← Motilal Oswal Mutual Fund

Motilal Oswal Manufacturing Fund - Direct Plan- Growth

Equity Data as of Sep 2026 Comparing Aug 2026 → Sep 2026
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Stocks Held
33
Sep 2026
Equity Holdings
₹638.54 Cr
Equity only, excl. debt & cash
AAUM
₹669.85 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
27.4%
Moderate
Top 10 Weight
47.7%
Moderate
Changes
35
8 new · 2 exits
Top Sector
Electrical Equipment
19.4% of portfolio
Launch Date
19 Jul 2024
2 years old

AAUM (Average Assets Under Management) of ₹669.85 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 Manufacturing Fund made 8 new additions and exited 2 stocks this month. The biggest new buy was Karamtara Engineering Limited (Electrical Equipment) at 3.72% weight. Dixon Technologies (India) Limited was the biggest exit (Consumer Durables), which was held at 4.28%. Among existing holdings, Divi's Laboratories Limited saw the biggest increase — now at 4.03% of the portfolio. Bajaj Auto Limited was trimmed the most, now at 2.41%. Solar Industries India Limited remains the top holding with Electrical Equipment the dominant sector at 19.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jul 2026 → Aug 2026
Sector Prev Curr ▼ Delta
Electrical Equipment 21.2% 19.2% ▼ -2.0%
Auto Components 14.2% 16.0% ▲ +1.8%
Pharmaceuticals & Biotechnology 18.4% 13.7% ▼ -4.8%
Chemicals & Petrochemicals 13.9% 13.0% ▼ -1.0%
Consumer Durables 6.5% 8.3% ▲ +1.8%
Industrial Products 6.6% 7.9% ▲ +1.3%
Automobiles 7.6% 7.6% ● +0.0%
Industrial Manufacturing 0.0% 2.2% ▲ +2.2%
Commercial Services & Supplies 2.1% 2.0% ● 0.0%
Finance 0.0% 1.9% ▲ +1.9%
Aug 2026 → Sep 2026
Sector Prev Curr ▼ Delta
Electrical Equipment 19.2% 19.4% ▲ +0.2%
Pharmaceuticals & Biotechnology 13.7% 18.0% ▲ +4.3%
Auto Components 16.0% 16.6% ▲ +0.6%
Chemicals & Petrochemicals 13.0% 11.8% ▼ -1.1%
Industrial Products 7.9% 9.8% ▲ +1.9%
Consumer Durables 8.3% 6.8% ▼ -1.6%
Automobiles 7.6% 6.7% ▼ -0.9%
Industrial Manufacturing 2.2% 2.6% ▲ +0.4%
Commercial Services & Supplies 2.0% 1.9% ▼ -0.1%
Aerospace & Defense 0.0% 1.9% ▲ +1.9%
🟢
Biggest New Buy
Karamtara Engineering Limited
3.72% weight · Electrical Equipment
🔴
Biggest Exit
Dixon Technologies (India) Limited
4.28% was held · Consumer Durables
↑
Biggest Add
Divi's Laboratories Limited
+2.05% · now 4.03%
↓
Biggest Trim
Bajaj Auto Limited
-2.39% · now 2.41%
🤝 Other funds also bought this month
Hindustan Aeronautics Limited 22 funds
Hindustan Aeronautics Limited
SBI Quality Fund - Direct Plan - Growth
SBI Quant Fund- Direct Plan- Growth
Mirae Asset Nifty India Infrastructure & Logistics ETF + more
Blue Star Limited 16 funds
Blue Star Limited
UTI Focused Fund - Direct Plan - Growth Option
ICICI Prudential Life Cycle Fund 2041
ITI Large & Mid Cap Fund + more
Mankind Pharma Limited 16 funds
Mankind Pharma Limited
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
Motilal Oswal Contra Fund
Mirae Asset Healthcare Fund Direct Growth + more
ESDS Software Solution Ltd 11 funds
ESDS Software Solution Ltd
ITI Business Cycle Fund- Direct Plan- Growth
ITI Large Cap Fund - Direct Plan - Growth Option
ITI Large & Mid Cap Fund + more
Orient Cables India Limited 7 funds
Orient Cables India Limited
Invesco India Manufacturing Fund - Direct Plan - Growth
Bandhan Business Cycle Fund - Direct Plan - Growth
BANDHAN Infrastructure Fund-Direct Plan-Growth + more
Karamtara Engineering Limited 5 funds
Karamtara Engineering Limited
Motilal Oswal Infrastructure Fund-Direct-Growth
HDFC INNOVATION FUND - DIRECT PLAN - GROWTH OPTION
TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH + more
👋 Other funds also exited
Dixon Technologies (India) Limited 22 funds
Dixon Technologies (India) Limited
Motilal Oswal Contra Fund
WCMC-The Wealth Company Mid cap fund
THE WEALTH COMPANY ETHICAL FUND + more
Jio Financial Services Limited 9 funds
Jio Financial Services Limited
Motilal Oswal Infrastructure Fund-Direct-Growth
360 ONE ELSS Tax Saver Nifty 50 Index Fund
360 ONE MSCI India ETF + more

What Changed in the Portfolio This Month?

Comparing Aug 2026 → Sep 2026

Aug 2026 → Sep 2026
🟢 8 New Entries 🔴 2 Exits ↑ 8 Increased ↓ 17 Decreased
#StockSectorWeight (Sep 2026)
1
Karamtara Engineering Limited
₹24.90 Cr
Electrical Equipment 3.72%
2
Mankind Pharma Limited
₹16.66 Cr
Pharmaceuticals & Biotechnology 2.49%
3
Blue Star Limited
₹16.39 Cr
Consumer Durables 2.45%
4
Orient Cables India Limited
₹14.00 Cr
Industrial Products 2.09%
5
Hindustan Aeronautics Limited
₹12.44 Cr
Aerospace & Defense 1.86%
6
Ola Electric Mobility Ltd
₹9.90 Cr
Automobiles 1.48%
7
Spectrum Electrical Industries Ltd
₹2.73 Cr
Industrial Manufacturing 0.41%
8
ESDS Software Solution Ltd
₹61.68 L
IT - Services 0.09%
#StockSectorLast Weight (Aug 2026)
1
Dixon Technologies (India) Limited
₹29.94 Cr
Consumer Durables 4.28%
2
Jio Financial Services Limited
₹12.95 Cr
Finance 1.85%
#StockSectorAug 2026Sep 2026Change
1
Divi's Laboratories Limited
₹26.95 Cr
Pharmaceuticals & Biotechnology 1.98% 4.03% +2.05%
2
Samvardhana Motherson International Limited
₹32.94 Cr
Auto Components 4.25% 4.93% +0.68%
3
Titan Company Limited
₹16.28 Cr
Consumer Durables 1.93% 2.43% +0.50%
4
Solar Industries India Limited
₹47.64 Cr
Chemicals & Petrochemicals 6.95% 7.13% +0.18%
5
Belrise Industries Ltd.
₹14.42 Cr
Auto Components 1.99% 2.16% +0.17%
6
Garware Hi-Tech Films Ltd
₹27.59 Cr
Industrial Products 4.01% 4.13% +0.12%
7
APL Apollo Tubes Limited
₹13.37 Cr
Industrial Products 1.94% 2.00% +0.06%
8
Anthem Biosciences Limited
₹26.75 Cr
Pharmaceuticals & Biotechnology 3.98% 4.00% +0.02%
#StockSectorAug 2026Sep 2026Change
1
Bajaj Auto Limited
₹16.09 Cr
Automobiles 4.80% 2.41% -2.39%
2
Schneider Electric Infrastructure Limited
₹11.64 Cr
Electrical Equipment 4.02% 1.74% -2.28%
3
Pidilite Industries Limited
₹12.62 Cr
Chemicals & Petrochemicals 3.18% 1.89% -1.29%
4
Azad Engineering Ltd
₹21.12 Cr
Electrical Equipment 3.68% 3.16% -0.52%
5
ABB India Limited
₹37.66 Cr
Electrical Equipment 6.07% 5.63% -0.44%
6
KEI Industries Limited
₹10.60 Cr
Industrial Products 1.95% 1.59% -0.36%
7
Suzlon Energy Limited
₹12.79 Cr
Electrical Equipment 2.20% 1.91% -0.29%
8
PG Electroplast Limited
₹12.55 Cr
Consumer Durables 2.11% 1.88% -0.23%
9
Sun Pharmaceutical Industries Limited
₹30.39 Cr
Pharmaceuticals & Biotechnology 4.75% 4.55% -0.20%
10
UNO Minda Limited
₹29.49 Cr
Auto Components 4.60% 4.41% -0.19%

What Stocks Does This Fund Hold?

33 stocks — Sep 2026

# Stock Sector Cap Weight & Value
1
₹47.64 Cr
Chemicals & Petrochemicals
7.13%
2
₹37.66 Cr
Electrical Equipment
5.63%
3
₹34.24 Cr
Auto Components
5.12%
4
₹32.94 Cr
Auto Components
4.93%
5
₹30.39 Cr
Pharmaceuticals & Biotechnology
4.55%
6
₹29.49 Cr
Auto Components
4.41%
7
₹27.59 Cr
Industrial Products
4.13%
8
₹26.95 Cr
Pharmaceuticals & Biotechnology
4.03%
9
₹26.75 Cr
Pharmaceuticals & Biotechnology
4.00%
10
₹24.90 Cr
Electrical Equipment
3.72%
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🏦 Motilal Oswal Mutual Fund — Portfolio & Holdings
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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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