← Motilal Oswal Mutual Fund

Motilal Oswal Focused Fund - Direct Plan Growth Option

Focused Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
29
Jun 2026
Equity Holdings
₹1,499.00 Cr
Equity only, excl. debt & cash
Top 5 Weight
21.1%
Diversified
Top 10 Weight
39.6%
Diversified
Changes
32
3 new · 3 exits
Top Sector
Banks
10.7% of portfolio
📋 What Happened This Month Motilal Oswal Focused Fund made 3 new additions and exited 3 stocks this month. The biggest new buy was Shriram Finance Limited (Finance) at 2.95% weight. UltraTech Cement Limited was the biggest exit (Cement & Cement Products), which was held at 3.15%. Among existing holdings, Rubicon Research Limited saw the biggest increase — now at 4.44% of the portfolio. Persistent Systems Limited was trimmed the most, now at 2.25%. Rubicon Research Limited remains the top holding with Banks the dominant sector at 10.7%. ↓ 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 13.5% 10.5% -3.0%
Electrical Equipment 4.2% 7.6% +3.4%
Capital Markets 5.7% 7.6% +1.9%
Retailing 7.5% 7.6% +0.1%
Industrial Manufacturing 4.0% 7.0% +2.9%
Auto Components 3.6% 6.3% +2.7%
Pharmaceuticals & Biotechnology 7.3% 5.8% -1.5%
Finance 4.9% 5.7% +0.9%
Aerospace & Defense 6.0% 4.4% -1.5%
IT - Software 3.4% 4.2% +0.8%
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 10.5% 10.7% +0.2%
Retailing 7.6% 9.1% +1.6%
Capital Markets 7.6% 7.4% -0.1%
Electrical Equipment 7.6% 7.4% -0.2%
Pharmaceuticals & Biotechnology 5.8% 7.1% +1.4%
Industrial Manufacturing 7.0% 6.6% -0.4%
Finance 5.7% 6.5% +0.7%
Auto Components 6.3% 6.3% 0.0%
Transport Services 2.2% 4.9% +2.7%
Aerospace & Defense 4.4% 4.3% -0.1%
🟢
Biggest New Buy
Shriram Finance Limited
2.95% weight · Finance
🔴
Biggest Exit
UltraTech Cement Limited
3.15% was held · Cement & Cement Products
Biggest Add
Rubicon Research Limited
+1.18% · now 4.44%
Biggest Trim
Persistent Systems Limited
-1.99% · now 2.25%
🤝 Other funds also bought this month
Meesho Ltd 34 funds
Meesho Ltd
Invesco India Midcap Fund - Direct Plan - Growth Option
Invesco India Technology Fund
Groww Nifty India Internet ETF FOF + more
Shriram Finance Limited 24 funds
Shriram Finance Limited
Groww Nifty 500 Momentum 50 ETF FOF
Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth
Invesco India Transportation and Logistics Fund + more
Shadowfax Technologies Ltd. 7 funds
Shadowfax Technologies Ltd.
Motilal Oswal Services Fund - Direct Plan - Growth
Motilal Oswal Multi Cap Fund-Direct Plan Growth
Motilal Oswal Small Cap Fund - Direct - Growth + more
👋 Other funds also exited
UltraTech Cement Limited 25 funds
UltraTech Cement Limited
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option
Axis Momentum Fund - Direct Plan - Growth Option + more
Jain Resource Recycling Limited 9 funds
Jain Resource Recycling Limited
Motilal Oswal Active Momentum Fund- Direct-Growth
Helios Mid Cap Fund - Direct Plan - Growth Option
ITI Small Cap Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 3 New Entries 🔴 3 Exits ↑ 15 Increased ↓ 11 Decreased
#StockSectorWeight (Jun 2026)
1
Shriram Finance Limited
₹48.27 Cr
Finance 2.95%
2
Meesho Ltd
₹44.15 Cr
Retailing 2.70%
3
Shadowfax Technologies Ltd.
₹35.62 Cr
Transport Services 2.18%
#StockSectorLast Weight (May 2026)
1
UltraTech Cement Limited
₹48.98 Cr
Cement & Cement Products 3.15%
2
Religare Enterprises Limited
₹39.66 Cr
Finance 2.55%
3
Jain Resource Recycling Limited
₹21.79 Cr
Diversified Metals 1.40%
#StockSectorMay 2026Jun 2026Change
1
Rubicon Research Limited
₹72.68 Cr
Pharmaceuticals & Biotechnology 3.26% 4.44% +1.18%
2
Bharti Airtel Limited
₹50.04 Cr
Telecom - Services 2.46% 3.06% +0.60%
3
InterGlobe Aviation Limited
₹44.28 Cr
Transport Services 2.23% 2.71% +0.48%
4
Syrma SGS Technology Limited
₹41.65 Cr
Industrial Manufacturing 2.09% 2.55% +0.46%
5
One 97 Communications Limited
₹50.12 Cr
Financial Technology (Fintech) 2.67% 3.07% +0.40%
6
UNO Minda Limited
₹46.77 Cr
Auto Components 2.53% 2.86% +0.33%
7
PNB Housing Finance Limited
₹57.48 Cr
Finance 3.19% 3.52% +0.33%
8
BSE Limited
₹55.92 Cr
Capital Markets 3.18% 3.42% +0.24%
9
Titan Company Limited
₹57.36 Cr
Consumer Durables 3.31% 3.51% +0.20%
10
AU Small Finance Bank Limited
₹69.44 Cr
Banks 4.08% 4.25% +0.17%
#StockSectorMay 2026Jun 2026Change
1
Persistent Systems Limited
₹36.73 Cr
IT - Software 4.24% 2.25% -1.99%
2
Aditya Vision Ltd
₹36.65 Cr
Retailing 3.50% 2.24% -1.26%
3
Aditya Infotech Limited
₹66.07 Cr
Industrial Manufacturing 4.87% 4.04% -0.83%
4
ICICI Prudential Asset Management Company Limited
₹65.69 Cr
Capital Markets 4.39% 4.02% -0.37%
5
Gabriel India Limited
₹56.42 Cr
Auto Components 3.79% 3.45% -0.34%
6
NTPC Limited
₹47.93 Cr
Power 3.18% 2.93% -0.25%
7
ABB India Limited
₹53.95 Cr
Electrical Equipment 3.47% 3.30% -0.17%
8
Bharat Electronics Limited
₹26.54 Cr
Aerospace & Defense 1.70% 1.62% -0.08%
9
CG Power and Industrial Solutions Limited
₹67.37 Cr
Electrical Equipment 4.17% 4.12% -0.05%
10
IndusInd Bank Limited
₹53.40 Cr
Banks 3.29% 3.27% -0.02%

What Stocks Does This Fund Hold?

29 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹72.68 Cr
Pharmaceuticals & Biotechnology
4.44%
2
₹69.44 Cr
Banks
4.25%
3
₹68.60 Cr
Retailing
4.20%
4
₹67.37 Cr
Electrical Equipment
4.12%
5
₹66.07 Cr
Industrial Manufacturing
4.04%
6
₹65.69 Cr
Capital Markets
4.02%
7
₹65.61 Cr
Healthcare Services
4.01%
8
₹57.48 Cr
Finance
3.52%
9
₹57.36 Cr
Consumer Durables
3.51%
10
₹56.42 Cr
Auto Components
3.45%
🏆 Top stocks held by Focused 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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