← Motilal Oswal Mutual Fund

Motilal Oswal Contra Fund

Value/Contra Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
38
Aug 2026
Equity Holdings
₹397.26 Cr
Equity only, excl. debt & cash
AAUM
₹98.24 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
22.8%
Diversified
Top 10 Weight
40.4%
Moderate
Changes
49
17 new · 11 exits
Top Sector
Finance
15.2% 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 17 new additions and exited 11 stocks this month. The biggest new buy was Tempsens Instruments (India) Limited (Industrial Manufacturing) at 4.03% weight. Sun Pharmaceutical Industries Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 5.35%. Among existing holdings, Bajaj Finance Limited saw the biggest increase — now at 3.97% of the portfolio. Pidilite Industries Limited was trimmed the most, now at 1.49%. ABB India Limited remains the top holding with Finance the dominant sector at 15.2%. ↓ 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
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Finance 8.1% 15.2% +7.0%
Auto Components 11.8% 13.1% +1.3%
Electrical Equipment 10.7% 8.5% -2.2%
Consumer Durables 8.3% 7.9% -0.4%
IT - Software 4.8% 6.7% +1.9%
Chemicals & Petrochemicals 8.8% 6.1% -2.7%
Banks 10.7% 5.4% -5.3%
Pharmaceuticals & Biotechnology 5.4% 4.1% -1.2%
Industrial Manufacturing 0.0% 4.0% +4.0%
Capital Markets 0.0% 3.4% +3.4%
🟢
Biggest New Buy
Tempsens Instruments (India) Limited
4.03% weight · Industrial Manufacturing
🔴
Biggest Exit
Sun Pharmaceutical Industries Limited
5.35% was held · Pharmaceuticals & Biotechnology
Biggest Add
Bajaj Finance Limited
+1.83% · now 3.97%
Biggest Trim
Pidilite Industries Limited
-2.76% · now 1.49%
🤝 Other funds also bought this month
Divi's Laboratories Limited 36 funds
Divi's Laboratories Limited
Mirae Asset Nifty 500 Healthcare ETF
quant Focused Fund - Growth Option-Direct Plan
ICICI Prudential Healthcare Fund + more
Titan Company Limited 32 funds
Titan Company Limited
Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy)
Bandhan Nifty Alpha Low Volatility 30 Index Fund
Bandhan Multi-Factor Fund - Direct Plan - Growth + more
Meesho Ltd 30 funds
Meesho Ltd
Invesco India Midcap Fund - Direct Plan - Growth Option
WCMC-The Wealth Company Mid cap fund
UTI Focused Fund - Direct Plan - Growth Option + more
Tata Consultancy Services Limited 30 funds
Tata Consultancy Services Limited
BANDHAN BSE Sensex ETF
Mirae Asset Nifty50 Equal Weight ETF
JioBlackRock Nifty 50 ETF + more
Shriram Finance Limited 27 funds
Shriram Finance Limited
Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy)
Groww Large Cap Fund
JM Large & Mid Cap Fund (Direct) - Growth Option + more
Cholamandalam Investment and Finance Company Ltd 26 funds
Cholamandalam Investment and Finance Company Ltd
Mirae Asset Nifty Next 50 ETF
LIC MF Banking and Financial Services Fund-Direct Plan-Growth
Groww Large Cap Fund + more
👋 Other funds also exited
Reliance Industries Limited 42 funds
Reliance Industries Limited
Mirae Asset Nifty 100 ESG Sector Leaders ETF
Invesco India BSE Sensex Index Fund
Mirae Asset Nifty 50 Index Fund + more
Sun Pharmaceutical Industries Limited 42 funds
Sun Pharmaceutical Industries Limited
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund
Mirae Asset Healthcare Fund Direct Growth + more
Godrej Consumer Products Limited 25 funds
Godrej Consumer Products Limited
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
CANARA ROBECO CONSUMPTION FUND
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH + more
Asian Paints Limited 20 funds
Asian Paints Limited
Mirae Asset Great Consumer Fund
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
ITI Bharat Consumption Fund - Direct Plan - Growth + more
Coromandel International Limited 14 funds
Coromandel International Limited
Sundaram Mid Cap Fund Direct Plan - Growth
Mirae Asset Small Cap Fund - Direct Plan - Growth
BANDHAN MIDCAP FUND - GROWTH - DIRECT PLAN + more
Tube Investments of India Limited 13 funds
Tube Investments of India Limited
DSP Multicap Fund - Direct - Growth
ITI Mid Cap Fund - Direct Plan - Growth Option
Sundaram Mid Cap Fund Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 17 New Entries 🔴 11 Exits ↑ 7 Increased ↓ 14 Decreased
#StockSectorWeight (Aug 2026)
1
Tempsens Instruments (India) Limited
₹17.98 Cr
Industrial Manufacturing 4.03%
2
Meesho Ltd
₹9.46 Cr
Retailing 2.12%
3
Blue Jet Healthcare Ltd
₹9.39 Cr
Pharmaceuticals & Biotechnology 2.11%
4
Shriram Finance Limited
₹9.25 Cr
Finance 2.08%
5
PG Electroplast Limited
₹9.13 Cr
Consumer Durables 2.05%
6
Divi's Laboratories Limited
₹9.07 Cr
Pharmaceuticals & Biotechnology 2.03%
7
Cholamandalam Investment and Finance Company Ltd
₹9.04 Cr
Finance 2.03%
8
Persistent Systems Limited
₹8.65 Cr
IT - Software 1.94%
9
Anand Rathi Wealth Limited
₹7.70 Cr
Capital Markets 1.73%
10
Titan Company Limited
₹7.59 Cr
Consumer Durables 1.70%
#StockSectorLast Weight (Jul 2026)
1
Sun Pharmaceutical Industries Limited
₹20.01 Cr
Pharmaceuticals & Biotechnology 5.35%
2
Asian Paints Limited
₹17.36 Cr
Consumer Durables 4.65%
3
Godrej Consumer Products Limited
₹16.29 Cr
Personal Products 4.36%
4
Reliance Industries Limited
₹9.19 Cr
Petroleum Products 2.46%
5
Container Corporation of India Limited
₹9.05 Cr
Transport Services 2.42%
6
Coromandel International Limited
₹8.96 Cr
Fertilizers & Agrochemicals 2.40%
7
The Jammu & Kashmir Bank Limited
₹8.21 Cr
Banks 2.20%
8
Tube Investments of India Limited
₹7.62 Cr
Auto Components 2.04%
9
Triveni Turbine Limited
₹7.16 Cr
Electrical Equipment 1.91%
10
Suzlon Energy Limited
₹6.32 Cr
Electrical Equipment 1.69%
#StockSectorJul 2026Aug 2026Change
1
Bajaj Finance Limited
₹17.68 Cr
Finance 2.14% 3.97% +1.83%
2
ABB India Limited
₹23.91 Cr
Electrical Equipment 3.85% 5.37% +1.52%
3
UNO Minda Limited
₹16.41 Cr
Auto Components 2.17% 3.68% +1.51%
4
Bosch Limited
₹20.60 Cr
Auto Components 3.60% 4.62% +1.02%
5
Apollo Tyres Limited
₹8.89 Cr
Auto Components 1.40% 2.00% +0.60%
6
Dixon Technologies (India) Limited
₹18.30 Cr
Consumer Durables 3.65% 4.11% +0.46%
7
Solar Industries India Limited
₹20.59 Cr
Chemicals & Petrochemicals 4.57% 4.62% +0.05%
#StockSectorJul 2026Aug 2026Change
1
Pidilite Industries Limited
₹6.65 Cr
Chemicals & Petrochemicals 4.25% 1.49% -2.76%
2
ICICI Bank Limited
₹13.05 Cr
Banks 5.57% 2.93% -2.64%
3
Belrise Industries Ltd.
₹5.53 Cr
Auto Components 2.59% 1.24% -1.35%
4
Garware Hi-Tech Films Ltd
₹11.85 Cr
Industrial Products 3.18% 2.66% -0.52%
5
RBL Bank Limited
₹11.16 Cr
Banks 2.95% 2.50% -0.45%
6
VA Tech Wabag Limited
₹10.08 Cr
Other Utilities 2.70% 2.26% -0.44%
7
Tech Mahindra Limited
₹9.79 Cr
IT - Software 2.63% 2.20% -0.43%
8
Firstsource Solutions Limited
₹5.04 Cr
Commercial Services & Supplies 1.54% 1.13% -0.41%
9
Hexaware Technologies Limited
₹7.87 Cr
IT - Software 2.13% 1.77% -0.36%
10
Five Star Business Finance Limited
₹6.66 Cr
Finance 1.82% 1.49% -0.33%

What Stocks Does This Fund Hold?

38 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹23.91 Cr
Electrical Equipment
5.37%
2
₹20.59 Cr
Chemicals & Petrochemicals
4.62%
3
₹20.60 Cr
Auto Components
4.62%
4
₹18.30 Cr
Consumer Durables
4.11%
5
₹17.98 Cr
Industrial Manufacturing
4.03%
6
₹17.79 Cr
Finance
3.99%
7
₹17.68 Cr
Finance
3.97%
8
₹16.41 Cr
Auto Components
3.68%
9
₹13.75 Cr
Electrical Equipment
3.09%
10
₹13.05 Cr
Banks
2.93%
🏆 Top stocks held by Value/Contra funds
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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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