Portfolio Holdings
As of 31 Mar 2026
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Motilal Oswal Consumption Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Consumer Durables
16.13%
Automobiles
11.78%
Beverages
10.28%
Healthcare Services
9.26%
Telecom - Services
8.88%
Retailing
7.35%
Financial Technology (Fintech)
5.45%
Healthcare
4.53%
Industrial Products
3.66%
Auto Components
3.16%
Personal Products
2.33%
Food Products
2.20%
Leisure Services
2.11%
Others
6.10%

All Holdings

Complete list of 26 stocks, grouped by sector. Filter by industry to focus.

26 holdings53.5% top 10 weight17 sectors
#Stock% of NAVValue (₹Cr)
Consumer Durables 4 stocks16.13%
2Sky Gold And Diamonds Limited5.88%53.86
4Kalyan Jewellers India Limited5.57%51.00
11PG Electroplast Limited3.73%34.16
26Dixon Technologies (India) Limited0.95%8.71
Automobiles 3 stocks11.78%
3Mahindra & Mahindra Ltd5.84%53.43
17TVS Motor Company Ltd2.98%27.25
18Maruti Suzuki India Ltd2.96%27.07
Beverages 3 stocks10.28%
8Radico Khaitan Ltd4.04%36.95
15Allied Blenders And Distillers Limited3.14%28.70
16Varun Beverages Ltd3.10%28.35
Healthcare Services 2 stocks9.26%
5HealthCare Global Enterprises Ltd.5.51%50.42
10Aster DM Healthcare Limited3.75%34.36
Telecom - Services 1 stocks8.88%
1Bharti Airtel Ltd8.88%81.31
Retailing 2 stocks7.35%
9Eternal Limited4.04%37.01
13Aditya Vision Ltd3.31%30.26
Financial Technology (Fintech) 1 stocks5.45%
6One 97 Communications Limited5.45%49.87
Healthcare 1 stocks4.53%
7V2 Retail Ltd4.53%41.47
Industrial Products 1 stocks3.66%
12Shaily Engineering Plastics Limited3.66%33.51
Auto Components 1 stocks3.16%
14Gabriel India Limited3.16%28.92
Personal Products 1 stocks2.33%
19Godrej Consumer Products Ltd2.33%21.31
Food Products 1 stocks2.20%
20Britannia Industries Ltd2.20%20.12
Leisure Services 1 stocks2.11%
21Chalet Hotels Limited2.11%19.32
RETAILING 1 stocks1.93%
22Meesho Ltd1.93%17.71
Transport Services 1 stocks1.47%
23Shadowfax Technologies Limited1.47%13.41
IT - Services 1 stocks1.36%
24Amagi Media Labs Limited1.36%12.47
Power 1 stocks1.34%
25NTPC Ltd1.34%12.23