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Motilal Oswal Digital India Fund - Direct Plan - Growth

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
25
Jun 2026
Equity Holdings
₹795.99 Cr
Equity only, excl. debt & cash
Top 5 Weight
34.1%
Moderate
Top 10 Weight
58.8%
Moderate
Changes
25
0 new · 1 exits
Top Sector
IT - Software
46.0% of portfolio
📋 What Happened This Month Motilal Oswal Digital India Fund exited 1 stock from its portfolio this month. Avalon Technologies Limited was the biggest exit (Electrical Equipment), which was held at 2.34%. Among existing holdings, GNG Electronics Ltd. saw the biggest increase — now at 2.73% of the portfolio. Birlasoft Limited was trimmed the most, now at 5.40%. Eternal Limited remains the top holding with IT - Software the dominant sector at 46.0%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
IT - Software 48.6% 47.2% -1.3%
Financial Technology (Fintech) 15.1% 14.3% -0.8%
Retailing 11.9% 12.8% +0.9%
Commercial Services & Supplies 7.2% 7.9% +0.7%
Electrical Equipment 5.6% 5.0% -0.6%
Leisure Services 3.7% 4.0% +0.3%
IT - Services 6.0% 3.8% -2.3%
IT - Hardware 0.0% 1.1% +1.1%
Capital Markets 0.0% 1.0% +1.0%
May 2026 Jun 2026
Sector Prev Curr Delta
IT - Software 47.2% 46.0% -1.3%
Financial Technology (Fintech) 14.3% 14.5% +0.2%
Retailing 12.8% 14.1% +1.3%
Commercial Services & Supplies 7.9% 7.9% +0.1%
Leisure Services 4.0% 4.6% +0.6%
IT - Services 3.8% 4.3% +0.5%
Electrical Equipment 5.0% 2.8% -2.2%
IT - Hardware 1.1% 2.7% +1.7%
Capital Markets 1.0% 2.2% +1.2%
🔴
Biggest Exit
Avalon Technologies Limited
2.34% was held · Electrical Equipment
Biggest Add
GNG Electronics Ltd.
+1.68% · now 2.73%
Biggest Trim
Birlasoft Limited
-0.71% · now 5.40%

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🔴 1 Exit ↑ 13 Increased ↓ 11 Decreased
#StockSectorLast Weight (May 2026)
1
Avalon Technologies Limited
₹18.58 Cr
Electrical Equipment 2.34%
#StockSectorMay 2026Jun 2026Change
1
GNG Electronics Ltd.
₹21.95 Cr
IT - Hardware 1.05% 2.73% +1.68%
2
Billionbrains Garage Ventures Ltd
₹17.30 Cr
Capital Markets 0.95% 2.15% +1.20%
3
Urban Company Ltd.
₹19.23 Cr
Retailing 1.26% 2.39% +1.13%
4
AMAGI MEDIA LABS LTD
₹18.15 Cr
IT - Services 1.39% 2.26% +0.87%
5
eClerx Services Limited
₹28.78 Cr
Commercial Services & Supplies 3.00% 3.58% +0.58%
6
Pine Labs Limited
₹17.13 Cr
Financial Technology (Fintech) 1.59% 2.13% +0.54%
7
Le Travenues Technology Ltd
₹29.99 Cr
Leisure Services 3.24% 3.73% +0.49%
8
Rategain Travel Technologies Limited
₹33.93 Cr
IT - Software 3.77% 4.22% +0.45%
9
Eternal Limited
₹64.77 Cr
Retailing 7.73% 8.05% +0.32%
10
Coforge Limited
₹58.99 Cr
IT - Software 7.21% 7.33% +0.12%
#StockSectorMay 2026Jun 2026Change
1
Birlasoft Limited
₹43.44 Cr
IT - Software 6.11% 5.40% -0.71%
2
Firstsource Solutions Limited
₹34.90 Cr
Commercial Services & Supplies 4.86% 4.34% -0.52%
3
Zensar Technologies Limited
₹41.69 Cr
IT - Software 5.69% 5.18% -0.51%
4
PB Fintech Limited
₹54.99 Cr
Financial Technology (Fintech) 7.25% 6.84% -0.41%
5
Netweb Technologies India Limited
₹16.03 Cr
IT - Services 2.38% 1.99% -0.39%
6
Fractal Analytics Ltd
₹18.10 Cr
IT - Software 2.58% 2.25% -0.33%
7
Info Edge (India) Limited
₹29.28 Cr
Retailing 3.76% 3.64% -0.12%
8
Mastek Limited
₹28.90 Cr
IT - Software 3.71% 3.59% -0.12%
9
C.E. Info Systems Limited
₹21.92 Cr
IT - Software 2.80% 2.72% -0.08%
10
Intellect Design Arena Limited
₹27.15 Cr
IT - Software 3.42% 3.38% -0.04%

What Stocks Does This Fund Hold?

25 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹64.77 Cr
Retailing
8.05%
2
₹58.99 Cr
IT - Software
7.33%
3
₹54.99 Cr
Financial Technology (Fintech)
6.84%
4
₹48.89 Cr
IT - Software
6.08%
5
₹46.93 Cr
IT - Software
5.83%
6
₹44.54 Cr
Financial Technology (Fintech)
5.54%
7
₹43.44 Cr
IT - Software
5.40%
8
₹41.69 Cr
IT - Software
5.18%
9
₹34.90 Cr
Commercial Services & Supplies
4.34%
10
₹33.93 Cr
IT - Software
4.22%
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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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