← Motilal Oswal Mutual Fund

Motilal Oswal BSE Select IPO ETF

Index/ETF Data as of Sep 2026 Comparing Aug 2026 → Sep 2026
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Stocks Held
70
Sep 2026
Equity Holdings
₹6.00 Cr
Equity only, excl. debt & cash
Top 5 Weight
25.9%
Moderate
Top 10 Weight
43.5%
Moderate
Changes
74
5 new · 6 exits
Top Sector
Retailing
24.3% of portfolio
📋 What Happened This Month Motilal Oswal BSE Select IPO ETF made 5 new additions and exited 6 stocks this month. The biggest new buy was Rubicon Research Limited (Pharmaceuticals & Biotechnology) at 0.78% weight. Lodha Developers Limited was the biggest exit (Realty), which was held at 2.66%. Among existing holdings, Meesho Ltd saw the biggest increase — now at 5.50% of the portfolio. PB Fintech Limited was trimmed the most, now at 2.77%. Meesho Ltd remains the top holding with Retailing the dominant sector at 24.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Aug 2026 → Sep 2026
Sector Prev Curr ▼ Delta
Retailing 18.1% 24.3% ▲ +6.2%
Finance 11.8% 11.5% ▼ -0.4%
Financial Technology (Fintech) 10.9% 9.2% ▼ -1.7%
Pharmaceuticals & Biotechnology 6.5% 6.8% ▲ +0.3%
Electrical Equipment 5.6% 5.1% ▼ -0.5%
Capital Markets 4.4% 5.1% ▲ +0.6%
Agricultural, Commercial & Construction Vehicles 5.5% 5.0% ▼ -0.5%
Insurance 2.7% 4.9% ▲ +2.3%
Auto Components 4.4% 4.8% ▲ +0.4%
Automobiles 5.5% 4.6% ▼ -0.9%
🟢
Biggest New Buy
Rubicon Research Limited
0.78% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Lodha Developers Limited
2.66% was held · Realty
↑
Biggest Add
Meesho Ltd
+4.63% · now 5.50%
↓
Biggest Trim
PB Fintech Limited
-2.41% · now 2.77%
🤝 Other funds also bought this month
CENTRAL MINE PLANNING & DESIGN INSTITUTE LTD 38 funds
CENTRAL MINE PLANNING & DESIGN INSTITUTE LTD
ITI Business Cycle Fund- Direct Plan- Growth
ITI Flexi Cap Fund- Direct Plan- Growth
Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - Growth Option + more
Rubicon Research Limited 36 funds
Rubicon Research Limited
Mirae Asset BSE Select IPO ETF
Mirae Asset Nifty 500 Healthcare ETF
Groww Nifty Smallcap 250 ETF + more
SEDEMAC MECHATRONICS LTD 23 funds
SEDEMAC MECHATRONICS LTD
ITI Bharat Consumption Fund - Direct Plan - Growth
SBI Balanced Hybrid Fund
ITI Flexi Cap Fund- Direct Plan- Growth + more
Shadowfax Technologies Ltd. 15 funds
Shadowfax Technologies Ltd.
Bandhan Innovation Fund - Direct Plan - Growth
WhiteOak Capital Special Opportunities Fund - Direct Growth
ITI Small Cap Fund - Direct Plan - Growth Option + more
Aequs Limited 4 funds
Aequs Limited
SBI Balanced Hybrid Fund
ITI ELSS Tax Saver Fund - Direct Plan - Growth Option
Mirae Asset BSE Select IPO ETF + more
👋 Other funds also exited
Lodha Developers Limited 55 funds
Lodha Developers Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
Mirae Asset BSE Select IPO ETF
LIC MF Nifty Next 50 Index Fund-Direct Plan-Growth + more
Kalyan Jewellers India Limited 11 funds
Kalyan Jewellers India Limited
Motilal Oswal Nifty MidSmall India Consumption Index Fund - Direct Plan- Growth
Mirae Asset BSE Select IPO ETF
Mirae Asset BSE 200 Equal Weight ETF + more
Afcons Infrastructure Limited 9 funds
Afcons Infrastructure Limited
quant Infrastructure Fund - Growth Option-Direct Plan
quant Small Cap Fund - Growth Option - Direct Plan
Mirae Asset BSE Select IPO ETF + more
Brainbees Solutions Ltd 7 funds
Brainbees Solutions Ltd
Zerodha Nifty Smallcap 100 ETF
Mirae Asset BSE Select IPO ETF
HDFC Small Cap Fund - Growth Option - Direct Plan + more
Rainbow Childrens Medicare Limited 6 funds
Rainbow Childrens Medicare Limited
Mirae Asset BSE Select IPO ETF
WhiteOak Capital Aggressive Hybrid Fund
ZERODHA NIFTY MIDSMALLCAP400 50:50 INDEX FUND + more
RailTel Corporation of India Limited 5 funds
RailTel Corporation of India Limited
Mirae Asset BSE Select IPO ETF
Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan
ZERODHA NIFTY MIDSMALLCAP400 50:50 INDEX FUND + more

What Changed in the Portfolio This Month?

Comparing Aug 2026 → Sep 2026

Aug 2026 → Sep 2026
🟢 5 New Entries 🔴 6 Exits ↑ 12 Increased ↓ 51 Decreased
#StockSectorWeight (Sep 2026)
1
Rubicon Research Limited
₹4.69 L
Pharmaceuticals & Biotechnology 0.78%
2
SEDEMAC MECHATRONICS LTD
₹3.25 L
Auto Components 0.54%
3
Aequs Limited
₹3.12 L
Aerospace & Defense 0.52%
4
Shadowfax Technologies Ltd.
₹2.45 L
Transport Services 0.41%
5
CENTRAL MINE PLANNING & DESIGN INSTITUTE LTD
₹0.98 L
Commercial Services & Supplies 0.16%
#StockSectorLast Weight (Aug 2026)
1
Lodha Developers Limited
₹16.93 L
Realty 2.66%
2
Kalyan Jewellers India Limited
₹11.53 L
Consumer Durables 1.81%
3
Rainbow Childrens Medicare Limited
₹3.52 L
Healthcare Services 0.55%
4
Afcons Infrastructure Limited
₹2.53 L
Construction 0.40%
5
Brainbees Solutions Ltd
₹1.96 L
Retailing 0.31%
6
RailTel Corporation of India Limited
₹1.18 L
Telecom - Services 0.18%
#StockSectorAug 2026Sep 2026Change
1
Meesho Ltd
₹33.06 L
Retailing 0.87% 5.50% +4.63%
2
Lenskart Solutions Limited
₹31.18 L
Retailing 1.68% 5.19% +3.51%
3
Life Insurance Corporation Of India
₹24.02 L
Insurance 1.63% 4.00% +2.37%
4
Pine Labs Limited
₹8.42 L
Financial Technology (Fintech) 0.28% 1.40% +1.12%
5
Billionbrains Garage Ventures Ltd
₹11.62 L
Capital Markets 1.30% 1.93% +0.63%
6
Jio Financial Services Limited
₹29.54 L
Finance 4.44% 4.92% +0.48%
7
ICICI Prudential Asset Management Company Limited
₹8.15 L
Capital Markets 1.17% 1.36% +0.19%
8
JSW Infrastructure Ltd
₹9.47 L
Transport Infrastructure 1.40% 1.58% +0.18%
9
Physicswallah Ltd
₹3.14 L
Other Consumer Services 0.46% 0.52% +0.06%
10
Inventurus Knowledge Solutions Limited
₹3.94 L
IT - Services 0.64% 0.66% +0.02%
#StockSectorAug 2026Sep 2026Change
1
PB Fintech Limited
₹16.61 L
Financial Technology (Fintech) 5.18% 2.77% -2.41%
2
Eternal Limited
₹31.45 L
Retailing 5.85% 5.24% -0.61%
3
Tata Motors Ltd
₹29.86 L
Agricultural, Commercial & Construction Vehicles 5.51% 4.97% -0.54%
4
Ather Energy Limited
₹11.82 L
Automobiles 2.47% 1.97% -0.50%
5
One 97 Communications Limited
₹30.12 L
Financial Technology (Fintech) 5.46% 5.01% -0.45%
6
FSN E-Commerce Ventures Limited
₹19.27 L
Retailing 3.62% 3.21% -0.41%
7
Swiggy Limited
₹16.33 L
Retailing 3.05% 2.72% -0.33%
8
Piramal Finance Ltd
₹10.75 L
Finance 2.12% 1.79% -0.33%
9
Hyundai Motor India Ltd
₹12.30 L
Automobiles 2.37% 2.05% -0.32%
10
Anthem Biosciences Limited
₹4.02 L
Pharmaceuticals & Biotechnology 0.96% 0.67% -0.29%

What Stocks Does This Fund Hold?

70 stocks — Sep 2026

# Stock Sector Cap Weight & Value
1
₹33.06 L
Retailing
5.50%
2
₹31.45 L
Retailing
5.24%
3
₹31.18 L
Retailing
5.19%
4
₹30.12 L
Financial Technology (Fintech)
5.01%
5
₹29.86 L
Agricultural, Commercial & Construction Vehicles
4.97%
6
₹29.54 L
Finance
4.92%
7
₹24.02 L
Insurance
4.00%
8
₹19.27 L
Retailing
3.21%
9
₹16.61 L
Financial Technology (Fintech)
2.77%
10
₹16.34 L
Auto Components
2.72%
🏆 Top stocks held by Equity funds
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🏦 Motilal Oswal Mutual Fund — Portfolio & Holdings
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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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