← Motilal Oswal Mutual Fund

Motilal Oswal Contra Fund

Value/Contra Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
32
Jul 2026
Equity Holdings
₹341.61 Cr
Equity only, excl. debt & cash
AAUM
₹98.24 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
24.5%
Diversified
Top 10 Weight
44.0%
Moderate
Changes
40
10 new · 8 exits
Top Sector
Auto Components
11.8% of portfolio
Launch Date
08 May 2026
0 years old

AAUM (Average Assets Under Management) of ₹98.24 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Motilal Oswal Contra Fund made 10 new additions and exited 8 stocks this month. The biggest new buy was Asian Paints Limited (Consumer Durables) at 4.65% weight. HDFC Asset Management Company Limited was the biggest exit (Capital Markets), which was held at 4.94%. Among existing holdings, Godrej Consumer Products Limited saw the biggest increase — now at 4.36% of the portfolio. VA Tech Wabag Limited was trimmed the most, now at 2.70%. ICICI Bank Limited remains the top holding with Auto Components the dominant sector at 11.8%. ↓ 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
Electrical Equipment 0.0% 15.0% +15.0%
Banks 0.0% 13.5% +13.5%
Auto Components 0.0% 8.2% +8.2%
Industrial Products 0.0% 6.2% +6.2%
Other Utilities 0.0% 5.8% +5.8%
IT - Software 0.0% 5.0% +5.0%
Pharmaceuticals & Biotechnology 0.0% 5.0% +5.0%
Capital Markets 0.0% 4.9% +4.9%
Chemicals & Petrochemicals 0.0% 4.5% +4.5%
Finance 0.0% 4.0% +4.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Auto Components 8.2% 11.8% +3.6%
Banks 13.5% 10.7% -2.8%
Electrical Equipment 15.0% 10.7% -4.3%
Chemicals & Petrochemicals 4.5% 8.8% +4.4%
Consumer Durables 0.0% 8.3% +8.3%
Finance 4.0% 8.1% +4.1%
Pharmaceuticals & Biotechnology 5.0% 5.4% +0.4%
Transport Services 1.1% 4.9% +3.7%
IT - Software 5.0% 4.8% -0.3%
Personal Products 2.4% 4.4% +2.0%
🟢
Biggest New Buy
Asian Paints Limited
4.65% weight · Consumer Durables
🔴
Biggest Exit
HDFC Asset Management Company Limited
4.94% was held · Capital Markets
Biggest Add
Godrej Consumer Products Limited
+2.00% · now 4.36%
Biggest Trim
VA Tech Wabag Limited
-3.09% · now 2.70%
🤝 Other funds also bought this month
Dixon Technologies (India) Limited 26 funds
Dixon Technologies (India) Limited
DSP Nifty Midcap 150 Qlty 50 Index Fund
Invesco India Focused Fund
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
Bajaj Finance Limited 24 funds
Bajaj Finance Limited
Baroda BNP Paribas Banking & Financial Services Fund
Mirae Asset Nifty Top 20 Equal Weight ETF
ICICI Prudential Active Momentum Fund - Direct Plan - Growth + more
Belrise Industries Ltd. 24 funds
Belrise Industries Ltd.
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
SBI Resurgent India Opportunities Scheme
Motilal Oswal Infrastructure Fund-Direct-Growth + more
Asian Paints Limited 22 funds
Asian Paints Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth
Edelweiss Nifty 100 Quality 30 Index Fnd + more
Pidilite Industries Limited 20 funds
Pidilite Industries Limited
Edel Nifty Alpha Low Volatility 30 Index Fund
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth
Edelweiss Nifty 100 Quality 30 Index Fnd + more
Shadowfax Technologies Ltd. 19 funds
Shadowfax Technologies Ltd.
LIC MF Technology Fund-Direct Plan-Growth
Union Consumption Fund - Direct Plan - Growth Option
Union Flexi Cap Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
Axis Bank Limited 55 funds
Axis Bank Limited
Mirae Asset Nifty Financial Services ETF
Mirae Asset Nifty Bank ETF
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option + more
Power Grid Corporation of India Limited 39 funds
Power Grid Corporation of India Limited
Groww BSE Power ETF FOF
Groww Nifty PSE ETF FOF
Bandhan Nifty 500 Value 50 Index Fund + more
Britannia Industries Limited 34 funds
Britannia Industries Limited
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth
Mirae Asset Nifty 100 Low Volatility 30 ETF + more
Ashok Leyland Limited 32 funds
Ashok Leyland Limited
Sundaram Arbitrage Fund
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
Aditya Birla Sun Life Quant Fund - Direct Growth + more
Polycab India Limited 30 funds
Polycab India Limited
Motilal Oswal Infrastructure Fund-Direct-Growth
Motilal Oswal Nifty Midcap150 Momentum 50 ETF
Invesco India Manufacturing Fund - Direct Plan - Growth + more
HDFC Asset Management Company Limited 26 funds
HDFC Asset Management Company Limited
Groww Nifty Capital Markets ETF FOF
Edelweiss BSE Capital Markets & Insurance ETF - Growth
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 10 New Entries 🔴 8 Exits ↑ 12 Increased ↓ 10 Decreased
#StockSectorWeight (Jul 2026)
1
Asian Paints Limited
₹17.36 Cr
Consumer Durables 4.65%
2
Pidilite Industries Limited
₹15.87 Cr
Chemicals & Petrochemicals 4.25%
3
Dixon Technologies (India) Limited
₹13.62 Cr
Consumer Durables 3.65%
4
Belrise Industries Ltd.
₹9.68 Cr
Auto Components 2.59%
5
Container Corporation of India Limited
₹9.05 Cr
Transport Services 2.42%
6
Bajaj Finance Limited
₹7.99 Cr
Finance 2.14%
7
Five Star Business Finance Limited
₹6.81 Cr
Finance 1.82%
8
Firstsource Solutions Limited
₹5.75 Cr
Commercial Services & Supplies 1.54%
9
eClerx Services Limited
₹5.23 Cr
Commercial Services & Supplies 1.40%
10
Shadowfax Technologies Ltd.
₹1.53 Cr
Transport Services 0.41%
#StockSectorLast Weight (Jun 2026)
1
HDFC Asset Management Company Limited
₹15.58 Cr
Capital Markets 4.94%
2
Power Grid Corporation of India Limited
₹12.15 Cr
Power 3.85%
3
Polycab India Limited
₹11.59 Cr
Industrial Products 3.67%
4
Britannia Industries Limited
₹8.95 Cr
Food Products 2.83%
5
Axis Bank Limited
₹5.95 Cr
Banks 1.88%
6
JSW Infrastructure Ltd
₹5.34 Cr
Transport Infrastructure 1.69%
7
City Union Bank Limited
₹4.93 Cr
Banks 1.56%
8
Ashok Leyland Limited
₹4.79 Cr
Agricultural, Commercial & Construction Vehicles 1.52%
#StockSectorJun 2026Jul 2026Change
1
Godrej Consumer Products Limited
₹16.29 Cr
Personal Products 2.36% 4.36% +2.00%
2
RBL Bank Limited
₹11.01 Cr
Banks 1.46% 2.95% +1.49%
3
InterGlobe Aviation Limited
₹7.62 Cr
Transport Services 1.14% 2.04% +0.90%
4
UNO Minda Limited
₹8.13 Cr
Auto Components 1.38% 2.17% +0.79%
5
Coromandel International Limited
₹8.96 Cr
Fertilizers & Agrochemicals 1.71% 2.40% +0.69%
6
Garware Hi-Tech Films Ltd
₹11.87 Cr
Industrial Products 2.55% 3.18% +0.63%
7
Bosch Limited
₹13.44 Cr
Auto Components 3.04% 3.60% +0.56%
8
Sun Pharmaceutical Industries Limited
₹20.01 Cr
Pharmaceuticals & Biotechnology 4.99% 5.35% +0.36%
9
Apollo Tyres Limited
₹5.24 Cr
Auto Components 1.15% 1.40% +0.25%
10
Hexaware Technologies Limited
₹7.97 Cr
IT - Software 1.97% 2.13% +0.16%
#StockSectorJun 2026Jul 2026Change
1
VA Tech Wabag Limited
₹10.07 Cr
Other Utilities 5.79% 2.70% -3.09%
2
Schneider Electric Infrastructure Limited
₹11.98 Cr
Electrical Equipment 5.12% 3.21% -1.91%
3
ABB India Limited
₹14.38 Cr
Electrical Equipment 4.80% 3.85% -0.95%
4
The Jammu & Kashmir Bank Limited
₹8.21 Cr
Banks 3.03% 2.20% -0.83%
5
Suzlon Energy Limited
₹6.32 Cr
Electrical Equipment 2.46% 1.69% -0.77%
6
Triveni Turbine Limited
₹7.16 Cr
Electrical Equipment 2.60% 1.91% -0.69%
7
Tube Investments of India Limited
₹7.62 Cr
Auto Components 2.66% 2.04% -0.62%
8
Tech Mahindra Limited
₹9.84 Cr
IT - Software 3.07% 2.63% -0.44%
9
Reliance Industries Limited
₹9.19 Cr
Petroleum Products 2.88% 2.46% -0.42%
10
ICICI Bank Limited
₹20.80 Cr
Banks 5.60% 5.57% -0.03%

What Stocks Does This Fund Hold?

32 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹20.80 Cr
Banks
5.57%
2
₹20.01 Cr
Pharmaceuticals & Biotechnology
5.35%
3
₹17.36 Cr
Consumer Durables
4.65%
4
₹17.08 Cr
Chemicals & Petrochemicals
4.57%
5
₹16.29 Cr
Personal Products
4.36%
6
₹15.87 Cr
Chemicals & Petrochemicals
4.25%
7
₹15.50 Cr
Finance
4.15%
8
₹14.38 Cr
Electrical Equipment
3.85%
9
₹13.62 Cr
Consumer Durables
3.65%
10
₹13.44 Cr
Auto Components
3.60%
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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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