← Motilal Oswal Mutual Fund

Motilal Oswal Financial Services Fund- Direct Growth

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
27
Jun 2026
Equity Holdings
₹184.57 Cr
Equity only, excl. debt & cash
Top 5 Weight
38.1%
Moderate
Top 10 Weight
58.2%
Moderate
Changes
30
4 new · 3 exits
Top Sector
Banks
49.3% of portfolio
📋 What Happened This Month Motilal Oswal Financial Services Fund made 4 new additions and exited 3 stocks this month. The biggest new buy was L&T Finance Limited (Finance) at 2.84% weight. HDFC Life Insurance Company Limited was the biggest exit (Insurance), which was held at 2.70%. Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 2.89% of the portfolio. RBL Bank Limited was trimmed the most, now at 1.93%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 49.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
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%
🟢
Biggest New Buy
L&T Finance Limited
2.84% weight · Finance
🔴
Biggest Exit
HDFC Life Insurance Company Limited
2.70% was held · Insurance
Biggest Add
One 97 Communications Limited
+0.67% · now 2.89%
Biggest Trim
RBL Bank Limited
-1.99% · now 1.93%
🤝 Other funds also bought this month
Pine Labs Limited 23 funds
Pine Labs Limited
Baroda BNP Paribas Small Cap Fund - Direct Plan - Growth option
Franklin India ELSS Tax Saver Fund - Direct - Growth
THE WEALTH COMPANY BALANCED ADVANTAGE FUND + more
Kotak Mahindra Bank Limited 19 funds
Kotak Mahindra Bank Limited
ICICI Prudential Equity Minimum Variance Fund - Direct Plan - Growth
Sundaram Equity Savings Fund
IB44-Groww Nifty 50 ETF + more
The Federal Bank Limited 19 funds
The Federal Bank Limited
Groww Nifty 500 Momentum 50 ETF FOF
Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND + more
L&T Finance Limited 14 funds
L&T Finance Limited
TRUSTMF MULTI CAP FUND -DIRECT PLAN-GROWTH
Mahindra Manulife ELSS Tax Saver Fund - Direct Plan -Growth
SBI Quant Fund- Direct Plan- Growth + more
👋 Other funds also exited
Muthoot Finance Limited 50 funds
Muthoot Finance Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Direct Plan - Growth
SBI Nifty Midcap 150 Momentum 50 ETF + more
HDFC Life Insurance Company Limited 23 funds
HDFC Life Insurance Company Limited
quant Focused Fund - Growth Option-Direct Plan
quant Quantamental Fund
quant Aggressive Hybrid Fund-Growth Option-Direct Plan + more
Poonawalla Fincorp Limited 10 funds
Poonawalla Fincorp Limited
Bandhan Nifty Alpha 50 Index Fund - Direct Plan - Growth
Kotak Nifty Alpha 50 Index Fund - Direct Plan - Growth
Kotak Nifty Alpha 50 ETF + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 4 New Entries 🔴 3 Exits ↑ 9 Increased ↓ 14 Decreased
#StockSectorWeight (Jun 2026)
1
L&T Finance Limited
₹5.44 Cr
Finance 2.84%
2
Pine Labs Limited
₹4.70 Cr
Financial Technology (Fintech) 2.46%
3
The Federal Bank Limited
₹2.40 Cr
Banks 1.26%
4
Kotak Mahindra Bank Limited
₹1.96 Cr
Banks 1.02%
#StockSectorLast Weight (May 2026)
1
HDFC Life Insurance Company Limited
₹4.76 Cr
Insurance 2.70%
2
Poonawalla Fincorp Limited
₹2.30 Cr
Finance 1.31%
3
Muthoot Finance Limited
₹22.03 L
Finance 0.13%
#StockSectorMay 2026Jun 2026Change
1
One 97 Communications Limited
₹5.54 Cr
Financial Technology (Fintech) 2.22% 2.89% +0.67%
2
Cholamandalam Investment and Finance Company Ltd
₹8.23 Cr
Finance 4.02% 4.30% +0.28%
3
State Bank of India
₹13.16 Cr
Banks 6.71% 6.88% +0.17%
4
Bajaj Finance Limited
₹13.29 Cr
Finance 6.82% 6.95% +0.13%
5
ICICI Bank Limited
₹16.50 Cr
Banks 8.56% 8.62% +0.06%
6
Shriram Finance Limited
₹7.96 Cr
Finance 4.11% 4.16% +0.05%
7
Prudent Corporate Advisory Services Limited
₹6.22 Cr
Capital Markets 3.21% 3.25% +0.04%
8
IDFC First Bank Limited
₹2.39 Cr
Banks 1.22% 1.25% +0.03%
9
Billionbrains Garage Ventures Ltd
₹7.13 Cr
Capital Markets 3.71% 3.73% +0.02%
#StockSectorMay 2026Jun 2026Change
1
RBL Bank Limited
₹3.69 Cr
Banks 3.92% 1.93% -1.99%
2
The Jammu & Kashmir Bank Limited
₹3.09 Cr
Banks 2.59% 1.62% -0.97%
3
Aditya Birla Sun Life AMC Limited
₹3.18 Cr
Capital Markets 2.42% 1.66% -0.76%
4
BSE Limited
₹5.61 Cr
Capital Markets 3.41% 2.93% -0.48%
5
PB Fintech Limited
₹6.88 Cr
Financial Technology (Fintech) 4.08% 3.60% -0.48%
6
IndusInd Bank Limited
₹7.69 Cr
Banks 4.32% 4.02% -0.30%
7
Axis Bank Limited
₹13.49 Cr
Banks 7.32% 7.05% -0.27%
8
ICICI Lombard General Insurance Company Limited
₹2.61 Cr
Insurance 1.53% 1.37% -0.16%
9
HDFC Bank Limited
₹16.36 Cr
Banks 8.67% 8.55% -0.12%
10
AU Small Finance Bank Limited
₹6.33 Cr
Banks 3.41% 3.31% -0.10%

What Stocks Does This Fund Hold?

27 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹16.50 Cr
Banks
8.62%
2
₹16.36 Cr
Banks
8.55%
3
₹13.49 Cr
Banks
7.05%
4
₹13.29 Cr
Finance
6.95%
5
₹13.16 Cr
Banks
6.88%
6
₹8.23 Cr
Finance
4.30%
7
₹7.96 Cr
Finance
4.16%
8
₹7.69 Cr
Banks
4.02%
9
₹7.50 Cr
Finance
3.92%
10
₹7.13 Cr
Capital Markets
3.73%
🏆 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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