← Motilal Oswal Mutual Fund

Motilal Oswal Special Opportunities Fund - Direct - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
23
Aug 2026
Equity Holdings
₹90.67 Cr
Equity only, excl. debt & cash
AAUM
₹70.23 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
34.1%
Moderate
Top 10 Weight
58.5%
Moderate
Changes
29
5 new · 6 exits
Top Sector
Industrial Manufacturing
12.4% 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 5 new additions and exited 6 stocks this month. The biggest new buy was Kalyan Jewellers India Limited (Consumer Durables) at 6.37% weight. Adani Enterprises Limited was the biggest exit (Metals & Minerals Trading), which was held at 5.11%. Among existing holdings, Samvardhana Motherson International Limited saw the biggest increase — now at 6.63% of the portfolio. Jain Resource Recycling Limited was trimmed the most, now at 2.16%. Diamond Power Infrastructure Limited remains the top holding with Industrial Manufacturing the dominant sector at 12.4%. ↓ 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
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Industrial Manufacturing 6.6% 12.4% +5.8%
Electrical Equipment 14.8% 12.4% -2.4%
Transport Services 8.0% 7.4% -0.6%
Industrial Products 7.2% 6.7% -0.6%
Auto Components 4.8% 6.6% +1.8%
Consumer Durables 0.0% 6.4% +6.4%
Finance 9.9% 5.9% -4.0%
Miscellaneous 0.0% 5.4% +5.4%
Aerospace & Defense 5.0% 4.8% -0.2%
Capital Markets 6.8% 4.3% -2.4%
🟢
Biggest New Buy
Kalyan Jewellers India Limited
6.37% weight · Consumer Durables
🔴
Biggest Exit
Adani Enterprises Limited
5.11% was held · Metals & Minerals Trading
Biggest Add
Samvardhana Motherson International Limited
+1.84% · now 6.63%
Biggest Trim
Jain Resource Recycling Limited
-0.91% · now 2.16%
🤝 Other funds also bought this month
One 97 Communications Limited 56 funds
One 97 Communications Limited
Mirae Asset BSE Select IPO ETF
Mirae Asset BSE Midcap 150 Momentum 30 ETF
JM Aggressive Hybrid Fund + more
Piramal Finance Ltd 41 funds
Piramal Finance Ltd
quant Quantamental Fund
Motilal Oswal Multi Cap Fund-Direct Plan Growth
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option + more
Lumino Industries Limited 14 funds
Lumino Industries Limited
Motilal Oswal Contra Fund
Bank of India Mid Cap Fund - Direct Plan Growth
HDFC Infrastructure Fund - Growth Option - Direct Plan + more
Kalyan Jewellers India Limited 8 funds
Kalyan Jewellers India Limited
Motilal Oswal Active Momentum Fund- Direct-Growth
Mirae Asset BSE Select IPO ETF
Mirae Asset BSE 200 Equal Weight ETF + more
Lohia Corp Ltd 1 fund
Lohia Corp Ltd
Groww Small Cap Fund-Direct-Growth
👋 Other funds also exited
Shriram Finance Limited 57 funds
Shriram Finance Limited
Kotak Nifty Financial Services Ex-Bank Index Fund - Direct Plan - Growth option
Kotak Nifty 200 Momentum 30 ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
Apollo Hospitals Enterprise Limited 42 funds
Apollo Hospitals Enterprise Limited
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
Mirae Asset Healthcare Fund Direct Growth
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option + more
Adani Enterprises Limited 25 funds
Adani Enterprises Limited
quant ESG Integration Strategy Fund
Samco Active Momentum Fund
Motilal Oswal Active Momentum Fund- Direct-Growth + more
Aditya Birla Capital Limited 23 funds
Aditya Birla Capital Limited
Mirae Asset Nifty 200 Alpha 30 ETF
Mirae Asset Banking and Financial Services Fund
SAMCO ELSS TAX SAVER FUND + more
ICICI Prudential Asset Management Company Limited 17 funds
ICICI Prudential Asset Management Company Limited
Mahindra Manulife Banking & Financial Services Fund - Direct - Growth
THE WEALTH COMPANY BALANCED ADVANTAGE FUND
HSBC Aggressive Hybrid Fund + more
Premier Energies Limited 12 funds
Premier Energies Limited
Motilal Oswal Active Momentum Fund- Direct-Growth
JM Large and Midcap Fund
Kotak Multi Asset Allocation Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 5 New Entries 🔴 6 Exits ↑ 4 Increased ↓ 14 Decreased
#StockSectorWeight (Aug 2026)
1
Kalyan Jewellers India Limited
₹5.87 Cr
Consumer Durables 6.37%
2
Lohia Corp Ltd
₹5.75 Cr
Industrial Manufacturing 6.25%
3
Piramal Finance Ltd
₹5.45 Cr
Finance 5.92%
4
Lumino Industries Limited
₹4.99 Cr
Miscellaneous 5.41%
5
One 97 Communications Limited
₹3.31 Cr
Financial Technology (Fintech) 3.59%
#StockSectorLast Weight (Jul 2026)
1
Adani Enterprises Limited
₹4.18 Cr
Metals & Minerals Trading 5.11%
2
Shriram Finance Limited
₹4.08 Cr
Finance 4.99%
3
Aditya Birla Capital Limited
₹4.04 Cr
Finance 4.95%
4
ICICI Prudential Asset Management Company Limited
₹3.12 Cr
Capital Markets 3.81%
5
Premier Energies Limited
₹2.19 Cr
Electrical Equipment 2.68%
6
Apollo Hospitals Enterprise Limited
₹2.15 Cr
Healthcare Services 2.63%
#StockSectorJul 2026Aug 2026Change
1
Samvardhana Motherson International Limited
₹6.11 Cr
Auto Components 4.79% 6.63% +1.84%
2
Multi Commodity Exchange of India Limited
₹3.97 Cr
Capital Markets 2.94% 4.31% +1.37%
3
ABB India Limited
₹3.42 Cr
Electrical Equipment 2.96% 3.72% +0.76%
4
Sterlite Technologies Limited
₹3.74 Cr
Telecom - Equipment & Accessories 3.50% 4.06% +0.56%
#StockSectorJul 2026Aug 2026Change
1
Jain Resource Recycling Limited
₹1.99 Cr
Diversified Metals 3.07% 2.16% -0.91%
2
ITD Cementation India Limited
₹2.89 Cr
Construction 3.94% 3.13% -0.81%
3
Onesource Specialty Pharma Limited
₹3.54 Cr
Pharmaceuticals & Biotechnology 4.62% 3.85% -0.77%
4
Diamond Power Infrastructure Limited
₹7.98 Cr
Electrical Equipment 9.11% 8.66% -0.45%
5
Aditya Infotech Limited
₹5.71 Cr
Industrial Manufacturing 6.64% 6.19% -0.45%
6
InterGlobe Aviation Limited
₹2.65 Cr
Transport Services 3.21% 2.88% -0.33%
7
Garware Hi-Tech Films Ltd
₹2.30 Cr
Industrial Products 2.82% 2.50% -0.32%
8
V2 Retail Ltd
₹2.32 Cr
Healthcare 2.80% 2.52% -0.28%
9
Shadowfax Technologies Ltd.
₹4.16 Cr
Transport Services 4.78% 4.52% -0.26%
10
Shaily Engineering Plastics Ltd
₹3.86 Cr
Industrial Products 4.42% 4.19% -0.23%

What Stocks Does This Fund Hold?

23 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹7.98 Cr
Electrical Equipment
8.66%
2
₹6.11 Cr
Auto Components
6.63%
3
₹5.87 Cr
Consumer Durables
6.37%
4
₹5.75 Cr
Industrial Manufacturing
6.25%
5
₹5.71 Cr
Industrial Manufacturing
6.19%
6
₹5.45 Cr
Finance
5.92%
7
₹4.99 Cr
Miscellaneous
5.41%
8
₹4.16 Cr
Transport Services
4.52%
9
₹3.97 Cr
Capital Markets
4.31%
10
₹3.86 Cr
Industrial Products
4.19%
🏆 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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