Motilal Oswal Consumption Fund
Stocks held by month, last 12 months collected. Source: Motilal Oswal Mutual Fund monthly portfolios.
| Stock | Change | Shares before | Shares now | Difference | Value |
|---|---|---|---|---|---|
| LEAPIND | New | — | 23.61 lakh | +23.61 lakh | ₹39.6 cr |
| SHIPROCKET | New | — | 17.73 lakh | +17.73 lakh | ₹24.6 cr |
| MANIPALHOS | New | — | 2.87 lakh | +2.87 lakh | ₹21.9 cr |
| MILKYMIST | New | — | 8.21 lakh | +8.21 lakh | ₹17.3 cr |
| DEVYANI | New | — | 9.19 lakh | +9.19 lakh | ₹12.7 cr |
| CPPLUS | New | — | 27,432 | +27,432 | ₹9.8 cr |
| SHRIPISTON | Added | 53,085 | 88,131 | +35,046 | ₹40.6 cr |
| WEWORK | Added | 4.51 lakh | 5.57 lakh | +1.06 lakh | ₹38.2 cr |
| BELRISE | Added | 10.98 lakh | 14.69 lakh | +3.71 lakh | ₹34.1 cr |
| ABDL | Added | 4.47 lakh | 4.87 lakh | +39,400 | ₹30.1 cr |
| SKYGOLD | Trimmed | 10.68 lakh | 8.49 lakh | −2.19 lakh | ₹68.6 cr |
| PAYTM | Trimmed | 4.67 lakh | 3.60 lakh | −1.07 lakh | ₹61.8 cr |
| SHAILY | Trimmed | 1.31 lakh | 1.08 lakh | −23,830 | ₹35.2 cr |
| V2RETAIL | Trimmed | 18.75 lakh | 15.43 lakh | −3.31 lakh | ₹34.4 cr |
| MEESHO | Trimmed | 12.61 lakh | 11.34 lakh | −1.27 lakh | ₹23.3 cr |
| GABRIEL | Trimmed | 2.05 lakh | 1.36 lakh | −68,860 | ₹19.5 cr |
| TANFAC Industries Ltd | Trimmed | 58,257 | 54,378 | −3,879 | ₹17.2 cr |
| AVL | Trimmed | 3.79 lakh | 2.78 lakh | −1.02 lakh | ₹16.7 cr |
| PIDILITIND | Exited | 1.23 lakh | — | −1.23 lakh | ₹19.8 cr |
| AMBER | Exited | 25,517 | — | −25,517 | ₹19.0 cr |
| GODREJCP | Exited | 1.20 lakh | — | −1.20 lakh | ₹12.8 cr |
Value: this month's market value in the AMC's file (an exit: last month's). "ISIN changed" = a split or bonus between the months; share counts are not comparable across it. Source: Motilal Oswal Mutual Fund monthly portfolios.
| Sector | ||||
|---|---|---|---|---|
| BHARTIARTL Bharti Airtel Limited | Telecommunication | 4.56 lakh | ₹82.7 cr | 6.98% |
| SKYGOLD SKY GOLD AND DIAMONDS LIMITED | Consumer Durables | 8.49 lakh | ₹68.6 cr | 5.79% |
| ETERNAL ETERNAL LIMITED | Consumer Services | 20.28 lakh | ₹66.5 cr | 5.62% |
| KALYANKJIL Kalyan Jewellers India Limited | Consumer Durables | 10.84 lakh | ₹65.2 cr | 5.50% |
| HCG Healthcare Global Enterprises Limited | Healthcare | 8.51 lakh | ₹62.4 cr | 5.27% |
| PAYTM One 97 Communications Limited | Financial Services | 3.60 lakh | ₹61.8 cr | 5.21% |
| M&M Mahindra & Mahindra Limited | Automobile and Auto Components | 1.71 lakh | ₹56.1 cr | 4.74% |
| SHRIPISTON SPR Auto Technologies Limited | Automobile and Auto Components | 88,131 | ₹40.6 cr | 3.43% |
| LEAPIND LEAP India Limited | Services | 23.61 lakh | ₹39.6 cr | 3.34% |
| WEWORK WeWork India Management Limited | Services | 5.57 lakh | ₹38.2 cr | 3.22% |
| SHAILY Shaily Engineering Plastics Limited | Consumer Durables | 1.08 lakh | ₹35.2 cr | 2.97% |
| TVSMOTOR TVS Motor Company Limited | Automobile and Auto Components | 81,000 | ₹35.2 cr | 2.97% |
| V2RETAIL V2 Retail Limited | Consumer Services | 15.43 lakh | ₹34.4 cr | 2.90% |
| BELRISE Belrise Industries Limited | Automobile and Auto Components | 14.69 lakh | ₹34.1 cr | 2.88% |
| LENSKART Lenskart Solutions Limited | Consumer Services | 4.94 lakh | ₹32.7 cr | 2.76% |
| ABDL Allied Blenders and Distillers Limited | Fast Moving Consumer Goods | 4.87 lakh | ₹30.1 cr | 2.54% |
| VBL Varun Beverages Limited | Fast Moving Consumer Goods | 7.38 lakh | ₹29.6 cr | 2.49% |
| PGEL PG Electroplast Limited | Consumer Durables | 5.04 lakh | ₹29.3 cr | 2.47% |
| IGIL International Gemological Institute Limited | Services | 8.26 lakh | ₹28.2 cr | 2.38% |
| SHIPROCKET Shiprocket Limited | Services | 17.73 lakh | ₹24.6 cr | 2.08% |
| MEESHO Meesho Limited | Consumer Services | 11.34 lakh | ₹23.3 cr | 1.97% |
| MANIPALHOS Manipal Health Enterprises Limited | Healthcare | 2.87 lakh | ₹21.9 cr | 1.85% |
| UTLSOLAR Fujiyama Power Systems Limited | Capital Goods | 4.54 lakh | ₹20.9 cr | 1.77% |
| GABRIEL Gabriel India Limited | Automobile and Auto Components | 1.36 lakh | ₹19.5 cr | 1.65% |
| BRITANNIA Britannia Industries Limited | Fast Moving Consumer Goods | 37,103 | ₹19.5 cr | 1.64% |
| DIXON Dixon Technologies (India) Limited | Consumer Durables | 12,972 | ₹19.3 cr | 1.63% |
| RADICO Radico Khaitan Limited | Fast Moving Consumer Goods | 42,058 | ₹18.9 cr | 1.59% |
| HINDUNILVR Hindustan Unilever Limited | Fast Moving Consumer Goods | 90,848 | ₹17.9 cr | 1.51% |
| MILKYMIST Milky Mist Dairy Food Limited | Fast Moving Consumer Goods | 8.21 lakh | ₹17.3 cr | 1.46% |
| TANFAC Industries Ltd | Chemicals | 54,378 | ₹17.2 cr | 1.45% |
| AVL Aditya Vision Limited | Consumer Services | 2.78 lakh | ₹16.7 cr | 1.41% |
| DEVYANI Devyani International Limited | Consumer Services | 9.19 lakh | ₹12.7 cr | 1.08% |
| CPPLUS Aditya Infotech Limited | Capital Goods | 27,432 | ₹9.8 cr | 0.83% |
Equity rows as disclosed, Aug 2026. Source: Motilal Oswal Mutual Fund monthly portfolio.
- Consumer Durables19.2%
- Consumer Services16.5%
- Automobile and Auto Components16.4%
- Fast Moving Consumer Goods11.8%
- Services11.6%
- Healthcare7.5%
- Telecommunication7.3%
- Financial Services5.5%
- Capital Goods2.7%
- Chemicals1.5%
AMFI's 22 sectors; one sector per stock, from the fund houses' industry labels. Source: Motilal Oswal Mutual Fund monthly portfolio; AMFI.
- Small Cap44.1%
- Large Cap27.2%
- Mid Cap19.6%
- Not in AMFI's list9.2%
AMFI's list of Jun 2026. Source: Motilal Oswal Mutual Fund monthly portfolio; AMFI.
| Period | Return | From | To |
|---|---|---|---|
| Since first NAV | +13.32 % in total | 29 Oct 2025 · NAV ₹10.0746 | 25 Sep 2026 · NAV ₹11.4163 |
Past performance may not be sustained in future.
Point-to-point change in the plan's NAV between the two dates shown, as AMFI publishes it; over a year, compounded a year. A period is shown only when a NAV exists within 7 days before its start date. Source: AMFI NAV files (plan code 153913).