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Motilal Oswal Digital India Fund - Direct Plan - Growth

Equity Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
26
May 2026
Equity Holdings
₹769.01 Cr
Equity only, excl. debt & cash
Top 5 Weight
34.4%
Moderate
Top 10 Weight
60.1%
High concentration
Changes
26
3 new · 0 exits
Top Sector
IT - Software
47.2% of portfolio
📋 What Happened This Month Motilal Oswal Digital India Fund added 3 new stocks to its portfolio this month. The biggest new buy was Urban Company Ltd. (Retailing) at 1.26% weight. Among existing holdings, Coforge Limited saw the biggest increase — now at 7.21% of the portfolio. Netweb Technologies India Limited was trimmed the most, now at 2.38%. Eternal Limited remains the top holding with IT - Software the dominant sector at 47.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Mar 2026 Apr 2026
Sector Prev Curr Delta
IT - Software 52.2% 48.6% -3.6%
Financial Technology (Fintech) 11.9% 15.1% +3.2%
Retailing 10.4% 11.9% +1.5%
Commercial Services & Supplies 7.9% 7.2% -0.8%
IT - Services 5.9% 6.0% +0.1%
Electrical Equipment 7.7% 5.6% -2.1%
Leisure Services 4.2% 3.7% -0.5%
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%
🟢
Biggest New Buy
Urban Company Ltd.
1.26% weight · Retailing
Biggest Add
Coforge Limited
+0.82% · now 7.21%
Biggest Trim
Netweb Technologies India Limited
-2.15% · now 2.38%
🤝 Other funds also bought this month
Billionbrains Garage Ventures Ltd 66 funds
Billionbrains Garage Ventures Ltd
Motilal Oswal Financial Services Fund- Direct Growth
Axis Nifty Capital Markets Index Fund
Canara Robeco Mid Cap Fund- Direct Plan- Growth Option + more
Urban Company Ltd. 8 funds
Urban Company Ltd.
Motilal Oswal Business Cycle Fund - Direct Plan- Growth
Aditya Birla Sun Life Digital India Fund - Growth - Direct Plan
BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH + more
GNG Electronics Ltd. 3 funds
GNG Electronics Ltd.
TRUSTMF MID CAP FUND -DIRECT -GROWTH
TRUSTMF MULTI CAP FUND -DIRECT PLAN-GROWTH
TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 3 New Entries ↑ 8 Increased ↓ 15 Decreased
#StockSectorWeight (May 2026)
1
Urban Company Ltd.
₹9.97 Cr
Retailing 1.26%
2
GNG Electronics Ltd.
₹8.32 Cr
IT - Hardware 1.05%
3
Billionbrains Garage Ventures Ltd
₹7.52 Cr
Capital Markets 0.95%
#StockSectorApr 2026May 2026Change
1
Coforge Limited
₹57.22 Cr
IT - Software 6.39% 7.21% +0.82%
2
Firstsource Solutions Limited
₹38.52 Cr
Commercial Services & Supplies 4.16% 4.86% +0.70%
3
Rategain Travel Technologies Limited
₹29.94 Cr
IT - Software 3.21% 3.77% +0.56%
4
Hexaware Technologies Limited
₹48.24 Cr
IT - Software 5.64% 6.08% +0.44%
5
Emmvee Photovoltaic Power Ltd
₹20.96 Cr
Electrical Equipment 2.24% 2.64% +0.40%
6
Le Travenues Technology Ltd
₹25.67 Cr
Leisure Services 3.09% 3.24% +0.15%
7
EQ - YATRA ONLINE LTD.
₹6.13 Cr
Leisure Services 0.63% 0.77% +0.14%
8
eClerx Services Limited
₹23.82 Cr
Commercial Services & Supplies 2.99% 3.00% +0.01%
#StockSectorApr 2026May 2026Change
1
Netweb Technologies India Limited
₹18.85 Cr
IT - Services 4.53% 2.38% -2.15%
2
Birlasoft Limited
₹48.46 Cr
IT - Software 7.44% 6.11% -1.33%
3
Avalon Technologies Limited
₹18.58 Cr
Electrical Equipment 3.35% 2.34% -1.01%
4
Zensar Technologies Limited
₹45.16 Cr
IT - Software 6.23% 5.69% -0.54%
5
Pine Labs Limited
₹12.62 Cr
Financial Technology (Fintech) 1.99% 1.59% -0.40%
6
C.E. Info Systems Limited
₹22.19 Cr
IT - Software 3.19% 2.80% -0.39%
7
Mastek Limited
₹29.46 Cr
IT - Software 4.07% 3.71% -0.36%
8
Intellect Design Arena Limited
₹27.14 Cr
IT - Software 3.74% 3.42% -0.32%
9
Eternal Limited
₹61.34 Cr
Retailing 8.02% 7.73% -0.29%
10
PB Fintech Limited
₹57.49 Cr
Financial Technology (Fintech) 7.47% 7.25% -0.22%

What Stocks Does This Fund Hold?

26 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹61.34 Cr
Retailing
7.73%
2
₹57.49 Cr
Financial Technology (Fintech)
7.25%
3
₹57.22 Cr
IT - Software
7.21%
4
₹48.46 Cr
IT - Software
6.11%
5
₹48.24 Cr
IT - Software
6.08%
6
₹46.48 Cr
IT - Software
5.86%
7
₹45.16 Cr
IT - Software
5.69%
8
₹43.66 Cr
Financial Technology (Fintech)
5.50%
9
₹38.52 Cr
Commercial Services & Supplies
4.86%
10
₹29.94 Cr
IT - Software
3.77%
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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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