← Motilal Oswal Mutual Fund

Motilal Oswal Services Fund - Direct Plan - Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
33
Jul 2026
Equity Holdings
₹119.74 Cr
Equity only, excl. debt & cash
AAUM
₹111.13 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
28.2%
Moderate
Top 10 Weight
49.8%
Moderate
Changes
33
1 new · 1 exits
Top Sector
Finance
15.5% of portfolio
Launch Date
20 May 2025
1 years old

AAUM (Average Assets Under Management) of ₹111.13 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 Services Fund made 1 new addition and exited 1 stock this month. The biggest new buy was Dixon Technologies (India) Limited (Consumer Durables) at 1.50% weight. Avalon Technologies Limited was the biggest exit (Electrical Equipment), which was held at 1.61%. Among existing holdings, Zensar Technologies Limited saw the biggest increase — now at 4.68% of the portfolio. Hexaware Technologies Limited was trimmed the most, now at 4.42%. Aster DM Healthcare Limited remains the top holding with Finance the dominant sector at 15.5%. ↓ 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
Finance 16.5% 15.5% -1.0%
Healthcare Services 14.1% 14.9% +0.8%
Capital Markets 15.0% 14.1% -0.9%
IT - Software 14.1% 12.9% -1.1%
Banks 3.8% 5.7% +1.9%
Industrial Manufacturing 5.4% 5.4% 0.0%
Pharmaceuticals & Biotechnology 3.2% 5.0% +1.7%
Financial Technology (Fintech) 4.8% 4.6% -0.2%
Other Consumer Services 2.5% 3.7% +1.2%
Transport Services 0.0% 3.5% +3.5%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Finance 15.5% 15.5% 0.0%
Healthcare Services 14.9% 15.0% +0.1%
Capital Markets 14.1% 12.5% -1.6%
IT - Software 12.9% 12.4% -0.5%
Banks 5.7% 6.5% +0.8%
Financial Technology (Fintech) 4.6% 5.3% +0.6%
Industrial Manufacturing 5.4% 4.8% -0.6%
Pharmaceuticals & Biotechnology 5.0% 4.6% -0.4%
Transport Services 3.5% 3.7% +0.1%
Other Consumer Services 3.7% 3.6% -0.1%
🟢
Biggest New Buy
Dixon Technologies (India) Limited
1.50% weight · Consumer Durables
🔴
Biggest Exit
Avalon Technologies Limited
1.61% was held · Electrical Equipment
Biggest Add
Zensar Technologies Limited
+1.27% · now 4.68%
Biggest Trim
Hexaware Technologies Limited
-1.97% · now 4.42%
🤝 Other funds also bought this month
Dixon Technologies (India) Limited 26 funds
Dixon Technologies (India) Limited
DSP Nifty Midcap 150 Qlty 50 Index Fund
Invesco India Focused Fund
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
👋 Other funds also exited
Avalon Technologies Limited 6 funds
Avalon Technologies Limited
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth
LIC MF Infrastructure Fund-Direct Plan-Growth
LIC MF Manufacturing Fund-Direct Plan-Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry 🔴 1 Exit ↑ 12 Increased ↓ 19 Decreased
#StockSectorWeight (Jul 2026)
1
Dixon Technologies (India) Limited
₹1.86 Cr
Consumer Durables 1.50%
#StockSectorLast Weight (Jun 2026)
1
Avalon Technologies Limited
₹1.92 Cr
Electrical Equipment 1.61%
#StockSectorJun 2026Jul 2026Change
1
Zensar Technologies Limited
₹5.80 Cr
IT - Software 3.41% 4.68% +1.27%
2
The Jammu & Kashmir Bank Limited
₹2.26 Cr
Banks 0.91% 1.82% +0.91%
3
One 97 Communications Limited
₹6.51 Cr
Financial Technology (Fintech) 4.63% 5.26% +0.63%
4
AMAGI MEDIA LABS LTD
₹3.60 Cr
IT - Services 2.60% 2.91% +0.31%
5
Bajaj Finance Limited
₹3.34 Cr
Finance 2.46% 2.70% +0.24%
6
Mastek Limited
₹1.86 Cr
IT - Software 1.33% 1.50% +0.17%
7
Shadowfax Technologies Ltd.
₹4.52 Cr
Transport Services 3.52% 3.65% +0.13%
8
Aster DM Healthcare Limited
₹9.29 Cr
Healthcare Services 7.41% 7.50% +0.09%
9
CRISIL Limited
₹3.24 Cr
Finance 2.53% 2.61% +0.08%
10
Birlasoft Limited
₹2.27 Cr
IT - Software 1.80% 1.84% +0.04%
#StockSectorJun 2026Jul 2026Change
1
Hexaware Technologies Limited
₹5.48 Cr
IT - Software 6.39% 4.42% -1.97%
2
Aditya Birla Sun Life AMC Limited
₹5.93 Cr
Capital Markets 5.66% 4.79% -0.87%
3
Aditya Infotech Limited
₹5.99 Cr
Industrial Manufacturing 5.39% 4.84% -0.55%
4
ICICI Prudential Asset Management Company Limited
₹4.92 Cr
Capital Markets 4.38% 3.97% -0.41%
5
Multi Commodity Exchange of India Limited
₹4.64 Cr
Capital Markets 4.09% 3.75% -0.34%
6
Acutaas Chemicals Ltd
₹1.99 Cr
Pharmaceuticals & Biotechnology 1.89% 1.61% -0.28%
7
Meesho Ltd
₹2.35 Cr
Retailing 2.07% 1.89% -0.18%
8
Restaurant Brands Asia Limited
₹98.66 L
Leisure Services 0.98% 0.80% -0.18%
9
EQ - YATRA ONLINE LTD.
₹2.23 Cr
Leisure Services 1.97% 1.80% -0.17%
10
Religare Enterprises Limited
₹1.47 Cr
Finance 1.31% 1.18% -0.13%

What Stocks Does This Fund Hold?

33 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹9.29 Cr
Healthcare Services
7.50%
2
₹6.59 Cr
Finance
5.32%
3
₹6.57 Cr
Healthcare Services
5.30%
4
₹6.51 Cr
Financial Technology (Fintech)
5.26%
5
₹5.99 Cr
Industrial Manufacturing
4.84%
6
₹5.93 Cr
Capital Markets
4.79%
7
₹5.80 Cr
IT - Software
4.68%
8
₹5.48 Cr
IT - Software
4.42%
9
₹4.92 Cr
Capital Markets
3.97%
10
₹4.64 Cr
Capital Markets
3.75%
🏆 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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