← Motilal Oswal Mutual Fund

Motilal Oswal Nifty India Manufacturing ETF

Index/ETF Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
76
Jul 2026
Equity Holdings
₹1.62 Cr
Equity only, excl. debt & cash
Top 5 Weight
23.2%
Diversified
Top 10 Weight
38.0%
Diversified
Changes
69
0 new · 0 exits
Top Sector
Automobiles
20.0% of portfolio
📋 What Happened This Month Among existing holdings, TVS Motor Company Limited saw the biggest increase — now at 2.38% of the portfolio. Dr. Reddy's Laboratories Limited was trimmed the most, now at 1.63%. Mahindra & Mahindra Limited remains the top holding with Automobiles the dominant sector at 20.0%. ↓ 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
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%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Automobiles 18.7% 20.0% +1.3%
Pharmaceuticals & Biotechnology 17.4% 17.8% +0.4%
Petroleum Products 7.9% 7.8% -0.1%
Electrical Equipment 8.7% 7.7% -0.9%
Ferrous Metals 7.5% 7.4% 0.0%
Auto Components 6.9% 7.0% +0.1%
Industrial Products 6.0% 5.8% -0.3%
Aerospace & Defense 5.5% 5.3% -0.2%
Chemicals & Petrochemicals 4.6% 4.5% -0.2%
Non - Ferrous Metals 4.4% 4.3% -0.1%
Biggest Add
TVS Motor Company Limited
+0.43% · now 2.38%
Biggest Trim
Dr. Reddy's Laboratories Limited
-0.36% · now 1.63%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 30 Increased ↓ 39 Decreased
#StockSectorJun 2026Jul 2026Change
1
TVS Motor Company Limited
₹3.88 L
Automobiles 1.95% 2.38% +0.43%
2
Mahindra & Mahindra Limited
₹8.77 L
Automobiles 4.99% 5.38% +0.39%
3
Bajaj Auto Limited
₹4.84 L
Automobiles 2.58% 2.97% +0.39%
4
Divi's Laboratories Limited
₹3.87 L
Pharmaceuticals & Biotechnology 2.00% 2.37% +0.37%
5
Laurus Labs Limited
₹2.69 L
Pharmaceuticals & Biotechnology 1.42% 1.65% +0.23%
6
Sun Pharmaceutical Industries Limited
₹8.04 L
Pharmaceuticals & Biotechnology 4.75% 4.94% +0.19%
7
Eicher Motors Limited
₹4.07 L
Automobiles 2.33% 2.50% +0.17%
8
Dixon Technologies (India) Limited
₹2.25 L
Consumer Durables 1.21% 1.38% +0.17%
9
Sona BLW Precision Forgings Limited
₹1.32 L
Auto Components 0.67% 0.81% +0.14%
10
Torrent Pharmaceuticals Limited
₹2.05 L
Pharmaceuticals & Biotechnology 1.17% 1.26% +0.09%
#StockSectorJun 2026Jul 2026Change
1
Dr. Reddy's Laboratories Limited
₹2.66 L
Pharmaceuticals & Biotechnology 1.99% 1.63% -0.36%
2
Suzlon Energy Limited
₹2.23 L
Electrical Equipment 1.73% 1.37% -0.36%
3
Bharat Electronics Limited
₹5.30 L
Aerospace & Defense 3.55% 3.25% -0.30%
4
GE Vernova T&D India Limited
₹2.03 L
Electrical Equipment 1.47% 1.25% -0.22%
5
CG Power and Industrial Solutions Limited
₹2.25 L
Electrical Equipment 1.57% 1.38% -0.19%
6
Polycab India Limited
₹1.82 L
Industrial Products 1.26% 1.12% -0.14%
7
Siemens Energy India Limited
₹1.10 L
Electrical Equipment 0.79% 0.67% -0.12%
8
Tata Motors Passenger Vehicles Limited
₹2.71 L
Automobiles 1.77% 1.66% -0.11%
9
Reliance Industries Limited
₹7.86 L
Petroleum Products 4.91% 4.82% -0.09%
10
Maruti Suzuki India Limited
₹7.12 L
Automobiles 4.46% 4.37% -0.09%

What Stocks Does This Fund Hold?

76 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹8.77 L
Automobiles
5.38%
2
₹8.04 L
Pharmaceuticals & Biotechnology
4.94%
3
₹7.86 L
Petroleum Products
4.82%
4
₹7.12 L
Automobiles
4.37%
5
₹5.98 L
Ferrous Metals
3.67%
6
₹5.38 L
Non - Ferrous Metals
3.30%
7
₹5.30 L
Aerospace & Defense
3.25%
8
₹4.84 L
Automobiles
2.97%
9
₹4.55 L
Ferrous Metals
2.79%
10
₹4.07 L
Automobiles
2.50%
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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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