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Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth

Equity Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
29
May 2026
Equity Holdings
₹528.69 Cr
Equity only, excl. debt & cash
Top 5 Weight
22.7%
Diversified
Top 10 Weight
40.8%
Moderate
Changes
29
2 new · 1 exits
Top Sector
Electrical Equipment
20.7% of portfolio
📋 What Happened This Month Motilal Oswal Innovation Opportunities Fund made 2 new additions and exited 1 stock this month. The biggest new buy was ABB India Limited (Electrical Equipment) at 3.13% weight. Hitachi Energy India Limited was the biggest exit (Electrical Equipment), which was held at 2.06%. Among existing holdings, Emmvee Photovoltaic Power Ltd saw the biggest increase — now at 5.91% of the portfolio. Pine Labs Limited was trimmed the most, now at 2.23%. Emmvee Photovoltaic Power Ltd remains the top holding with Electrical Equipment the dominant sector at 20.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Mar 2026 Apr 2026
Sector Prev Curr Delta
Electrical Equipment 21.7% 19.1% -2.7%
Leisure Services 11.9% 9.4% -2.5%
IT - Software 7.2% 7.7% +0.4%
Consumer Durables 7.1% 7.0% -0.1%
Capital Markets 7.1% 6.8% -0.3%
Finance 3.9% 4.0% +0.1%
Transport Services 4.3% 3.9% -0.4%
Healthcare Services 3.7% 3.6% -0.1%
Industrial Manufacturing 3.6% 3.5% -0.1%
Beverages 3.0% 3.5% +0.5%
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%
🟢
Biggest New Buy
ABB India Limited
3.13% weight · Electrical Equipment
🔴
Biggest Exit
Hitachi Energy India Limited
2.06% was held · Electrical Equipment
Biggest Add
Emmvee Photovoltaic Power Ltd
+0.82% · now 5.91%
Biggest Trim
Pine Labs Limited
-0.96% · now 2.23%
🤝 Other funds also bought this month
ABB India Limited 39 funds
ABB India Limited
NJ ELSS Tax Saver Scheme
Motilal Oswal Focused Fund - Direct Plan Growth Option
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH + more
Amber Enterprises India Limited 13 funds
Amber Enterprises India Limited
JM Value Fund (Direct) - Growth Option
BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more
👋 Other funds also exited
Hitachi Energy India Limited 6 funds
Hitachi Energy India Limited
Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth
Bandhan Nifty Midcap 150 Index Fund-Direct Plan-Growth
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth + more

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 2 New Entries 🔴 1 Exit ↑ 9 Increased ↓ 17 Decreased
#StockSectorWeight (May 2026)
1
ABB India Limited
₹17.58 Cr
Electrical Equipment 3.13%
2
Amber Enterprises India Limited
₹16.68 Cr
Consumer Durables 2.97%
#StockSectorLast Weight (Apr 2026)
1
Hitachi Energy India Limited
₹10.80 Cr
Electrical Equipment 2.06%
#StockSectorApr 2026May 2026Change
1
Emmvee Photovoltaic Power Ltd
₹33.14 Cr
Electrical Equipment 5.09% 5.91% +0.82%
2
Dixon Technologies (India) Limited
₹21.95 Cr
Consumer Durables 3.53% 3.91% +0.38%
3
GNG Electronics Ltd.
₹13.56 Cr
IT - Hardware 2.07% 2.42% +0.35%
4
Ola Electric Mobility Ltd
₹14.36 Cr
Automobiles 2.21% 2.56% +0.35%
5
Coforge Limited
₹16.71 Cr
IT - Software 2.68% 2.98% +0.30%
6
CG Power and Industrial Solutions Limited
₹27.15 Cr
Electrical Equipment 4.59% 4.84% +0.25%
7
Syrma SGS Technology Limited
₹21.11 Cr
Industrial Manufacturing 3.54% 3.76% +0.22%
8
Avalon Technologies Limited
₹23.13 Cr
Electrical Equipment 3.96% 4.12% +0.16%
9
InterGlobe Aviation Limited
₹21.96 Cr
Transport Services 3.88% 3.92% +0.04%
#StockSectorApr 2026May 2026Change
1
Pine Labs Limited
₹12.49 Cr
Financial Technology (Fintech) 3.19% 2.23% -0.96%
2
Bharat Heavy Electricals Limited
₹15.34 Cr
Electrical Equipment 3.36% 2.73% -0.63%
3
Birlasoft Limited
₹12.88 Cr
IT - Software 2.84% 2.30% -0.54%
4
JM Financial Limited
₹19.66 Cr
Finance 3.99% 3.51% -0.48%
5
PG Electroplast Limited
₹16.99 Cr
Consumer Durables 3.48% 3.03% -0.45%
6
AMAGI MEDIA LABS LTD
₹17.22 Cr
IT - Services 3.37% 3.07% -0.30%
7
UNO Minda Limited
₹15.50 Cr
Auto Components 2.98% 2.76% -0.22%
8
Clean Science and Technology Limited
₹17.74 Cr
Chemicals & Petrochemicals 3.37% 3.16% -0.21%
9
Central Depository Services (India) Limited
₹15.36 Cr
Capital Markets 2.89% 2.74% -0.15%
10
Aditya Vision Ltd
₹16.64 Cr
Retailing 3.11% 2.97% -0.14%

What Stocks Does This Fund Hold?

29 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹33.14 Cr
Electrical Equipment
5.91%
2
₹27.15 Cr
Electrical Equipment
4.84%
3
₹23.13 Cr
Electrical Equipment
4.12%
4
₹21.96 Cr
Transport Services
3.92%
5
₹21.95 Cr
Consumer Durables
3.91%
6
₹21.46 Cr
Capital Markets
3.83%
7
₹21.11 Cr
Industrial Manufacturing
3.76%
8
₹20.00 Cr
Healthcare Services
3.57%
9
₹19.66 Cr
Finance
3.51%
10
₹19.11 Cr
Beverages
3.41%
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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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