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Motilal Oswal Multi Cap Fund-Direct Plan Growth

Multi Cap Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
38
Jun 2026
Equity Holdings
₹4,147.37 Cr
Equity only, excl. debt & cash
Top 5 Weight
23.5%
Diversified
Top 10 Weight
40.4%
Moderate
Changes
41
5 new · 3 exits
Top Sector
Banks
11.7% of portfolio
📋 What Happened This Month Motilal Oswal Multi Cap Fund made 5 new additions and exited 3 stocks this month. The biggest new buy was Hindustan Aeronautics Limited (Aerospace & Defense) at 2.34% weight. UltraTech Cement Limited was the biggest exit (Cement & Cement Products), which was held at 1.93%. Among existing holdings, Bajaj Finance Limited saw the biggest increase — now at 3.97% of the portfolio. RBL Bank Limited was trimmed the most, now at 2.24%. Shaily Engineering Plastics Ltd remains the top holding with Banks the dominant sector at 11.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 15.8% 14.8% -1.0%
Consumer Durables 8.6% 8.3% -0.3%
Finance 7.8% 7.5% -0.4%
Electrical Equipment 6.4% 7.4% +1.1%
Chemicals & Petrochemicals 7.4% 7.3% -0.2%
Industrial Products 5.5% 6.1% +0.6%
IT - Software 6.3% 5.7% -0.6%
Capital Markets 5.1% 5.6% +0.5%
Retailing 4.6% 4.6% -0.1%
Financial Technology (Fintech) 4.0% 4.0% +0.0%
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%
🟢
Biggest New Buy
Hindustan Aeronautics Limited
2.34% weight · Aerospace & Defense
🔴
Biggest Exit
UltraTech Cement Limited
1.93% was held · Cement & Cement Products
Biggest Add
Bajaj Finance Limited
+1.71% · now 3.97%
Biggest Trim
RBL Bank Limited
-1.65% · now 2.24%
🤝 Other funds also bought this month
Meesho Ltd 34 funds
Meesho Ltd
Invesco India Midcap Fund - Direct Plan - Growth Option
Invesco India Technology Fund
Motilal Oswal Focused Fund - Direct Plan Growth Option + more
Schneider Electric Infrastructure Limited 30 funds
Schneider Electric Infrastructure Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
LIC MF Focused Fund-Direct Plan-Growth
Motilal Oswal Infrastructure Fund-Direct-Growth + more
Maruti Suzuki India Limited 19 funds
Maruti Suzuki India Limited
IB23-GROWW NIFTY EV & NEW AGE AUTOMOTIVE ETF
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND
Kotak Dividend Yield Fund + more
Hindustan Aeronautics Limited 18 funds
Hindustan Aeronautics Limited
IB25-Groww Nifty India Defence ETF
IB61-Groww Nifty PSE ETF
TATA DIVIDEND YIELD FUND + more
Shadowfax Technologies Ltd. 7 funds
Shadowfax Technologies Ltd.
Motilal Oswal Services Fund - Direct Plan - Growth
Motilal Oswal Focused Fund - Direct Plan Growth Option
Motilal Oswal Small Cap Fund - Direct - Growth + more
👋 Other funds also exited
HDFC Bank Limited 27 funds
HDFC Bank Limited
Choice Nifty 50 Index Fund
Groww Nifty 50 ETF
Mirae Asset Nifty 100 ESG Sector Leaders ETF + more
UltraTech Cement Limited 25 funds
UltraTech Cement Limited
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH
Motilal Oswal Focused Fund - Direct Plan Growth Option
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option + more
Coal India Limited 11 funds
Coal India Limited
Groww Nifty PSE ETF
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth
Axis Momentum Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 5 New Entries 🔴 3 Exits ↑ 17 Increased ↓ 16 Decreased
#StockSectorWeight (Jun 2026)
1
Hindustan Aeronautics Limited
₹98.86 Cr
Aerospace & Defense 2.34%
2
Meesho Ltd
₹71.19 Cr
Retailing 1.68%
3
Shadowfax Technologies Ltd.
₹53.28 Cr
Transport Services 1.26%
4
Maruti Suzuki India Limited
₹48.27 Cr
Automobiles 1.14%
5
Schneider Electric Infrastructure Limited
₹12.29 Cr
Electrical Equipment 0.29%
#StockSectorLast Weight (May 2026)
1
UltraTech Cement Limited
₹78.86 Cr
Cement & Cement Products 1.93%
2
HDFC Bank Limited
₹74.46 Cr
Banks 1.82%
3
Coal India Limited
₹58.52 Cr
Consumable Fuels 1.43%
#StockSectorMay 2026Jun 2026Change
1
Bajaj Finance Limited
₹167.74 Cr
Finance 2.26% 3.97% +1.71%
2
PNB Housing Finance Limited
₹103.84 Cr
Finance 1.51% 2.46% +0.95%
3
Shriram Finance Limited
₹126.23 Cr
Finance 2.34% 2.99% +0.65%
4
Syrma SGS Technology Limited
₹65.15 Cr
Industrial Manufacturing 0.90% 1.54% +0.64%
5
InterGlobe Aviation Limited
₹113.42 Cr
Transport Services 2.10% 2.68% +0.58%
6
Divi's Laboratories Limited
₹121.40 Cr
Pharmaceuticals & Biotechnology 2.30% 2.87% +0.57%
7
Aditya Infotech Limited
₹127.68 Cr
Industrial Manufacturing 2.72% 3.02% +0.30%
8
ICICI Bank Limited
₹192.53 Cr
Banks 4.29% 4.56% +0.27%
9
Navin Fluorine International Limited
₹115.41 Cr
Chemicals & Petrochemicals 2.61% 2.73% +0.12%
10
Billionbrains Garage Ventures Ltd
₹81.83 Cr
Capital Markets 1.83% 1.94% +0.11%
#StockSectorMay 2026Jun 2026Change
1
RBL Bank Limited
₹94.57 Cr
Banks 3.89% 2.24% -1.65%
2
Shaily Engineering Plastics Ltd
₹222.08 Cr
Industrial Products 6.07% 5.26% -0.81%
3
Persistent Systems Limited
₹99.83 Cr
IT - Software 2.93% 2.36% -0.57%
4
MTAR Technologies Limited
₹73.25 Cr
Aerospace & Defense 2.23% 1.73% -0.50%
5
Healthcare Global Enterprises Limited
₹105.21 Cr
Healthcare Services 2.95% 2.49% -0.46%
6
Thirumalai Chemicals Ltd
₹39.67 Cr
Chemicals & Petrochemicals 1.40% 0.94% -0.46%
7
BSE Limited
₹143.42 Cr
Capital Markets 3.76% 3.39% -0.37%
8
Ellenbarrie Industrial Gases Limited
₹123.53 Cr
Chemicals & Petrochemicals 3.26% 2.92% -0.34%
9
Radico Khaitan Limited
₹142.43 Cr
Beverages 3.69% 3.37% -0.32%
10
PB Fintech Limited
₹80.09 Cr
Financial Technology (Fintech) 2.04% 1.90% -0.14%

What Stocks Does This Fund Hold?

38 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹222.08 Cr
Industrial Products
5.26%
2
₹198.45 Cr
Retailing
4.70%
3
₹196.08 Cr
Electrical Equipment
4.64%
4
₹192.53 Cr
Banks
4.56%
5
₹181.60 Cr
Consumer Durables
4.30%
6
₹167.74 Cr
Finance
3.97%
7
₹143.42 Cr
Capital Markets
3.39%
8
₹142.43 Cr
Beverages
3.37%
9
₹134.25 Cr
Banks
3.18%
10
₹127.68 Cr
Industrial Manufacturing
3.02%
🏆 Top stocks held by Multi Cap funds
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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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