← Motilal Oswal Mutual Fund

Motilal Oswal Financial Services Fund- Direct Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
30
Aug 2026
Equity Holdings
₹212.88 Cr
Equity only, excl. debt & cash
AAUM
₹177.09 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
30.8%
Moderate
Top 10 Weight
50.5%
Moderate
Changes
32
4 new · 2 exits
Top Sector
Banks
45.8% of portfolio
Launch Date
27 Jan 2026
0 years old

AAUM (Average Assets Under Management) of ₹177.09 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 Financial Services Fund made 4 new additions and exited 2 stocks this month. The biggest new buy was Multi Commodity Exchange of India Limited (Capital Markets) at 5.73% weight. BSE Limited was the biggest exit (Capital Markets), which was held at 2.61%. Among existing holdings, Kotak Mahindra Bank Limited saw the biggest increase — now at 2.79% of the portfolio. Bajaj Finance Limited was trimmed the most, now at 4.99%. State Bank of India remains the top holding with Banks the dominant sector at 45.8%. ↓ 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
Banks 49.3% 49.2% -0.2%
Finance 25.2% 27.4% +2.1%
Capital Markets 11.6% 12.7% +1.2%
Financial Technology (Fintech) 9.0% 8.6% -0.3%
Insurance 1.4% 0.0% -1.4%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 49.2% 45.8% -3.4%
Finance 27.4% 25.8% -1.6%
Capital Markets 12.7% 15.9% +3.1%
Financial Technology (Fintech) 8.6% 9.8% +1.1%
N.A. 0.0% 1.0% +1.0%
🟢
Biggest New Buy
Multi Commodity Exchange of India Limited
5.73% weight · Capital Markets
🔴
Biggest Exit
BSE Limited
2.61% was held · Capital Markets
Biggest Add
Kotak Mahindra Bank Limited
+1.40% · now 2.79%
Biggest Trim
Bajaj Finance Limited
-2.46% · now 4.99%
🤝 Other funds also bought this month
Multi Commodity Exchange of India Limited 35 funds
Multi Commodity Exchange of India Limited
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Motilal Oswal Focused Fund - Direct Plan Growth Option
ICICI Prudential Focused Fund + more
Muthoot Finance Limited 24 funds
Muthoot Finance Limited
SBI Aggressive Hybrid Fund
Motilal Oswal Multi Cap Fund-Direct Plan Growth
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth + more
Karur Vysya Bank Limited 18 funds
Karur Vysya Bank Limited
DSP BSE MidSmall Private Banks ETF
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
Abakkus Large & Mid cap Fund + more
OnEMI Technology Solutions Limited 4 funds
OnEMI Technology Solutions Limited
Bandhan Mid Cap Fund
ICICI Prudential Conservative Hybrid Fund
Bank of India Aggressive Hybrid Fund + more
👋 Other funds also exited
BSE Limited 35 funds
BSE Limited
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF
Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth
ITI Banking and Financial Services Fund - Direct Plan - Growth Option + more
IDFC First Bank Limited 12 funds
IDFC First Bank Limited
Sundaram Mid Cap Fund Direct Plan - Growth
JM Large and Midcap Fund
ITI Mid Cap Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 4 New Entries 🔴 2 Exits ↑ 10 Increased ↓ 16 Decreased
#StockSectorWeight (Aug 2026)
1
Multi Commodity Exchange of India Limited
₹12.41 Cr
Capital Markets 5.73%
2
Muthoot Finance Limited
₹3.57 Cr
Finance 1.65%
3
Karur Vysya Bank Limited
₹2.78 Cr
Banks 1.28%
4
OnEMI Technology Solutions Limited
₹2.15 Cr
N.A. 0.99%
#StockSectorLast Weight (Jul 2026)
1
BSE Limited
₹5.29 Cr
Capital Markets 2.61%
2
IDFC First Bank Limited
₹2.54 Cr
Banks 1.25%
#StockSectorJul 2026Aug 2026Change
1
Kotak Mahindra Bank Limited
₹6.04 Cr
Banks 1.39% 2.79% +1.40%
2
The Jammu & Kashmir Bank Limited
₹4.92 Cr
Banks 1.61% 2.27% +0.66%
3
One 97 Communications Limited
₹8.33 Cr
Financial Technology (Fintech) 3.22% 3.84% +0.62%
4
PB Fintech Limited
₹7.92 Cr
Financial Technology (Fintech) 3.34% 3.65% +0.31%
5
Central Depository Services (India) Limited
₹3.51 Cr
Capital Markets 1.32% 1.62% +0.30%
6
Pine Labs Limited
₹4.92 Cr
Financial Technology (Fintech) 2.06% 2.27% +0.21%
7
Prudent Corporate Advisory Services Limited
₹7.63 Cr
Capital Markets 3.38% 3.52% +0.14%
8
Piramal Finance Ltd
₹4.60 Cr
Finance 2.03% 2.12% +0.09%
9
PNB Housing Finance Limited
₹8.30 Cr
Finance 3.76% 3.83% +0.07%
10
Indian Bank
₹5.70 Cr
Banks 2.62% 2.63% +0.01%
#StockSectorJul 2026Aug 2026Change
1
Bajaj Finance Limited
₹10.81 Cr
Finance 7.45% 4.99% -2.46%
2
The Federal Bank Limited
₹3.57 Cr
Banks 3.06% 1.65% -1.41%
3
HDFC Bank Limited
₹13.83 Cr
Banks 7.57% 6.38% -1.19%
4
State Bank of India
₹15.18 Cr
Banks 8.02% 7.00% -1.02%
5
Ujjivan Small Finance Bank Limited
₹4.15 Cr
Banks 2.83% 1.91% -0.92%
6
L&T Finance Limited
₹4.82 Cr
Finance 2.69% 2.22% -0.47%
7
ICICI Bank Limited
₹14.54 Cr
Banks 7.09% 6.71% -0.38%
8
Cholamandalam Investment and Finance Company Ltd
₹9.18 Cr
Finance 4.51% 4.24% -0.27%
9
IndusInd Bank Limited
₹8.46 Cr
Banks 4.16% 3.90% -0.26%
10
Billionbrains Garage Ventures Ltd
₹6.78 Cr
Capital Markets 3.39% 3.13% -0.26%

What Stocks Does This Fund Hold?

30 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹15.18 Cr
Banks
7.00%
2
₹14.54 Cr
Banks
6.71%
3
₹13.83 Cr
Banks
6.38%
4
₹12.41 Cr
Capital Markets
5.73%
5
₹10.81 Cr
Finance
4.99%
6
₹9.18 Cr
Finance
4.24%
7
₹8.47 Cr
Finance
3.91%
8
₹8.46 Cr
Banks
3.90%
9
₹8.33 Cr
Financial Technology (Fintech)
3.84%
10
₹8.30 Cr
Finance
3.83%
🏆 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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