← Motilal Oswal Mutual Fund

Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
32
Jul 2026
Equity Holdings
₹636.01 Cr
Equity only, excl. debt & cash
AAUM
₹542.18 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
21.4%
Diversified
Top 10 Weight
38.3%
Diversified
Changes
40
7 new · 8 exits
Top Sector
Electrical Equipment
12.4% 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 7 new additions and exited 8 stocks this month. The biggest new buy was eClerx Services Limited (Commercial Services & Supplies) at 3.37% weight. Syrma SGS Technology Limited was the biggest exit (Industrial Manufacturing), which was held at 3.89%. Among existing holdings, Coforge Limited saw the biggest increase — now at 5.75% of the portfolio. GNG Electronics Ltd. was trimmed the most, now at 0.28%. Coforge Limited remains the top holding with Electrical Equipment the dominant sector at 12.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
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%
🟢
Biggest New Buy
eClerx Services Limited
3.37% weight · Commercial Services & Supplies
🔴
Biggest Exit
Syrma SGS Technology Limited
3.89% was held · Industrial Manufacturing
Biggest Add
Coforge Limited
+3.07% · now 5.75%
Biggest Trim
GNG Electronics Ltd.
-2.73% · now 0.28%
🤝 Other funds also bought this month
Diamond Power Infrastructure Limited 38 funds
Diamond Power Infrastructure Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Active Momentum Fund- Direct-Growth
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option + more
RBL Bank Limited 17 funds
RBL Bank Limited
Motilal Oswal Asset Management Company Limited
Baroda BNP Paribas Banking & Financial Services Fund
Kotak Nifty Private Bank ETF + more
Laser Power And Infra Limited 15 funds
Laser Power And Infra Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
Kotak Energy Opportunities Fund-Direct-Growth
Bank of India Mid Cap Fund - Direct Plan Growth + more
eClerx Services Limited 11 funds
eClerx Services Limited
Motilal Oswal Contra Fund
Invesco India Technology Fund
THE WEALTH COMPANY SMALL CAP FUND + more
Hexaware Technologies Limited 9 funds
Hexaware Technologies Limited
quant ESG Integration Strategy Fund
quant Small Cap Fund - Growth Option - Direct Plan
SBI Nifty Midcap150 ETF + more
PNB Housing Finance Limited 9 funds
PNB Housing Finance Limited
Baroda BNP Paribas Banking & Financial Services Fund
Motilal Oswal Asset Management Company Limited
Edelweiss Financial Services Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
Bharat Heavy Electricals Limited 26 funds
Bharat Heavy Electricals Limited
Groww BSE Power ETF FOF
Groww Nifty PSE ETF FOF
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more
Aditya Birla Sun Life AMC Limited 17 funds
Aditya Birla Sun Life AMC Limited
Groww Nifty Smallcap250 ETF
Groww Nifty Capital Markets ETF FOF
Invesco India Consumption Fund - Direct Plan - Growth + more
Central Depository Services (India) Limited 11 funds
Central Depository Services (India) Limited
Groww Nifty Capital Markets ETF FOF
Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more
Birlasoft Limited 8 funds
Birlasoft Limited
Groww Nifty Smallcap250 ETF
Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more
Avalon Technologies Limited 6 funds
Avalon Technologies Limited
Motilal Oswal Services Fund - Direct Plan - Growth
LIC MF Infrastructure Fund-Direct Plan-Growth
LIC MF Manufacturing Fund-Direct Plan-Growth + more
Syrma SGS Technology Limited 6 funds
Syrma SGS Technology Limited
Groww Nifty Smallcap250 ETF
Groww Nifty 500 Momentum 50 ETF FOF
Mirae Asset Nifty Smallcap 250 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 7 New Entries 🔴 8 Exits ↑ 14 Increased ↓ 11 Decreased
#StockSectorWeight (Jul 2026)
1
eClerx Services Limited
₹23.47 Cr
Commercial Services & Supplies 3.37%
2
PNB Housing Finance Limited
₹20.99 Cr
Finance 3.01%
3
RBL Bank Limited
₹20.93 Cr
Banks 3.00%
4
Hexaware Technologies Limited
₹13.74 Cr
IT - Software 1.97%
5
Aadhar Housing Finance Limited
₹13.60 Cr
Finance 1.95%
6
Laser Power And Infra Limited
₹12.12 Cr
Industrial Products 1.74%
7
Diamond Power Infrastructure Limited
₹1.11 Cr
Electrical Equipment 0.16%
#StockSectorLast Weight (Jun 2026)
1
Syrma SGS Technology Limited
₹24.96 Cr
Industrial Manufacturing 3.89%
2
AMAGI MEDIA LABS LTD
₹24.20 Cr
IT - Services 3.77%
3
Avalon Technologies Limited
₹23.08 Cr
Electrical Equipment 3.60%
4
Restaurant Brands Asia Limited
₹19.17 Cr
Leisure Services 2.99%
5
Aditya Birla Sun Life AMC Limited
₹18.72 Cr
Capital Markets 2.92%
6
Central Depository Services (India) Limited
₹16.11 Cr
Capital Markets 2.51%
7
Bharat Heavy Electricals Limited
₹15.24 Cr
Electrical Equipment 2.38%
8
Birlasoft Limited
₹11.55 Cr
IT - Software 1.80%
#StockSectorJun 2026Jul 2026Change
1
Coforge Limited
₹40.10 Cr
IT - Software 2.68% 5.75% +3.07%
2
Entero Healthcare Solutions Ltd
₹13.88 Cr
Retailing 0.40% 1.99% +1.59%
3
Max Healthcare Institute Limited
₹21.66 Cr
Healthcare Services 1.97% 3.10% +1.13%
4
UNO Minda Limited
₹23.85 Cr
Auto Components 2.39% 3.42% +1.03%
5
ABB India Limited
₹25.06 Cr
Electrical Equipment 2.66% 3.59% +0.93%
6
Dixon Technologies (India) Limited
₹30.12 Cr
Consumer Durables 3.54% 4.32% +0.78%
7
Fractal Analytics Ltd
₹18.37 Cr
IT - Software 1.88% 2.63% +0.75%
8
Pine Labs Limited
₹20.78 Cr
Financial Technology (Fintech) 2.28% 2.98% +0.70%
9
Amber Enterprises India Limited
₹22.77 Cr
Consumer Durables 2.57% 3.26% +0.69%
10
TANFAC Industries Ltd
₹17.39 Cr
1.95% 2.49% +0.54%
#StockSectorJun 2026Jul 2026Change
1
GNG Electronics Ltd.
₹1.95 Cr
IT - Hardware 3.01% 0.28% -2.73%
2
Emmvee Photovoltaic Power Ltd
₹24.57 Cr
Electrical Equipment 5.33% 3.52% -1.81%
3
CG Power and Industrial Solutions Limited
₹22.50 Cr
Electrical Equipment 3.87% 3.23% -0.64%
4
ALLIED BLENDERS & DISTILLERS LTD
₹21.21 Cr
Beverages 3.56% 3.04% -0.52%
5
InterGlobe Aviation Limited
₹25.78 Cr
Transport Services 4.17% 3.70% -0.47%
6
Aditya Vision Ltd
₹19.85 Cr
Retailing 3.19% 2.85% -0.34%
7
Clean Science and Technology Limited
₹16.33 Cr
Chemicals & Petrochemicals 2.64% 2.34% -0.30%
8
JM Financial Limited
₹19.00 Cr
Finance 2.96% 2.72% -0.24%
9
Chalet Hotels Limited
₹16.31 Cr
Leisure Services 2.55% 2.34% -0.21%
10
Le Travenues Technology Ltd
₹27.86 Cr
Leisure Services 4.04% 3.99% -0.05%

What Stocks Does This Fund Hold?

32 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹40.10 Cr
IT - Software
5.75%
2
₹30.12 Cr
Consumer Durables
4.32%
3
₹27.86 Cr
Leisure Services
3.99%
4
₹25.78 Cr
Transport Services
3.70%
5
₹25.06 Cr
Electrical Equipment
3.59%
6
₹24.57 Cr
Electrical Equipment
3.52%
7
₹23.85 Cr
Auto Components
3.42%
8
₹23.65 Cr
Healthcare Services
3.39%
9
₹23.47 Cr
Commercial Services & Supplies
3.37%
10
₹22.77 Cr
Consumer Durables
3.26%
🏆 Top stocks held by Equity funds
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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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