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India Spends more than ₹30 Trillion on Discretionary Segment
Data as on: 2024. Source: DRHPs, Industry reports, Company data, Spark Avendus, Jefferies, Motilal Oswal, Bloomberg. The above graph is used to explain the concept and is for illustration purpose only... Read more
Why Motilal Oswal Consumption fund?
Source: MOAMC Internal. Past Performance may or may not be sustained in the future. The above data/graph is used to explain the concept and is for illustration purpose only and should not be used for ... Read more
Want to Know more about the Consumption Fund?
Here's what our CBO, Akhil Chaturvedi has to say.
Fund Name
Plans
Benchmark
Minimum Application Amount
Minimum Redemption Amount
Investment Objective
The primary objective of the Scheme is to generate long-term capital appreciation by investing predominately in equity and equity related securities of companies engaged in consumption and consumption related activities.
However, there is no assurance that the investment objective of the scheme will be realized.
Type
Entry load
Exit load
1% - If redeemed within 3 months from the day of allotment. Nil - If redeemed after 3 months from the date of allotment.
Exit Load will be applicable on switch-options amongst the Schemes of Motilal Oswal Mutual Fund. No Load shall be imposed for switching between Options within the Scheme. Further, it is clarified that there will be no exit load charged on a switch-out from Regular to Direct plan within the same scheme.
Fund Managers
FAQs
What is the investment objective of Motilal Oswal Consumption Fund (NFO)?
The primary objective of the Scheme is to generate long-term capital appreciation by investing predominately in equity, equity related securities of companies engaged in consumption, and consumption related activities.
However, there is no assurance that the investment objective of the scheme will be realized.
What is the strategy behind Motilal Oswal Consumption Fund (NFO)?
The scheme seeks to generate long-term capital appreciation by investing in companies engaged in consumption and consumption-related activities across India's economic landscape. The investment strategy focuses on identifying sub-segments within the consumption ecosystem that demonstrate potential for sustained earnings growth, particularly in luxury and discretionary consumption categories including consumer durables, automobiles, retail, FMCG, healthcare, telecom, and financial services aligned with AMFI classifications. It follows MOAMC’s QGLP philosophy —focusing on Quality businesses with durable Growth potential, Longevity of earnings and fair Prices.
It may allocate up to 20% of assets to equities outside the domestic consumption space for added flexibility.
Through an actively managed, high-conviction approach combining top-down sector analysis with bottom-up stock selection, the fund targets companies with strong competitive moats, capable management and attractive medium- to long-term growth potential, while balancing safety, liquidity and returns, considering prevailing economic conditions.
Who should invest in this consumption fund?
Suitable for investors with high-risk appetite, long-term investment horizon, understanding of thematic investing, and seeking exposure to consumption-driven growth.