← Motilal Oswal Mutual Fund

Motilal Oswal Multi Cap Fund-Direct Plan Growth

Multi Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
36
Aug 2026
Equity Holdings
₹4,596.45 Cr
Equity only, excl. debt & cash
AAUM
₹3,993.40 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
21.7%
Diversified
Top 10 Weight
38.9%
Diversified
Changes
39
3 new · 3 exits
Top Sector
Finance
14.4% 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 3 new additions and exited 3 stocks this month. The biggest new buy was Lenskart Solutions Limited (Retailing) at 4.09% weight. ICICI Bank Limited was the biggest exit (Banks), which was held at 3.52%. Among existing holdings, Manipal Health Enterprises Ltd saw the biggest increase — now at 2.83% of the portfolio. BSE Limited was trimmed the most, now at 1.10%. Divi's Laboratories Limited remains the top holding with Finance the dominant sector at 14.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Finance 9.7% 14.4% +4.8%
Retailing 6.9% 11.0% +4.1%
Electrical Equipment 9.9% 10.0% +0.2%
Banks 12.6% 6.8% -5.8%
Consumer Durables 6.1% 6.2% +0.1%
Transport Services 5.2% 5.8% +0.6%
Chemicals & Petrochemicals 5.8% 5.3% -0.5%
Financial Technology (Fintech) 4.4% 5.3% +0.8%
IT - Software 4.7% 5.0% +0.3%
Pharmaceuticals & Biotechnology 4.0% 4.9% +0.9%
🟢
Biggest New Buy
Lenskart Solutions Limited
4.09% weight · Retailing
🔴
Biggest Exit
ICICI Bank Limited
3.52% was held · Banks
Biggest Add
Manipal Health Enterprises Ltd
+1.35% · now 2.83%
Biggest Trim
BSE Limited
-1.93% · now 1.10%
🤝 Other funds also bought this month
Piramal Finance Ltd 41 funds
Piramal Finance Ltd
quant Quantamental Fund
Motilal Oswal Special Opportunities Fund - Direct - Growth
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option + more
Lenskart Solutions Limited 29 funds
Lenskart Solutions Limited
Sundaram Business Cycle Fund Direct Plan Growth
Abakkus Large & Mid cap Fund
Motilal Oswal Midcap Fund-Direct Plan-Growth Option + more
Muthoot Finance Limited 24 funds
Muthoot Finance Limited
SBI Aggressive Hybrid Fund
Motilal Oswal Financial Services Fund- Direct Growth
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth + more
👋 Other funds also exited
ICICI Bank Limited 80 funds
ICICI Bank Limited
Kotak Nifty Private Bank ETF
Kotak Nifty Bank ETF
Mirae Asset Banking and Financial Services Fund + more
Maruti Suzuki India Limited 77 funds
Maruti Suzuki India Limited
Kotak Nifty MNC ETF
Kotak Transportation & Logistics Fund-Direct Growth
Kotak Consumption Fund - Direct plan - Growth Option + more
Ujjivan Small Finance Bank Limited 13 funds
Ujjivan Small Finance Bank Limited
ITI Balanced Advantage Fund - Direct Plan - Growth Option
Kotak Banking & Financial Services Fund - Direct Plan - Growth
ITI Banking and Financial Services Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 3 New Entries 🔴 3 Exits ↑ 19 Increased ↓ 14 Decreased
#StockSectorWeight (Aug 2026)
1
Lenskart Solutions Limited
₹191.31 Cr
Retailing 4.09%
2
Piramal Finance Ltd
₹148.73 Cr
Finance 3.18%
3
Muthoot Finance Limited
₹107.13 Cr
Finance 2.29%
#StockSectorLast Weight (Jul 2026)
1
ICICI Bank Limited
₹157.89 Cr
Banks 3.52%
2
Ujjivan Small Finance Bank Limited
₹90.54 Cr
Banks 2.02%
3
Maruti Suzuki India Limited
₹84.26 Cr
Automobiles 1.88%
#StockSectorJul 2026Aug 2026Change
1
Manipal Health Enterprises Ltd
₹132.34 Cr
Healthcare Services 1.48% 2.83% +1.35%
2
Ather Energy Limited
₹122.50 Cr
Automobiles 1.44% 2.62% +1.18%
3
Divi's Laboratories Limited
₹230.84 Cr
Pharmaceuticals & Biotechnology 4.01% 4.94% +0.93%
4
Firstsource Solutions Limited
₹67.10 Cr
Commercial Services & Supplies 0.59% 1.43% +0.84%
5
One 97 Communications Limited
₹153.42 Cr
Financial Technology (Fintech) 2.67% 3.28% +0.61%
6
InterGlobe Aviation Limited
₹141.30 Cr
Transport Services 2.43% 3.02% +0.59%
7
Diamond Power Infrastructure Limited
₹74.74 Cr
Electrical Equipment 1.19% 1.60% +0.41%
8
SKY GOLD AND DIAMONDS LIMITED
₹110.51 Cr
Consumer Durables 2.01% 2.36% +0.35%
9
Coforge Limited
₹158.82 Cr
IT - Software 3.07% 3.40% +0.33%
10
MTAR Technologies Limited
₹83.92 Cr
Aerospace & Defense 1.48% 1.79% +0.31%
#StockSectorJul 2026Aug 2026Change
1
BSE Limited
₹51.63 Cr
Capital Markets 3.03% 1.10% -1.93%
2
Shaily Engineering Plastics Ltd
₹197.78 Cr
Industrial Products 5.23% 4.23% -1.00%
3
Bajaj Finance Limited
₹158.56 Cr
Finance 4.28% 3.39% -0.89%
4
Navin Fluorine International Limited
₹117.65 Cr
Chemicals & Petrochemicals 3.27% 2.52% -0.75%
5
Radico Khaitan Limited
₹98.71 Cr
Beverages 2.61% 2.11% -0.50%
6
CG Power and Industrial Solutions Limited
₹167.56 Cr
Electrical Equipment 3.90% 3.58% -0.32%
7
Kalyan Jewellers India Limited
₹180.30 Cr
Consumer Durables 4.09% 3.86% -0.23%
8
Eternal Limited
₹213.27 Cr
Retailing 4.71% 4.56% -0.15%
9
Aditya Infotech Limited
₹116.39 Cr
Industrial Manufacturing 2.64% 2.49% -0.15%
10
IndusInd Bank Limited
₹168.01 Cr
Banks 3.72% 3.59% -0.13%

What Stocks Does This Fund Hold?

36 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹230.84 Cr
Pharmaceuticals & Biotechnology
4.94%
2
₹213.27 Cr
Retailing
4.56%
3
₹197.78 Cr
Industrial Products
4.23%
4
₹191.31 Cr
Retailing
4.09%
5
₹180.30 Cr
Consumer Durables
3.86%
6
₹168.01 Cr
Banks
3.59%
7
₹167.56 Cr
Electrical Equipment
3.58%
8
₹158.82 Cr
IT - Software
3.40%
9
₹158.56 Cr
Finance
3.39%
10
₹153.42 Cr
Financial Technology (Fintech)
3.28%
🏆 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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.