← Motilal Oswal Mutual Fund

Motilal Oswal Infrastructure Fund-Direct-Growth

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
24
Apr 2026
Equity Holdings
₹126.69 Cr
Equity only, excl. debt & cash
Top 5 Weight
38.2%
Moderate
Top 10 Weight
59.0%
Moderate
Changes
29
4 new · 5 exits
Top Sector
Electrical Equipment
23.5% of portfolio
📋 What Happened This Month Motilal Oswal Infrastructure Fund made 4 new additions and exited 5 stocks this month. The biggest new buy was Samvardhana Motherson International Limited (Auto Components) at 4.75% weight. Bharat Electronics Limited was the biggest exit (Aerospace & Defense), which was held at 6.22%. Among existing holdings, Larsen & Toubro Limited saw the biggest increase — now at 10.60% of the portfolio. UNO Minda Limited was trimmed the most, now at 2.42%. Reliance Industries Limited remains the top holding with Electrical Equipment the dominant sector at 23.5%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Electrical Equipment 18.8% 20.3% +1.5%
Petroleum Products 7.6% 11.2% +3.7%
Power 7.7% 9.8% +2.1%
Construction 9.3% 8.9% -0.4%
Telecom - Services 0.0% 7.3% +7.3%
Auto Components 7.4% 6.6% -0.8%
Industrial Products 6.3% 6.6% +0.2%
Aerospace & Defense 6.6% 6.2% -0.4%
Healthcare Services 5.1% 5.0% 0.0%
Diversified Metals 3.9% 4.7% +0.8%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Electrical Equipment 20.3% 23.5% +3.2%
Petroleum Products 11.2% 12.4% +1.2%
Construction 8.9% 10.6% +1.7%
Auto Components 6.6% 9.7% +3.1%
Power 9.8% 8.2% -1.6%
Telecom - Services 7.3% 7.9% +0.5%
Agricultural, Commercial & Construction Vehicles 0.0% 4.3% +4.3%
Industrial Products 6.6% 4.3% -2.3%
Diversified Metals 4.7% 4.1% -0.6%
Capital Markets 3.8% 4.1% +0.3%
🟢
Biggest New Buy
Samvardhana Motherson International Limited
4.75% weight · Auto Components
🔴
Biggest Exit
Bharat Electronics Limited
6.22% was held · Aerospace & Defense
Biggest Add
Larsen & Toubro Limited
+1.71% · now 10.60%
Biggest Trim
UNO Minda Limited
-1.81% · now 2.42%
🤝 Other funds also bought this month
Samvardhana Motherson International Limited 38 funds
Samvardhana Motherson International Limited
quant Dynamic Asset Allocation Fund
ICICI Prudential Nifty EV & New Age Automotive ETF
Mirae Asset Nifty EV and New Age Automotive ETF + more
Coal India Limited 31 funds
Coal India Limited
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF
ICICI Prudential Nifty200 Quality 30 Index Fund - Direct Plan - Growth + more
Ashok Leyland Limited 30 funds
Ashok Leyland Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
Mirae Asset Nifty 200 Alpha 30 ETF
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option + more
TD Power Systems Limited 14 funds
TD Power Systems Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
HSBC Focused Fund - Direct Growth
ICICI PRUDENTIAL ENERGY OPPORTUNITIES FUND - Direct Plan - Growth + more
👋 Other funds also exited
Bharat Electronics Limited 17 funds
Bharat Electronics Limited
ICICI Prudential Nifty 200 Momentum 30 ETF
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth
Motilal Oswal Special Opportunities Fund - Direct - Growth + more
Blue Star Limited 16 funds
Blue Star Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth
Tata India Consumer Fund-Direct Plan-Growth + more
Supreme Industries Limited 6 funds
Supreme Industries Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
ICICI Prudential BSE Midcap Select ETF
ICICI Prudential MNC Fund - Direct Plan - Growth Option + more
Aster DM Healthcare Limited 3 funds
Aster DM Healthcare Limited
Motilal Oswal Consumption Fund-Direct-Growth
UTI Focused Fund - Direct Plan - Growth Option
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) - Direct Plan - Growth Option
Healthcare Global Enterprises Limited 1 fund
Healthcare Global Enterprises Limited
TRUSTMF MULTI CAP FUND -DIRECT PLAN-GROWTH

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 4 New Entries 🔴 5 Exits ↑ 12 Increased ↓ 8 Decreased
#StockSectorWeight (Apr 2026)
1
Samvardhana Motherson International Limited
₹6.22 Cr
Auto Components 4.75%
2
Ashok Leyland Limited
₹5.64 Cr
Agricultural, Commercial & Construction Vehicles 4.30%
3
TD Power Systems Limited
₹4.73 Cr
Electrical Equipment 3.61%
4
Coal India Limited
₹3.33 Cr
Consumable Fuels 2.54%
#StockSectorLast Weight (Mar 2026)
1
Bharat Electronics Limited
₹7.05 Cr
Aerospace & Defense 6.22%
2
Blue Star Limited
₹2.92 Cr
Consumer Durables 2.58%
3
Supreme Industries Limited
₹2.87 Cr
Industrial Products 2.53%
4
Aster DM Healthcare Limited
₹2.03 Cr
Healthcare Services 1.79%
5
Healthcare Global Enterprises Limited
₹16.79 L
Healthcare Services 0.15%
#StockSectorMar 2026Apr 2026Change
1
Larsen & Toubro Limited
₹13.89 Cr
Construction 8.89% 10.60% +1.71%
2
Reliance Industries Limited
₹14.05 Cr
Petroleum Products 9.50% 10.72% +1.22%
3
Bharti Airtel Limited
₹10.31 Cr
Telecom - Services 7.33% 7.87% +0.54%
4
Bharat Heavy Electricals Limited
₹3.52 Cr
Electrical Equipment 2.16% 2.69% +0.53%
5
Suzlon Energy Limited
₹2.97 Cr
Electrical Equipment 1.86% 2.27% +0.41%
6
Multi Commodity Exchange of India Limited
₹5.37 Cr
Capital Markets 3.81% 4.10% +0.29%
7
KSB Limited
₹5.59 Cr
Industrial Products 4.02% 4.27% +0.25%
8
GE Vernova T&D India Limited
₹5.39 Cr
Electrical Equipment 3.88% 4.12% +0.24%
9
ABB India Limited
₹4.76 Cr
Electrical Equipment 3.45% 3.63% +0.18%
10
Gabriel India Limited
₹3.33 Cr
Auto Components 2.37% 2.54% +0.17%
#StockSectorMar 2026Apr 2026Change
1
UNO Minda Limited
₹3.17 Cr
Auto Components 4.23% 2.42% -1.81%
2
NTPC Limited
₹5.36 Cr
Power 5.42% 4.09% -1.33%
3
Hitachi Energy India Limited
₹4.03 Cr
Electrical Equipment 4.18% 3.07% -1.11%
4
Waaree Energies Limited
₹5.40 Cr
Electrical Equipment 4.74% 4.12% -0.62%
5
Jain Resource Recycling Limited
₹5.38 Cr
Diversified Metals 4.72% 4.11% -0.61%
6
Apollo Hospitals Enterprise Limited
₹3.59 Cr
Healthcare Services 3.07% 2.74% -0.33%
7
Power Grid Corporation of India Limited
₹5.38 Cr
Power 4.41% 4.11% -0.30%
8
Hindustan Petroleum Corporation Limited
₹2.21 Cr
Petroleum Products 1.74% 1.69% -0.05%

Full Portfolio

24 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹14.05 Cr
Petroleum Products
10.72%
2
₹13.89 Cr
Construction
10.60%
3
₹10.31 Cr
Telecom - Services
7.87%
4
₹6.22 Cr
Auto Components
4.75%
5
₹5.64 Cr
Agricultural, Commercial & Construction Vehicles
4.30%
6
₹5.59 Cr
Industrial Products
4.27%
7
₹5.40 Cr
Electrical Equipment
4.12%
8
₹5.39 Cr
Electrical Equipment
4.12%
9
₹5.38 Cr
Diversified Metals
4.11%
10
₹5.38 Cr
Power
4.11%
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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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