Motilal Oswal Consumption Reg Gr
Motilal Oswal Consumption Fund Growth focuses on Indian consumer and retail companies for growth.
What This Strategy Does
CW Expert Research Notes
Consistent Outperformance
The fund has demonstrated benchmark-beating returns across market cycles, outperforming in 1 out of the last 12 years.
Consumption-Focused Positioning
The strategy exhibits a distinct tilt towards consumer cyclical and defensive sectors, with representative holdings like Titan Company and Hindustan Unilever driving the consumption thesis.
Moderate Risk Profile
With a beta of 1.016 and volatility of 18.697%, the fund offers equity-like participation while potentially mitigating downside through its sector positioning and valuation discipline.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Detailed Risks
Market Risk
Potential recession or demand contraction could undermine consumer spending, impacting consumption-focused holdings.
Liquidity Risk
High mid-cap allocation could face liquidity stress during volatility spikes, hindering rebalancing.
Concentration Risk
Concentrated consumer sector exposure leaves fund vulnerable to regulatory changes impacting key holdings.
Specific Strategy Risk
Competitive pressures or supply chain disruptions could impair earnings for consumer companies.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Captures India's rising consumption story through exposure to companies benefiting from the country's expanding middle class and evolving consumer preferences. This theme provides access to businesses positioned to capitalize on increasing disposable incomes and shifting spending patterns.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Swapnil Mayekar
Mr. Swapnil Mayekar has experience of 22 years. Manages 227 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹9,582 Cr Holds a M.com degree.
44 years
Combined Team Experience
₹ 19,743 Cr
Assets Under Management
Rakesh Shetty
Co-Portfolio ManagerMr. Rakesh Shetty has experience of 4 years. Manages 287 funds at Motilal Oswal Asset Management Company Limited - Portfolio Managers with an AUM of approximately ₹10,161 Cr
CW Expert Take
Motilal Oswal's consumption-focused equity strategy reflects their conviction in India's secular growth story. Their investment process combines top-down thematic views with bottom-up stock selection, seeking companies positioned to benefit from rising discretionary spending. The fund house maintains a concentrated portfolio of high-conviction ideas backed by rigorous fundamental research across the consumption value chain.
Investment Philosophy & Approach
Disciplined Approach
Motilal Oswal AMC follows a disciplined investment approach focused on quality growth.
Rigorous Research
The fund house emphasizes rigorous bottom-up research to identify sustainable growth opportunities.
Long-Term Mindset
Motilal Oswal AMC maintains a long-term investment horizon aligned with client objectives.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)