← Motilal Oswal Mutual Fund

Motilal Oswal Manufacturing Fund - Direct Plan- Growth

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
32
Apr 2026
Equity Holdings
₹652.69 Cr
Equity only, excl. debt & cash
Top 5 Weight
24.4%
Diversified
Top 10 Weight
45.2%
Moderate
Changes
40
11 new · 8 exits
Top Sector
Electrical Equipment
24.5% of portfolio
📋 What Happened This Month Motilal Oswal Manufacturing Fund made 11 new additions and exited 8 stocks this month. The biggest new buy was Hindalco Industries Limited (Non - Ferrous Metals) at 5.04% weight. Maruti Suzuki India Limited was the biggest exit (Automobiles), which was held at 4.58%. Among existing holdings, ABB India Limited saw the biggest increase — now at 5.55% of the portfolio. Reliance Industries Limited was trimmed the most, now at 2.52%. ABB India Limited remains the top holding with Electrical Equipment the dominant sector at 24.5%. ↓ 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 13.9% 16.7% +2.8%
Automobiles 13.8% 14.8% +1.0%
Industrial Products 16.4% 14.0% -2.4%
Auto Components 11.2% 10.9% -0.3%
Pharmaceuticals & Biotechnology 5.3% 9.3% +4.0%
Petroleum Products 4.9% 8.1% +3.2%
Consumer Durables 5.4% 7.4% +1.9%
Aerospace & Defense 8.0% 5.5% -2.5%
Textiles & Apparels 3.0% 3.1% +0.1%
Ferrous Metals 0.0% 3.0% +3.0%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Electrical Equipment 16.7% 24.5% +7.7%
Automobiles 14.8% 11.4% -3.4%
Auto Components 10.9% 10.2% -0.7%
Non - Ferrous Metals 0.0% 8.9% +8.9%
Pharmaceuticals & Biotechnology 9.3% 8.8% -0.5%
Industrial Products 14.0% 8.8% -5.2%
Agricultural, Commercial & Construction Vehicles 0.0% 4.6% +4.6%
Chemicals & Petrochemicals 0.0% 4.6% +4.6%
Diversified Metals 3.0% 3.9% +0.9%
Ferrous Metals 3.0% 3.0% 0.0%
🟢
Biggest New Buy
Hindalco Industries Limited
5.04% weight · Non - Ferrous Metals
🔴
Biggest Exit
Maruti Suzuki India Limited
4.58% was held · Automobiles
Biggest Add
ABB India Limited
+1.58% · now 5.55%
Biggest Trim
Reliance Industries Limited
-3.73% · now 2.52%
🤝 Other funds also bought this month
Talwandi Sabo Power Limited 183 funds
Talwandi Sabo Power Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Vedanta Aluminium Metal Limited 183 funds
Vedanta Aluminium Metal Limited
Nippon India ETF Nifty Next 50 Junior BeES
Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct Growth
Aditya Birla Sunlife Nifty Next 50 ETF + more
Vedanta Iron And Steel Limited 183 funds
Vedanta Iron And Steel Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Malco Energy Limited 176 funds
Malco Energy Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Hindalco Industries Limited 46 funds
Hindalco Industries Limited
ICICI Prudential Nifty 200 Momentum 30 ETF
Bandhan Nifty200 Momentum 30 Index Fund
HDFC NIFTY200 MOMENTUM 30 ETF - Growth Option + more
Vedanta Limited 38 funds
Vedanta Limited
Mirae Asset Nifty 500 Value 50 ETF
Bandhan Nifty 500 Value 50 Index Fund
UTI - Nifty Next 50 Exchange Traded Fund. + more
👋 Other funds also exited
Maruti Suzuki India Limited 21 funds
Maruti Suzuki India Limited
ICICI Prudential Nifty Auto Index Fund - Direct Plan - Growth
ICICI Prudential Long Term Bond Fund - Direct Plan - Growth
ICICI Prudential Focused Equity Fund - Direct Plan - Growth + more
NTPC Limited 20 funds
NTPC Limited
ICICI Prudential Exports & Services Fund - Direct Plan - Growth
ICICI Prudential Nifty200 Value 30 Index Fund - Direct Plan - Growth
ICICI Prudential Nifty50 Value 20 Index Fund - Direct Plan - Growth + more
Blue Star Limited 16 funds
Blue Star Limited
Motilal Oswal Infrastructure Fund-Direct-Growth
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth
Tata India Consumer Fund-Direct Plan-Growth + more
Havells India Limited 16 funds
Havells India Limited
ICICI Prudential Nifty Alpha Low- Volatility 30 ETF
Tata Housing Opportunities Fund - Direct Plan - Growth
ICICI Prudential Innovation Fund - Direct Plan - Growth + more
K.P.R. Mill Limited 15 funds
K.P.R. Mill Limited
BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth
JM Large & Mid Cap Fund (Direct) - Growth Option + more
Hindustan Petroleum Corporation Limited 12 funds
Hindustan Petroleum Corporation Limited
ICICI Prudential Nifty200 Value 30 Index Fund - Direct Plan - Growth
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund) - Direct Plan - Growth Option
ICICI Prudential Infrastructure Fund - Direct Plan - Growth + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 11 New Entries 🔴 8 Exits ↑ 10 Increased ↓ 11 Decreased
#StockSectorWeight (Apr 2026)
1
Hindalco Industries Limited
₹34.23 Cr
Non - Ferrous Metals 5.04%
2
Ashok Leyland Limited
₹31.29 Cr
Agricultural, Commercial & Construction Vehicles 4.61%
3
Navin Fluorine International Limited
₹31.01 Cr
Chemicals & Petrochemicals 4.57%
4
Hindustan Zinc Limited
₹26.46 Cr
Non - Ferrous Metals 3.89%
5
TD Power Systems Limited
₹19.45 Cr
Electrical Equipment 2.86%
6
Suzlon Energy Limited
₹18.00 Cr
Electrical Equipment 2.65%
7
Vedanta Limited
₹8.05 Cr
Diversified Metals 1.18%
8
Talwandi Sabo Power Limited
₹3.59 Cr
Power 0.53%
9
Vedanta Aluminium Metal Limited
₹3.59 Cr
Metals & Minerals Trading 0.53%
10
Malco Energy Limited
₹3.59 Cr
Power 0.53%
#StockSectorLast Weight (Mar 2026)
1
Maruti Suzuki India Limited
₹28.04 Cr
Automobiles 4.58%
2
K.P.R. Mill Limited
₹18.79 Cr
Textiles & Apparels 3.07%
3
Supreme Industries Limited
₹17.18 Cr
Industrial Products 2.81%
4
NTPC Limited
₹17.17 Cr
Power 2.80%
5
Blue Star Limited
₹16.61 Cr
Consumer Durables 2.71%
6
PG Electroplast Limited
₹16.45 Cr
Consumer Durables 2.69%
7
Havells India Limited
₹11.94 Cr
Consumer Durables 1.95%
8
Hindustan Petroleum Corporation Limited
₹11.16 Cr
Petroleum Products 1.82%
#StockSectorMar 2026Apr 2026Change
1
ABB India Limited
₹37.67 Cr
Electrical Equipment 3.97% 5.55% +1.58%
2
Lupin Limited
₹31.58 Cr
Pharmaceuticals & Biotechnology 3.09% 4.65% +1.56%
3
Azad Engineering Ltd
₹30.45 Cr
Electrical Equipment 3.41% 4.48% +1.07%
4
Bajaj Auto Limited
₹20.07 Cr
Automobiles 2.19% 2.95% +0.76%
5
TVS Motor Company Limited
₹19.09 Cr
Automobiles 2.10% 2.81% +0.71%
6
Bharat Heavy Electricals Limited
₹17.62 Cr
Electrical Equipment 2.00% 2.59% +0.59%
7
Samvardhana Motherson International Limited
₹27.60 Cr
Auto Components 3.47% 4.06% +0.59%
8
Ather Energy Limited
₹20.89 Cr
Automobiles 2.69% 3.07% +0.38%
9
Shaily Engineering Plastics Ltd
₹28.29 Cr
Industrial Products 3.80% 4.16% +0.36%
10
Hitachi Energy India Limited
₹23.49 Cr
Electrical Equipment 3.17% 3.46% +0.29%
#StockSectorMar 2026Apr 2026Change
1
Reliance Industries Limited
₹17.11 Cr
Petroleum Products 6.25% 2.52% -3.73%
2
Bharat Electronics Limited
₹18.78 Cr
Aerospace & Defense 5.53% 2.77% -2.76%
3
Sun Pharmaceutical Industries Limited
₹28.21 Cr
Pharmaceuticals & Biotechnology 6.19% 4.15% -2.04%
4
KEI Industries Limited
₹17.97 Cr
Industrial Products 4.22% 2.65% -1.57%
5
Waaree Energies Limited
₹19.43 Cr
Electrical Equipment 4.18% 2.86% -1.32%
6
PTC Industries Limited
₹13.32 Cr
Industrial Products 3.18% 1.96% -1.22%
7
UNO Minda Limited
₹20.24 Cr
Auto Components 3.77% 2.98% -0.79%
8
Mahindra & Mahindra Limited
₹17.72 Cr
Automobiles 3.25% 2.61% -0.64%
9
Gabriel India Limited
₹21.71 Cr
Auto Components 3.66% 3.20% -0.46%
10
Jain Resource Recycling Limited
₹18.41 Cr
Diversified Metals 2.99% 2.71% -0.28%

Full Portfolio

32 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹37.67 Cr
Electrical Equipment
5.55%
2
₹34.23 Cr
Non - Ferrous Metals
5.04%
3
₹31.58 Cr
Pharmaceuticals & Biotechnology
4.65%
4
₹31.29 Cr
Agricultural, Commercial & Construction Vehicles
4.61%
5
₹31.01 Cr
Chemicals & Petrochemicals
4.57%
6
₹30.45 Cr
Electrical Equipment
4.48%
7
₹28.29 Cr
Industrial Products
4.16%
8
₹28.21 Cr
Pharmaceuticals & Biotechnology
4.15%
9
₹27.60 Cr
Auto Components
4.06%
10
₹26.46 Cr
Non - Ferrous Metals
3.89%
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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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