EquitySectoral/ ThematicDirect · Growth
Motilal Oswal Consumption Fund-Direct-Growth
Motilal Oswal · Scheme 153913
₹11.51▲ 0.07%NAV · 2026-09-18
Strong FundScore
AUM
₹1,131 cr
Expense ratio
0.84%
3Y CAGR
—
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Varun SharmaExit load: Exit load of 1%, if redeemed within 90 Days.
Strong · 72/100
A high-quality fund that scores well on the factors that matter.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 20%.
- ✓Alpha vs benchmark: +25.1%
- ✓Max drawdown: -20%
- ✓Downside capture: 76% of benchmark falls
📉 What could drag it down
- •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •Sharpe ratio: 0.65
- •Sortino ratio: 0.95
FundScore breakdown
72/100 · Strong
Returns
Average
Consistency
Average
Risk-adjusted
Average
Downside protection
Excellent
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.