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Motilal Oswal Special Opportunities Fund - Direct - Growth

Equity Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
24
May 2026
Equity Holdings
₹72.07 Cr
Equity only, excl. debt & cash
Top 5 Weight
29.2%
Moderate
Top 10 Weight
53.0%
Moderate
Changes
28
4 new · 4 exits
Top Sector
Auto Components
17.2% of portfolio
📋 What Happened This Month Motilal Oswal Special Opportunities Fund made 4 new additions and exited 4 stocks this month. The biggest new buy was ABB India Limited (Electrical Equipment) at 3.25% weight. Billionbrains Garage Ventures Ltd was the biggest exit (Capital Markets), which was held at 5.82%. Among existing holdings, Aditya Infotech Limited saw the biggest increase — now at 6.44% of the portfolio. Jain Resource Recycling Limited was trimmed the most, now at 3.65%. Aditya Infotech Limited remains the top holding with Auto Components the dominant sector at 17.2%. ↓ 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
Auto Components 15.4% 17.0% +1.7%
Finance 16.9% 17.0% +0.1%
Capital Markets 12.5% 14.4% +1.9%
Pharmaceuticals & Biotechnology 0.0% 5.8% +5.8%
Automobiles 5.3% 5.6% +0.4%
Industrial Manufacturing 0.0% 5.5% +5.5%
Healthcare Services 5.5% 5.0% -0.5%
Diversified Metals 5.5% 4.8% -0.7%
Electrical Equipment 5.2% 4.5% -0.7%
Industrial Products 5.6% 4.3% -1.3%
Apr 2026 May 2026
Sector Prev Curr Delta
Auto Components 17.0% 17.2% +0.2%
Finance 17.0% 16.2% -0.9%
Electrical Equipment 4.5% 10.6% +6.1%
Capital Markets 14.4% 8.3% -6.0%
Industrial Manufacturing 5.5% 6.4% +1.0%
Pharmaceuticals & Biotechnology 5.8% 5.7% -0.1%
Automobiles 5.6% 5.5% -0.2%
Industrial Products 4.3% 4.8% +0.5%
Transport Services 3.8% 4.2% +0.4%
Diversified Metals 4.8% 3.7% -1.1%
🟢
Biggest New Buy
ABB India Limited
3.25% weight · Electrical Equipment
🔴
Biggest Exit
Billionbrains Garage Ventures Ltd
5.82% was held · Capital Markets
Biggest Add
Aditya Infotech Limited
+0.96% · now 6.44%
Biggest Trim
Jain Resource Recycling Limited
-1.11% · now 3.65%
🤝 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
Solar Industries India Limited 26 funds
Solar Industries India Limited
HDFC Defence Fund - Growth Option - Direct Plan
Samco Large Cap Fund
LIC MF Flexi Cap Fund-Direct Plan-Growth + more
Premier Energies Limited 22 funds
Premier Energies Limited
quant ELSS Tax Saver Fund - Growth Option - Direct Plan
Tata Mid Cap Fund - Direct Plan- Growth Option
Tata Aggressive Hybrid Fund -Direct Plan- Growth Option + more
Ashok Leyland Limited 18 funds
Ashok Leyland Limited
ICICI Prudential Nifty Auto Index Fund - Direct Plan - Growth
HDFC NIFTY200 MOMENTUM 30 INDEX FUND
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth + more
👋 Other funds also exited
Fractal Analytics Ltd 7 funds
Fractal Analytics Ltd
SBI Quality Fund - Direct Plan - Growth
Motilal Oswal Infrastructure Fund-Direct-Growth
Motilal Oswal Services Fund - Direct Plan - Growth + more
Billionbrains Garage Ventures Ltd 5 funds
Billionbrains Garage Ventures Ltd
Motilal Oswal Active Momentum Fund- Direct-Growth
BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - Growth Option
Bandhan Nifty Midcap 150 Index Fund-Direct Plan-Growth + more
Healthcare Global Enterprises Limited 1 fund
Healthcare Global Enterprises Limited
Axis Multi Asset Allocation Fund - Direct Plan - Growth Option

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 4 New Entries 🔴 4 Exits ↑ 8 Increased ↓ 12 Decreased
#StockSectorWeight (May 2026)
1
ABB India Limited
₹2.41 Cr
Electrical Equipment 3.25%
2
Premier Energies Limited
₹2.28 Cr
Electrical Equipment 3.07%
3
Solar Industries India Limited
₹2.10 Cr
Chemicals & Petrochemicals 2.83%
4
Ashok Leyland Limited
₹1.96 Cr
Agricultural, Commercial & Construction Vehicles 2.65%
#StockSectorLast Weight (Apr 2026)
1
Billionbrains Garage Ventures Ltd
₹4.06 Cr
Capital Markets 5.82%
2
Healthcare Global Enterprises Limited
₹1.64 Cr
Healthcare Services 2.36%
3
AMAGI MEDIA LABS LTD
₹1.30 Cr
IT - Services 1.87%
4
Fractal Analytics Ltd
₹78.03 L
IT - Software 1.12%
#StockSectorApr 2026May 2026Change
1
Aditya Infotech Limited
₹4.77 Cr
Industrial Manufacturing 5.48% 6.44% +0.96%
2
Samvardhana Motherson International Limited
₹4.00 Cr
Auto Components 4.77% 5.40% +0.63%
3
Shaily Engineering Plastics Ltd
₹3.53 Cr
Industrial Products 4.29% 4.76% +0.47%
4
Shadowfax Technologies Ltd.
₹3.11 Cr
Transport Services 3.83% 4.20% +0.37%
5
V2 Retail Ltd
₹2.40 Cr
Healthcare 2.97% 3.24% +0.27%
6
ICICI Prudential Asset Management Company Limited
₹3.55 Cr
Capital Markets 4.73% 4.78% +0.05%
7
Gabriel India Limited
₹2.25 Cr
Auto Components 3.01% 3.04% +0.03%
8
Apollo Hospitals Enterprise Limited
₹1.96 Cr
Healthcare Services 2.63% 2.65% +0.02%
#StockSectorApr 2026May 2026Change
1
Jain Resource Recycling Limited
₹2.70 Cr
Diversified Metals 4.76% 3.65% -1.11%
2
Muthoot Finance Limited
₹4.55 Cr
Finance 6.69% 6.14% -0.55%
3
Multi Commodity Exchange of India Limited
₹2.63 Cr
Capital Markets 3.80% 3.55% -0.25%
4
Shriram Finance Limited
₹3.69 Cr
Finance 5.23% 4.98% -0.25%
5
Waaree Energies Limited
₹3.17 Cr
Electrical Equipment 4.51% 4.27% -0.24%
6
Zen Technologies Limited
₹2.46 Cr
Aerospace & Defense 3.55% 3.32% -0.23%
7
Schaeffler India Limited
₹2.42 Cr
Auto Components 3.47% 3.27% -0.20%
8
ZF Commercial Vehicle Control Systems India Limited
₹2.02 Cr
Auto Components 2.90% 2.72% -0.18%
9
Ather Energy Limited
₹4.05 Cr
Automobiles 5.63% 5.46% -0.17%
10
Bosch Limited
₹2.05 Cr
Auto Components 2.89% 2.77% -0.12%

What Stocks Does This Fund Hold?

24 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹4.77 Cr
Industrial Manufacturing
6.44%
2
₹4.55 Cr
Finance
6.14%
3
₹4.26 Cr
Pharmaceuticals & Biotechnology
5.74%
4
₹4.05 Cr
Automobiles
5.46%
5
₹4.00 Cr
Auto Components
5.40%
6
₹3.74 Cr
Finance
5.04%
7
₹3.69 Cr
Finance
4.98%
8
₹3.55 Cr
Capital Markets
4.78%
9
₹3.53 Cr
Industrial Products
4.76%
10
₹3.17 Cr
Electrical Equipment
4.27%
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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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