← Motilal Oswal Mutual Fund

Motilal Oswal Infrastructure Fund-Direct-Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
26
Aug 2026
Equity Holdings
₹137.63 Cr
Equity only, excl. debt & cash
AAUM
₹131.73 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
28.2%
Moderate
Top 10 Weight
50.2%
Moderate
Changes
31
5 new · 5 exits
Top Sector
Electrical Equipment
15.1% of portfolio
Launch Date
23 Apr 2025
1 years old

AAUM (Average Assets Under Management) of ₹131.73 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 Infrastructure Fund made 5 new additions and exited 5 stocks this month. The biggest new buy was Jyoti CNC Automation Ltd (Industrial Manufacturing) at 3.39% weight. Reliance Industries Limited was the biggest exit (Petroleum Products), which was held at 6.09%. Among existing holdings, ABB India Limited saw the biggest increase — now at 6.02% of the portfolio. Power Grid Corporation of India Limited was trimmed the most, now at 2.18%. Bharti Airtel Limited remains the top holding with Electrical Equipment the dominant sector at 15.1%. ↓ 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 35.8% 20.9% -14.9%
Auto Components 8.3% 11.4% +3.2%
Healthcare Services 7.2% 11.4% +4.2%
Power 8.2% 8.0% -0.2%
Construction 5.7% 7.0% +1.3%
Telecom - Services 6.3% 6.7% +0.3%
Petroleum Products 6.1% 6.1% 0.0%
Industrial Products 9.4% 5.0% -4.3%
Leisure Services 0.0% 3.9% +3.9%
Chemicals & Petrochemicals 3.8% 3.7% -0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Electrical Equipment 20.9% 15.1% -5.9%
Healthcare Services 11.4% 12.4% +1.0%
Auto Components 11.4% 9.3% -2.1%
Construction 7.0% 6.8% -0.3%
Telecom - Services 6.7% 6.0% -0.6%
Chemicals & Petrochemicals 3.7% 5.4% +1.6%
Power 8.0% 5.3% -2.7%
Industrial Products 5.0% 4.6% -0.4%
Other Utilities 2.6% 4.0% +1.5%
Leisure Services 3.9% 3.9% -0.1%
🟢
Biggest New Buy
Jyoti CNC Automation Ltd
3.39% weight · Industrial Manufacturing
🔴
Biggest Exit
Reliance Industries Limited
6.09% was held · Petroleum Products
Biggest Add
ABB India Limited
+1.81% · now 6.02%
Biggest Trim
Power Grid Corporation of India Limited
-2.42% · now 2.18%
🤝 Other funds also bought this month
Shriram Finance Limited 27 funds
Shriram Finance Limited
Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy)
Groww Large Cap Fund
JM Large & Mid Cap Fund (Direct) - Growth Option + more
Bharat Petroleum Corporation Limited 23 funds
Bharat Petroleum Corporation Limited
Motilal Oswal Nifty Oil & Gas ETF
Invesco India PSU Equity Fund
Mirae Asset Nifty 500 Value 50 ETF + more
Jio Financial Services Limited 18 funds
Jio Financial Services Limited
Mirae Asset BSE Select IPO ETF
Mirae Asset Nifty50 Equal Weight ETF
Motilal Oswal Manufacturing Fund - Direct Plan- Growth + more
Jyoti CNC Automation Ltd 15 funds
Jyoti CNC Automation Ltd
Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy)
TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH
TRUSTMF MULTI CAP FUND -DIRECT PLAN-GROWTH + more
PG Electroplast Limited 13 funds
PG Electroplast Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
Motilal Oswal Contra Fund
JM Aggressive Hybrid Fund + more
👋 Other funds also exited
TD Power Systems Limited 79 funds
TD Power Systems Limited
Sundaram Business Cycle Fund Direct Plan Growth
Sundaram Large and Midcap Fund Direct Plan - Growth
Groww Small Cap Fund-Direct-Growth + more
Reliance Industries Limited 42 funds
Reliance Industries Limited
Mirae Asset Nifty 100 ESG Sector Leaders ETF
Invesco India BSE Sensex Index Fund
Mirae Asset Nifty 50 Index Fund + more
Thermax Limited 17 funds
Thermax Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
LIC MF Large & Mid Cap Fund-Direct Plan-Growth
Sundaram Mid Cap Fund Direct Plan - Growth + more
Suzlon Energy Limited 12 funds
Suzlon Energy Limited
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF
Sundaram Mid Cap Fund Direct Plan - Growth
Motilal Oswal Contra Fund + more
Belrise Industries Ltd. 9 funds
Belrise Industries Ltd.
Samco Multi Cap Fund
JM Large and Midcap Fund
Motilal Oswal Large Cap Direct Plan Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 5 New Entries 🔴 5 Exits ↑ 10 Increased ↓ 11 Decreased
#StockSectorWeight (Aug 2026)
1
Jyoti CNC Automation Ltd
₹5.08 Cr
Industrial Manufacturing 3.39%
2
Shriram Finance Limited
₹2.86 Cr
Finance 1.91%
3
Jio Financial Services Limited
₹2.79 Cr
Finance 1.86%
4
PG Electroplast Limited
₹2.76 Cr
Consumer Durables 1.84%
5
Bharat Petroleum Corporation Limited
₹2.19 Cr
Petroleum Products 1.46%
#StockSectorLast Weight (Jul 2026)
1
Reliance Industries Limited
₹8.98 Cr
Petroleum Products 6.09%
2
Thermax Limited
₹5.00 Cr
Electrical Equipment 3.39%
3
TD Power Systems Limited
₹4.64 Cr
Electrical Equipment 3.15%
4
Suzlon Energy Limited
₹4.59 Cr
Electrical Equipment 3.11%
5
Belrise Industries Ltd.
₹4.30 Cr
Auto Components 2.92%
#StockSectorJul 2026Aug 2026Change
1
ABB India Limited
₹9.01 Cr
Electrical Equipment 4.21% 6.02% +1.81%
2
Solar Industries India Limited
₹8.04 Cr
Chemicals & Petrochemicals 3.74% 5.37% +1.63%
3
VA Tech Wabag Limited
₹6.04 Cr
Other Utilities 2.57% 4.03% +1.46%
4
Vijaya Diagnostic Centre Limited
₹6.71 Cr
Healthcare Services 3.10% 4.48% +1.38%
5
Siemens Limited
₹7.21 Cr
Electrical Equipment 3.63% 4.82% +1.19%
6
InterGlobe Aviation Limited
₹5.66 Cr
Transport Services 2.83% 3.78% +0.95%
7
Schneider Electric Infrastructure Limited
₹6.32 Cr
Electrical Equipment 3.44% 4.22% +0.78%
8
Samvardhana Motherson International Limited
₹8.76 Cr
Auto Components 5.25% 5.85% +0.60%
9
UNO Minda Limited
₹5.20 Cr
Auto Components 3.26% 3.47% +0.21%
10
Larsen & Toubro Limited
₹6.69 Cr
Construction 4.42% 4.47% +0.05%
#StockSectorJul 2026Aug 2026Change
1
Power Grid Corporation of India Limited
₹3.26 Cr
Power 4.60% 2.18% -2.42%
2
Bharti Airtel Limited
₹9.03 Cr
Telecom - Services 6.67% 6.04% -0.63%
3
ITD Cementation India Limited
₹3.46 Cr
Construction 2.62% 2.31% -0.31%
4
Aster DM Healthcare Limited
₹4.44 Cr
Healthcare Services 3.27% 2.97% -0.30%
5
NTPC Limited
₹4.73 Cr
Power 3.40% 3.16% -0.24%
6
KSB Limited
₹4.61 Cr
Industrial Products 3.32% 3.08% -0.24%
7
Adani Enterprises Limited
₹4.18 Cr
Metals & Minerals Trading 2.98% 2.79% -0.19%
8
Cummins India Limited
₹2.34 Cr
Industrial Products 1.71% 1.56% -0.15%
9
Apollo Hospitals Enterprise Limited
₹7.35 Cr
Healthcare Services 5.02% 4.91% -0.11%
10
Coal India Limited
₹3.12 Cr
Consumable Fuels 2.18% 2.08% -0.10%

What Stocks Does This Fund Hold?

26 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹9.03 Cr
Telecom - Services
6.04%
2
₹9.01 Cr
Electrical Equipment
6.02%
3
₹8.76 Cr
Auto Components
5.85%
4
₹8.04 Cr
Chemicals & Petrochemicals
5.37%
5
₹7.35 Cr
Healthcare Services
4.91%
6
₹7.21 Cr
Electrical Equipment
4.82%
7
₹6.71 Cr
Healthcare Services
4.48%
8
₹6.69 Cr
Construction
4.47%
9
₹6.32 Cr
Electrical Equipment
4.22%
10
₹6.04 Cr
Other Utilities
4.03%
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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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