← Motilal Oswal Mutual Fund

Motilal Oswal Small Cap Fund - Direct - Growth

Small Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
61
Aug 2026
Equity Holdings
₹7,545.79 Cr
Equity only, excl. debt & cash
AAUM
₹6,332.40 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
18.4%
Diversified
Top 10 Weight
31.0%
Diversified
Changes
65
4 new · 4 exits
Top Sector
Consumer Durables
8.1% of portfolio
Launch Date
05 Dec 2023
3 years old

AAUM (Average Assets Under Management) of ₹6,332.40 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 Small Cap Fund made 4 new additions and exited 4 stocks this month. The biggest new buy was Kaynes Technology India Limited (Industrial Manufacturing) at 0.67% weight. KEC International Limited was the biggest exit (Construction), which was held at 1.31%. Among existing holdings, Multi Commodity Exchange of India Limited saw the biggest increase — now at 1.78% of the portfolio. P N Gadgil Jewellers Limited was trimmed the most, now at 0.21%. Rubicon Research Limited remains the top holding with Consumer Durables the dominant sector at 8.1%. ↓ 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
Consumer Durables 6.4% 8.7% +2.3%
Healthcare Services 8.4% 7.9% -0.6%
Auto Components 8.0% 7.5% -0.5%
Industrial Manufacturing 6.4% 7.1% +0.7%
Retailing 7.2% 6.8% -0.4%
Banks 6.2% 6.6% +0.4%
Pharmaceuticals & Biotechnology 5.6% 5.5% -0.1%
Finance 4.7% 4.8% +0.1%
Electrical Equipment 5.6% 4.6% -1.0%
IT - Software 3.0% 4.0% +1.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Consumer Durables 8.7% 8.1% -0.6%
Healthcare Services 7.9% 7.7% -0.2%
Auto Components 7.5% 7.6% +0.1%
Industrial Manufacturing 7.1% 7.5% +0.5%
Retailing 6.8% 6.8% 0.0%
Banks 6.6% 6.8% +0.2%
Pharmaceuticals & Biotechnology 5.5% 6.1% +0.6%
Finance 4.8% 4.8% 0.0%
Other Utilities 4.0% 4.0% -0.1%
IT - Software 4.0% 3.6% -0.5%
🟢
Biggest New Buy
Kaynes Technology India Limited
0.67% weight · Industrial Manufacturing
🔴
Biggest Exit
KEC International Limited
1.31% was held · Construction
Biggest Add
Multi Commodity Exchange of India Limited
+0.78% · now 1.78%
Biggest Trim
P N Gadgil Jewellers Limited
-0.63% · now 0.21%
🤝 Other funds also bought this month
Symbiotec Pharmalab Limited 40 funds
Symbiotec Pharmalab Limited
BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option
Edelweiss Large Cap Fund - Direct Plan-Growth option
TRUSTMF Large & Mid Cap Fund + more
Milky Mist Dairy Food Limited 30 funds
Milky Mist Dairy Food Limited
Invesco India Consumption Fund
HSBC Consumption Fund - Direct Growth
Union Small Cap Fund - Direct Plan - Growth Option + more
Devyani International Limited 12 funds
Devyani International Limited
Nippon India Active Momentum Fund-Direct Plan - Growth Option
Union Business Cycle Fund - Direct Plan - Growth Option
Motilal Oswal Consumption Fund-Direct-Growth + more
Kaynes Technology India Limited 12 funds
Kaynes Technology India Limited
Invesco India PSU Equity Fund
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
THE WEALTH COMPANY FLEXI CAP FUND + more
👋 Other funds also exited
GE Vernova T&D India Limited 47 funds
GE Vernova T&D India Limited
Kotak Energy Opportunities Fund-Direct-Growth
Kotak Nifty 200 Momentum 30 ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
Sagility Limited 15 funds
Sagility Limited
Kotak Technology Fund - Direct Plan - Growth Option
Mirae Asset Small Cap Fund - Direct Plan - Growth
Kotak Business Cycle - Direct Plan - Growth + more
KEC International Limited 14 funds
KEC International Limited
JM ELSS Tax Saver Fund (Direct) - Growth Option
HSBC Infrastructure Fund - Direct Growth
Invesco India Infrastructure Fund - Direct Plan - Growth Option + more
Triveni Turbine Limited 7 funds
Triveni Turbine Limited
Motilal Oswal Contra Fund
Mirae Asset Small Cap Fund - Direct Plan - Growth
ITI Multi Cap Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 4 New Entries 🔴 4 Exits ↑ 18 Increased ↓ 39 Decreased
#StockSectorWeight (Aug 2026)
1
Kaynes Technology India Limited
₹54.85 Cr
Industrial Manufacturing 0.67%
2
Symbiotec Pharmalab Limited
₹48.09 Cr
Pharmaceuticals & Biotechnology 0.59%
3
Milky Mist Dairy Food Limited
₹32.75 Cr
Food Products 0.40%
4
Devyani International Limited
₹19.85 Cr
Leisure Services 0.24%
#StockSectorLast Weight (Jul 2026)
1
KEC International Limited
₹99.38 Cr
Construction 1.31%
2
Triveni Turbine Limited
₹97.07 Cr
Electrical Equipment 1.28%
3
GE Vernova T&D India Limited
₹55.36 Cr
Electrical Equipment 0.73%
4
Sagility Limited
₹45.29 Cr
IT - Services 0.60%
#StockSectorJul 2026Aug 2026Change
1
Multi Commodity Exchange of India Limited
₹144.69 Cr
Capital Markets 1.00% 1.78% +0.78%
2
DCB Bank Limited
₹143.17 Cr
Banks 1.42% 1.76% +0.34%
3
Varroc Engineering Limited
₹150.12 Cr
Auto Components 1.53% 1.84% +0.31%
4
MTAR Technologies Limited
₹117.42 Cr
Aerospace & Defense 1.17% 1.44% +0.27%
5
Apar Industries Limited
₹139.19 Cr
Electrical Equipment 1.48% 1.71% +0.23%
6
Dr Agarwals Health Care Limited
₹247.94 Cr
Healthcare Services 2.82% 3.04% +0.22%
7
SKY GOLD AND DIAMONDS LIMITED
₹213.22 Cr
Consumer Durables 2.46% 2.62% +0.16%
8
JM Financial Limited
₹130.40 Cr
Finance 1.47% 1.60% +0.13%
9
Asahi India Glass Limited
₹167.70 Cr
Auto Components 1.96% 2.06% +0.10%
10
Rubicon Research Limited
₹368.20 Cr
Pharmaceuticals & Biotechnology 4.43% 4.52% +0.09%
#StockSectorJul 2026Aug 2026Change
1
P N Gadgil Jewellers Limited
₹17.24 Cr
Consumer Durables 0.84% 0.21% -0.63%
2
Shaily Engineering Plastics Ltd
₹166.44 Cr
Industrial Products 2.47% 2.04% -0.43%
3
Rainbow Childrens Medicare Limited
₹195.93 Cr
Healthcare Services 2.71% 2.40% -0.31%
4
Styrenix Performance Materials Ltd
₹5.81 Cr
Chemicals & Petrochemicals 0.35% 0.07% -0.28%
5
Aegis Vopak Terminals Limited
₹141.99 Cr
Oil 1.98% 1.74% -0.24%
6
Karur Vysya Bank Limited
₹268.46 Cr
Banks 3.48% 3.29% -0.19%
7
Radico Khaitan Limited
₹33.33 Cr
Beverages 0.60% 0.41% -0.19%
8
Gokaldas Exports Limited
₹122.22 Cr
Textiles & Apparels 1.68% 1.50% -0.18%
9
PG Electroplast Limited
₹110.03 Cr
Consumer Durables 1.53% 1.35% -0.18%
10
Jain Resource Recycling Limited
₹26.51 Cr
Diversified Metals 0.51% 0.33% -0.18%

What Stocks Does This Fund Hold?

61 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹368.20 Cr
Pharmaceuticals & Biotechnology
4.52%
2
₹324.78 Cr
Other Utilities
3.98%
3
₹274.71 Cr
Agricultural Food & other Products
3.37%
4
₹268.46 Cr
Banks
3.29%
5
₹259.89 Cr
Industrial Manufacturing
3.19%
6
₹247.94 Cr
Healthcare Services
3.04%
7
₹213.22 Cr
Consumer Durables
2.62%
8
₹195.93 Cr
Healthcare Services
2.40%
9
₹187.84 Cr
Healthcare Services
2.30%
10
₹186.69 Cr
Retailing
2.29%
🏆 Top stocks held by Small Cap funds
See which stocks all active Small Cap fund managers are buying — ranked by total value invested
🏦 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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.