Growth Potential of the Consumption Theme

Consumption-GrowthPotential

Source/Disclaimer: IBEF sector report. The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. Past performance may not e sustained in the future and is not a guarantee of any future returns.


Mid & Small cap stocks saw better growth in 5 years

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Source: nifty indices, Data from 30-Sep-2019 to 30-Sep-2024. The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. Past performance may not be sustained in the future . Profitability = Profit after tax (PAT) Profitability = Profit after tax (PAT). CAGR = Compounded Annual Growth Rate. In general large cap are less volatile as compared to mid cap and small cap, investors should consider risk profile while investing


Nifty Midsmall India Consumption vs Broad Index

1 Year3 Year5 Year10 Year
Compound Annual
Growth Rate
Nifty Midsmall India Consumption TRI53.4%23.4%28.4%19.0%
Nifty India Consumption TRI53.2%22.6%22.3%16.0%
Annualized
Volatility
Nifty Midsmall India Consumption TRI15.8%16.6%18.3%17.6%
Nifty India Consumption TRI11.9%13.6%16.6%15.4%
Risk Adjusted
Returns
Nifty Midsmall India Consumption TRI3.31.41.51.0
Nifty India Consumption TRI4.41.61.31.0

Source/Disclaimer: niftyindices: Performance as of close of 30-Sep-14 to 30-Sep-24. Performance results have many inherent limitations and no representation is being made that any investor will, or is likely to achieve. Past performance may or may not be sustained in future and is not a guarantee of any future return. The above graph is used to explain the concept and is for illustration purpose only and should not used for development or implementation of an investment strategy. TRI= Total Return Index

  • Fund Details

  • Product Label

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Fund Name

Motilal Oswal Nifty MidSmall India Consumption Index Fund

Plans

Regular Plan and Direct Plan

Options

Growth

Benchmark

Nifty MidSmall India Consumption TRI

Minimum Application Amount

₹ 500/- and in multiples of ₹ 1/- thereafter

Minimum Redemption Amount

₹ 500/- and in multiples of ₹ 1/- thereafter or account balance, whichever is lower.

Investment Objective

The investment objective of the scheme is to provide returns that, before expenses, correspond to the total returns of the securities as represented by Nifty MidSmall India Consumption Total Return Index, subject to tracking error.

 

However, there can be no assurance or guarantee that the investment objectives of the scheme will be achieved.

Type

An open ended fund replicating / tracking the Nifty MidSmall India Consumption Total Return

Entry load

NIL

Exit load

1% if redeemed on or before 15 days of allotment.

Nil- If redeemed after 15 days from the date of allotment.

Fund Managers

Swapnil Mayekar

Swapnil Mayekar

Fund Manager

See other funds managed by him
Rakesh Shetty

Rakesh Shetty

Fund Manager/Dealer

See other funds managed by him

FAQs

What is the Nifty MidSmall India Consumption Index Fund?

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The Nifty MidSmall India Consumption Index Fund is an exchange-traded fund (ETF) that aims to replicate the performance of the Nifty MidSmall India Consumption Index. This index represents a diversified portfolio of mid-cap and small-cap companies involved in the consumption sectors, such as consumer goods, retail, and other industries driven by domestic demand.

Who should consider investing in this fund?

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Investors looking for exposure to mid-cap and small-cap companies in India's consumption-driven sectors with a long-term growth potential should consider this fund. It is suitable for those who believe in the future growth of domestic consumption in India.

What are the risks associated with this fund?

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  • • Market risk:Mid-cap and small-cap stocks are more volatile than large-cap stocks, leading to potentially higher fluctuations in the fund’s value.
  • • Sector concentration risk:The fund is heavily focused on consumption sectors, so a downturn in consumer demand may impact performance.
  • • Liquidity risk: Small-cap stocks can be less liquid, which might affect the fund’s ability to trade these stocks efficiently.

The Scheme being an index scheme follows a passive investment technique and shall only invest in Securities comprising one selected index irrespective of its market conditions.