← Motilal Oswal Mutual Fund

Motilal Oswal BSE India Infrastructure ETF

Index/ETF Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
30
Apr 2026
Equity Holdings
₹2.93 Cr
Equity only, excl. debt & cash
Top 5 Weight
41.6%
High concentration
Top 10 Weight
65.5%
High concentration
Changes
30
0 new · 0 exits
Top Sector
Power
31.7% of portfolio
📋 What Happened This Month Among existing holdings, Adani Power Limited saw the biggest increase — now at 4.40% of the portfolio. Oil & Natural Gas Corporation Limited was trimmed the most, now at 7.69%. Larsen & Toubro Limited remains the top holding with Power the dominant sector at 31.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Power 30.8% 31.0% +0.2%
Construction 28.6% 28.9% +0.4%
Oil 9.3% 10.4% +1.1%
Transport Infrastructure 10.5% 10.0% -0.5%
Finance 8.4% 8.3% -0.1%
Transport Services 8.1% 7.8% -0.3%
Gas 3.7% 3.3% -0.4%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Power 31.0% 31.7% +0.7%
Construction 28.9% 28.9% 0.0%
Transport Infrastructure 10.0% 10.6% +0.6%
Oil 10.4% 9.4% -0.9%
Finance 8.3% 8.4% +0.2%
Transport Services 7.8% 7.4% -0.4%
Gas 3.3% 3.4% +0.1%
Biggest Add
Adani Power Limited
+0.97% · now 4.40%
Biggest Trim
Oil & Natural Gas Corporation Limited
-0.74% · now 7.69%

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
↑ 18 Increased ↓ 12 Decreased
#StockSectorMar 2026Apr 2026Change
1
Adani Power Limited
₹12.91 L
Power 3.43% 4.40% +0.97%
2
Adani Ports and Special Economic Zone Limited
₹23.60 L
Transport Infrastructure 7.36% 8.04% +0.68%
3
Adani Green Energy Limited
₹5.80 L
Power 1.50% 1.97% +0.47%
4
Torrent Power Limited
₹4.78 L
Power 1.41% 1.63% +0.22%
5
IRCON International Limited
₹4.21 L
Construction 1.25% 1.43% +0.18%
6
Rail Vikas Nigam Limited
₹14.10 L
Construction 4.65% 4.80% +0.15%
7
NCC Limited
₹5.62 L
Construction 1.77% 1.91% +0.14%
8
Power Finance Corporation Limited
₹12.59 L
Finance 4.19% 4.29% +0.10%
9
Kalpataru Projects International Limited
₹11.85 L
Construction 3.94% 4.03% +0.09%
10
GAIL (India) Limited
₹8.52 L
Gas 2.82% 2.90% +0.08%
#StockSectorMar 2026Apr 2026Change
1
Oil & Natural Gas Corporation Limited
₹22.58 L
Oil 8.43% 7.69% -0.74%
2
NTPC Limited
₹27.21 L
Power 9.93% 9.26% -0.67%
3
Power Grid Corporation of India Limited
₹20.81 L
Power 7.61% 7.09% -0.52%
4
IRB Infrastructure Developers Limited
₹7.23 L
Construction 2.91% 2.46% -0.45%
5
InterGlobe Aviation Limited
₹18.64 L
Transport Services 6.72% 6.35% -0.37%
6
Oil India Limited
₹5.10 L
Oil 1.94% 1.74% -0.20%
7
KEC International Limited
₹6.16 L
Construction 2.21% 2.10% -0.11%
8
Larsen & Toubro Limited
₹27.89 L
Construction 9.57% 9.50% -0.07%
9
The Great Eastern Shipping Company Limited
₹3.09 L
Transport Services 1.09% 1.05% -0.04%
10
GMR Airports Limited
₹6.70 L
Transport Infrastructure 2.31% 2.28% -0.03%

Full Portfolio

30 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹27.89 L
Construction
9.50%
2
₹27.21 L
Power
9.26%
3
₹23.60 L
Transport Infrastructure
8.04%
4
₹22.58 L
Oil
7.69%
5
₹20.81 L
Power
7.09%
6
₹18.64 L
Transport Services
6.35%
7
₹14.10 L
Construction
4.80%
8
₹12.91 L
Power
4.40%
9
₹12.59 L
Finance
4.29%
10
₹11.85 L
Construction
4.03%
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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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