← Motilal Oswal Mutual Fund

Motilal Oswal Multi Cap Fund-Direct Plan Growth

Multi Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
36
Jul 2026
Equity Holdings
₹4,244.00 Cr
Equity only, excl. debt & cash
AAUM
₹3,993.40 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
22.3%
Diversified
Top 10 Weight
40.0%
Moderate
Changes
43
5 new · 7 exits
Top Sector
Banks
12.6% of portfolio
Launch Date
28 May 2024
2 years old

AAUM (Average Assets Under Management) of ₹3,993.40 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 Multi Cap Fund made 5 new additions and exited 7 stocks this month. The biggest new buy was Premier Energies Limited (Electrical Equipment) at 1.95% weight. Bharti Airtel Limited was the biggest exit (Telecom - Services), which was held at 2.63%. Among existing holdings, Shadowfax Technologies Ltd. saw the biggest increase — now at 2.74% of the portfolio. ICICI Bank Limited was trimmed the most, now at 3.52%. Shaily Engineering Plastics Ltd remains the top holding with Banks the dominant sector at 12.6%. ↓ 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
Banks 14.8% 11.7% -3.2%
Finance 7.5% 10.7% +3.2%
Consumer Durables 8.3% 8.3% 0.0%
Electrical Equipment 7.4% 7.8% +0.4%
Chemicals & Petrochemicals 7.3% 6.6% -0.7%
Retailing 4.6% 6.4% +1.8%
Capital Markets 5.6% 5.3% -0.3%
Industrial Products 6.1% 5.3% -0.8%
IT - Software 5.7% 5.1% -0.6%
Industrial Manufacturing 3.6% 4.6% +0.9%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 11.7% 12.6% +0.9%
Electrical Equipment 7.8% 9.9% +2.0%
Finance 10.7% 9.7% -1.0%
Retailing 6.4% 6.9% +0.5%
Consumer Durables 8.3% 6.1% -2.2%
Chemicals & Petrochemicals 6.6% 5.8% -0.8%
Industrial Products 5.3% 5.2% 0.0%
Transport Services 3.9% 5.2% +1.2%
IT - Software 5.1% 4.7% -0.4%
Financial Technology (Fintech) 3.9% 4.4% +0.5%
🟢
Biggest New Buy
Premier Energies Limited
1.95% weight · Electrical Equipment
🔴
Biggest Exit
Bharti Airtel Limited
2.63% was held · Telecom - Services
Biggest Add
Shadowfax Technologies Ltd.
+1.48% · now 2.74%
Biggest Trim
ICICI Bank Limited
-1.04% · now 3.52%
🤝 Other funds also bought this month
Manipal Health Enterprises Ltd 43 funds
Manipal Health Enterprises Ltd
Motilal Oswal Active Momentum Fund- Direct-Growth
JM Multi Asset Allocation Fund
DSP Healthcare Fund - Direct Plan - Growth + more
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
Ather Energy Limited 23 funds
Ather Energy Limited
Invesco India Focused Fund
Samco Active Momentum Fund
Motilal Oswal Asset Management Company Limited + more
Premier Energies Limited 11 funds
Premier Energies Limited
Motilal Oswal Focused Fund - Direct Plan Growth Option
JM Multi Asset Allocation Fund
Shriram Multi Asset Allocation Fund + more
Firstsource Solutions Limited 3 funds
Firstsource Solutions Limited
Motilal Oswal Asset Management Company Limited
Motilal Oswal Contra Fund
Navi Nifty 500 Multicap 50:25:25 Index
👋 Other funds also exited
Bharti Airtel Limited 58 funds
Bharti Airtel Limited
Sundaram Equity Savings Fund
Mirae Asset BSE Sensex ETF
BANDHAN BSE Sensex ETF + more
Hindustan Aeronautics Limited 34 funds
Hindustan Aeronautics Limited
Groww Nifty India Defence ETF FOF
Invesco India PSU Equity Fund
Groww Nifty PSE ETF FOF + more
LG Electronics India Ltd 23 funds
LG Electronics India Ltd
THE WEALTH COMPANY FLEXI CAP FUND
ITI Large & Midcap Fund - Direct Plan - Growth
LIC MF Manufacturing Fund-Direct Plan-Growth + more
CRISIL Limited 16 funds
CRISIL Limited
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth
THE WEALTH COMPANY MULTIASSET ALLOCATION FUND
BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - Growth Option + more
Schneider Electric Infrastructure Limited 10 funds
Schneider Electric Infrastructure 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
Healthcare Global Enterprises Limited 4 funds
Healthcare Global Enterprises Limited
Motilal Oswal Business Cycle Fund - Direct Plan- Growth
Groww BSE Hospitals ETF FOF
TRUSTMF MULTI CAP FUND -DIRECT PLAN-GROWTH + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 5 New Entries 🔴 7 Exits ↑ 15 Increased ↓ 16 Decreased
#StockSectorWeight (Jul 2026)
1
Premier Energies Limited
₹87.60 Cr
Electrical Equipment 1.95%
2
Manipal Health Enterprises Ltd
₹66.39 Cr
Healthcare Services 1.48%
3
Ather Energy Limited
₹64.68 Cr
Automobiles 1.44%
4
Diamond Power Infrastructure Limited
₹53.52 Cr
Electrical Equipment 1.19%
5
Firstsource Solutions Limited
₹26.28 Cr
Commercial Services & Supplies 0.59%
#StockSectorLast Weight (Jun 2026)
1
Bharti Airtel Limited
₹111.21 Cr
Telecom - Services 2.63%
2
Healthcare Global Enterprises Limited
₹105.21 Cr
Healthcare Services 2.49%
3
Hindustan Aeronautics Limited
₹98.86 Cr
Aerospace & Defense 2.34%
4
LG Electronics India Ltd
₹77.60 Cr
Consumer Durables 1.84%
5
CRISIL Limited
₹52.64 Cr
Finance 1.25%
6
Thirumalai Chemicals Ltd
₹39.67 Cr
Chemicals & Petrochemicals 0.94%
7
Schneider Electric Infrastructure Limited
₹12.29 Cr
Electrical Equipment 0.29%
#StockSectorJun 2026Jul 2026Change
1
Shadowfax Technologies Ltd.
₹122.94 Cr
Transport Services 1.26% 2.74% +1.48%
2
Divi's Laboratories Limited
₹180.32 Cr
Pharmaceuticals & Biotechnology 2.87% 4.01% +1.14%
3
RBL Bank Limited
₹147.57 Cr
Banks 2.24% 3.29% +1.05%
4
Maruti Suzuki India Limited
₹84.26 Cr
Automobiles 1.14% 1.88% +0.74%
5
One 97 Communications Limited
₹120.00 Cr
Financial Technology (Fintech) 2.01% 2.67% +0.66%
6
IndusInd Bank Limited
₹167.32 Cr
Banks 3.18% 3.72% +0.54%
7
Navin Fluorine International Limited
₹147.04 Cr
Chemicals & Petrochemicals 2.73% 3.27% +0.54%
8
Meesho Ltd
₹97.47 Cr
Retailing 1.68% 2.17% +0.49%
9
Ujjivan Small Finance Bank Limited
₹90.54 Cr
Banks 1.67% 2.02% +0.35%
10
Bajaj Finance Limited
₹192.24 Cr
Finance 3.97% 4.28% +0.31%
#StockSectorJun 2026Jul 2026Change
1
ICICI Bank Limited
₹157.89 Cr
Banks 4.56% 3.52% -1.04%
2
Billionbrains Garage Ventures Ltd
₹49.84 Cr
Capital Markets 1.94% 1.11% -0.83%
3
Radico Khaitan Limited
₹117.24 Cr
Beverages 3.37% 2.61% -0.76%
4
CG Power and Industrial Solutions Limited
₹175.05 Cr
Electrical Equipment 4.64% 3.90% -0.74%
5
Persistent Systems Limited
₹73.20 Cr
IT - Software 2.36% 1.63% -0.73%
6
Ellenbarrie Industrial Gases Limited
₹113.40 Cr
Chemicals & Petrochemicals 2.92% 2.52% -0.40%
7
Aditya Infotech Limited
₹118.72 Cr
Industrial Manufacturing 3.02% 2.64% -0.38%
8
BSE Limited
₹136.01 Cr
Capital Markets 3.39% 3.03% -0.36%
9
InterGlobe Aviation Limited
₹109.25 Cr
Transport Services 2.68% 2.43% -0.25%
10
MTAR Technologies Limited
₹66.49 Cr
Aerospace & Defense 1.73% 1.48% -0.25%

What Stocks Does This Fund Hold?

36 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹234.80 Cr
Industrial Products
5.23%
2
₹211.72 Cr
Retailing
4.71%
3
₹192.24 Cr
Finance
4.28%
4
₹183.78 Cr
Consumer Durables
4.09%
5
₹180.32 Cr
Pharmaceuticals & Biotechnology
4.01%
6
₹175.05 Cr
Electrical Equipment
3.90%
7
₹167.32 Cr
Banks
3.72%
8
₹157.89 Cr
Banks
3.52%
9
₹147.57 Cr
Banks
3.29%
10
₹147.04 Cr
Chemicals & Petrochemicals
3.27%
🏆 Top stocks held by Multi Cap funds
See which stocks all active Multi Cap fund managers are buying — ranked by total value invested
🏦 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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