← Motilal Oswal Mutual Fund

Motilal Oswal Services Fund - Direct Plan - Growth

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
33
Jun 2026
Equity Holdings
₹117.80 Cr
Equity only, excl. debt & cash
Top 5 Weight
30.2%
Moderate
Top 10 Weight
52.4%
Moderate
Changes
37
3 new · 4 exits
Top Sector
Finance
15.5% of portfolio
📋 What Happened This Month Motilal Oswal Services Fund made 3 new additions and exited 4 stocks this month. The biggest new buy was Shadowfax Technologies Ltd. (Transport Services) at 3.52% weight. Muthoot Finance Limited was the biggest exit (Finance), which was held at 1.80%. Among existing holdings, Hexaware Technologies Limited saw the biggest increase — now at 6.39% of the portfolio. Birlasoft Limited was trimmed the most, now at 1.80%. 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
Apr 2026 May 2026
Sector Prev Curr Delta
Finance 18.1% 16.5% -1.6%
Capital Markets 14.6% 15.0% +0.4%
Healthcare Services 12.4% 14.1% +1.7%
IT - Software 13.8% 14.1% +0.3%
Industrial Manufacturing 4.4% 5.4% +1.0%
Financial Technology (Fintech) 4.8% 4.8% 0.0%
Banks 6.4% 3.8% -2.7%
Pharmaceuticals & Biotechnology 1.1% 3.2% +2.2%
Retailing 3.2% 3.0% -0.2%
Electrical Equipment 1.0% 2.8% +1.8%
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%
🟢
Biggest New Buy
Shadowfax Technologies Ltd.
3.52% weight · Transport Services
🔴
Biggest Exit
Muthoot Finance Limited
1.80% was held · Finance
Biggest Add
Hexaware Technologies Limited
+1.54% · now 6.39%
Biggest Trim
Birlasoft Limited
-1.35% · now 1.80%
🤝 Other funds also bought this month
The Jammu & Kashmir Bank Limited 11 funds
The Jammu & Kashmir Bank Limited
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH
Samco Active Momentum Fund
Bandhan Financial Services Fund + more
Shadowfax Technologies Ltd. 7 funds
Shadowfax Technologies Ltd.
Motilal Oswal Focused Fund - Direct Plan Growth Option
Motilal Oswal Multi Cap Fund-Direct Plan Growth
Motilal Oswal Small Cap Fund - Direct - Growth + more
Nephrocare Health Services Ltd 3 funds
Nephrocare Health Services Ltd
Motilal Oswal Active Momentum Fund- Direct-Growth
Helios Small Cap Fund - Direct Plan - Growth Option
Motilal Oswal BSE 1000 Index Fund - Direct Plan - Growth
👋 Other funds also exited
Muthoot Finance Limited 50 funds
Muthoot Finance Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Direct Plan - Growth
SBI Nifty Midcap 150 Momentum 50 ETF + more
Intellect Design Arena Limited 7 funds
Intellect Design Arena Limited
Groww Nifty Smallcap250 ETF
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Direct - Growth
Edelweiss Nifty500 Multicap Momentum Quality 50 ETF - Growth + more
C.E. Info Systems Limited 4 funds
C.E. Info Systems Limited
Union Innovation & Opportunities Fund - Direct Plan - Growth Option
Groww Nifty Smallcap250 ETF
ICICI Prudential Flexicap Fund - Direct Plan - Growth + more
Aditya Vision Ltd 1 fund
Aditya Vision Ltd
Mahindra Manulife Multi Cap Fund - Direct Plan -Growth

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 3 New Entries 🔴 4 Exits ↑ 18 Increased ↓ 12 Decreased
#StockSectorWeight (Jun 2026)
1
Shadowfax Technologies Ltd.
₹4.21 Cr
Transport Services 3.52%
2
The Jammu & Kashmir Bank Limited
₹1.09 Cr
Banks 0.91%
3
Nephrocare Health Services Ltd
₹95.91 L
Healthcare Services 0.80%
#StockSectorLast Weight (May 2026)
1
Muthoot Finance Limited
₹2.03 Cr
Finance 1.80%
2
Intellect Design Arena Limited
₹1.37 Cr
IT - Software 1.21%
3
C.E. Info Systems Limited
₹1.24 Cr
IT - Software 1.10%
4
Aditya Vision Ltd
₹1.04 Cr
Retailing 0.92%
#StockSectorMay 2026Jun 2026Change
1
Hexaware Technologies Limited
₹7.65 Cr
IT - Software 4.85% 6.39% +1.54%
2
Physicswallah Ltd
₹4.48 Cr
Other Consumer Services 2.50% 3.74% +1.24%
3
Gland Pharma Limited
₹3.67 Cr
Pharmaceuticals & Biotechnology 1.96% 3.07% +1.11%
4
Zensar Technologies Limited
₹4.08 Cr
IT - Software 2.32% 3.41% +1.09%
5
EQ - YATRA ONLINE LTD.
₹2.36 Cr
Leisure Services 0.95% 1.97% +1.02%
6
AMAGI MEDIA LABS LTD
₹3.10 Cr
IT - Services 1.96% 2.60% +0.64%
7
Acutaas Chemicals Ltd
₹2.26 Cr
Pharmaceuticals & Biotechnology 1.27% 1.89% +0.62%
8
Shriram Finance Limited
₹3.47 Cr
Finance 2.29% 2.90% +0.61%
9
RBL Bank Limited
₹2.70 Cr
Banks 1.74% 2.26% +0.52%
10
DCB Bank Limited
₹3.02 Cr
Banks 2.04% 2.53% +0.49%
#StockSectorMay 2026Jun 2026Change
1
Birlasoft Limited
₹2.15 Cr
IT - Software 3.15% 1.80% -1.35%
2
ICICI Prudential Asset Management Company Limited
₹5.24 Cr
Capital Markets 4.95% 4.38% -0.57%
3
Multi Commodity Exchange of India Limited
₹4.89 Cr
Capital Markets 4.51% 4.09% -0.42%
4
One 97 Communications Limited
₹5.54 Cr
Financial Technology (Fintech) 4.80% 4.63% -0.17%
5
Canara HSBC Life Insurance Co Ltd
₹3.11 Cr
Insurance 2.72% 2.60% -0.12%
6
ABB India Limited
₹1.45 Cr
Electrical Equipment 1.33% 1.22% -0.11%
7
Healthcare Global Enterprises Limited
₹1.66 Cr
Healthcare Services 1.49% 1.39% -0.10%
8
Mastek Limited
₹1.59 Cr
IT - Software 1.43% 1.33% -0.10%
9
CRISIL Limited
₹3.03 Cr
Finance 2.60% 2.53% -0.07%
10
Aditya Infotech Limited
₹6.45 Cr
Industrial Manufacturing 5.41% 5.39% -0.02%

What Stocks Does This Fund Hold?

33 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹8.87 Cr
Healthcare Services
7.41%
2
₹7.65 Cr
IT - Software
6.39%
3
₹6.77 Cr
Capital Markets
5.66%
4
₹6.45 Cr
Industrial Manufacturing
5.39%
5
₹6.39 Cr
Finance
5.34%
6
₹6.36 Cr
Healthcare Services
5.32%
7
₹5.54 Cr
Financial Technology (Fintech)
4.63%
8
₹5.24 Cr
Capital Markets
4.38%
9
₹4.89 Cr
Capital Markets
4.09%
10
₹4.48 Cr
Other Consumer Services
3.74%
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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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