28
ConsumptionAvoid
Motilal Oswal Consumption
Motilal Oswal · Direct–Growth · rank #22 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-5.7%
-8.8% vs index
3 Years
—
5 Years
—
Since launch
11.8%
Year-by-year performance
2025
-8.3%-15.9% vs index
2026
-1.4%+0.7% vs index
Why this score
Motilal Oswal Consumption scores 28/100 — #22 of 25 Consumption fund (Avoid). It stands out for expense ratio — beating 94% of peers on expense ratio. The main drag is its sharpe ratio (better than only 13% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
Sharpe ratio-0.56 · 13th percentile in category
Volatility16.97 · 8th percentile in category
Expense ratio0.82% · 94th percentile in category
Alpha-6.47 · 8th percentile in category
Sortino ratio-0.74 · 13th percentile in category
1Y return-5.73% · 12th percentile in category
Top holdings
1.Bharti Airtel Ltd7.96%
2.Sky Gold Ltd6.08%
3.Kalyan Jewellers India Ltd5.87%
4.One 97 Communications Ltd5.54%
5.Zomato Ltd5.42%
30 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.