← Motilal Oswal Mutual Fund

Motilal Oswal Special Opportunities Fund - Direct - Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
24
Jul 2026
Equity Holdings
₹78.32 Cr
Equity only, excl. debt & cash
AAUM
₹70.23 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
30.8%
Moderate
Top 10 Weight
53.5%
Moderate
Changes
29
4 new · 5 exits
Top Sector
Electrical Equipment
14.8% of portfolio
Launch Date
25 Jul 2025
1 years old

AAUM (Average Assets Under Management) of ₹70.23 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 Special Opportunities Fund made 4 new additions and exited 5 stocks this month. The biggest new buy was Diamond Power Infrastructure Limited (Electrical Equipment) at 9.11% weight. Gabriel India Limited was the biggest exit (Auto Components), which was held at 3.27%. Among existing holdings, Ola Electric Mobility Ltd saw the biggest increase — now at 3.00% of the portfolio. Aditya Infotech Limited was trimmed the most, now at 6.64%. Diamond Power Infrastructure Limited remains the top holding with Electrical Equipment the dominant sector at 14.8%. ↓ 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
Auto Components 17.2% 14.6% -2.7%
Finance 16.2% 10.4% -5.8%
Electrical Equipment 10.6% 8.3% -2.3%
Transport Services 4.2% 8.2% +4.0%
Industrial Manufacturing 6.4% 7.7% +1.3%
Capital Markets 8.3% 7.5% -0.8%
Industrial Products 4.8% 7.2% +2.4%
Aerospace & Defense 3.3% 5.7% +2.3%
Pharmaceuticals & Biotechnology 5.7% 5.0% -0.8%
Chemicals & Petrochemicals 2.8% 4.5% +1.6%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Electrical Equipment 8.3% 14.8% +6.4%
Finance 10.4% 9.9% -0.5%
Transport Services 8.2% 8.0% -0.2%
Industrial Products 7.2% 7.2% +0.1%
Capital Markets 7.5% 6.8% -0.8%
Industrial Manufacturing 7.7% 6.6% -1.1%
Metals & Minerals Trading 0.0% 5.1% +5.1%
Aerospace & Defense 5.7% 5.0% -0.7%
Auto Components 14.6% 4.8% -9.8%
Pharmaceuticals & Biotechnology 5.0% 4.6% -0.3%
🟢
Biggest New Buy
Diamond Power Infrastructure Limited
9.11% weight · Electrical Equipment
🔴
Biggest Exit
Gabriel India Limited
3.27% was held · Auto Components
Biggest Add
Ola Electric Mobility Ltd
+0.87% · now 3.00%
Biggest Trim
Aditya Infotech Limited
-1.07% · now 6.64%
🤝 Other funds also bought this month
Adani Enterprises Limited 73 funds
Adani Enterprises Limited
quant Dynamic Asset Allocation Fund
quant ESG Integration Strategy Fund
Samco Active Momentum Fund + more
Diamond Power Infrastructure Limited 38 funds
Diamond Power Infrastructure Limited
Motilal Oswal Active Momentum Fund- Direct-Growth
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option + more
ITD Cementation India Limited 12 funds
ITD Cementation India Limited
Motilal Oswal Active Momentum Fund- Direct-Growth
Bank Of India Manufacturing and Infrastructure Fund
Tata Infrastructure Fund -Direct Plan -Growth Option + more
Sterlite Technologies Limited 8 funds
Sterlite Technologies Limited
Samco Special Opportunities Fund
BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan Growth
BANK OF INDIA Flexi Cap Fund Direct Plan -Growth + more
👋 Other funds also exited
Ashok Leyland Limited 32 funds
Ashok Leyland Limited
Sundaram Arbitrage Fund
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
Aditya Birla Sun Life Quant Fund - Direct Growth + more
Schaeffler India Limited 27 funds
Schaeffler India Limited
Groww Nifty EV & New Age Automotive ETF FOF
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option
SAMCO ELSS TAX SAVER FUND + more
Bosch Limited 18 funds
Bosch Limited
Groww Nifty EV & New Age Automotive ETF FOF
Axis Quant Fund - Direct Plan - Growth
Baroda BNP Paribas Best-in-Class Strategy Fund - Direct - Growth Option + more
Waaree Energies Limited 15 funds
Waaree Energies Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
Motilal Oswal Infrastructure Fund-Direct-Growth
JM Aggressive Hybrid Fund + more
Gabriel India Limited 13 funds
Gabriel India Limited
Groww Nifty Smallcap250 ETF
Motilal Oswal Focused Fund - Direct Plan Growth Option
Invesco India Consumption Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 4 New Entries 🔴 5 Exits ↑ 4 Increased ↓ 16 Decreased
#StockSectorWeight (Jul 2026)
1
Diamond Power Infrastructure Limited
₹7.44 Cr
Electrical Equipment 9.11%
2
Adani Enterprises Limited
₹4.18 Cr
Metals & Minerals Trading 5.11%
3
ITD Cementation India Limited
₹3.22 Cr
Construction 3.94%
4
Sterlite Technologies Limited
₹2.86 Cr
Telecom - Equipment & Accessories 3.50%
#StockSectorLast Weight (Jun 2026)
1
Gabriel India Limited
₹2.54 Cr
Auto Components 3.27%
2
Schaeffler India Limited
₹2.46 Cr
Auto Components 3.17%
3
Bosch Limited
₹2.23 Cr
Auto Components 2.88%
4
Ashok Leyland Limited
₹1.99 Cr
Agricultural, Commercial & Construction Vehicles 2.56%
5
Waaree Energies Limited
₹1.88 Cr
Electrical Equipment 2.42%
#StockSectorJun 2026Jul 2026Change
1
Ola Electric Mobility Ltd
₹2.45 Cr
Automobiles 2.13% 3.00% +0.87%
2
Shadowfax Technologies Ltd.
₹3.91 Cr
Transport Services 4.70% 4.78% +0.08%
3
Garware Hi-Tech Films Ltd
₹2.30 Cr
Industrial Products 2.77% 2.82% +0.05%
4
Shaily Engineering Plastics Ltd
₹3.61 Cr
Industrial Products 4.40% 4.42% +0.02%
#StockSectorJun 2026Jul 2026Change
1
Aditya Infotech Limited
₹5.43 Cr
Industrial Manufacturing 7.71% 6.64% -1.07%
2
ICICI Prudential Asset Management Company Limited
₹3.12 Cr
Capital Markets 4.28% 3.81% -0.47%
3
Samvardhana Motherson International Limited
₹3.92 Cr
Auto Components 5.23% 4.79% -0.44%
4
Zen Technologies Limited
₹2.40 Cr
Aerospace & Defense 3.38% 2.94% -0.44%
5
Solar Industries India Limited
₹3.31 Cr
Chemicals & Petrochemicals 4.46% 4.05% -0.41%
6
Onesource Specialty Pharma Limited
₹3.78 Cr
Pharmaceuticals & Biotechnology 4.95% 4.62% -0.33%
7
Multi Commodity Exchange of India Limited
₹2.40 Cr
Capital Markets 3.26% 2.94% -0.32%
8
InterGlobe Aviation Limited
₹2.62 Cr
Transport Services 3.50% 3.21% -0.29%
9
V2 Retail Ltd
₹2.29 Cr
Healthcare 3.05% 2.80% -0.25%
10
Aditya Birla Capital Limited
₹4.04 Cr
Finance 5.19% 4.95% -0.24%

What Stocks Does This Fund Hold?

24 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹7.44 Cr
Electrical Equipment
9.11%
2
₹5.43 Cr
Industrial Manufacturing
6.64%
3
₹4.18 Cr
Metals & Minerals Trading
5.11%
4
₹4.08 Cr
Finance
4.99%
5
₹4.04 Cr
Finance
4.95%
6
₹3.92 Cr
Auto Components
4.79%
7
₹3.91 Cr
Transport Services
4.78%
8
₹3.78 Cr
Pharmaceuticals & Biotechnology
4.62%
9
₹3.61 Cr
Industrial Products
4.42%
10
₹3.31 Cr
Chemicals & Petrochemicals
4.05%
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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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