - | 54.9% | Rs 1,559 cr | Compare → |
| Invesco India Consumption Fund | 6.6 | - | 2.63% | 93.4% | Rs 622 cr | Compare → |
| HDFC INNOVATION FUND | 8.5 | - | 2.08% | 68.4% | Rs 3,384 cr | Compare → |
| Union Active Momentum Fund | 5.8 | - | 3.89% | 48.7% | Rs 564 cr | Compare → |
| Invesco India Business Cycle Fund | 7.7 | - | 2.26% | 99.5% | Rs 1,551 cr | Compare → |
Frequently Asked Questions about Motilal Oswal Consumption Fund
What is the expense ratio of Motilal Oswal Consumption Fund?
The expense ratio for Motilal Oswal Consumption Fund is currently not reported.
Who manages Motilal Oswal Consumption Fund?
Manager tenure details are not reported.
What are the historical returns of Motilal Oswal Consumption Fund?
Motilal Oswal Consumption Fund has a 1-year return of +17.37%.
How large is Motilal Oswal Consumption Fund?
Motilal Oswal Consumption Fund manages assets of Rs 1,204 cr, placing it in the 'comfortable' size band relative to Sectoral / Thematic peers.
How is Motilal Oswal Consumption Fund scored on MFIQ?
Motilal Oswal Consumption Fund holds an MFIQ Score of 7.3/10 (Good), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Motilal Oswal Consumption Fund?
Motilal Oswal Consumption Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 17.83% with a maximum historical drawdown of -20.29%.