← Motilal Oswal Mutual Fund

Motilal Oswal Focused Fund - Direct Plan Growth Option

Focused Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
29
Jul 2026
Equity Holdings
₹1,557.33 Cr
Equity only, excl. debt & cash
AAUM
₹1,507.55 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.7%
Diversified
Top 10 Weight
39.0%
Diversified
Changes
33
5 new · 5 exits
Top Sector
Electrical Equipment
11.2% 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 5 new additions and exited 5 stocks this month. The biggest new buy was Coforge Limited (IT - Software) at 3.62% weight. Gabriel India Limited was the biggest exit (Auto Components), which was held at 3.45%. Among existing holdings, Shadowfax Technologies Ltd. saw the biggest increase — now at 3.10% of the portfolio. Kotak Mahindra Bank Limited was trimmed the most, now at 1.62%. Rubicon Research Limited remains the top holding with Electrical Equipment the dominant sector at 11.2%. ↓ 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 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%
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%
🟢
Biggest New Buy
Coforge Limited
3.62% weight · IT - Software
🔴
Biggest Exit
Gabriel India Limited
3.45% was held · Auto Components
Biggest Add
Shadowfax Technologies Ltd.
+0.92% · now 3.10%
Biggest Trim
Kotak Mahindra Bank Limited
-1.58% · now 1.62%
🤝 Other funds also bought this month
Diamond Power Infrastructure Limited 38 funds
Diamond Power Infrastructure Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Active Momentum Fund- Direct-Growth
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option + more
Coforge Limited 30 funds
Coforge Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
Lohia Corp Ltd 14 funds
Lohia Corp Ltd
Kotak Manufacture in India Fund - Direct Plan Growth
Tata Business Cycle Fund-Direct Plan-Growth
Motilal Oswal Small Cap Fund - Direct - Growth + more
Premier Energies Limited 11 funds
Premier Energies Limited
Motilal Oswal Multi Cap Fund-Direct Plan Growth
JM Multi Asset Allocation Fund
Shriram Multi Asset Allocation Fund + more
Sansera Engineering Limited 3 funds
Sansera Engineering Limited
Samco Special Opportunities Fund
LIC MF Manufacturing Fund-Direct Plan-Growth
LIC MF Infrastructure Fund-Direct Plan-Growth
👋 Other funds also exited
InterGlobe Aviation Limited 55 funds
InterGlobe Aviation Limited
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option
Invesco India Consumption Fund - Direct Plan - Growth + more
NTPC Limited 55 funds
NTPC Limited
Groww BSE Power ETF FOF
Groww Nifty PSE ETF FOF
Mirae Asset Nifty Energy ETF + more
Bharat Electronics Limited 50 funds
Bharat Electronics Limited
Groww Nifty India Defence ETF FOF
Groww Nifty PSE ETF FOF
quant PSU Fund - Growth Option - Direct Plan + more
Gabriel India Limited 13 funds
Gabriel India Limited
Groww Nifty Smallcap250 ETF
Motilal Oswal Special Opportunities Fund - Direct - Growth
Invesco India Consumption Fund - Direct Plan - Growth + more
Aditya Vision Ltd 2 funds
Aditya Vision Ltd
Canara Robeco Multi Cap Fund - Direct Plan - Growth Option
Mirae Asset Nifty Total Market Index Fund

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 5 New Entries 🔴 5 Exits ↑ 11 Increased ↓ 12 Decreased
#StockSectorWeight (Jul 2026)
1
Coforge Limited
₹61.21 Cr
IT - Software 3.62%
2
Lohia Corp Ltd
₹52.17 Cr
Industrial Manufacturing 3.08%
3
Sansera Engineering Limited
₹48.78 Cr
Auto Components 2.88%
4
Premier Energies Limited
₹47.36 Cr
Electrical Equipment 2.80%
5
Diamond Power Infrastructure Limited
₹35.68 Cr
Electrical Equipment 2.11%
#StockSectorLast Weight (Jun 2026)
1
Gabriel India Limited
₹56.42 Cr
Auto Components 3.45%
2
NTPC Limited
₹47.93 Cr
Power 2.93%
3
InterGlobe Aviation Limited
₹44.28 Cr
Transport Services 2.71%
4
Aditya Vision Ltd
₹36.65 Cr
Retailing 2.24%
5
Bharat Electronics Limited
₹26.54 Cr
Aerospace & Defense 1.62%
#StockSectorJun 2026Jul 2026Change
1
Shadowfax Technologies Ltd.
₹52.53 Cr
Transport Services 2.18% 3.10% +0.92%
2
One 97 Communications Limited
₹63.98 Cr
Financial Technology (Fintech) 3.07% 3.78% +0.71%
3
IndusInd Bank Limited
₹64.29 Cr
Banks 3.27% 3.80% +0.53%
4
Shriram Finance Limited
₹56.20 Cr
Finance 2.95% 3.32% +0.37%
5
Syrma SGS Technology Limited
₹49.10 Cr
Industrial Manufacturing 2.55% 2.90% +0.35%
6
Titan Company Limited
₹63.50 Cr
Consumer Durables 3.51% 3.75% +0.24%
7
AU Small Finance Bank Limited
₹75.28 Cr
Banks 4.25% 4.45% +0.20%
8
UNO Minda Limited
₹50.76 Cr
Auto Components 2.86% 3.00% +0.14%
9
Rubicon Research Limited
₹77.24 Cr
Pharmaceuticals & Biotechnology 4.44% 4.56% +0.12%
10
Bharti Airtel Limited
₹53.29 Cr
Telecom - Services 3.06% 3.15% +0.09%
#StockSectorJun 2026Jul 2026Change
1
Kotak Mahindra Bank Limited
₹27.47 Cr
Banks 3.20% 1.62% -1.58%
2
Eternal Limited
₹58.96 Cr
Retailing 4.20% 3.48% -0.72%
3
CG Power and Industrial Solutions Limited
₹58.75 Cr
Electrical Equipment 4.12% 3.47% -0.65%
4
ABB India Limited
₹47.43 Cr
Electrical Equipment 3.30% 2.80% -0.50%
5
MTAR Technologies Limited
₹39.10 Cr
Aerospace & Defense 2.72% 2.31% -0.41%
6
Aditya Infotech Limited
₹63.16 Cr
Industrial Manufacturing 4.04% 3.73% -0.31%
7
Persistent Systems Limited
₹33.53 Cr
IT - Software 2.25% 1.98% -0.27%
8
Meesho Ltd
₹41.81 Cr
Retailing 2.70% 2.47% -0.23%
9
ICICI Prudential Asset Management Company Limited
₹65.34 Cr
Capital Markets 4.02% 3.86% -0.16%
10
PNB Housing Finance Limited
₹58.29 Cr
Finance 3.52% 3.44% -0.08%

What Stocks Does This Fund Hold?

29 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹77.24 Cr
Pharmaceuticals & Biotechnology
4.56%
2
₹75.28 Cr
Banks
4.45%
3
₹67.68 Cr
Healthcare Services
4.00%
4
₹65.34 Cr
Capital Markets
3.86%
5
₹64.29 Cr
Banks
3.80%
6
₹63.98 Cr
Financial Technology (Fintech)
3.78%
7
₹63.50 Cr
Consumer Durables
3.75%
8
₹63.16 Cr
Industrial Manufacturing
3.73%
9
₹61.21 Cr
IT - Software
3.62%
10
₹58.96 Cr
Retailing
3.48%
🏆 Top stocks held by Focused funds
See which stocks all active Focused fund managers are buying — ranked by total value invested
🏦 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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