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Motilal Oswal Services Fund - Direct Plan - Growth

Equity Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
34
May 2026
Equity Holdings
₹103.54 Cr
Equity only, excl. debt & cash
Top 5 Weight
28.8%
Moderate
Top 10 Weight
51.0%
Moderate
Changes
41
2 new · 8 exits
Top Sector
Finance
16.5% of portfolio
📋 What Happened This Month Motilal Oswal Services Fund made 2 new additions and exited 8 stocks this month. The biggest new buy was Gland Pharma Limited (Pharmaceuticals & Biotechnology) at 1.96% weight. LG Electronics India Ltd was the biggest exit (Consumer Durables), which was held at 2.89%. Among existing holdings, Hexaware Technologies Limited saw the biggest increase — now at 4.85% of the portfolio. Multi Commodity Exchange of India Limited was trimmed the most, now at 4.51%. Aster DM Healthcare Limited remains the top holding with Finance the dominant sector at 16.5%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Mar 2026 Apr 2026
Sector Prev Curr Delta
Finance 20.2% 18.1% -2.2%
Capital Markets 9.7% 14.6% +4.9%
IT - Software 14.1% 13.8% -0.3%
Healthcare Services 13.6% 12.4% -1.2%
Banks 4.8% 6.4% +1.7%
Financial Technology (Fintech) 4.8% 4.8% 0.0%
Industrial Manufacturing 5.1% 4.4% -0.7%
Retailing 2.8% 3.2% +0.4%
Consumer Durables 3.0% 2.9% -0.1%
Insurance 3.1% 2.9% -0.3%
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%
🟢
Biggest New Buy
Gland Pharma Limited
1.96% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
LG Electronics India Ltd
2.89% was held · Consumer Durables
Biggest Add
Hexaware Technologies Limited
+2.74% · now 4.85%
Biggest Trim
Multi Commodity Exchange of India Limited
-1.52% · now 4.51%
🤝 Other funds also bought this month
ABB India Limited 39 funds
ABB India Limited
NJ ELSS Tax Saver Scheme
Motilal Oswal Focused Fund - Direct Plan Growth Option
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH + more
Gland Pharma Limited 17 funds
Gland Pharma Limited
Mirae Asset Multicap Fund - Direct Plan - Growth
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more
👋 Other funds also exited
State Bank of India 29 funds
State Bank of India
SBI Quant Fund- Direct Plan- Growth
LIC MF Banking and Financial Services Fund-Direct Plan-Growth
Bandhan Nifty 500 Value 50 Index Fund + more
LG Electronics India Ltd 8 funds
LG Electronics India Ltd
LIC MF Large & Mid Cap Fund-Direct Plan-Growth
UNION RETIREMENT FUND
Tata Large Cap Fund -Direct Plan Growth Option + more
APL Apollo Tubes Limited 7 funds
APL Apollo Tubes Limited
Union Active Momentum Fund - Direct Plan - Growth Option
Samco Large & Mid Cap Fund
Samco Multi Cap Fund + more
Fractal Analytics Ltd 7 funds
Fractal Analytics Ltd
SBI Quality Fund - Direct Plan - Growth
Motilal Oswal Infrastructure Fund-Direct-Growth
Motilal Oswal Special Opportunities Fund - Direct - Growth + more
Escorts Kubota Limited 6 funds
Escorts Kubota Limited
Baroda BNP Paribas Large and Mid Cap Fund- Direct Plan -Growth Option
ITI Value Fund - Direct Plan - Growth Option
Franklin India Multi-Factor Fund- Direct- Growth + more
AIA Engineering Limited 4 funds
AIA Engineering Limited
HDFC Defence Fund - Growth Option - Direct Plan
Bandhan Nifty Midcap 150 Index Fund-Direct Plan-Growth
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH + more

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 2 New Entries 🔴 8 Exits ↑ 12 Increased ↓ 19 Decreased
#StockSectorWeight (May 2026)
1
Gland Pharma Limited
₹2.22 Cr
Pharmaceuticals & Biotechnology 1.96%
2
ABB India Limited
₹1.50 Cr
Electrical Equipment 1.33%
#StockSectorLast Weight (Apr 2026)
1
LG Electronics India Ltd
₹3.19 Cr
Consumer Durables 2.89%
2
State Bank of India
₹2.74 Cr
Banks 2.48%
3
APL Apollo Tubes Limited
₹1.91 Cr
Industrial Products 1.73%
4
V2 Retail Ltd
₹1.86 Cr
Healthcare 1.69%
5
Fractal Analytics Ltd
₹1.56 Cr
IT - Software 1.41%
6
Shadowfax Technologies Ltd.
₹1.00 Cr
Transport Services 0.91%
7
AIA Engineering Limited
₹94.79 L
Industrial Products 0.86%
8
Escorts Kubota Limited
₹81.04 L
Agricultural, Commercial & Construction Vehicles 0.73%
#StockSectorApr 2026May 2026Change
1
Hexaware Technologies Limited
₹5.48 Cr
IT - Software 2.11% 4.85% +2.74%
2
Apollo Hospitals Enterprise Limited
₹5.99 Cr
Healthcare Services 3.87% 5.31% +1.44%
3
ICICI Prudential Asset Management Company Limited
₹5.59 Cr
Capital Markets 3.92% 4.95% +1.03%
4
Aditya Infotech Limited
₹6.12 Cr
Industrial Manufacturing 4.44% 5.41% +0.97%
5
Aditya Birla Sun Life AMC Limited
₹6.24 Cr
Capital Markets 4.60% 5.52% +0.92%
6
Avalon Technologies Limited
₹1.62 Cr
Electrical Equipment 1.02% 1.44% +0.42%
7
Acutaas Chemicals Ltd
₹1.44 Cr
Pharmaceuticals & Biotechnology 1.08% 1.27% +0.19%
8
Aditya Birla Capital Limited
₹5.93 Cr
Finance 5.10% 5.24% +0.14%
9
Healthcare Global Enterprises Limited
₹1.69 Cr
Healthcare Services 1.37% 1.49% +0.12%
10
Aster DM Healthcare Limited
₹8.23 Cr
Healthcare Services 7.18% 7.29% +0.11%
#StockSectorApr 2026May 2026Change
1
Multi Commodity Exchange of India Limited
₹5.09 Cr
Capital Markets 6.03% 4.51% -1.52%
2
Shriram Finance Limited
₹2.59 Cr
Finance 3.56% 2.29% -1.27%
3
Birlasoft Limited
₹3.56 Cr
IT - Software 3.73% 3.15% -0.58%
4
CRISIL Limited
₹2.93 Cr
Finance 2.88% 2.60% -0.28%
5
DCB Bank Limited
₹2.30 Cr
Banks 2.22% 2.04% -0.18%
6
C.E. Info Systems Limited
₹1.24 Cr
IT - Software 1.26% 1.10% -0.16%
7
Meesho Ltd
₹2.36 Cr
Retailing 2.25% 2.09% -0.16%
8
Zensar Technologies Limited
₹2.63 Cr
IT - Software 2.47% 2.32% -0.15%
9
Bajaj Finance Limited
₹2.66 Cr
Finance 2.49% 2.36% -0.13%
10
Canara HSBC Life Insurance Co Ltd
₹3.07 Cr
Insurance 2.85% 2.72% -0.13%

What Stocks Does This Fund Hold?

34 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹8.23 Cr
Healthcare Services
7.29%
2
₹6.24 Cr
Capital Markets
5.52%
3
₹6.12 Cr
Industrial Manufacturing
5.41%
4
₹5.99 Cr
Healthcare Services
5.31%
5
₹5.93 Cr
Finance
5.24%
6
₹5.59 Cr
Capital Markets
4.95%
7
₹5.48 Cr
IT - Software
4.85%
8
₹5.43 Cr
Financial Technology (Fintech)
4.80%
9
₹5.09 Cr
Capital Markets
4.51%
10
₹3.56 Cr
IT - Software
3.15%
🏆 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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