← Motilal Oswal Mutual Fund

Motilal Oswal Active Momentum Fund- Direct-Growth

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
29
Jun 2026
Equity Holdings
₹722.18 Cr
Equity only, excl. debt & cash
Top 5 Weight
28.3%
Moderate
Top 10 Weight
47.5%
Moderate
Changes
33
6 new · 4 exits
Top Sector
Electrical Equipment
16.8% of portfolio
📋 What Happened This Month Motilal Oswal Active Momentum Fund made 6 new additions and exited 4 stocks this month. The biggest new buy was Ola Electric Mobility Ltd (Automobiles) at 6.46% weight. Jain Resource Recycling Limited was the biggest exit (Diversified Metals), which was held at 3.43%. Among existing holdings, Garware Hi-Tech Films Ltd saw the biggest increase — now at 4.98% of the portfolio. Onesource Specialty Pharma Limited was trimmed the most, now at 0.92%. Ola Electric Mobility Ltd remains the top holding with Electrical Equipment the dominant sector at 16.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
Electrical Equipment 11.2% 19.8% +8.6%
Capital Markets 19.1% 15.9% -3.2%
Industrial Products 8.5% 11.3% +2.8%
Pharmaceuticals & Biotechnology 12.4% 9.0% -3.4%
Telecom - Equipment & Accessories 0.0% 8.3% +8.3%
Aerospace & Defense 10.6% 6.9% -3.7%
Finance 11.5% 6.6% -4.9%
Industrial Manufacturing 5.9% 6.2% +0.3%
Diversified Metals 5.0% 3.4% -1.6%
Chemicals & Petrochemicals 3.3% 3.2% 0.0%
May 2026 Jun 2026
Sector Prev Curr Delta
Electrical Equipment 19.8% 16.8% -3.0%
Industrial Products 11.3% 11.4% +0.1%
Capital Markets 15.9% 8.8% -7.1%
Finance 6.6% 8.5% +1.9%
Chemicals & Petrochemicals 3.2% 7.9% +4.7%
Automobiles 0.0% 6.5% +6.5%
Transport Services 0.0% 6.1% +6.1%
Telecom - Equipment & Accessories 8.3% 5.9% -2.4%
Industrial Manufacturing 6.2% 4.8% -1.4%
Pharmaceuticals & Biotechnology 9.0% 4.6% -4.4%
🟢
Biggest New Buy
Ola Electric Mobility Ltd
6.46% weight · Automobiles
🔴
Biggest Exit
Jain Resource Recycling Limited
3.43% was held · Diversified Metals
Biggest Add
Garware Hi-Tech Films Ltd
+1.77% · now 4.98%
Biggest Trim
Onesource Specialty Pharma Limited
-4.74% · now 0.92%
🤝 Other funds also bought this month
InterGlobe Aviation Limited 42 funds
InterGlobe Aviation Limited
Invesco India Consumption Fund
Motilal Oswal Special Opportunities Fund - Direct - Growth
Nippon India Quant Fund - Direct Plan Growth Plan - Growth Option + more
Shriram Finance Limited 24 funds
Shriram Finance Limited
Groww Nifty 500 Momentum 50 ETF FOF
Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth
Invesco India Transportation and Logistics Fund + more
RBL Bank Limited 21 funds
RBL Bank Limited
Union Active Momentum Fund - Direct Plan - Growth Option
Axis Momentum Fund - Direct Plan - Growth Option
TATA DIVIDEND YIELD FUND + more
Navin Fluorine International Limited 14 funds
Navin Fluorine International Limited
Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund
Groww Nifty Smallcap 250 Momentum Quality 100 ETF
Axis Momentum Fund - Direct Plan - Growth Option + more
Ola Electric Mobility Ltd 11 funds
Ola Electric Mobility Ltd
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option
Motilal Oswal BSE Clean Environment Index Fund
Motilal Oswal Special Opportunities Fund - Direct - Growth + more
Nephrocare Health Services Ltd 3 funds
Nephrocare Health Services Ltd
Helios Small Cap Fund - Direct Plan - Growth Option
Motilal Oswal Services Fund - Direct Plan - Growth
Motilal Oswal BSE 1000 Index Fund - Direct Plan - Growth
👋 Other funds also exited
ICICI Prudential Asset Management Company Limited 26 funds
ICICI Prudential Asset Management Company Limited
quant Dynamic Asset Allocation Fund
quant Focused Fund - Growth Option-Direct Plan
quant Large Cap Fund - Growth Option - Direct Plan + more
Multi Commodity Exchange of India Limited 26 funds
Multi Commodity Exchange of India Limited
Groww Nifty Capital Markets ETF
Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more
Jain Resource Recycling Limited 9 funds
Jain Resource Recycling Limited
Motilal Oswal Focused Fund - Direct Plan Growth Option
Helios Mid Cap Fund - Direct Plan - Growth Option
ITI Small Cap Fund - Direct Plan - Growth Option + more
MTAR Technologies Limited 6 funds
MTAR Technologies Limited
Mirae Asset BSE India Defence ETF
Groww Nifty India Defence ETF
WhiteOak Capital Special Opportunities Fund - Direct Growth + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 6 New Entries 🔴 4 Exits ↑ 5 Increased ↓ 18 Decreased
#StockSectorWeight (Jun 2026)
1
Ola Electric Mobility Ltd
₹48.84 Cr
Automobiles 6.46%
2
InterGlobe Aviation Limited
₹46.35 Cr
Transport Services 6.13%
3
Navin Fluorine International Limited
₹34.64 Cr
Chemicals & Petrochemicals 4.58%
4
Nephrocare Health Services Ltd
₹26.20 Cr
Healthcare Services 3.46%
5
Shriram Finance Limited
₹26.10 Cr
Finance 3.45%
6
RBL Bank Limited
₹20.17 Cr
Banks 2.67%
#StockSectorLast Weight (May 2026)
1
Jain Resource Recycling Limited
₹16.09 Cr
Diversified Metals 3.43%
2
Multi Commodity Exchange of India Limited
₹16.00 Cr
Capital Markets 3.41%
3
MTAR Technologies Limited
₹14.56 Cr
Aerospace & Defense 3.10%
4
ICICI Prudential Asset Management Company Limited
₹14.20 Cr
Capital Markets 3.03%
#StockSectorMay 2026Jun 2026Change
1
Garware Hi-Tech Films Ltd
₹37.63 Cr
Industrial Products 3.21% 4.98% +1.77%
2
S.J.S. Enterprises Limited
₹23.35 Cr
Auto Components 2.62% 3.09% +0.47%
3
Anand Rathi Wealth Limited
₹29.34 Cr
Capital Markets 3.55% 3.88% +0.33%
4
Acutaas Chemicals Ltd
₹27.84 Cr
Pharmaceuticals & Biotechnology 3.36% 3.68% +0.32%
5
Solar Industries India Limited
₹25.37 Cr
Chemicals & Petrochemicals 3.24% 3.35% +0.11%
#StockSectorMay 2026Jun 2026Change
1
Onesource Specialty Pharma Limited
₹6.95 Cr
Pharmaceuticals & Biotechnology 5.66% 0.92% -4.74%
2
Sterlite Technologies Limited
₹44.55 Cr
Telecom - Equipment & Accessories 8.30% 5.89% -2.41%
3
Shaily Engineering Plastics Ltd
₹23.16 Cr
Industrial Products 4.50% 3.06% -1.44%
4
Muthoot Finance Limited
₹13.20 Cr
Finance 3.14% 1.75% -1.39%
5
Aditya Infotech Limited
₹36.32 Cr
Industrial Manufacturing 6.16% 4.80% -1.36%
6
Suzlon Energy Limited
₹22.86 Cr
Electrical Equipment 4.09% 3.02% -1.07%
7
Data Patterns (India) Limited
₹22.67 Cr
Aerospace & Defense 3.80% 3.00% -0.80%
8
Hitachi Energy India Limited
₹7.46 Cr
Electrical Equipment 1.75% 0.99% -0.76%
9
BSE Limited
₹16.28 Cr
Capital Markets 2.64% 2.15% -0.49%
10
Fractal Analytics Ltd
₹14.19 Cr
IT - Software 2.37% 1.88% -0.49%

What Stocks Does This Fund Hold?

29 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹48.84 Cr
Automobiles
6.46%
2
₹46.35 Cr
Transport Services
6.13%
3
₹44.55 Cr
Telecom - Equipment & Accessories
5.89%
4
₹37.63 Cr
Industrial Products
4.98%
5
₹36.32 Cr
Industrial Manufacturing
4.80%
6
₹34.64 Cr
Chemicals & Petrochemicals
4.58%
7
₹29.34 Cr
Capital Markets
3.88%
8
₹27.84 Cr
Pharmaceuticals & Biotechnology
3.68%
9
₹27.31 Cr
Electrical Equipment
3.61%
10
₹26.20 Cr
Healthcare Services
3.46%
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🏦 Motilal Oswal Mutual Fund — Portfolio & Holdings
See all funds managed by Motilal Oswal Mutual Fund — conviction stocks, monthly entries & exits

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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