← Motilal Oswal Mutual Fund

Motilal Oswal Quant Fund - Direct - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
26
Aug 2026
Equity Holdings
₹253.99 Cr
Equity only, excl. debt & cash
AAUM
₹242.39 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.3%
Diversified
Top 10 Weight
39.8%
Diversified
Changes
59
8 new · 33 exits
Top Sector
IT - Software
15.6% of portfolio
Launch Date
03 Jun 2024
2 years old

AAUM (Average Assets Under Management) of ₹242.39 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Motilal Oswal Quant Fund made 8 new additions and exited 33 stocks this month. The biggest new buy was Glenmark Pharmaceuticals Limited (Pharmaceuticals & Biotechnology) at 4.02% weight. Life Insurance Corporation Of India was the biggest exit (Insurance), which was held at 2.38%. Among existing holdings, Multi Commodity Exchange of India Limited saw the biggest increase — now at 4.13% of the portfolio. Coforge Limited remains the top holding with IT - Software the dominant sector at 15.6%. ↓ 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
IT - Software 14.4% 15.7% +1.3%
Capital Markets 10.6% 9.9% -0.7%
Automobiles 8.2% 9.1% +0.9%
Consumer Durables 6.2% 7.6% +1.3%
Petroleum Products 6.7% 6.4% -0.3%
Finance 6.4% 6.0% -0.4%
Pharmaceuticals & Biotechnology 6.3% 6.0% -0.3%
Electrical Equipment 4.4% 3.9% -0.5%
Industrial Products 4.0% 3.8% -0.2%
Leisure Services 3.6% 3.5% -0.2%
Jul 2026 Aug 2026
Sector Prev Curr Delta
IT - Software 15.7% 15.6% -0.1%
Capital Markets 9.9% 15.4% +5.5%
Automobiles 9.1% 15.0% +5.9%
Consumer Durables 7.6% 7.7% +0.1%
Non - Ferrous Metals 1.8% 7.5% +5.7%
Agricultural Food & other Products 1.9% 7.4% +5.5%
Pharmaceuticals & Biotechnology 6.0% 4.0% -2.0%
Gas 2.0% 4.0% +1.9%
Industrial Products 3.8% 4.0% +0.2%
Banks 2.2% 3.9% +1.7%
🟢
Biggest New Buy
Glenmark Pharmaceuticals Limited
4.02% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Life Insurance Corporation Of India
2.38% was held · Insurance
Biggest Add
Multi Commodity Exchange of India Limited
+2.21% · now 4.13%
🤝 Other funds also bought this month
Eicher Motors Limited 27 funds
Eicher Motors Limited
Bandhan Multi-Factor Fund - Direct Plan - Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Bandhan Nifty Alpha Low Volatility 30 Index Fund + more
National Aluminium Company Limited 24 funds
National Aluminium Company Limited
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Invesco India PSU Equity Fund
Capitalmind Multi Asset Allocation Fund + more
Nestle India Limited 22 funds
Nestle India Limited
Bandhan Nifty Alpha Low Volatility 30 Index Fund
Bandhan Multi-Factor Fund - Direct Plan - Growth
WhiteOak Capital Aggressive Hybrid Fund + more
Glenmark Pharmaceuticals Limited 18 funds
Glenmark Pharmaceuticals Limited
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Capitalmind Multi Asset Allocation Fund
Invesco India Midcap Fund - Direct Plan - Growth Option + more
Polycab India Limited 17 funds
Polycab India Limited
Bandhan Multi-Factor Fund - Direct Plan - Growth
SAMCO ELSS TAX SAVER FUND
DSP Multi Cap Fund + more
Nippon Life India Asset Management Limited 13 funds
Nippon Life India Asset Management Limited
Invesco India Multicap Fund - Direct Plan - Growth Option
Bank of India Aggressive Hybrid Fund
Mirae Asset BSE Midcap 150 Momentum 30 ETF + more
👋 Other funds also exited
Infosys Limited 72 funds
Infosys Limited
Kotak Nifty IT ETF
Kotak Technology Fund - Direct Plan - Growth Option
HDFC Nifty Growth Sectors 15 ETF + more
ITC Limited 52 funds
ITC Limited
Kotak Nifty Top 10 Equal Weight Index Fund-Direct Plan-Growth
Kotak Nifty India Consumption ETF
Kotak Nifty 50 Value 20 ETF - Payout of Income Distribution cum capital withdrawal option + more
Cummins India Limited 51 funds
Cummins India Limited
Kotak Nifty MNC ETF
Kotak Nifty 200 Momentum 30 ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
Power Finance Corporation Limited 51 funds
Power Finance Corporation Limited
Kotak Nifty200 Value 30 Index Fund - Direct - Growth
Kotak Nifty Financial Services Ex-Bank Index Fund - Direct Plan - Growth option
Kotak Multicap Fund-Direct Plan-Growth + more
Tata Consultancy Services Limited 51 funds
Tata Consultancy Services Limited
Kotak Nifty IT ETF
Kotak Nifty Top 10 Equal Weight Index Fund-Direct Plan-Growth
HDFC Nifty Growth Sectors 15 ETF + more
Hero MotoCorp Limited 44 funds
Hero MotoCorp Limited
Kotak Transportation & Logistics Fund-Direct Growth
Kotak Consumption Fund - Direct plan - Growth Option
Kotak Special Opportunities Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 8 New Entries 🔴 33 Exits ↑ 18 Increased
#StockSectorWeight (Aug 2026)
1
Glenmark Pharmaceuticals Limited
₹10.28 Cr
Pharmaceuticals & Biotechnology 4.02%
2
Polycab India Limited
₹10.14 Cr
Industrial Products 3.96%
3
Nestle India Limited
₹9.81 Cr
Food Products 3.83%
4
Angel One Limited
₹9.57 Cr
Capital Markets 3.74%
5
Patanjali Foods Limited
₹9.53 Cr
Agricultural Food & other Products 3.72%
6
Eicher Motors Limited
₹9.50 Cr
Automobiles 3.71%
7
Nippon Life India Asset Management Limited
₹9.41 Cr
Capital Markets 3.68%
8
National Aluminium Company Limited
₹9.37 Cr
Non - Ferrous Metals 3.66%
#StockSectorLast Weight (Jul 2026)
1
Life Insurance Corporation Of India
₹6.06 Cr
Insurance 2.38%
2
Ashok Leyland Limited
₹5.83 Cr
Agricultural, Commercial & Construction Vehicles 2.29%
3
Hero MotoCorp Limited
₹5.77 Cr
Automobiles 2.27%
4
Bharat Petroleum Corporation Limited
₹5.67 Cr
Petroleum Products 2.23%
5
Lupin Limited
₹5.61 Cr
Pharmaceuticals & Biotechnology 2.20%
6
United Spirits Limited
₹5.33 Cr
Beverages 2.10%
7
Havells India Limited
₹5.33 Cr
Consumer Durables 2.09%
8
Hindustan Petroleum Corporation Limited
₹5.31 Cr
Petroleum Products 2.09%
9
Persistent Systems Limited
₹5.30 Cr
IT - Software 2.08%
10
APL Apollo Tubes Limited
₹5.30 Cr
Industrial Products 2.08%
#StockSectorJul 2026Aug 2026Change
1
Multi Commodity Exchange of India Limited
₹10.55 Cr
Capital Markets 1.92% 4.13% +2.21%
2
Oracle Financial Services Software Limited
₹10.34 Cr
IT - Software 1.91% 4.04% +2.13%
3
Tata Elxsi Limited
₹9.39 Cr
IT - Software 1.58% 3.67% +2.09%
4
Indian Bank
₹9.86 Cr
Banks 1.79% 3.85% +2.06%
5
Hindustan Zinc Limited
₹9.69 Cr
Non - Ferrous Metals 1.77% 3.79% +2.02%
6
Mazagon Dock Shipbuilders Limited
₹9.34 Cr
Industrial Manufacturing 1.72% 3.65% +1.93%
7
Petronet LNG Limited
₹10.13 Cr
Gas 2.04% 3.96% +1.92%
8
BSE Limited
₹9.76 Cr
Capital Markets 1.90% 3.81% +1.91%
9
Premier Energies Limited
₹9.65 Cr
Electrical Equipment 1.95% 3.77% +1.82%
10
Coforge Limited
₹10.58 Cr
IT - Software 2.33% 4.13% +1.80%

What Stocks Does This Fund Hold?

26 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹10.58 Cr
IT - Software
4.13%
2
₹10.55 Cr
Capital Markets
4.13%
3
₹10.34 Cr
IT - Software
4.04%
4
₹10.28 Cr
Pharmaceuticals & Biotechnology
4.02%
5
₹10.14 Cr
Industrial Products
3.96%
6
₹10.13 Cr
Gas
3.96%
7
₹10.09 Cr
Consumer Durables
3.94%
8
₹10.05 Cr
Automobiles
3.93%
9
₹9.86 Cr
Banks
3.85%
10
₹9.81 Cr
Food Products
3.83%
🏆 Top stocks held by Equity 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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