Motilal Oswal Consumption Fund holds 36 instruments (96.66% equity), led by Bharti Airtel Limited (6.91%), SKY GOLD AND DIAMONDS LIMITED (5.63%) and ETERNAL LIMITED (5.6%), as of its 30 September 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of Motilal Oswal Consumption Fund, managed by Motilal Oswal Mutual Fund, based on its monthly portfolio disclosure dated 30 September 2026. The fund holds 36 instruments with an equity allocation of 96.66%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
Motilal Oswal Consumption Fund's top 10 holdings account for 47.71% of its portfolio, in line with the Thematic category average of 49.2%. Consumer Discretionary is its largest sector exposure at 50.24% of net assets, spread across 8 sectors in total. Since its 31 August 2026 disclosure, the fund added 2 new positions and exited 1 position, with Aditya Infotech Limited seeing the largest move (+1.62pp to 2.45%).
Equity holdings grouped by sector, % to NAV. "Other" covers debt, cash and other non-equity instruments, plus any equity holding without a classified sector.
Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.
| Stock | Weight | Change |
|---|---|---|
| Aditya Infotech Limited | 0.83% → 2.45% | ▲ +1.62 |
| Allied Blenders and Distillers Limited | 2.54% → 3.86% | ▲ +1.32 |
| Devyani International Limited | 1.08% → 1.56% | ▲ +0.48 |
| Meesho Limited | 1.97% → 2.23% | ▲ +0.26 |
| Varun Beverages Limited | 2.49% → 2.75% | ▲ +0.26 |
| Belrise Industries Limited | 2.88% → 3.05% | ▲ +0.17 |
| Shriram Pistons & Rings Limited | 3.43% → 3.54% | ▲ +0.11 |
| Stock | Weight | Change |
|---|---|---|
| One 97 Communications Limited | 5.21% → 4.59% | ▼ -0.62 |
| Gabriel India Limited | 1.65% → 1.1% | ▼ -0.55 |
| LEAP INDIA LTD | 3.34% → 2.81% | ▼ -0.53 |
| Mahindra & Mahindra Limited | 4.74% → 4.35% | ▼ -0.39 |
| Lenskart Solutions Limited | 2.76% → 2.38% | ▼ -0.38 |
| Healthcare Global Enterprises Limited | 5.27% → 4.89% | ▼ -0.38 |
| PG Electroplast Limited | 2.47% → 2.14% | ▼ -0.33 |
| Kalyan Jewellers India Limited | 5.5% → 5.17% | ▼ -0.33 |
| Fujiyama Power Systems Limited | 1.77% → 1.56% | ▼ -0.21 |
| MANIPAL HEALTH ENTERPRISES L | 1.85% → 1.69% | ▼ -0.16 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Sept 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | Bharti Airtel Limited | Telecommunication | 6.91% |
| 2 | SKY GOLD AND DIAMONDS LIMITED | Consumer Discretionary | 5.63% |
| 3 | ETERNAL LIMITED | Consumer Discretionary | 5.6% |
| 4 | Kalyan Jewellers India Limited | Consumer Discretionary | 5.17% |
| 5 | Healthcare Global Enterprises Limited | Healthcare | 4.89% |
| 6 | One 97 Communications Limited | Financial Services | 4.59% |
| 7 | Mahindra & Mahindra Limited | Consumer Discretionary | 4.35% |
| 8 | Allied Blenders and Distillers Limited | Consumer Staples | 3.86% |
| 9 | Shriram Pistons & Rings Limited | Consumer Discretionary | 3.54% |
| 10 | WeWork India Management Limited | Industrials | 3.17% |
| 11 | Belrise Industries Limited | Consumer Discretionary | 3.05% |
| 12 | Triparty Repotreps | — | 3.03% |
| 13 | TVS Motor Company Limited | Consumer Discretionary | 2.87% |
| 14 | Shaily Engineering Plastics Limited | Consumer Discretionary | 2.84% |
| 15 | LEAP INDIA LTD | Industrials | 2.81% |
| 16 | V2 Retail Limited | Consumer Discretionary | 2.78% |
| 17 | Varun Beverages Limited | Consumer Staples | 2.75% |
| 18 | Aditya Infotech Limited | Industrials | 2.45% |
| 19 | Lenskart Solutions Limited | Consumer Discretionary | 2.38% |
| 20 | International Gemological Institute Limited | Industrials | 2.25% |
| 21 | Meesho Limited | Consumer Discretionary | 2.23% |
| 22 | PG Electroplast Limited | Consumer Discretionary | 2.14% |
| 23 | Electronics Mart India Limited | Consumer Discretionary | 2.12% |
| 24 | SHIPROCKET LTD | Services | 2.04% |
| 25 | MANIPAL HEALTH ENTERPRISES L | Healthcare | 1.69% |
| 26 | Radico Khaitan Limited | Consumer Staples | 1.58% |
| 27 | Devyani International Limited | Consumer Discretionary | 1.56% |
| 28 | Fujiyama Power Systems Limited | Industrials | 1.56% |
| 29 | Britannia Industries Limited | Consumer Staples | 1.55% |
| 30 | TANFAC Industries Ltd. | Materials | 1.53% |
| 31 | Hindustan Unilever Limited | Consumer Staples | 1.47% |
| 32 | Dixon Technologies (India) Limited | Consumer Discretionary | 1.47% |
| 33 | SS RETAIL LTD | Consumer Discretionary | 1.41% |
| 34 | MILKY MIST DAIRY FOOD LTD | Consumer Staples | 1.32% |
| 35 | Gabriel India Limited | Consumer Discretionary | 1.1% |
| 36 | Net Receivables / (Payables)other | — | 0.31% |
New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.
Source: Motilal Oswal Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 30 September 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.