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.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -1.49% | 5.83% | 21.6% | 19.43% | N/A | N/A | N/A | N/A | N/A | N/A | 10.18% |
| Category returns | -4.22% | -3.89% | 0.48% | -2.66% | -10.46% | -6.36% | 6.06% | 8.1% | 7.67% | 11.48% | N/A |
| Absolute returns | -1.49% | 5.83% | 21.6% | 19.43% | N/A | N/A | N/A | N/A | N/A | N/A | 10.18% |
| Rank within category | 1/25 | 1/25 | 1/25 | 1/24 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Sector Funds | 2025 | 2026 |
|---|---|---|
| Yearly returns | N/A | 12.53% |
| Q1 returns | N/A | -17.94% |
| Q2 returns | N/A | 22.55% |
| Q3 returns | N/A | 12.41% |
| Q4 returns | N/A | -0.45% |
1% on or before 90D, Nil after 90D
| Alpha | 2.37768 |
| Beta | 1.1848 |
| Sharpe Ratio | 0.117511 |
| Sortino Ratio | 0.230491 |
| R-Squared | 0.7693 |
| Tracking Error | 3.0879 |
| Downside Risk | 16.8027 |
| Std. Deviation (Annualised) | 21.7123 |
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HSBC Consumption Fund - Regular Plan - Growth | -6.14% | -2.53% | 2.8% | 1.13% | -4.88% | 12.2% | N/A | N/A | 12.4% | 1,697.52 | 2.20 | 0.15 | Very High |
| Tata India Consumer Fund - Regular Plan - Growth | -3.65% | -1.95% | 4.96% | 4.18% | -2.16% | 11.19% | 10.24% | 14.6% | 15% | 2,723.26 | 2.12 | 0.13 | Very High |
| Canara Robeco Consumption Fund - Regular Plan - Growth | -3.59% | -3.82% | -1.09% | -5.18% | -9.42% | 7.9% | 8.15% | 13.2% | 14.56% | 1,872.23 | 2.17 | 0.06 | Very High |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth | -4.31% | -3.68% | -0.68% | -3.4% | -10.44% | 7.26% | 9.16% | 13.55% | 14.97% | 4,455.33 | 2.05 | 0.06 | Very High |
| UTI India Consumer Fund - Regular Plan - Growth | -4.69% | -5.1% | -2.06% | -6.36% | -10.76% | 7.22% | 6.04% | 9.78% | 9.17% | 678.01 | 2.42 | 0.06 | Very High |
| ICICI Prudential Bharat Consumption Fund - Regular Plan - Growth | -4.48% | -4.48% | -1.84% | -4.71% | -10.82% | 6.64% | 9.5% | N/A | 12.01% | 3,048.60 | 2.13 | 0.05 | Very High |
| Baroda BNP Paribas India Consumption Fund - Regular Plan - Growth | -3.98% | -4.24% | -2.66% | -7.16% | -12.07% | 6.47% | 7.08% | N/A | 13.91% | 1,354.15 | 2.42 | 0.04 | Very High |
| Nippon India Consumption Fund - Growth | -4.75% | -5.2% | -2.05% | -6.34% | -12.66% | 6.18% | 8.99% | 11.09% | 13.99% | 2,255.30 | 2.19 | 0.04 | Very High |
| Mahindra Manulife Consumption Fund - Regular Plan - Growth | -4.87% | -4.78% | -2.79% | -6.77% | -12.3% | 6.12% | 7.96% | N/A | 9.56% | 452.65 | 2.64 | 0.04 | Very High |
| Motilal Oswal Consumption Fund - Regular Plan - Growth Current | -1.49% | 5.83% | 21.6% | 19.43% | N/A | N/A | N/A | N/A | 10.18% | 1,159.44 | 2.33 | 0.12 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 6.91% |
| Sky Gold and Diamonds Ltd. | Consumer Durables | Domestic Equities | 5.63% |
| Eternal Ltd. | Retailing | Domestic Equities | 5.60% |
| Kalyan Jewellers India Ltd. | Consumer Durables | Domestic Equities | 5.17% |
| Healthcare Global Enterprises Ltd. | Healthcare Services | Domestic Equities | 4.89% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 4.59% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 4.35% |
| Allied Blenders And Distillers Ltd. | Beverages | Domestic Equities | 3.86% |
| SPR Auto Technologies Ltd. | Auto Components | Domestic Equities | 3.54% |
| Wework India Management Ltd. | Commercial Services & Supplies | Domestic Equities | 3.17% |
| Belrise Industries Ltd. | Auto Components | Domestic Equities | 3.05% |
| Triparty Repo | Cash & Cash Equivalents and Net Assets | 3.03% | |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 2.87% |
| Shaily Engineering Plastics Ltd. | Consumer Durables | Domestic Equities | 2.84% |
| Leap India Ltd. | Commercial Services & Supplies | Domestic Equities | 2.81% |
| V2 Retail Ltd. | Retailing | Domestic Equities | 2.78% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 2.75% |
| Aditya Infotech Ltd. | Industrial Manufacturing | Domestic Equities | 2.45% |
| Lenskart Solutions Ltd. | Retailing | Domestic Equities | 2.38% |
| International Gemological Institute Ltd. | Commercial Services & Supplies | Domestic Equities | 2.25% |
| Meesho Ltd. | Retailing | Domestic Equities | 2.23% |
| PG Electroplast Ltd. | Consumer Durables | Domestic Equities | 2.14% |
| Electronics Mart India Ltd. | Retailing | Domestic Equities | 2.12% |
| Shiprocket Ltd. | Transport Services | Domestic Equities | 2.04% |
| Manipal Health Enterprises Ltd. | Healthcare Services | Domestic Equities | 1.69% |
| Radico Khaitan Ltd. | Beverages | Domestic Equities | 1.58% |
| Devyani International Ltd. | Leisure Services | Domestic Equities | 1.56% |
| Fujiyama Power Systems Ltd. | Electrical Equipment | Domestic Equities | 1.56% |
| Britannia Industries Ltd. | Food Products | Domestic Equities | 1.55% |
| Tanfac Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 1.53% |
| Hindustan Unilever Ltd. | Diversified FMCG | Domestic Equities | 1.47% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 1.47% |
| SS Retail Ltd. | Retailing | Domestic Equities | 1.41% |
| Milky Mist Dairy Food Ltd. | Food Products | Domestic Equities | 1.32% |
| Gabriel India Ltd. | Auto Components | Domestic Equities | 1.10% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 0.31% | |
| Total | 100.00% | ||
Mr. Varun Sharma has an impressive career with over 15 years of extensive experience in Investment Management.Mr. Sharma’s professional journey includes significant tenures at esteemed organizations such as ICICI Securities and Franklin Templeton Asset Management Company. Prior to his current role at MOAMC, Mr. Sharma dedicated more than a decade of his expertise to Franklin Templeton, where he excelled as a Fund Manager.
Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, 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.
Mr. Aliasgar Shakir brings over 20 years of distinguished experience in equity research, investment analysis, and capital markets, with a strong focus on consumer, telecom, and media sectors. Currently, Mr. Shakir was associated with Motilal Oswal Mutual Fund as handling Research activities, where he was focusing on research on both discretionary and non-discretionary consumer sector.Prior to he was associated with Motilal Oswal Institutional Equities as Senior Group Vice President saw him lead coverage across Telecom, Media (Broadcasting, Distribution, Print, and Radio), and Retail (apparel, grocery, footwear, and QSRs), with approximately 25 companies under active coverage.
Get personalized portfolio management services designed to grow and protect your wealth.
ChatGPT
Claude
Perplexity
