← Motilal Oswal Mutual Fund

Motilal Oswal Nifty Energy ETF

Index/ETF Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
40
Jul 2026
Equity Holdings
₹67.67 Cr
Equity only, excl. debt & cash
Top 5 Weight
41.0%
High concentration
Top 10 Weight
59.5%
Moderate
Changes
39
0 new · 0 exits
Top Sector
Power
24.9% of portfolio
📋 What Happened This Month Among existing holdings, Oil & Natural Gas Corporation Limited saw the biggest increase — now at 9.99% of the portfolio. Suzlon Energy Limited was trimmed the most, now at 3.52%. Reliance Industries Limited remains the top holding with Power the dominant sector at 24.9%. ↓ 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
Electrical Equipment 26.6% 25.5% -1.1%
Power 24.7% 24.9% +0.2%
Petroleum Products 14.6% 15.3% +0.7%
Gas 12.1% 12.5% +0.4%
Oil 12.2% 11.8% -0.4%
Consumable Fuels 9.9% 10.0% +0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Power 24.9% 24.9% +0.1%
Electrical Equipment 25.5% 23.9% -1.6%
Petroleum Products 15.3% 15.9% +0.6%
Gas 12.5% 12.9% +0.3%
Oil 11.8% 12.6% +0.8%
Consumable Fuels 10.0% 9.7% -0.3%
Biggest Add
Oil & Natural Gas Corporation Limited
+0.54% · now 9.99%
Biggest Trim
Suzlon Energy Limited
-0.70% · now 3.52%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 19 Increased ↓ 20 Decreased
#StockSectorJun 2026Jul 2026Change
1
Oil & Natural Gas Corporation Limited
₹6.77 Cr
Oil 9.45% 9.99% +0.54%
2
Reliance Industries Limited
₹6.94 Cr
Petroleum Products 9.89% 10.24% +0.35%
3
GAIL (India) Limited
₹3.52 Cr
Gas 4.84% 5.19% +0.35%
4
Oil India Limited
₹1.80 Cr
Oil 2.35% 2.65% +0.30%
5
Adani Energy Solutions Limited
₹1.32 Cr
Power 1.72% 1.94% +0.22%
6
Aegis Logistics Limited
₹1.16 Cr
Gas 1.53% 1.71% +0.18%
7
Bharat Petroleum Corporation Limited
₹1.51 Cr
Petroleum Products 2.07% 2.23% +0.16%
8
ABB India Limited
₹1.56 Cr
Electrical Equipment 2.17% 2.31% +0.14%
9
Siemens Limited
₹1.36 Cr
Electrical Equipment 1.88% 2.01% +0.13%
10
Power Grid Corporation of India Limited
₹3.14 Cr
Power 4.55% 4.63% +0.08%
#StockSectorJun 2026Jul 2026Change
1
Suzlon Energy Limited
₹2.39 Cr
Electrical Equipment 4.22% 3.52% -0.70%
2
GE Vernova T&D India Limited
₹2.19 Cr
Electrical Equipment 3.61% 3.23% -0.38%
3
Coal India Limited
₹6.54 Cr
Consumable Fuels 9.98% 9.65% -0.33%
4
CG Power and Industrial Solutions Limited
₹2.42 Cr
Electrical Equipment 3.85% 3.57% -0.28%
5
Siemens Energy India Limited
₹1.17 Cr
Electrical Equipment 1.92% 1.72% -0.20%
6
Adani Total Gas Limited
₹1.30 Cr
Gas 2.10% 1.92% -0.18%
7
Thermax Limited
₹68.29 L
Electrical Equipment 1.18% 1.01% -0.17%
8
Hitachi Energy India Limited
₹1.68 Cr
Electrical Equipment 2.61% 2.48% -0.13%
9
Adani Power Limited
₹2.14 Cr
Power 3.26% 3.15% -0.11%
10
Adani Green Energy Limited
₹1.13 Cr
Power 1.75% 1.67% -0.08%

What Stocks Does This Fund Hold?

40 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹6.94 Cr
Petroleum Products
10.24%
2
₹6.77 Cr
Oil
9.99%
3
₹6.54 Cr
Consumable Fuels
9.65%
4
₹4.01 Cr
Power
5.92%
5
₹3.52 Cr
Gas
5.19%
6
₹3.14 Cr
Power
4.63%
7
₹2.43 Cr
Electrical Equipment
3.58%
8
₹2.42 Cr
Electrical Equipment
3.57%
9
₹2.39 Cr
Electrical Equipment
3.52%
10
₹2.19 Cr
Electrical Equipment
3.23%
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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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