← Motilal Oswal Mutual Fund

Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
33
Aug 2026
Equity Holdings
₹720.66 Cr
Equity only, excl. debt & cash
AAUM
₹542.18 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.6%
Diversified
Top 10 Weight
36.6%
Diversified
Changes
36
4 new · 3 exits
Top Sector
Electrical Equipment
11.8% of portfolio
Launch Date
29 Jan 2025
1 years old

AAUM (Average Assets Under Management) of ₹542.18 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 Innovation Opportunities Fund made 4 new additions and exited 3 stocks this month. The biggest new buy was TD Power Systems Limited (Electrical Equipment) at 2.30% weight. TD Power Systems Limited was the biggest exit (Electrical Equipment), which was held at 1.90%. Among existing holdings, Entero Healthcare Solutions Ltd saw the biggest increase — now at 3.42% of the portfolio. Le Travenues Technology Ltd was trimmed the most, now at 2.90%. Coforge Limited remains the top holding with Electrical Equipment the dominant sector at 11.8%. ↓ 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 19.7% 12.4% -7.3%
Consumer Durables 9.0% 10.7% +1.6%
IT - Software 6.4% 10.4% +4.0%
Finance 3.0% 7.7% +4.7%
Healthcare Services 5.4% 6.5% +1.1%
Leisure Services 9.6% 6.3% -3.3%
Retailing 3.6% 4.8% +1.3%
Transport Services 4.2% 3.7% -0.5%
Auto Components 2.4% 3.4% +1.0%
Commercial Services & Supplies 0.0% 3.4% +3.4%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Electrical Equipment 12.4% 11.8% -0.6%
IT - Software 10.4% 10.1% -0.3%
Consumer Durables 10.7% 9.6% -1.1%
Finance 7.7% 7.9% +0.3%
Healthcare Services 6.5% 6.0% -0.5%
Retailing 4.8% 5.8% +0.9%
Leisure Services 6.3% 5.2% -1.1%
Banks 3.0% 4.0% +1.0%
Transport Services 3.7% 3.3% -0.4%
Auto Components 3.4% 3.3% -0.2%
🟢
Biggest New Buy
TD Power Systems Limited
2.30% weight · Electrical Equipment
🔴
Biggest Exit
TD Power Systems Limited
1.90% was held · Electrical Equipment
Biggest Add
Entero Healthcare Solutions Ltd
+1.43% · now 3.42%
Biggest Trim
Le Travenues Technology Ltd
-1.09% · now 2.90%
🤝 Other funds also bought this month
TD Power Systems Limited 89 funds
TD Power Systems Limited
Groww Small Cap Fund-Direct-Growth
Sundaram Business Cycle Fund Direct Plan Growth
Groww Multicap Fund - Direct - Growth + more
Dhoot Transmission Ltd 66 funds
Dhoot Transmission Ltd
SBI Automotive Opportunities Fund - Direct Plan - Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Consumption Fund + more
Solar Industries India Limited 19 funds
Solar Industries India Limited
Mirae Asset BSE India Defence ETF
SBI Aggressive Hybrid Fund
SAMCO FLEXICAP FUND + more
Lumino Industries Limited 14 funds
Lumino Industries Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Contra Fund
Bank of India Mid Cap Fund - Direct Plan Growth + 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
Diamond Power Infrastructure Limited 7 funds
Diamond Power Infrastructure Limited
Mirae Asset Great Consumer Fund
JM Large and Midcap Fund
WhiteOak Capital Special Opportunities Fund - Direct Growth + more
GNG Electronics Ltd. 5 funds
GNG Electronics Ltd.
Mirae Asset Small Cap Fund - Direct Plan - Growth
ITI Small Cap Fund - Direct Plan - Growth Option
ITI Multi Cap Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 4 New Entries 🔴 3 Exits ↑ 5 Increased ↓ 24 Decreased
#StockSectorWeight (Aug 2026)
1
TD Power Systems Limited
₹18.24 Cr
Electrical Equipment 2.30%
2
Dhoot Transmission Ltd
₹13.54 Cr
Automobile and Auto Components 1.71%
3
Solar Industries India Limited
₹7.45 Cr
Chemicals & Petrochemicals 0.94%
4
Lumino Industries Limited
₹4.99 Cr
Miscellaneous 0.63%
#StockSectorLast Weight (Jul 2026)
1
TD Power Systems Limited
₹13.27 Cr
Electrical Equipment 1.90%
2
GNG Electronics Ltd.
₹1.95 Cr
IT - Hardware 0.28%
3
Diamond Power Infrastructure Limited
₹1.11 Cr
Electrical Equipment 0.16%
#StockSectorJul 2026Aug 2026Change
1
Entero Healthcare Solutions Ltd
₹27.13 Cr
Retailing 1.99% 3.42% +1.43%
2
RBL Bank Limited
₹31.97 Cr
Banks 3.00% 4.03% +1.03%
3
Aadhar Housing Finance Limited
₹20.13 Cr
Finance 1.95% 2.54% +0.59%
4
Pine Labs Limited
₹24.52 Cr
Financial Technology (Fintech) 2.98% 3.09% +0.11%
5
Coforge Limited
₹46.25 Cr
IT - Software 5.75% 5.83% +0.08%
#StockSectorJul 2026Aug 2026Change
1
Le Travenues Technology Ltd
₹22.98 Cr
Leisure Services 3.99% 2.90% -1.09%
2
PG Electroplast Limited
₹20.45 Cr
Consumer Durables 3.10% 2.58% -0.52%
3
Aditya Vision Ltd
₹18.68 Cr
Retailing 2.85% 2.36% -0.49%
4
InterGlobe Aviation Limited
₹26.10 Cr
Transport Services 3.70% 3.29% -0.41%
5
Eris Lifesciences Limited
₹21.29 Cr
Pharmaceuticals & Biotechnology 3.08% 2.68% -0.40%
6
Emmvee Photovoltaic Power Ltd
₹24.89 Cr
Electrical Equipment 3.52% 3.14% -0.38%
7
Dixon Technologies (India) Limited
₹31.84 Cr
Consumer Durables 4.32% 4.01% -0.31%
8
Amber Enterprises India Limited
₹23.49 Cr
Consumer Durables 3.26% 2.96% -0.30%
9
ABB India Limited
₹26.27 Cr
Electrical Equipment 3.59% 3.31% -0.28%
10
ALLIED BLENDERS & DISTILLERS LTD
₹21.88 Cr
Beverages 3.04% 2.76% -0.28%

What Stocks Does This Fund Hold?

33 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹46.25 Cr
IT - Software
5.83%
2
₹31.97 Cr
Banks
4.03%
3
₹31.84 Cr
Consumer Durables
4.01%
4
₹27.13 Cr
Retailing
3.42%
5
₹26.27 Cr
Electrical Equipment
3.31%
6
₹26.10 Cr
Transport Services
3.29%
7
₹25.78 Cr
Auto Components
3.25%
8
₹25.15 Cr
Commercial Services & Supplies
3.17%
9
₹24.89 Cr
Healthcare Services
3.14%
10
₹24.89 Cr
Electrical Equipment
3.14%
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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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