← Motilal Oswal Mutual Fund

Motilal Oswal Nifty India Manufacturing ETF

Index/ETF Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
76
Jun 2026
Equity Holdings
₹1.58 Cr
Equity only, excl. debt & cash
Top 5 Weight
22.9%
Diversified
Top 10 Weight
37.4%
Diversified
Changes
76
0 new · 4 exits
Top Sector
Automobiles
18.7% of portfolio
📋 What Happened This Month Motilal Oswal Nifty India Manufacturing ETF exited 4 stocks from its portfolio this month. Talwandi Sabo Power Limited was the biggest exit (Power), which was held at 0.52%. Among existing holdings, Reliance Industries Limited saw the biggest increase — now at 4.91% of the portfolio. Hindalco Industries Limited was trimmed the most, now at 3.33%. Mahindra & Mahindra Limited remains the top holding with Automobiles the dominant sector at 18.7%. ↓ 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
Automobiles 19.1% 19.0% -0.2%
Pharmaceuticals & Biotechnology 17.0% 17.2% +0.2%
Ferrous Metals 8.7% 8.5% -0.3%
Electrical Equipment 6.9% 7.4% +0.5%
Petroleum Products 7.8% 7.3% -0.6%
Auto Components 6.7% 6.9% +0.2%
Non - Ferrous Metals 5.0% 5.3% +0.3%
Industrial Products 4.9% 5.2% +0.3%
Aerospace & Defense 4.9% 4.7% -0.3%
Chemicals & Petrochemicals 4.4% 4.7% +0.3%
May 2026 Jun 2026
Sector Prev Curr Delta
Automobiles 19.0% 18.7% -0.2%
Pharmaceuticals & Biotechnology 17.2% 17.4% +0.2%
Electrical Equipment 7.4% 8.7% +1.3%
Petroleum Products 7.3% 7.9% +0.6%
Ferrous Metals 8.5% 7.5% -1.0%
Auto Components 6.9% 6.9% 0.0%
Industrial Products 5.2% 6.0% +0.9%
Aerospace & Defense 4.7% 5.5% +0.9%
Chemicals & Petrochemicals 4.7% 4.6% 0.0%
Non - Ferrous Metals 5.3% 4.4% -0.9%
🔴
Biggest Exit
Talwandi Sabo Power Limited
0.52% was held · Power
Biggest Add
Reliance Industries Limited
+0.70% · now 4.91%
Biggest Trim
Hindalco Industries Limited
-0.79% · now 3.33%
👋 Other funds also exited
Malco Energy Limited 167 funds
Malco Energy Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
Samco Large Cap Fund + more
Vedanta Iron And Steel Limited 166 funds
Vedanta Iron And Steel Limited
Motilal Oswal Nifty MNC ETF
Samco Large Cap Fund
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Talwandi Sabo Power Limited 145 funds
Talwandi Sabo Power Limited
Motilal Oswal Nifty MNC ETF
Samco Large Cap Fund
ICICI Prudential Nifty200 Value 30 Index Fund - Direct Plan - Growth + more
Vedanta Aluminium Metal Limited 95 funds
Vedanta Aluminium Metal Limited
Nippon India ETF Nifty Next 50 Junior BeES
Aditya Birla Sunlife Nifty Next 50 ETF
Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct Growth + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🔴 4 Exits ↑ 40 Increased ↓ 32 Decreased
#StockSectorLast Weight (May 2026)
1
Talwandi Sabo Power Limited
₹0.82 L
Power 0.52%
2
Vedanta Aluminium Metal Limited
₹0.82 L
Metals & Minerals Trading 0.52%
3
Malco Energy Limited
₹0.82 L
Power 0.52%
4
Vedanta Iron And Steel Limited
₹0.82 L
Metals & Minerals Trading 0.52%
#StockSectorMay 2026Jun 2026Change
1
Reliance Industries Limited
₹7.76 L
Petroleum Products 4.21% 4.91% +0.70%
2
Bharat Electronics Limited
₹5.61 L
Aerospace & Defense 3.00% 3.55% +0.55%
3
Tata Motors Ltd
₹3.36 L
Agricultural, Commercial & Construction Vehicles 1.61% 2.12% +0.51%
4
Mahindra & Mahindra Limited
₹7.89 L
Automobiles 4.51% 4.99% +0.48%
5
Hindustan Aeronautics Limited
₹3.15 L
Aerospace & Defense 1.66% 1.99% +0.33%
6
Suzlon Energy Limited
₹2.73 L
Electrical Equipment 1.41% 1.73% +0.32%
7
CG Power and Industrial Solutions Limited
₹2.49 L
Electrical Equipment 1.28% 1.57% +0.29%
8
Polycab India Limited
₹1.99 L
Industrial Products 1.02% 1.26% +0.24%
9
Cummins India Limited
₹2.89 L
Industrial Products 1.60% 1.83% +0.23%
10
Bharat Heavy Electricals Limited
₹2.30 L
Electrical Equipment 1.24% 1.45% +0.21%
#StockSectorMay 2026Jun 2026Change
1
Hindalco Industries Limited
₹5.27 L
Non - Ferrous Metals 4.12% 3.33% -0.79%
2
Tata Steel Limited
₹5.92 L
Ferrous Metals 4.34% 3.74% -0.60%
3
Vedanta Limited
₹1.81 L
Diversified Metals 1.51% 1.14% -0.37%
4
Bajaj Auto Limited
₹4.08 L
Automobiles 2.91% 2.58% -0.33%
5
Tata Motors Passenger Vehicles Limited
₹2.80 L
Automobiles 2.08% 1.77% -0.31%
6
JSW Steel Limited
₹4.38 L
Ferrous Metals 3.02% 2.77% -0.25%
7
Jindal Steel Limited
₹1.49 L
Ferrous Metals 1.12% 0.94% -0.18%
8
UPL Limited
₹1.22 L
Fertilizers & Agrochemicals 0.91% 0.77% -0.14%
9
Eicher Motors Limited
₹3.68 L
Automobiles 2.45% 2.33% -0.12%
10
Divi's Laboratories Limited
₹3.16 L
Pharmaceuticals & Biotechnology 2.11% 2.00% -0.11%

What Stocks Does This Fund Hold?

76 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹7.89 L
Automobiles
4.99%
2
₹7.76 L
Petroleum Products
4.91%
3
₹7.51 L
Pharmaceuticals & Biotechnology
4.75%
4
₹7.06 L
Automobiles
4.46%
5
₹5.92 L
Ferrous Metals
3.74%
6
₹5.61 L
Aerospace & Defense
3.55%
7
₹5.27 L
Non - Ferrous Metals
3.33%
8
₹4.38 L
Ferrous Metals
2.77%
9
₹4.08 L
Automobiles
2.58%
10
₹3.68 L
Automobiles
2.33%
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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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