← Motilal Oswal Mutual Fund

Motilal Oswal Digital India Fund - Direct Plan - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
27
Aug 2026
Equity Holdings
₹893.79 Cr
Equity only, excl. debt & cash
AAUM
₹771.08 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
33.5%
Moderate
Top 10 Weight
55.7%
Moderate
Changes
27
1 new · 0 exits
Top Sector
IT - Software
37.3% of portfolio
Launch Date
11 Oct 2024
2 years old

AAUM (Average Assets Under Management) of ₹771.08 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 Digital India Fund added 1 new stock to its portfolio this month. The biggest new buy was ESDS Software Solution Ltd (IT - Services) at 4.73% weight. Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 7.09% of the portfolio. Firstsource Solutions Limited was trimmed the most, now at 4.72%. One 97 Communications Limited remains the top holding with IT - Software the dominant sector at 37.3%. ↓ 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
IT - Software 46.0% 39.0% -7.0%
Retailing 14.1% 14.7% +0.6%
Financial Technology (Fintech) 14.5% 13.9% -0.7%
Commercial Services & Supplies 7.9% 11.1% +3.1%
Leisure Services 4.6% 4.0% -0.6%
IT - Services 4.3% 2.3% -1.9%
Electrical Equipment 2.8% 2.3% -0.5%
Capital Markets 2.2% 2.0% -0.1%
IT - Hardware 2.7% 1.8% -1.0%
Jul 2026 Aug 2026
Sector Prev Curr Delta
IT - Software 39.0% 37.3% -1.7%
Financial Technology (Fintech) 13.9% 16.4% +2.6%
Retailing 14.7% 16.0% +1.3%
Commercial Services & Supplies 11.1% 10.2% -0.8%
IT - Services 2.3% 6.7% +4.4%
Leisure Services 4.0% 3.2% -0.8%
Electrical Equipment 2.3% 2.2% 0.0%
Capital Markets 2.0% 2.1% +0.0%
IT - Hardware 1.8% 2.0% +0.2%
🟢
Biggest New Buy
ESDS Software Solution Ltd
4.73% weight · IT - Services
Biggest Add
One 97 Communications Limited
+1.40% · now 7.09%
Biggest Trim
Firstsource Solutions Limited
-0.80% · now 4.72%
🤝 Other funds also bought this month
ESDS Software Solution Ltd 5 funds
ESDS Software Solution Ltd
Samco Small Cap Fund
Bandhan Focused Fund - Direct Plan - Growth
Motilal Oswal Contra Fund + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry ↑ 12 Increased ↓ 14 Decreased
#StockSectorWeight (Aug 2026)
1
ESDS Software Solution Ltd
₹44.00 Cr
IT - Services 4.73%
#StockSectorJul 2026Aug 2026Change
1
One 97 Communications Limited
₹65.93 Cr
Financial Technology (Fintech) 5.69% 7.09% +1.40%
2
PB Fintech Limited
₹64.41 Cr
Financial Technology (Fintech) 6.07% 6.93% +0.86%
3
Coforge Limited
₹63.46 Cr
IT - Software 6.07% 6.83% +0.76%
4
Urban Company Ltd.
₹24.47 Cr
Retailing 2.09% 2.63% +0.54%
5
Eternal Limited
₹64.60 Cr
Retailing 6.57% 6.95% +0.38%
6
Pine Labs Limited
₹22.46 Cr
Financial Technology (Fintech) 2.10% 2.42% +0.32%
7
GNG Electronics Ltd.
₹18.63 Cr
IT - Hardware 1.77% 2.00% +0.23%
8
Meesho Ltd
₹20.35 Cr
Retailing 1.99% 2.19% +0.20%
9
Info Edge (India) Limited
₹39.32 Cr
Retailing 4.05% 4.23% +0.18%
10
eClerx Services Limited
₹34.18 Cr
Commercial Services & Supplies 3.52% 3.68% +0.16%
#StockSectorJul 2026Aug 2026Change
1
Firstsource Solutions Limited
₹43.90 Cr
Commercial Services & Supplies 5.52% 4.72% -0.80%
2
Le Travenues Technology Ltd
₹24.86 Cr
Leisure Services 3.32% 2.67% -0.65%
3
Zensar Technologies Limited
₹45.13 Cr
IT - Software 5.49% 4.85% -0.64%
4
C.E. Info Systems Limited
₹27.44 Cr
IT - Software 3.53% 2.95% -0.58%
5
Sonata Software Limited
₹31.85 Cr
IT - Software 3.88% 3.43% -0.45%
6
Mastek Limited
₹31.65 Cr
IT - Software 3.74% 3.40% -0.34%
7
AMAGI MEDIA LABS LTD
₹18.38 Cr
IT - Services 2.32% 1.98% -0.34%
8
Intellect Design Arena Limited
₹26.64 Cr
IT - Software 3.11% 2.87% -0.24%
9
Hexaware Technologies Limited
₹52.67 Cr
IT - Software 5.88% 5.67% -0.21%
10
Wework India Management Limited
₹16.88 Cr
Commercial Services & Supplies 2.02% 1.82% -0.20%

What Stocks Does This Fund Hold?

27 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹65.93 Cr
Financial Technology (Fintech)
7.09%
2
₹64.60 Cr
Retailing
6.95%
3
₹64.41 Cr
Financial Technology (Fintech)
6.93%
4
₹63.46 Cr
IT - Software
6.83%
5
₹52.67 Cr
IT - Software
5.67%
6
₹45.13 Cr
IT - Software
4.85%
7
₹44.00 Cr
IT - Services
4.73%
8
₹43.90 Cr
Commercial Services & Supplies
4.72%
9
₹39.32 Cr
Retailing
4.23%
10
₹34.18 Cr
Commercial Services & Supplies
3.68%
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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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