Motilal Oswal Consumption Fund holds 32 instruments (97.87% equity), led by SKY GOLD AND DIAMONDS LIMITED (8.26%), Bharti Airtel Limited (7.99%) and One 97 Communications Limited (5.61%), as of its 30 June 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 June 2026. The fund holds 32 instruments with an equity allocation of 97.87%. 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 55.19% of its portfolio, more concentrated than the Thematic category average of 50.4%. Consumer Discretionary is its largest sector exposure at 50.16% of net assets, spread across 8 sectors in total. Since its 31 May 2026 disclosure, the fund added 4 new positions and exited 1 position, with Hindustan Unilever Limited seeing the largest move (-1.95pp to 1.82%).
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 |
|---|---|---|
| Allied Blenders and Distillers Limited | 3.45% → 4.04% | ▲ +0.59 |
| WeWork India Management Limited | 3.45% → 3.88% | ▲ +0.43 |
| Kalyan Jewellers India Limited | 4.64% → 4.96% | ▲ +0.32 |
| Shriram Pistons & Rings Limited | 0.65% → 0.91% | ▲ +0.26 |
| ETERNAL LIMITED | 4.9% → 5.07% | ▲ +0.17 |
| Stock | Weight | Change |
|---|---|---|
| Hindustan Unilever Limited | 3.77% → 1.82% | ▼ -1.95 |
| PG Electroplast Limited | 2.77% → 2.05% | ▼ -0.72 |
| Gabriel India Limited | 3.71% → 3.12% | ▼ -0.59 |
| V2 Retail Limited | 4.45% → 4.02% | ▼ -0.43 |
| Healthcare Global Enterprises Limited | 5.47% → 5.05% | ▼ -0.42 |
| Aditya Vision Limited | 3.27% → 2.87% | ▼ -0.4 |
| Mahindra & Mahindra Limited | 5.31% → 4.96% | ▼ -0.35 |
| Shadowfax Technologies Limited | 2.9% → 2.57% | ▼ -0.33 |
| SKY GOLD AND DIAMONDS LIMITED | 8.5% → 8.26% | ▼ -0.24 |
| Varun Beverages Limited | 3.76% → 3.54% | ▼ -0.22 |
% to NAV of the fund's current top holdings over its last 5 monthly disclosures (Jan – Jun 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | SKY GOLD AND DIAMONDS LIMITED | Consumer Discretionary | 8.26% |
| 2 | Bharti Airtel Limited | Telecommunication | 7.99% |
| 3 | One 97 Communications Limited | Financial Services | 5.61% |
| 4 | Shaily Engineering Plastics Limited | Consumer Discretionary | 5.23% |
| 5 | ETERNAL LIMITED | Consumer Discretionary | 5.07% |
| 6 | Healthcare Global Enterprises Limited | Healthcare | 5.05% |
| 7 | Mahindra & Mahindra Limited | Consumer Discretionary | 4.96% |
| 8 | Kalyan Jewellers India Limited | Consumer Discretionary | 4.96% |
| 9 | Allied Blenders and Distillers Limited | Consumer Staples | 4.04% |
| 10 | V2 Retail Limited | Consumer Discretionary | 4.02% |
| 11 | WeWork India Management Limited | Industrials | 3.88% |
| 12 | Varun Beverages Limited | Consumer Staples | 3.54% |
| 13 | Gabriel India Limited | Consumer Discretionary | 3.12% |
| 14 | Aditya Vision Limited | Consumer Discretionary | 2.87% |
| 15 | International Gemological Institute Limited | Industrials | 2.77% |
| 16 | TVS Motor Company Limited | Consumer Discretionary | 2.65% |
| 17 | Radico Khaitan Limited | Consumer Staples | 2.58% |
| 18 | Shadowfax Technologies Limited | Services | 2.57% |
| 19 | Meesho Limited | Consumer Discretionary | 2.29% |
| 20 | PG Electroplast Limited | Consumer Discretionary | 2.05% |
| 21 | TANFAC Industries Ltd. | Materials | 1.92% |
| 22 | Pidilite Industries Limited | Materials | 1.85% |
| 23 | Hindustan Unilever Limited | Consumer Staples | 1.82% |
| 24 | Amber Enterprises India Limited | Consumer Discretionary | 1.82% |
| 25 | Britannia Industries Limited | Consumer Staples | 1.81% |
| 26 | Godrej Consumer Products Limited | Consumer Staples | 1.14% |
| 27 | BSE Limited | Financial Services | 1.14% |
| 28 | Net Receivables / (Payables)other | — | 1.1% |
| 29 | Triparty Repotreps | — | 1.03% |
| 30 | Dixon Technologies (India) Limited | Consumer Discretionary | 1.01% |
| 31 | Lenskart Solutions Limited | Consumer Discretionary | 0.94% |
| 32 | Shriram Pistons & Rings Limited | Consumer Discretionary | 0.91% |
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 June 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.