32
ConsumptionAvoid
Motilal Oswal Consumption
Motilal Oswal · Direct–Growth · rank #18 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-12.2%
-7.5% vs index
3 Years
—
5 Years
—
Since launch
12.9%
Year-by-year performance
2025
-8.3%-15.9% vs index
2026
-6.8%-0.8% vs index
Why this score
Motilal Oswal Consumption scores 32/100 — #18 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-0.72 · 13th percentile in category
Expense ratio0.85% · 94th percentile in category
Alpha-6.59 · 3rd percentile in category
Sortino ratio-0.95 · 13th percentile in category
1Y return-12.16% · 7th percentile in category
Volatility16.85 · 38th percentile in category
Top holdings
1.Bharti Airtel Ltd6.91%
2.Sky Gold Ltd5.63%
3.Zomato Ltd5.6%
4.Kalyan Jewellers India Ltd5.17%
5.Healthcare Global Enterprises Ltd4.89%
34 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.