← Motilal Oswal Mutual Fund

Motilal Oswal Financial Services Fund- Direct Growth

Equity Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
26
May 2026
Equity Holdings
₹171.33 Cr
Equity only, excl. debt & cash
Top 5 Weight
38.1%
Moderate
Top 10 Weight
58.5%
Moderate
Changes
29
2 new · 4 exits
Top Sector
Banks
50.6% of portfolio
📋 What Happened This Month Motilal Oswal Financial Services Fund made 2 new additions and exited 4 stocks this month. The biggest new buy was Billionbrains Garage Ventures Ltd (Capital Markets) at 3.71% weight. ICICI Prudential Asset Management Company Limited was the biggest exit (Capital Markets), which was held at 2.72%. Among existing holdings, PNB Housing Finance Limited saw the biggest increase — now at 3.93% of the portfolio. Muthoot Finance Limited was trimmed the most, now at 0.13%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 50.6%. ↓ 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
Banks 47.5% 51.3% +3.8%
Finance 21.1% 25.2% +4.1%
Capital Markets 9.2% 10.7% +1.5%
Financial Technology (Fintech) 4.4% 6.0% +1.6%
Insurance 4.1% 3.4% -0.7%
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 51.3% 50.6% -0.7%
Finance 25.2% 23.4% -1.8%
Capital Markets 10.7% 12.8% +2.0%
Financial Technology (Fintech) 6.0% 6.3% +0.3%
Insurance 3.4% 4.2% +0.8%
🟢
Biggest New Buy
Billionbrains Garage Ventures Ltd
3.71% weight · Capital Markets
🔴
Biggest Exit
ICICI Prudential Asset Management Company Limited
2.72% was held · Capital Markets
Biggest Add
PNB Housing Finance Limited
+1.20% · now 3.93%
Biggest Trim
Muthoot Finance Limited
-2.57% · now 0.13%
🤝 Other funds also bought this month
Billionbrains Garage Ventures Ltd 66 funds
Billionbrains Garage Ventures Ltd
Axis Nifty Capital Markets Index Fund
Canara Robeco Mid Cap Fund- Direct Plan- Growth Option
Mirae Asset Focused Fund Direct Plan Growth + more
The Jammu & Kashmir Bank Limited 8 funds
The Jammu & Kashmir Bank Limited
Kotak Banking & Financial Services Fund - Direct Plan - Growth
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
SBI Nifty Small Cap 250 ETF + more
👋 Other funds also exited
Tata Capital Limited 10 funds
Tata Capital Limited
Union Flexi Cap Fund - Direct Plan - Growth Option
Union Aggressive Hybrid Fund - Direct Plan - Growth Option
Union Multicap Fund - Direct Plan - Growth Option + more
The Federal Bank Limited 9 funds
The Federal Bank Limited
Union Active Momentum Fund - Direct Plan - Growth Option
Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth
Bandhan Nifty Midcap 150 Index Fund-Direct Plan-Growth + more
Karur Vysya Bank Limited 7 funds
Karur Vysya Bank Limited
Samco Special Opportunities Fund
UNION RETIREMENT FUND
Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth + more
ICICI Prudential Asset Management Company Limited 6 funds
ICICI Prudential Asset Management Company Limited
JM ELSS Tax Saver Fund (Direct) - Growth Option
Kotak ELSS Tax Saver Fund-Growth - Direct
Bandhan Nifty Midcap 150 Index Fund-Direct Plan-Growth + more

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 2 New Entries 🔴 4 Exits ↑ 15 Increased ↓ 8 Decreased
#StockSectorWeight (May 2026)
1
Billionbrains Garage Ventures Ltd
₹6.53 Cr
Capital Markets 3.71%
2
The Jammu & Kashmir Bank Limited
₹4.56 Cr
Banks 2.59%
#StockSectorLast Weight (Apr 2026)
1
ICICI Prudential Asset Management Company Limited
₹4.94 Cr
Capital Markets 2.72%
2
Karur Vysya Bank Limited
₹2.94 Cr
Banks 1.62%
3
The Federal Bank Limited
₹2.30 Cr
Banks 1.27%
4
Tata Capital Limited
₹2.00 Cr
Finance 1.10%
#StockSectorApr 2026May 2026Change
1
PNB Housing Finance Limited
₹6.93 Cr
Finance 2.73% 3.93% +1.20%
2
Cholamandalam Investment and Finance Company Ltd
₹7.07 Cr
Finance 3.10% 4.02% +0.92%
3
BSE Limited
₹6.01 Cr
Capital Markets 2.51% 3.41% +0.90%
4
HDFC Life Insurance Company Limited
₹4.76 Cr
Insurance 1.94% 2.70% +0.76%
5
Axis Bank Limited
₹12.90 Cr
Banks 7.01% 7.32% +0.31%
6
Aditya Birla Capital Limited
₹5.45 Cr
Finance 2.86% 3.09% +0.23%
7
RBL Bank Limited
₹6.90 Cr
Banks 3.71% 3.92% +0.21%
8
PB Fintech Limited
₹7.19 Cr
Financial Technology (Fintech) 3.88% 4.08% +0.20%
9
ICICI Bank Limited
₹15.08 Cr
Banks 8.37% 8.56% +0.19%
10
Aditya Birla Sun Life AMC Limited
₹4.26 Cr
Capital Markets 2.24% 2.42% +0.18%
#StockSectorApr 2026May 2026Change
1
Muthoot Finance Limited
₹22.03 L
Finance 2.70% 0.13% -2.57%
2
AU Small Finance Bank Limited
₹6.01 Cr
Banks 4.04% 3.41% -0.63%
3
Poonawalla Fincorp Limited
₹2.30 Cr
Finance 1.91% 1.31% -0.60%
4
State Bank of India
₹11.81 Cr
Banks 7.22% 6.71% -0.51%
5
HDFC Bank Limited
₹15.26 Cr
Banks 8.73% 8.67% -0.06%
6
Ujjivan Small Finance Bank Limited
₹5.98 Cr
Banks 3.45% 3.40% -0.05%
7
Prudent Corporate Advisory Services Limited
₹5.65 Cr
Capital Markets 3.24% 3.21% -0.03%
8
Bajaj Finance Limited
₹12.01 Cr
Finance 6.84% 6.82% -0.02%

What Stocks Does This Fund Hold?

26 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹15.26 Cr
Banks
8.67%
2
₹15.08 Cr
Banks
8.56%
3
₹12.90 Cr
Banks
7.32%
4
₹12.01 Cr
Finance
6.82%
5
₹11.81 Cr
Banks
6.71%
6
₹7.61 Cr
Banks
4.32%
7
₹7.23 Cr
Finance
4.11%
8
₹7.19 Cr
Financial Technology (Fintech)
4.08%
9
₹7.07 Cr
Finance
4.02%
10
₹6.93 Cr
Finance
3.93%
🏆 Top stocks held by Equity 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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