← Motilal Oswal Mutual Fund

Motilal Oswal Quant Fund - Direct - Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
51
Jul 2026
Equity Holdings
₹251.68 Cr
Equity only, excl. debt & cash
AAUM
₹242.39 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
12.7%
Diversified
Top 10 Weight
24.0%
Diversified
Changes
50
0 new · 0 exits
Top Sector
IT - Software
15.7% 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 Among existing holdings, Kalyan Jewellers India Limited saw the biggest increase — now at 3.22% of the portfolio. Waaree Energies Limited was trimmed the most, now at 1.94%. Kalyan Jewellers India Limited remains the top holding with IT - Software the dominant sector at 15.7%. ↓ 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
IT - Software 5.5% 14.4% +8.9%
Capital Markets 5.3% 10.6% +5.3%
Automobiles 7.5% 8.2% +0.7%
Petroleum Products 10.8% 6.7% -4.2%
Finance 6.8% 6.4% -0.4%
Pharmaceuticals & Biotechnology 9.2% 6.3% -2.9%
Consumer Durables 8.5% 6.2% -2.3%
Electrical Equipment 13.8% 4.4% -9.4%
Industrial Products 3.9% 4.0% +0.1%
Leisure Services 0.0% 3.6% +3.6%
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%
Biggest Add
Kalyan Jewellers India Limited
+1.06% · now 3.22%
Biggest Trim
Waaree Energies Limited
-0.33% · now 1.94%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 14 Increased ↓ 36 Decreased
#StockSectorJun 2026Jul 2026Change
1
Kalyan Jewellers India Limited
₹8.20 Cr
Consumer Durables 2.16% 3.22% +1.06%
2
TVS Motor Company Limited
₹6.36 Cr
Automobiles 2.12% 2.50% +0.38%
3
Persistent Systems Limited
₹5.30 Cr
IT - Software 1.72% 2.08% +0.36%
4
HCL Technologies Limited
₹5.38 Cr
IT - Software 1.78% 2.11% +0.33%
5
LTIMindtree Limited
₹5.20 Cr
IT - Software 1.76% 2.04% +0.28%
6
Bajaj Auto Limited
₹5.85 Cr
Automobiles 2.05% 2.30% +0.25%
7
Coforge Limited
₹5.93 Cr
IT - Software 2.10% 2.33% +0.23%
8
Dixon Technologies (India) Limited
₹5.73 Cr
Consumer Durables 2.02% 2.25% +0.23%
9
Tata Consultancy Services Limited
₹4.80 Cr
IT - Software 1.72% 1.89% +0.17%
10
Hero MotoCorp Limited
₹5.77 Cr
Automobiles 2.14% 2.27% +0.13%
#StockSectorJun 2026Jul 2026Change
1
Waaree Energies Limited
₹4.95 Cr
Electrical Equipment 2.27% 1.94% -0.33%
2
BSE Limited
₹4.85 Cr
Capital Markets 2.14% 1.90% -0.24%
3
Multi Commodity Exchange of India Limited
₹4.89 Cr
Capital Markets 2.14% 1.92% -0.22%
4
Housing & Urban Development Corporation Limited
₹4.77 Cr
Finance 2.09% 1.87% -0.22%
5
Coal India Limited
₹4.36 Cr
Consumable Fuels 1.92% 1.71% -0.21%
6
Life Insurance Corporation Of India
₹6.06 Cr
Insurance 2.57% 2.38% -0.19%
7
Mazagon Dock Shipbuilders Limited
₹4.38 Cr
Industrial Manufacturing 1.91% 1.72% -0.19%
8
Premier Energies Limited
₹4.97 Cr
Electrical Equipment 2.13% 1.95% -0.18%
9
Tata Elxsi Limited
₹4.03 Cr
IT - Software 1.75% 1.58% -0.17%
10
Hindustan Petroleum Corporation Limited
₹5.31 Cr
Petroleum Products 2.24% 2.09% -0.15%

What Stocks Does This Fund Hold?

51 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹8.20 Cr
Consumer Durables
3.22%
2
₹6.36 Cr
Automobiles
2.50%
3
₹6.06 Cr
Insurance
2.38%
4
₹5.93 Cr
IT - Software
2.33%
5
₹5.85 Cr
Automobiles
2.30%
6
₹5.83 Cr
Agricultural, Commercial & Construction Vehicles
2.29%
7
₹5.77 Cr
Automobiles
2.27%
8
₹5.73 Cr
Consumer Durables
2.25%
9
₹5.67 Cr
Petroleum Products
2.23%
10
₹5.61 Cr
Pharmaceuticals & Biotechnology
2.20%
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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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