← Motilal Oswal Mutual Fund

Motilal Oswal Nifty MidSmall IT and Telecom Index Fund - Direct Plan- Growth

Index/ETF Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
20
Aug 2026
Equity Holdings
₹54.14 Cr
Equity only, excl. debt & cash
AAUM
₹43.83 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
57.6%
High concentration
Top 10 Weight
81.1%
High concentration
Changes
20
0 new · 0 exits
Top Sector
IT - Software
54.8% of portfolio
Launch Date
29 Oct 2024
2 years old

AAUM (Average Assets Under Management) of ₹43.83 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, Coforge Limited saw the biggest increase — now at 15.83% of the portfolio. Indus Towers Limited was trimmed the most, now at 11.48%. Coforge Limited remains the top holding with IT - Software the dominant sector at 54.8%. ↓ 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
IT - Software 49.5% 55.2% +5.7%
Telecom - Services 38.2% 33.7% -4.5%
IT - Services 12.0% 12.1% +0.2%
Jul 2026 Aug 2026
Sector Prev Curr Delta
IT - Software 55.2% 54.8% -0.5%
Telecom - Services 33.7% 33.7% -0.1%
IT - Services 12.1% 12.5% +0.3%
Biggest Add
Coforge Limited
+1.27% · now 15.83%
Biggest Trim
Indus Towers Limited
-0.77% · now 11.48%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 7 Increased ↓ 13 Decreased
#StockSectorJul 2026Aug 2026Change
1
Coforge Limited
₹8.49 Cr
IT - Software 14.56% 15.83% +1.27%
2
HFCL Limited
₹3.14 Cr
Telecom - Services 4.80% 5.85% +1.05%
3
Oracle Financial Services Software Limited
₹3.68 Cr
IT - Software 6.48% 6.85% +0.37%
4
Cyient Limited
₹1.13 Cr
IT - Services 1.75% 2.11% +0.36%
5
Vodafone Idea Limited
₹4.85 Cr
Telecom - Services 8.71% 9.04% +0.33%
6
Tata Technologies Limited
₹1.75 Cr
IT - Services 3.12% 3.27% +0.15%
7
Sagility Limited
₹1.33 Cr
IT - Services 2.43% 2.48% +0.05%
#StockSectorJul 2026Aug 2026Change
1
Indus Towers Limited
₹6.16 Cr
Telecom - Services 12.25% 11.48% -0.77%
2
Persistent Systems Limited
₹7.47 Cr
IT - Software 14.66% 13.93% -0.73%
3
Tata Communications Limited
₹2.49 Cr
Telecom - Services 5.02% 4.64% -0.38%
4
Bharti Hexacom Limited
₹1.43 Cr
Telecom - Services 2.94% 2.66% -0.28%
5
Tata Elxsi Limited
₹1.51 Cr
IT - Software 3.07% 2.82% -0.25%
6
Sonata Software Limited
₹69.73 L
IT - Software 1.52% 1.30% -0.22%
7
Zensar Technologies Limited
₹64.48 L
IT - Software 1.41% 1.20% -0.21%
8
KPIT Technologies Limited
₹1.18 Cr
IT - Software 2.39% 2.20% -0.19%
9
Mphasis Limited
₹3.95 Cr
IT - Software 7.54% 7.36% -0.18%
10
Intellect Design Arena Limited
₹75.46 L
IT - Software 1.58% 1.41% -0.17%

What Stocks Does This Fund Hold?

20 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹8.49 Cr
IT - Software
15.83%
2
₹7.47 Cr
IT - Software
13.93%
3
₹6.16 Cr
Telecom - Services
11.48%
4
₹4.85 Cr
Telecom - Services
9.04%
5
₹3.95 Cr
IT - Software
7.36%
6
₹3.68 Cr
IT - Software
6.85%
7
₹3.14 Cr
Telecom - Services
5.85%
8
₹2.49 Cr
Telecom - Services
4.64%
9
₹1.75 Cr
IT - Services
3.27%
10
₹1.51 Cr
IT - Software
2.82%
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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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