29
ConsumptionAvoid
Motilal Oswal Consumption
Motilal Oswal · Direct–Growth · rank #20 of 25 by Smart Score
Data updated
Trailing returns
1 Year
-9.6%
-7.5% vs index
3 Years
—
5 Years
—
Since launch
12.7%
Year-by-year performance
2025
-8.3%-15.9% vs index
2026
-3.6%-0.0% vs index
Why this score
Motilal Oswal Consumption scores 29/100 — #20 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-0.63 · 13th percentile in category
Expense ratio0.84% · 94th percentile in category
Alpha-6.58 · 3rd percentile in category
Volatility16.83 · 18th percentile in category
Sortino ratio-0.83 · 13th percentile in category
1Y return-9.55% · 7th percentile in category
Top holdings
1.Bharti Airtel Ltd6.98%
2.Sky Gold Ltd5.79%
3.Zomato Ltd5.62%
4.Kalyan Jewellers India Ltd5.5%
5.Healthcare Global Enterprises Ltd5.27%
33 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.