← Motilal Oswal Mutual Fund

Motilal Oswal Nifty India Manufacturing ETF

Index/ETF Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
76
Aug 2026
Equity Holdings
₹1.65 Cr
Equity only, excl. debt & cash
Top 5 Weight
22.2%
Diversified
Top 10 Weight
37.7%
Diversified
Changes
73
0 new · 0 exits
Top Sector
Automobiles
19.4% of portfolio
📋 What Happened This Month Among existing holdings, Divi's Laboratories Limited saw the biggest increase — now at 2.75% of the portfolio. Maruti Suzuki India Limited was trimmed the most, now at 4.09%. Mahindra & Mahindra Limited remains the top holding with Automobiles the dominant sector at 19.4%. ↓ 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
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Automobiles 20.0% 19.4% -0.6%
Pharmaceuticals & Biotechnology 17.8% 17.9% +0.1%
Electrical Equipment 7.7% 7.9% +0.2%
Petroleum Products 7.8% 7.6% -0.2%
Ferrous Metals 7.4% 7.4% -0.1%
Auto Components 7.0% 7.3% +0.3%
Industrial Products 5.8% 5.9% +0.1%
Aerospace & Defense 5.3% 5.5% +0.2%
Chemicals & Petrochemicals 4.5% 4.5% +0.1%
Non - Ferrous Metals 4.3% 4.5% +0.2%
Biggest Add
Divi's Laboratories Limited
+0.38% · now 2.75%
Biggest Trim
Maruti Suzuki India Limited
-0.28% · now 4.09%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 38 Increased ↓ 35 Decreased
#StockSectorJul 2026Aug 2026Change
1
Divi's Laboratories Limited
₹4.54 L
Pharmaceuticals & Biotechnology 2.37% 2.75% +0.38%
2
Samvardhana Motherson International Limited
₹2.88 L
Auto Components 1.56% 1.74% +0.18%
3
Bharat Electronics Limited
₹5.66 L
Aerospace & Defense 3.25% 3.42% +0.17%
4
APL Apollo Tubes Limited
₹1.53 L
Industrial Products 0.77% 0.93% +0.16%
5
Bosch Limited
₹1.50 L
Auto Components 0.76% 0.91% +0.15%
6
Tata Motors Ltd
₹3.75 L
Agricultural, Commercial & Construction Vehicles 2.13% 2.27% +0.14%
7
Bajaj Auto Limited
₹5.09 L
Automobiles 2.97% 3.08% +0.11%
8
Bharat Heavy Electricals Limited
₹2.46 L
Electrical Equipment 1.39% 1.49% +0.10%
9
Hindalco Industries Limited
₹5.61 L
Non - Ferrous Metals 3.30% 3.39% +0.09%
10
KEI Industries Limited
₹1.38 L
Industrial Products 0.74% 0.83% +0.09%
#StockSectorJul 2026Aug 2026Change
1
Maruti Suzuki India Limited
₹6.77 L
Automobiles 4.37% 4.09% -0.28%
2
Mahindra & Mahindra Limited
₹8.47 L
Automobiles 5.38% 5.12% -0.26%
3
Reliance Industries Limited
₹7.67 L
Petroleum Products 4.82% 4.64% -0.18%
4
Tata Motors Passenger Vehicles Limited
₹2.46 L
Automobiles 1.66% 1.49% -0.17%
5
Tata Steel Limited
₹5.81 L
Ferrous Metals 3.67% 3.51% -0.16%
6
Cummins India Limited
₹2.65 L
Industrial Products 1.76% 1.60% -0.16%
7
Lupin Limited
₹2.04 L
Pharmaceuticals & Biotechnology 1.36% 1.23% -0.13%
8
Sun Pharmaceutical Industries Limited
₹8.02 L
Pharmaceuticals & Biotechnology 4.94% 4.84% -0.10%
9
Cipla Limited
₹3.03 L
Pharmaceuticals & Biotechnology 1.93% 1.83% -0.10%
10
Voltas Limited
₹1.04 L
Consumer Durables 0.71% 0.63% -0.08%

What Stocks Does This Fund Hold?

76 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹8.47 L
Automobiles
5.12%
2
₹8.02 L
Pharmaceuticals & Biotechnology
4.84%
3
₹7.67 L
Petroleum Products
4.64%
4
₹6.77 L
Automobiles
4.09%
5
₹5.81 L
Ferrous Metals
3.51%
6
₹5.66 L
Aerospace & Defense
3.42%
7
₹5.61 L
Non - Ferrous Metals
3.39%
8
₹5.09 L
Automobiles
3.08%
9
₹4.68 L
Ferrous Metals
2.83%
10
₹4.54 L
Pharmaceuticals & Biotechnology
2.75%
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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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