← Motilal Oswal Mutual Fund

Motilal Oswal BSE Select IPO ETF

Index/ETF Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
71
Jul 2026
Equity Holdings
₹5.88 Cr
Equity only, excl. debt & cash
Top 5 Weight
25.2%
Moderate
Top 10 Weight
40.1%
Moderate
Changes
68
0 new · 0 exits
Top Sector
Retailing
17.9% of portfolio
📋 What Happened This Month Among existing holdings, Kalyan Jewellers India Limited saw the biggest increase — now at 1.88% of the portfolio. Siemens Energy India Limited was trimmed the most, now at 2.31%. Eternal Limited remains the top holding with Retailing the dominant sector at 17.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Retailing 16.5% 17.5% +1.0%
Finance 14.0% 13.0% -1.0%
Financial Technology (Fintech) 10.0% 9.4% -0.6%
Electrical Equipment 7.7% 6.8% -0.9%
Pharmaceuticals & Biotechnology 8.0% 6.7% -1.3%
Agricultural, Commercial & Construction Vehicles 4.0% 5.4% +1.5%
Capital Markets 2.1% 5.1% +3.1%
Automobiles 5.1% 4.8% -0.2%
Auto Components 4.5% 4.2% -0.3%
Industrial Manufacturing 2.7% 3.6% +0.9%
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%
Biggest Add
Kalyan Jewellers India Limited
+0.63% · now 1.88%
Biggest Trim
Siemens Energy India Limited
-0.46% · now 2.31%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 24 Increased ↓ 44 Decreased
#StockSectorJun 2026Jul 2026Change
1
Kalyan Jewellers India Limited
₹11.06 L
Consumer Durables 1.25% 1.88% +0.63%
2
Lodha Developers Limited
₹16.44 L
Realty 2.25% 2.80% +0.55%
3
JSW Infrastructure Ltd
₹7.91 L
Transport Infrastructure 0.86% 1.35% +0.49%
4
One 97 Communications Limited
₹26.76 L
Financial Technology (Fintech) 4.07% 4.55% +0.48%
5
Eternal Limited
₹33.07 L
Retailing 5.17% 5.63% +0.46%
6
Sona BLW Precision Forgings Limited
₹16.26 L
Auto Components 2.34% 2.77% +0.43%
7
Swiggy Limited
₹18.95 L
Retailing 2.84% 3.23% +0.39%
8
Acme Solar Holdings Ltd
₹3.50 L
Power 0.33% 0.60% +0.27%
9
Hyundai Motor India Ltd
₹14.25 L
Automobiles 2.22% 2.42% +0.20%
10
Jio Financial Services Limited
₹29.20 L
Finance 4.81% 4.97% +0.16%
#StockSectorJun 2026Jul 2026Change
1
Siemens Energy India Limited
₹13.60 L
Electrical Equipment 2.77% 2.31% -0.46%
2
Vishal Mega Mart Limited
₹13.95 L
Retailing 2.75% 2.37% -0.38%
3
PB Fintech Limited
₹27.80 L
Financial Technology (Fintech) 5.05% 4.73% -0.32%
4
Waaree Energies Limited
₹12.00 L
Electrical Equipment 2.36% 2.04% -0.32%
5
ITC Hotels Limited
₹8.64 L
Leisure Services 1.71% 1.47% -0.24%
6
Piramal Finance Ltd
₹11.67 L
Finance 2.19% 1.99% -0.20%
7
Mankind Pharma Limited
₹13.02 L
Pharmaceuticals & Biotechnology 2.40% 2.22% -0.18%
8
HDB Financial Services Limited
₹6.73 L
Finance 1.32% 1.14% -0.18%
9
ICICI Prudential Asset Management Company Limited
₹7.29 L
Capital Markets 1.38% 1.24% -0.14%
10
Billionbrains Garage Ventures Ltd
₹8.07 L
Capital Markets 1.50% 1.37% -0.13%

What Stocks Does This Fund Hold?

71 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹33.07 L
Retailing
5.63%
2
₹31.38 L
Agricultural, Commercial & Construction Vehicles
5.34%
3
₹29.20 L
Finance
4.97%
4
₹27.80 L
Financial Technology (Fintech)
4.73%
5
₹26.76 L
Financial Technology (Fintech)
4.55%
6
₹21.64 L
Retailing
3.68%
7
₹18.95 L
Retailing
3.23%
8
₹16.44 L
Realty
2.80%
9
₹16.26 L
Auto Components
2.77%
10
₹14.25 L
Automobiles
2.42%
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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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