Compare Motilal Oswal Consumption Fund vs Tata India Consumer Fund
Motilal Oswal Consumption Fund
EquityThematic-Consumption
Tata India Consumer Fund
EquityThematic-Consumption
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.32
2.12
NAV
₹11.37
₹53.55
Fund Started
01 Oct 2025
04 Dec 2015
Fund Size
₹1159.44 Cr
₹2723.26 Cr
Exit Load
Exit load of 1%, if redeemed within 90 Days.
Exit load of 0.25% if redeemed within 30 days.
1 Year
-
-0.86%
3 Year
-
11.60%
5 Year
-
10.06%
Equity
96.66%
90.98%
Cash
3.34%
9.02%
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 6.91% |
Sky Gold And Diamonds Ltd. | 5.63% |
Eternal Ltd. | 5.60% |
Kalyan Jewellers India Ltd. | 5.17% |
Healthcare Global Enterprises Ltd. | 4.89% |
One97 Communications Ltd. | 4.59% |
Mahindra & Mahindra Ltd. | 4.35% |
Allied Blenders And Distillers Ltd. | 3.86% |
SPR Auto Technologies Ltd. | 3.54% |
WeWork India Management Ltd. | 3.17% |
Name | Assets |
|---|---|
Eternal Ltd. | 9.73% |
Titan Company Ltd. | 6.91% |
Nestle India Ltd. | 5.71% |
Radico Khaitan Ltd. | 5.54% |
CarTrade Tech Ltd. | 4.98% |
Varun Beverages Ltd. | 4.15% |
Ather Energy Ltd. | 4.00% |
Tata Consumer Products Ltd. | 3.67% |
United Spirits Ltd. | 3.49% |
ITC Ltd. | 3.13% |
Name
-
-
Start Date
-
-
Description
The Scheme seeks to generate long-term capital appreciation by investing predominately in equity and equity related securities of companies engaged in consumption and consumption related activities.
The scheme seeks long term capital appreciation by investing atleast 80% of it's net assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.
Launch Date
01 Oct 2025
04 Dec 2015
