← Motilal Oswal Mutual Fund

Motilal Oswal BSE Select IPO ETF

Index/ETF Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
71
Aug 2026
Equity Holdings
₹6.38 Cr
Equity only, excl. debt & cash
Top 5 Weight
26.4%
Moderate
Top 10 Weight
41.0%
Moderate
Changes
69
0 new · 0 exits
Top Sector
Retailing
18.1% of portfolio
📋 What Happened This Month Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 5.46% of the portfolio. Jio Financial Services Limited was trimmed the most, now at 4.44%. Eternal Limited remains the top holding with Retailing the dominant sector at 18.1%. ↓ 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
Retailing 17.5% 17.9% +0.5%
Finance 13.0% 12.6% -0.5%
Financial Technology (Fintech) 9.4% 9.5% +0.1%
Pharmaceuticals & Biotechnology 6.7% 6.6% -0.1%
Electrical Equipment 6.8% 5.9% -0.9%
Agricultural, Commercial & Construction Vehicles 5.4% 5.3% -0.1%
Automobiles 4.8% 5.0% +0.2%
Capital Markets 5.1% 4.7% -0.4%
Auto Components 4.2% 4.6% +0.3%
Industrial Manufacturing 3.6% 3.5% -0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Retailing 17.9% 18.1% +0.2%
Finance 12.6% 11.8% -0.7%
Financial Technology (Fintech) 9.5% 10.9% +1.4%
Pharmaceuticals & Biotechnology 6.6% 6.5% -0.1%
Electrical Equipment 5.9% 5.6% -0.3%
Agricultural, Commercial & Construction Vehicles 5.3% 5.5% +0.2%
Automobiles 5.0% 5.5% +0.5%
Capital Markets 4.7% 4.4% -0.3%
Auto Components 4.6% 4.4% -0.1%
Industrial Manufacturing 3.5% 3.6% +0.0%
Biggest Add
One 97 Communications Limited
+0.91% · now 5.46%
Biggest Trim
Jio Financial Services Limited
-0.53% · now 4.44%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 26 Increased ↓ 43 Decreased
#StockSectorJul 2026Aug 2026Change
1
One 97 Communications Limited
₹34.84 L
Financial Technology (Fintech) 4.55% 5.46% +0.91%
2
Ather Energy Limited
₹15.78 L
Automobiles 1.94% 2.47% +0.53%
3
PB Fintech Limited
₹33.03 L
Financial Technology (Fintech) 4.73% 5.18% +0.45%
4
Eternal Limited
₹37.27 L
Retailing 5.63% 5.85% +0.22%
5
Lenskart Solutions Limited
₹10.74 L
Retailing 1.49% 1.68% +0.19%
6
Tata Motors Ltd
₹35.17 L
Agricultural, Commercial & Construction Vehicles 5.34% 5.51% +0.17%
7
Piramal Finance Ltd
₹13.53 L
Finance 1.99% 2.12% +0.13%
8
LG Electronics India Ltd
₹8.49 L
Consumer Durables 1.22% 1.33% +0.11%
9
Sai Life Sciences Limited
₹9.73 L
Pharmaceuticals & Biotechnology 1.44% 1.53% +0.09%
10
Jyoti CNC Automation Ltd
₹4.11 L
Industrial Manufacturing 0.55% 0.64% +0.09%
#StockSectorJul 2026Aug 2026Change
1
Jio Financial Services Limited
₹28.29 L
Finance 4.97% 4.44% -0.53%
2
Delhivery Limited
₹12.47 L
Transport Services 2.15% 1.96% -0.19%
3
Swiggy Limited
₹19.44 L
Retailing 3.23% 3.05% -0.18%
4
Mankind Pharma Limited
₹13.15 L
Pharmaceuticals & Biotechnology 2.22% 2.06% -0.16%
5
Lodha Developers Limited
₹16.93 L
Realty 2.80% 2.66% -0.14%
6
Waaree Energies Limited
₹12.12 L
Electrical Equipment 2.04% 1.90% -0.14%
7
Star Health And Allied Insurance Company Limited
₹6.56 L
Insurance 1.14% 1.03% -0.11%
8
Onesource Specialty Pharma Limited
₹5.80 L
Pharmaceuticals & Biotechnology 1.02% 0.91% -0.11%
9
Motherson Sumi Wiring India Limited
₹4.55 L
Auto Components 0.82% 0.71% -0.11%
10
Life Insurance Corporation Of India
₹10.37 L
Insurance 1.73% 1.63% -0.10%

What Stocks Does This Fund Hold?

71 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹37.27 L
Retailing
5.85%
2
₹35.17 L
Agricultural, Commercial & Construction Vehicles
5.51%
3
₹34.84 L
Financial Technology (Fintech)
5.46%
4
₹33.03 L
Financial Technology (Fintech)
5.18%
5
₹28.29 L
Finance
4.44%
6
₹23.09 L
Retailing
3.62%
7
₹19.44 L
Retailing
3.05%
8
₹17.86 L
Auto Components
2.80%
9
₹16.93 L
Realty
2.66%
10
₹15.78 L
Automobiles
2.47%
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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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