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Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
33
Jun 2026
Equity Holdings
₹609.78 Cr
Equity only, excl. debt & cash
Top 5 Weight
21.3%
Diversified
Top 10 Weight
39.2%
Diversified
Changes
33
4 new · 0 exits
Top Sector
Electrical Equipment
19.7% of portfolio
📋 What Happened This Month Motilal Oswal Innovation Opportunities Fund added 4 new stocks to its portfolio this month. The biggest new buy was Max Healthcare Institute Limited (Healthcare Services) at 1.97% weight. Among existing holdings, AMAGI MEDIA LABS LTD saw the biggest increase — now at 3.77% of the portfolio. CG Power and Industrial Solutions Limited was trimmed the most, now at 3.87%. Emmvee Photovoltaic Power Ltd remains the top holding with Electrical Equipment the dominant sector at 19.7%. ↓ 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
Electrical Equipment 19.1% 20.7% +1.7%
Consumer Durables 7.0% 9.9% +2.9%
Leisure Services 9.4% 9.3% -0.2%
IT - Software 7.7% 7.4% -0.2%
Capital Markets 6.8% 6.6% -0.2%
Transport Services 3.9% 3.9% +0.0%
Industrial Manufacturing 3.5% 3.8% +0.2%
Healthcare Services 3.6% 3.6% 0.0%
Finance 4.0% 3.5% -0.5%
Beverages 3.5% 3.4% -0.1%
May 2026 Jun 2026
Sector Prev Curr Delta
Electrical Equipment 20.7% 19.7% -1.1%
Leisure Services 9.3% 9.6% +0.3%
Consumer Durables 9.9% 9.0% -0.9%
IT - Software 7.4% 6.4% -1.1%
Capital Markets 6.6% 5.4% -1.1%
Healthcare Services 3.6% 5.4% +1.8%
Transport Services 3.9% 4.2% +0.3%
Industrial Manufacturing 3.8% 3.9% +0.1%
IT - Services 3.1% 3.8% +0.7%
Retailing 3.0% 3.6% +0.6%
🟢
Biggest New Buy
Max Healthcare Institute Limited
1.97% weight · Healthcare Services
Biggest Add
AMAGI MEDIA LABS LTD
+0.70% · now 3.77%
Biggest Trim
CG Power and Industrial Solutions Limited
-0.97% · now 3.87%
🤝 Other funds also bought this month
Max Healthcare Institute Limited 25 funds
Max Healthcare Institute Limited
Groww BSE Hospitals ETF FOF
quant Dynamic Asset Allocation Fund
quant Aggressive Hybrid Fund-Growth Option-Direct Plan + more
TD Power Systems Limited 4 funds
TD Power Systems Limited
ICICI Prudential Exports and Services Fund
PGIM India Small Cap Fund - Direct Plan- Growth Option
Mirae Asset Equity Savings Fund + more
TANFAC Industries Ltd 2 funds
TANFAC Industries Ltd
Motilal Oswal Consumption Fund-Direct-Growth
Motilal Oswal Large Cap Direct Plan Growth

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 4 New Entries ↑ 9 Increased ↓ 20 Decreased
#StockSectorWeight (Jun 2026)
1
Max Healthcare Institute Limited
₹12.62 Cr
Healthcare Services 1.97%
2
TANFAC Industries Ltd
₹12.48 Cr
1.95%
3
TD Power Systems Limited
₹11.83 Cr
Electrical Equipment 1.84%
4
Entero Healthcare Solutions Ltd
₹2.59 Cr
Retailing 0.40%
#StockSectorMay 2026Jun 2026Change
1
AMAGI MEDIA LABS LTD
₹24.20 Cr
IT - Services 3.07% 3.77% +0.70%
2
Le Travenues Technology Ltd
₹25.91 Cr
Leisure Services 3.38% 4.04% +0.66%
3
GNG Electronics Ltd.
₹19.32 Cr
IT - Hardware 2.42% 3.01% +0.59%
4
InterGlobe Aviation Limited
₹26.77 Cr
Transport Services 3.92% 4.17% +0.25%
5
Aditya Vision Ltd
₹20.48 Cr
Retailing 2.97% 3.19% +0.22%
6
ALLIED BLENDERS & DISTILLERS LTD
₹22.87 Cr
Beverages 3.41% 3.56% +0.15%
7
Syrma SGS Technology Limited
₹24.96 Cr
Industrial Manufacturing 3.76% 3.89% +0.13%
8
Pine Labs Limited
₹14.66 Cr
Financial Technology (Fintech) 2.23% 2.28% +0.05%
9
Ola Electric Mobility Ltd
₹16.70 Cr
Automobiles 2.56% 2.60% +0.04%
#StockSectorMay 2026Jun 2026Change
1
CG Power and Industrial Solutions Limited
₹24.81 Cr
Electrical Equipment 4.84% 3.87% -0.97%
2
Aditya Birla Sun Life AMC Limited
₹18.72 Cr
Capital Markets 3.83% 2.92% -0.91%
3
Emmvee Photovoltaic Power Ltd
₹34.22 Cr
Electrical Equipment 5.91% 5.33% -0.58%
4
JM Financial Limited
₹19.02 Cr
Finance 3.51% 2.96% -0.55%
5
Avalon Technologies Limited
₹23.08 Cr
Electrical Equipment 4.12% 3.60% -0.52%
6
Clean Science and Technology Limited
₹16.92 Cr
Chemicals & Petrochemicals 3.16% 2.64% -0.52%
7
Birlasoft Limited
₹11.55 Cr
IT - Software 2.30% 1.80% -0.50%
8
ABB India Limited
₹17.04 Cr
Electrical Equipment 3.13% 2.66% -0.47%
9
Amber Enterprises India Limited
₹16.49 Cr
Consumer Durables 2.97% 2.57% -0.40%
10
Dixon Technologies (India) Limited
₹22.71 Cr
Consumer Durables 3.91% 3.54% -0.37%

What Stocks Does This Fund Hold?

33 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹34.22 Cr
Electrical Equipment
5.33%
2
₹26.77 Cr
Transport Services
4.17%
3
₹25.91 Cr
Leisure Services
4.04%
4
₹24.96 Cr
Industrial Manufacturing
3.89%
5
₹24.81 Cr
Electrical Equipment
3.87%
6
₹24.20 Cr
IT - Services
3.77%
7
₹23.08 Cr
Electrical Equipment
3.60%
8
₹22.87 Cr
Beverages
3.56%
9
₹22.71 Cr
Consumer Durables
3.54%
10
₹22.10 Cr
Healthcare Services
3.44%
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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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