← Motilal Oswal Mutual Fund

Motilal Oswal Manufacturing Fund - Direct Plan- Growth

Equity Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
31
May 2026
Equity Holdings
₹657.25 Cr
Equity only, excl. debt & cash
Top 5 Weight
26.3%
Moderate
Top 10 Weight
47.3%
Moderate
Changes
35
3 new · 4 exits
Top Sector
Electrical Equipment
30.9% of portfolio
📋 What Happened This Month Motilal Oswal Manufacturing Fund made 3 new additions and exited 4 stocks this month. The biggest new buy was CG Power and Industrial Solutions Limited (Electrical Equipment) at 3.19% weight. Sun Pharmaceutical Industries Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 4.15%. Among existing holdings, Jindal Steel Limited saw the biggest increase — now at 5.07% of the portfolio. Shaily Engineering Plastics Ltd was trimmed the most, now at 2.54%. ABB India Limited remains the top holding with Electrical Equipment the dominant sector at 30.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Apr 2026 May 2026
Sector Prev Curr Delta
Electrical Equipment 24.5% 30.9% +6.4%
Auto Components 10.2% 11.2% +0.9%
Automobiles 11.4% 10.6% -0.9%
Non - Ferrous Metals 8.9% 8.5% -0.5%
Industrial Products 8.8% 6.8% -2.0%
Chemicals & Petrochemicals 4.6% 6.7% +2.2%
Pharmaceuticals & Biotechnology 8.8% 5.2% -3.6%
Ferrous Metals 3.0% 5.1% +2.1%
Agricultural, Commercial & Construction Vehicles 4.6% 4.0% -0.6%
Petroleum Products 2.5% 2.3% -0.3%
🟢
Biggest New Buy
CG Power and Industrial Solutions Limited
3.19% weight · Electrical Equipment
🔴
Biggest Exit
Sun Pharmaceutical Industries Limited
4.15% was held · Pharmaceuticals & Biotechnology
Biggest Add
Jindal Steel Limited
+2.10% · now 5.07%
Biggest Trim
Shaily Engineering Plastics Ltd
-1.62% · now 2.54%
🤝 Other funds also bought this month
CG Power and Industrial Solutions Limited 27 funds
CG Power and Industrial Solutions Limited
Motilal Oswal Infrastructure Fund-Direct-Growth
LIC MF Large & Mid Cap Fund-Direct Plan-Growth
Bajaj Finserv Nifty Next 50 Index Fund - Direct - Growth + more
Solar Industries India Limited 26 funds
Solar Industries India Limited
HDFC Defence Fund - Growth Option - Direct Plan
Samco Large Cap Fund
LIC MF Flexi Cap Fund-Direct Plan-Growth + more
Thermax Limited 14 funds
Thermax Limited
Motilal Oswal Infrastructure Fund-Direct-Growth
Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth + more
👋 Other funds also exited
Mahindra & Mahindra Limited 15 funds
Mahindra & Mahindra Limited
LIC MF Focused Fund-Direct Plan-Growth
Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth
360 ONE QUANT FUND DIRECT GROWTH + more
Bharat Electronics Limited 14 funds
Bharat Electronics Limited
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH
Motilal Oswal Active Momentum Fund- Direct-Growth
BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH + more
Sun Pharmaceutical Industries Limited 11 funds
Sun Pharmaceutical Industries Limited
ICICI Prudential Value Fund (erstwhile Value Discovery Fund) - Direct Plan - Growth
HDFC Defence Fund - Growth Option - Direct Plan
360 ONE ELSS Tax Saver Nifty 50 Index Fund + more
Jain Resource Recycling Limited 2 funds
Jain Resource Recycling Limited
Motilal Oswal Infrastructure Fund-Direct-Growth
HDFC NIFTY Midcap 150 Index Fund - Growth Option - Direct Plan

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 3 New Entries 🔴 4 Exits ↑ 13 Increased ↓ 15 Decreased
#StockSectorWeight (May 2026)
1
CG Power and Industrial Solutions Limited
₹22.16 Cr
Electrical Equipment 3.19%
2
Thermax Limited
₹18.32 Cr
Electrical Equipment 2.64%
3
Solar Industries India Limited
₹13.57 Cr
Chemicals & Petrochemicals 1.95%
#StockSectorLast Weight (Apr 2026)
1
Sun Pharmaceutical Industries Limited
₹28.21 Cr
Pharmaceuticals & Biotechnology 4.15%
2
Bharat Electronics Limited
₹18.78 Cr
Aerospace & Defense 2.77%
3
Jain Resource Recycling Limited
₹18.41 Cr
Diversified Metals 2.71%
4
Mahindra & Mahindra Limited
₹17.72 Cr
Automobiles 2.61%
#StockSectorApr 2026May 2026Change
1
Jindal Steel Limited
₹35.21 Cr
Ferrous Metals 2.97% 5.07% +2.10%
2
Samvardhana Motherson International Limited
₹38.66 Cr
Auto Components 4.06% 5.57% +1.51%
3
TVS Motor Company Limited
₹28.85 Cr
Automobiles 2.81% 4.15% +1.34%
4
TD Power Systems Limited
₹28.86 Cr
Electrical Equipment 2.86% 4.16% +1.30%
5
Bajaj Auto Limited
₹24.76 Cr
Automobiles 2.95% 3.57% +0.62%
6
Lupin Limited
₹36.06 Cr
Pharmaceuticals & Biotechnology 4.65% 5.19% +0.54%
7
Vedanta Limited
₹10.45 Cr
Diversified Metals 1.18% 1.50% +0.32%
8
Navin Fluorine International Limited
₹33.12 Cr
Chemicals & Petrochemicals 4.57% 4.77% +0.20%
9
Hindustan Zinc Limited
₹28.10 Cr
Non - Ferrous Metals 3.89% 4.05% +0.16%
10
KEI Industries Limited
₹19.49 Cr
Industrial Products 2.65% 2.81% +0.16%
#StockSectorApr 2026May 2026Change
1
Shaily Engineering Plastics Ltd
₹17.61 Cr
Industrial Products 4.16% 2.54% -1.62%
2
Hitachi Energy India Limited
₹19.10 Cr
Electrical Equipment 3.46% 2.75% -0.71%
3
Hindalco Industries Limited
₹30.63 Cr
Non - Ferrous Metals 5.04% 4.41% -0.63%
4
Ashok Leyland Limited
₹27.76 Cr
Agricultural, Commercial & Construction Vehicles 4.61% 4.00% -0.61%
5
PTC Industries Limited
₹9.77 Cr
Industrial Products 1.96% 1.41% -0.55%
6
Gabriel India Limited
₹18.89 Cr
Auto Components 3.20% 2.72% -0.48%
7
Reliance Industries Limited
₹15.80 Cr
Petroleum Products 2.52% 2.27% -0.25%
8
Ather Energy Limited
₹19.67 Cr
Automobiles 3.07% 2.83% -0.24%
9
Azad Engineering Ltd
₹29.69 Cr
Electrical Equipment 4.48% 4.27% -0.21%
10
UNO Minda Limited
₹20.04 Cr
Auto Components 2.98% 2.89% -0.09%

What Stocks Does This Fund Hold?

31 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹39.24 Cr
Electrical Equipment
5.65%
2
₹38.66 Cr
Auto Components
5.57%
3
₹36.06 Cr
Pharmaceuticals & Biotechnology
5.19%
4
₹35.21 Cr
Ferrous Metals
5.07%
5
₹33.12 Cr
Chemicals & Petrochemicals
4.77%
6
₹30.63 Cr
Non - Ferrous Metals
4.41%
7
₹29.69 Cr
Electrical Equipment
4.27%
8
₹28.86 Cr
Electrical Equipment
4.16%
9
₹28.85 Cr
Automobiles
4.15%
10
₹28.10 Cr
Non - Ferrous Metals
4.05%
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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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