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Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
28
Apr 2026
Equity Holdings
₹481.83 Cr
Equity only, excl. debt & cash
Top 5 Weight
21.5%
Diversified
Top 10 Weight
39.5%
Diversified
Changes
30
2 new · 2 exits
Top Sector
Electrical Equipment
19.1% of portfolio
📋 What Happened This Month Motilal Oswal Innovation Opportunities Fund made 2 new additions and exited 2 stocks this month. The biggest new buy was Ola Electric Mobility Ltd (Automobiles) at 2.21% weight. Taj GVK Hotels & Resorts Limited was the biggest exit (Leisure Services), which was held at 1.72%. Among existing holdings, Eris Lifesciences Limited saw the biggest increase — now at 3.07% of the portfolio. Hitachi Energy India Limited was trimmed the most, now at 2.06%. Emmvee Photovoltaic Power Ltd remains the top holding with Electrical Equipment the dominant sector at 19.1%. ↓ 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 20.8% 21.7% +1.0%
Leisure Services 11.6% 11.9% +0.3%
IT - Software 5.9% 7.2% +1.3%
Consumer Durables 7.4% 7.1% -0.2%
Capital Markets 2.9% 7.1% +4.2%
Transport Services 4.9% 4.3% -0.6%
Finance 4.1% 3.9% -0.2%
Healthcare Services 4.0% 3.7% -0.3%
Industrial Manufacturing 3.6% 3.6% +0.0%
Retailing 2.8% 3.4% +0.6%
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%
🟢
Biggest New Buy
Ola Electric Mobility Ltd
2.21% weight · Automobiles
🔴
Biggest Exit
Taj GVK Hotels & Resorts Limited
1.72% was held · Leisure Services
Biggest Add
Eris Lifesciences Limited
+2.68% · now 3.07%
Biggest Trim
Hitachi Energy India Limited
-1.37% · now 2.06%
🤝 Other funds also bought this month
Ola Electric Mobility Ltd 17 funds
Ola Electric Mobility Ltd
Kotak Consumption Fund - Direct plan - Growth Option
Kotak Special Opportunities Fund - Direct Plan - Growth Option
Mirae Asset BSE Select IPO ETF + more
👋 Other funds also exited
IDFC First Bank Limited 9 funds
IDFC First Bank Limited
ICICI Prudential Nifty Bank Index Fund - Direct Plan Growth
JM Large & Mid Cap Fund (Direct) - Growth Option
UTI BSE Sensex Index Fund - Direct Plan - Growth Option + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 2 New Entries 🔴 2 Exits ↑ 9 Increased ↓ 17 Decreased
#StockSectorWeight (Apr 2026)
1
Ola Electric Mobility Ltd
₹11.61 Cr
Automobiles 2.21%
2
GNG Electronics Ltd.
₹10.88 Cr
IT - Hardware 2.07%
#StockSectorLast Weight (Mar 2026)
1
Taj GVK Hotels & Resorts Limited
₹7.57 Cr
Leisure Services 1.72%
2
IDFC First Bank Limited
₹6.37 Cr
Banks 1.45%
#StockSectorMar 2026Apr 2026Change
1
Eris Lifesciences Limited
₹16.10 Cr
Pharmaceuticals & Biotechnology 0.39% 3.07% +2.68%
2
Fractal Analytics Ltd
₹11.27 Cr
IT - Software 1.34% 2.15% +0.81%
3
ALLIED BLENDERS & DISTILLERS LTD
₹18.21 Cr
Beverages 3.00% 3.47% +0.47%
4
Clean Science and Technology Limited
₹17.70 Cr
Chemicals & Petrochemicals 3.06% 3.37% +0.31%
5
AMAGI MEDIA LABS LTD
₹17.68 Cr
IT - Services 3.10% 3.37% +0.27%
6
Pine Labs Limited
₹16.74 Cr
Financial Technology (Fintech) 3.07% 3.19% +0.12%
7
JM Financial Limited
₹20.97 Cr
Finance 3.90% 3.99% +0.09%
8
CG Power and Industrial Solutions Limited
₹24.11 Cr
Electrical Equipment 4.51% 4.59% +0.08%
9
Dixon Technologies (India) Limited
₹18.52 Cr
Consumer Durables 3.46% 3.53% +0.07%
#StockSectorMar 2026Apr 2026Change
1
Hitachi Energy India Limited
₹10.80 Cr
Electrical Equipment 3.43% 2.06% -1.37%
2
Bharat Heavy Electricals Limited
₹17.66 Cr
Electrical Equipment 4.33% 3.36% -0.97%
3
Le Travenues Technology Ltd
₹17.92 Cr
Leisure Services 3.92% 3.41% -0.51%
4
InterGlobe Aviation Limited
₹20.37 Cr
Transport Services 4.25% 3.88% -0.37%
5
Coforge Limited
₹14.05 Cr
IT - Software 2.98% 2.68% -0.30%
6
Aditya Vision Ltd
₹16.32 Cr
Retailing 3.38% 3.11% -0.27%
7
Emmvee Photovoltaic Power Ltd
₹26.73 Cr
Electrical Equipment 5.31% 5.09% -0.22%
8
Avalon Technologies Limited
₹20.78 Cr
Electrical Equipment 4.15% 3.96% -0.19%
9
PG Electroplast Limited
₹18.28 Cr
Consumer Durables 3.66% 3.48% -0.18%
10
Restaurant Brands Asia Limited
₹16.34 Cr
Leisure Services 3.26% 3.11% -0.15%

Full Portfolio

28 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹26.73 Cr
Electrical Equipment
5.09%
2
₹24.11 Cr
Electrical Equipment
4.59%
3
₹20.97 Cr
Finance
3.99%
4
₹20.78 Cr
Electrical Equipment
3.96%
5
₹20.47 Cr
Capital Markets
3.90%
6
₹20.37 Cr
Transport Services
3.88%
7
₹18.80 Cr
Healthcare Services
3.58%
8
₹18.60 Cr
Industrial Manufacturing
3.54%
9
₹18.52 Cr
Consumer Durables
3.53%
10
₹18.28 Cr
Consumer Durables
3.48%
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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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