← Motilal Oswal Mutual Fund

Motilal Oswal Focused Fund - Direct Plan Growth Option

Focused Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
30
Aug 2026
Equity Holdings
₹1,710.42 Cr
Equity only, excl. debt & cash
AAUM
₹1,507.55 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.3%
Diversified
Top 10 Weight
37.4%
Diversified
Changes
32
4 new · 3 exits
Top Sector
Banks
10.4% of portfolio
Launch Date
22 Apr 2013
10+ year track record

AAUM (Average Assets Under Management) of ₹1,507.55 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 Focused Fund made 4 new additions and exited 3 stocks this month. The biggest new buy was Multi Commodity Exchange of India Limited (Capital Markets) at 3.65% weight. BSE Limited was the biggest exit (Capital Markets), which was held at 3.37%. Among existing holdings, MTAR Technologies Limited saw the biggest increase — now at 2.79% of the portfolio. Rubicon Research Limited was trimmed the most, now at 3.05%. AU Small Finance Bank Limited remains the top holding with Banks the dominant sector at 10.4%. ↓ 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
Electrical Equipment 7.4% 11.2% +3.8%
Banks 10.7% 9.9% -0.9%
Industrial Manufacturing 6.6% 9.7% +3.1%
Pharmaceuticals & Biotechnology 7.1% 7.3% +0.2%
Capital Markets 7.4% 7.2% -0.2%
Finance 6.5% 6.8% +0.3%
Retailing 9.1% 6.0% -3.2%
Auto Components 6.3% 5.9% -0.4%
IT - Software 2.3% 5.6% +3.4%
Healthcare Services 4.0% 4.0% 0.0%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 9.9% 10.4% +0.6%
Electrical Equipment 11.2% 10.3% -0.9%
Industrial Manufacturing 9.7% 9.6% -0.1%
Capital Markets 7.2% 7.4% +0.2%
Finance 6.8% 7.2% +0.4%
Auto Components 5.9% 6.2% +0.3%
Retailing 6.0% 6.1% +0.1%
Pharmaceuticals & Biotechnology 7.3% 5.9% -1.4%
Commercial Services & Supplies 0.0% 5.6% +5.6%
IT - Software 5.6% 3.9% -1.7%
🟢
Biggest New Buy
Multi Commodity Exchange of India Limited
3.65% weight · Capital Markets
🔴
Biggest Exit
BSE Limited
3.37% was held · Capital Markets
Biggest Add
MTAR Technologies Limited
+0.48% · now 2.79%
Biggest Trim
Rubicon Research Limited
-1.51% · now 3.05%
🤝 Other funds also bought this month
State Bank of India 47 funds
State Bank of India
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
Kotak Nifty Bank Index Fund
Mirae Asset Nifty Bank ETF + more
Multi Commodity Exchange of India Limited 35 funds
Multi Commodity Exchange of India Limited
Motilal Oswal Financial Services Fund- Direct Growth
Mirae Asset BSE Midcap 150 Momentum 30 ETF
ICICI Prudential Focused Fund + more
eClerx Services Limited 11 funds
eClerx Services Limited
NJ Value Fund
THE WEALTH COMPANY ETHICAL FUND
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more
Wework India Management Limited 8 funds
Wework India Management Limited
JM Large & Mid Cap Fund (Direct) - Growth Option
JM Aggressive Hybrid Fund
Bank of India Aggressive Hybrid Fund + more
👋 Other funds also exited
Kotak Mahindra Bank Limited 37 funds
Kotak Mahindra Bank Limited
quant Focused Fund - Growth Option-Direct Plan
ITI Banking and Financial Services Fund - Direct Plan - Growth Option
Mirae Asset Nifty Top 20 Equal Weight ETF + more
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
Persistent Systems Limited 21 funds
Persistent Systems Limited
HDFC Nifty Growth Sectors 15 ETF
BANDHAN MIDCAP FUND - GROWTH - DIRECT PLAN
Kotak Active Momentum 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 🔴 3 Exits ↑ 12 Increased ↓ 13 Decreased
#StockSectorWeight (Aug 2026)
1
Multi Commodity Exchange of India Limited
₹66.75 Cr
Capital Markets 3.65%
2
eClerx Services Limited
₹54.74 Cr
Commercial Services & Supplies 3.00%
3
Wework India Management Limited
₹48.22 Cr
Commercial Services & Supplies 2.64%
4
State Bank of India
₹45.14 Cr
Banks 2.47%
#StockSectorLast Weight (Jul 2026)
1
BSE Limited
₹56.97 Cr
Capital Markets 3.37%
2
Persistent Systems Limited
₹33.53 Cr
IT - Software 1.98%
3
Kotak Mahindra Bank Limited
₹27.47 Cr
Banks 1.62%
#StockSectorJul 2026Aug 2026Change
1
MTAR Technologies Limited
₹50.95 Cr
Aerospace & Defense 2.31% 2.79% +0.48%
2
PTC Industries Limited
₹51.41 Cr
Industrial Products 2.44% 2.81% +0.37%
3
Sansera Engineering Limited
₹58.56 Cr
Auto Components 2.88% 3.21% +0.33%
4
Shriram Finance Limited
₹65.78 Cr
Finance 3.32% 3.60% +0.28%
5
Coforge Limited
₹70.61 Cr
IT - Software 3.62% 3.86% +0.24%
6
PNB Housing Finance Limited
₹65.32 Cr
Finance 3.44% 3.58% +0.14%
7
Meesho Ltd
₹47.13 Cr
Retailing 2.47% 2.58% +0.11%
8
ABB India Limited
₹52.94 Cr
Electrical Equipment 2.80% 2.90% +0.10%
9
Acutaas Chemicals Ltd
₹51.17 Cr
Pharmaceuticals & Biotechnology 2.73% 2.80% +0.07%
10
Lohia Corp Ltd
₹57.20 Cr
Industrial Manufacturing 3.08% 3.13% +0.05%
#StockSectorJul 2026Aug 2026Change
1
Rubicon Research Limited
₹55.69 Cr
Pharmaceuticals & Biotechnology 4.56% 3.05% -1.51%
2
Bharti Airtel Limited
₹31.73 Cr
Telecom - Services 3.15% 1.74% -1.41%
3
CG Power and Industrial Solutions Limited
₹48.01 Cr
Electrical Equipment 3.47% 2.63% -0.84%
4
One 97 Communications Limited
₹61.05 Cr
Financial Technology (Fintech) 3.78% 3.34% -0.44%
5
Apollo Hospitals Enterprise Limited
₹67.24 Cr
Healthcare Services 4.00% 3.68% -0.32%
6
AU Small Finance Bank Limited
₹78.08 Cr
Banks 4.45% 4.27% -0.18%
7
Premier Energies Limited
₹48.02 Cr
Electrical Equipment 2.80% 2.63% -0.17%
8
IndusInd Bank Limited
₹67.26 Cr
Banks 3.80% 3.68% -0.12%
9
Titan Company Limited
₹66.46 Cr
Consumer Durables 3.75% 3.64% -0.11%
10
ICICI Prudential Asset Management Company Limited
₹68.64 Cr
Capital Markets 3.86% 3.76% -0.10%

What Stocks Does This Fund Hold?

30 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹78.08 Cr
Banks
4.27%
2
₹70.61 Cr
IT - Software
3.86%
3
₹68.64 Cr
Capital Markets
3.76%
4
₹67.26 Cr
Banks
3.68%
5
₹67.24 Cr
Healthcare Services
3.68%
6
₹66.75 Cr
Capital Markets
3.65%
7
₹66.46 Cr
Consumer Durables
3.64%
8
₹66.42 Cr
Industrial Manufacturing
3.63%
9
₹65.78 Cr
Finance
3.60%
10
₹65.32 Cr
Finance
3.58%
🏆 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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