← Motilal Oswal Mutual Fund

Motilal Oswal Nifty MidSmall India Consumption Index Fund - Direct Plan- Growth

Index/ETF Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
30
Aug 2026
Equity Holdings
₹24.24 Cr
Equity only, excl. debt & cash
AAUM
₹23.13 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
30.0%
Moderate
Top 10 Weight
50.8%
Moderate
Changes
29
0 new · 0 exits
Top Sector
Consumer Durables
19.1% of portfolio
Launch Date
29 Oct 2024
2 years old

AAUM (Average Assets Under Management) of ₹23.13 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Among existing holdings, Dixon Technologies (India) Limited saw the biggest increase — now at 6.64% of the portfolio. Torrent Power Limited was trimmed the most, now at 2.49%. Hero MotoCorp Limited remains the top holding with Consumer Durables the dominant sector at 19.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Consumer Durables 18.1% 19.5% +1.3%
Retailing 16.5% 17.4% +0.9%
Realty 12.2% 12.0% -0.2%
Pharmaceuticals & Biotechnology 8.4% 8.1% -0.3%
Automobiles 7.0% 7.5% +0.5%
Agricultural Food & other Products 6.6% 6.2% -0.4%
Personal Products 5.8% 5.6% -0.2%
Leisure Services 5.8% 5.4% -0.5%
Healthcare Services 5.6% 5.3% -0.4%
Telecom - Services 4.5% 3.8% -0.7%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Consumer Durables 19.5% 19.1% -0.3%
Retailing 17.4% 18.2% +0.9%
Realty 12.0% 12.1% +0.1%
Pharmaceuticals & Biotechnology 8.1% 7.8% -0.3%
Automobiles 7.5% 7.6% +0.2%
Agricultural Food & other Products 6.2% 6.0% -0.3%
Leisure Services 5.4% 5.6% +0.2%
Personal Products 5.6% 5.1% -0.4%
Healthcare Services 5.3% 5.1% -0.2%
Telecom - Services 3.8% 4.3% +0.4%
Biggest Add
Dixon Technologies (India) Limited
+0.43% · now 6.64%
Biggest Trim
Torrent Power Limited
-0.37% · now 2.49%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 11 Increased ↓ 18 Decreased
#StockSectorJul 2026Aug 2026Change
1
Dixon Technologies (India) Limited
₹1.62 Cr
Consumer Durables 6.21% 6.64% +0.43%
2
Info Edge (India) Limited
₹1.32 Cr
Retailing 5.01% 5.44% +0.43%
3
Vodafone Idea Limited
₹1.03 Cr
Telecom - Services 3.82% 4.25% +0.43%
4
FSN E-Commerce Ventures Limited
₹1.25 Cr
Retailing 4.86% 5.16% +0.30%
5
Jubilant Foodworks Limited
₹50.93 L
Leisure Services 1.83% 2.09% +0.26%
6
Hero MotoCorp Limited
₹1.86 Cr
Automobiles 7.45% 7.63% +0.18%
7
Radico Khaitan Limited
₹92.17 L
Beverages 3.63% 3.79% +0.16%
8
Vishal Mega Mart Limited
₹80.90 L
Retailing 3.18% 3.33% +0.15%
9
Oberoi Realty Limited
₹57.68 L
Realty 2.29% 2.37% +0.08%
10
Prestige Estates Projects Limited
₹72.26 L
Realty 2.91% 2.97% +0.06%
#StockSectorJul 2026Aug 2026Change
1
Torrent Power Limited
₹60.61 L
Power 2.86% 2.49% -0.37%
2
Voltas Limited
₹71.44 L
Consumer Durables 3.23% 2.94% -0.29%
3
Page Industries Limited
₹59.07 L
Textiles & Apparels 2.72% 2.43% -0.29%
4
Blue Star Limited
₹49.83 L
Consumer Durables 2.33% 2.05% -0.28%
5
Marico Limited
₹1.14 Cr
Agricultural Food & other Products 4.91% 4.68% -0.23%
6
Alkem Laboratories Limited
₹81.81 L
Pharmaceuticals & Biotechnology 3.59% 3.36% -0.23%
7
Colgate Palmolive (India) Limited
₹65.58 L
Personal Products 2.92% 2.70% -0.22%
8
Dabur India Limited
₹59.02 L
Personal Products 2.65% 2.43% -0.22%
9
Fortis Healthcare Limited
₹1.24 Cr
Healthcare Services 5.25% 5.10% -0.15%
10
Crompton Greaves Consumer Electricals Limited
₹39.76 L
Consumer Durables 1.78% 1.63% -0.15%

What Stocks Does This Fund Hold?

30 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹1.86 Cr
Automobiles
7.63%
2
₹1.62 Cr
Consumer Durables
6.64%
3
₹1.32 Cr
Retailing
5.44%
4
₹1.25 Cr
Retailing
5.16%
5
₹1.24 Cr
Healthcare Services
5.10%
6
₹1.14 Cr
Agricultural Food & other Products
4.68%
7
₹1.05 Cr
Retailing
4.31%
8
₹1.03 Cr
Telecom - Services
4.25%
9
₹93.04 L
Realty
3.82%
10
₹92.17 L
Beverages
3.79%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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