← Motilal Oswal Mutual Fund

Motilal Oswal Financial Services Fund- Direct Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
28
Jul 2026
Equity Holdings
₹198.32 Cr
Equity only, excl. debt & cash
AAUM
₹177.09 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
34.6%
Moderate
Top 10 Weight
53.6%
Moderate
Changes
29
3 new · 2 exits
Top Sector
Banks
49.2% 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 3 new additions and exited 2 stocks this month. The biggest new buy was Piramal Finance Ltd (Finance) at 2.03% weight. Aditya Birla Sun Life AMC Limited was the biggest exit (Capital Markets), which was held at 1.66%. Among existing holdings, Indian Bank saw the biggest increase — now at 2.62% of the portfolio. Axis Bank Limited was trimmed the most, now at 3.66%. State Bank of India remains the top holding with Banks the dominant sector at 49.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 50.6% 49.3% -1.3%
Finance 23.4% 25.2% +1.8%
Capital Markets 12.8% 11.6% -1.2%
Financial Technology (Fintech) 6.3% 9.0% +2.7%
Insurance 4.2% 1.4% -2.9%
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%
🟢
Biggest New Buy
Piramal Finance Ltd
2.03% weight · Finance
🔴
Biggest Exit
Aditya Birla Sun Life AMC Limited
1.66% was held · Capital Markets
Biggest Add
Indian Bank
+2.18% · now 2.62%
Biggest Trim
Axis Bank Limited
-3.39% · now 3.66%
🤝 Other funds also bought this month
SBI Funds Management Limited 89 funds
SBI Funds Management Limited
Helios Financial Services Fund - Direct Plan - Growth Option
quant BFSI Fund - Growth Option - Direct Plan
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth + more
Central Depository Services (India) Limited 8 funds
Central Depository Services (India) Limited
Navi Nifty SmallCap250 Momentum Qlty 100
SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - Growth
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth + more
Piramal Finance Ltd 8 funds
Piramal Finance Ltd
quant ESG Integration Strategy Fund
Tata Banking And Financial Services Fund-Direct Plan-Growth
Bandhan Financial Services Fund + more
👋 Other funds also exited
ICICI Lombard General Insurance Company Limited 32 funds
ICICI Lombard General Insurance Company Limited
Edelweiss BSE Capital Markets & Insurance ETF - Growth
BANK OF INDIA Midcap Tax Fund Series 2 Direct Plan Growth
Tata Banking And Financial Services Fund-Direct Plan-Growth + more
Aditya Birla Sun Life AMC Limited 17 funds
Aditya Birla Sun Life AMC Limited
Groww Nifty Smallcap250 ETF
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth
Groww Nifty Capital Markets ETF FOF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 3 New Entries 🔴 2 Exits ↑ 10 Increased ↓ 14 Decreased
#StockSectorWeight (Jul 2026)
1
Piramal Finance Ltd
₹4.11 Cr
Finance 2.03%
2
SBI Funds Management Limited
₹4.11 Cr
Capital Markets 2.03%
3
Central Depository Services (India) Limited
₹2.67 Cr
Capital Markets 1.32%
#StockSectorLast Weight (Jun 2026)
1
Aditya Birla Sun Life AMC Limited
₹3.18 Cr
Capital Markets 1.66%
2
ICICI Lombard General Insurance Company Limited
₹2.61 Cr
Insurance 1.37%
#StockSectorJun 2026Jul 2026Change
1
Indian Bank
₹5.30 Cr
Banks 0.44% 2.62% +2.18%
2
The Federal Bank Limited
₹6.20 Cr
Banks 1.26% 3.06% +1.80%
3
State Bank of India
₹16.25 Cr
Banks 6.88% 8.02% +1.14%
4
RBL Bank Limited
₹5.63 Cr
Banks 1.93% 2.78% +0.85%
5
Bajaj Finance Limited
₹15.10 Cr
Finance 6.95% 7.45% +0.50%
6
Kotak Mahindra Bank Limited
₹2.81 Cr
Banks 1.02% 1.39% +0.37%
7
One 97 Communications Limited
₹6.51 Cr
Financial Technology (Fintech) 2.89% 3.22% +0.33%
8
Cholamandalam Investment and Finance Company Ltd
₹9.14 Cr
Finance 4.30% 4.51% +0.21%
9
IndusInd Bank Limited
₹8.42 Cr
Banks 4.02% 4.16% +0.14%
10
Prudent Corporate Advisory Services Limited
₹6.84 Cr
Capital Markets 3.25% 3.38% +0.13%
#StockSectorJun 2026Jul 2026Change
1
Axis Bank Limited
₹7.40 Cr
Banks 7.05% 3.66% -3.39%
2
ICICI Bank Limited
₹14.35 Cr
Banks 8.62% 7.09% -1.53%
3
HDFC Bank Limited
₹15.34 Cr
Banks 8.55% 7.57% -0.98%
4
Ujjivan Small Finance Bank Limited
₹5.74 Cr
Banks 3.39% 2.83% -0.56%
5
Pine Labs Limited
₹4.17 Cr
Financial Technology (Fintech) 2.46% 2.06% -0.40%
6
Billionbrains Garage Ventures Ltd
₹6.86 Cr
Capital Markets 3.73% 3.39% -0.34%
7
BSE Limited
₹5.29 Cr
Capital Markets 2.93% 2.61% -0.32%
8
PB Fintech Limited
₹6.77 Cr
Financial Technology (Fintech) 3.60% 3.34% -0.26%
9
Shriram Finance Limited
₹7.99 Cr
Finance 4.16% 3.95% -0.21%
10
PNB Housing Finance Limited
₹7.61 Cr
Finance 3.92% 3.76% -0.16%

What Stocks Does This Fund Hold?

28 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹16.25 Cr
Banks
8.02%
2
₹15.34 Cr
Banks
7.57%
3
₹15.10 Cr
Finance
7.45%
4
₹14.35 Cr
Banks
7.09%
5
₹9.14 Cr
Finance
4.51%
6
₹8.42 Cr
Banks
4.16%
7
₹7.99 Cr
Finance
3.95%
8
₹7.61 Cr
Finance
3.76%
9
₹7.40 Cr
Banks
3.66%
10
₹6.86 Cr
Capital Markets
3.39%
🏆 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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