Which mutual funds hold Motilal Oswal Financial Services Limited?

120 mutual funds hold Motilal Oswal Financial Services Limited as of May 2026. The highest weight is 4.63% held by Tata Value Fund -Direct Plan Growth Option. Data from official AMFI monthly portfolio disclosures.

What sector is Motilal Oswal Financial Services Limited in?

Motilal Oswal Financial Services Limited is in the Capital Markets sector and is categorised as by SEBI.

What is the SEBI market cap category of Motilal Oswal Financial Services Limited?

As per SEBI and AMFI classification (Jul-Dec 2025), Motilal Oswal Financial Services Limited is a Mid Cap stock ranked #186 with an average market cap of ₹55.86 K Cr.

Capital Markets

Motilal Oswal Financial Services Limited

ISIN: INE338I01027 · Data as of May 2026

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Active Funds Holding

120

vs Last Month

+7 funds

Total Value

₹2,643.72 Cr

Avg Weight

0.88%

New Entries

Exits

Top Holder

Tata Value Fund -Direct Plan Growth Option 4.63%

ℹ️ Index funds and ETFs are excluded. Only actively managed funds reflect genuine fund manager decisions.

Mid Cap Rank #186

₹10.83 K Cr

Avg Mkt Cap · Jul-Dec 2022 (3yr ago)

→

₹55.86 K Cr

Avg Mkt Cap · Jul-Dec 2025 (latest)

+416%

3yr change

Small Cap → Mid Cap in 3 years

SEBI · AMFI Market Cap List

📋 What Changed This Month Motilal Oswal Financial Services Limited is currently held by 120 active mutual funds with total exposure of ₹2,643.72 Cr. This month 6 funds entered and 15 funds exited. Tata Value Fund -Direct Plan Growth Option has the highest allocation at 4.63%. ↓ Scroll down for full fund list and monthly changes.

Trend

How Has Fund Coverage Changed — Last 4 Months?

Month	Funds	AMCs	Status
May 2026 REFERENCE	120	49 / 49	✅ Complete
Apr 2026	113	49 / 49	✅ Complete
Mar 2026	101	48 / 49	⏳ Partial — 48 of 49 AMCs uploaded
Feb 2026	98	46 / 49	⏳ Partial — 46 of 49 AMCs uploaded

📌 Portfolio changes below are based on May 2026 data — the most complete month with 49 AMCs we cover uploaded.

This Month

What Changed in the Portfolio — May 2026?

▲ New Entries (6)

Axis Nifty Capital Markets Index Fund 3.06%

JM Large and Midcap Fund 1.29%

Motilal Oswal Nifty Midcap 150 Index Fund 0.34%

Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund 0.12%

HDFC Nifty500 Multicap 50.25.25 Index Fund 0.09%

Bandhan Nifty Total Market Index Fund 0.07%

▼ Exits (15)

LIC MF Flexi Cap Fund-Direct Plan-Growth 1.73%

Sundaram Multi-Factor Fund - Direct - Growth 1.09%

JM Large & Mid Cap Fund (Direct) - Growth Option 1.05%

Axis Nifty500 Momentum 50 Index Fund - Direct Plan - Growth Option 0.93%

Sundaram Large and Midcap Fund Direct Plan - Growth 0.82%

Angel One Nifty 50 ETF 0.56%

LIC MF Aggressive Hybrid Fund-Direct Plan-Growth 0.52%

Bandhan Nifty Midcap 150 Index Fund-Direct Plan-Growth 0.34%

↑ Increased (101)

Tata Value Fund -Direct Plan Growth Option +0.54%

Helios Financial Services Fund - Direct Plan - Growth Option +0.4%

Mirae Asset Nifty India Internet ETF +0.29%

Groww Nifty India Internet ETF +0.29%

Tata Nifty Capital Markets Index Fund - Direct Plan Growth Option +0.15%

Motilal Oswal Nifty Capital Market ETF +0.16%

Groww Nifty Capital Markets ETF +0.16%

Motilal Oswal Nifty Capital Market Index Fund - Direct Plan - Growth +0.13%

↓ Decreased (6)

HSBC Flexi Cap Fund - Direct Growth -0.16%

Helios Small Cap Fund - Direct Plan - Growth Option -0.02%

JM Small Cap Fund (Direct) - Growth Option -0.04%

Angel One Nifty Total Market Momentum Quality 50 ETF -0.03%

Angel One Nifty Total Market Momentum Quality 50 INDEX -0.03%

Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - Growth Option -0.02%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Index/ETF	76	0.64%
Mid Cap	15	1.14%
Equity	10	1.63%
Small Cap	5	1.04%
Value/Contra	3	2.5%
Flexi Cap	3	1.11%
Multi Cap	3	0.56%
Aggressive Hybrid	2	1.02%
ELSS	1	2.43%
Balanced Advantage	1	0.73%
Multi Asset	1	0.04%

All Holdings

Which 120 Active Funds Hold Motilal Oswal Financial Services Limited?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
Tata Value Fund -Direct Plan Growth Option Tata Mutual Fund	Value/Contra	4.63%	₹386.28 Cr	+0.54%
Helios Financial Services Fund - Direct Plan - Growth Option Helios Mutual Fund	Equity	4.18%	₹7.93 Cr	+0.4%
Mirae Asset Nifty India Internet ETF Mirae Asset Mutual Fund	Index/ETF	3.27%	₹92.43 L	+0.29%
Groww Nifty India Internet ETF Groww Mutual Fund	Index/ETF	3.27%	₹1.08 Cr	+0.29%
Tata Nifty Capital Markets Index Fund - Direct Plan Growth Option Tata Mutual Fund	Index/ETF	3.1%	₹24.59 Cr	+0.15%
Motilal Oswal Nifty Capital Market ETF Motilal Oswal Mutual Fund	Index/ETF	3.09%	₹6.80 Cr	+0.16%
Groww Nifty Capital Markets ETF Groww Mutual Fund	Index/ETF	3.09%	₹1.19 Cr	+0.16%
Motilal Oswal Nifty Capital Market Index Fund - Direct Plan - Growth Motilal Oswal Mutual Fund	Index/ETF	3.08%	₹16.58 Cr	+0.13%
Axis Nifty Capital Markets Index Fund Axis Mutual Fund	Index/ETF	3.06%	₹2.13 Cr	NEW
Tata Banking And Financial Services Fund-Direct Plan-Growth Tata Mutual Fund	Equity	2.65%	₹80.47 Cr	+0.24%
Edelweiss BSE Capital Markets & Insurance ETF - Growth Edelweiss Mutual Fund	Index/ETF	2.54%	₹37.55 L	+0.16%
Tata ELSS Fund-Growth-Direct Plan Tata Mutual Fund	ELSS	2.43%	₹109.60 Cr	+0.22%
LIC MF Banking and Financial Services Fund-Direct Plan-Growth Lic Mutual Fund	Equity	2.38%	₹6.09 Cr	+0.27%
HSBC Financial Services Fund - Direct Growth HSBC Mutual Fund	Equity	2.25%	₹19.68 Cr	+0.18%
Helios Mid Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Mid Cap	2.18%	₹32.43 Cr	+0.04%
Edelweiss BSE Internet Economy Index Fund - Direct Plan - Growth Edelweiss Mutual Fund	Index/ETF	2.14%	₹68.90 L	+0.14%
JM Midcap Fund (Direct) - Growth JM Financial Mutual Fund	Mid Cap	1.9%	₹23.17 Cr	+0.09%
JM Value Fund (Direct) - Growth Option JM Financial Mutual Fund	Value/Contra	1.72%	₹13.89 Cr	+0.34%
Kotak Large & Midcap Fund - Direct- Growth Kotak Mutual Fund	Mid Cap	1.58%	₹474.93 Cr	+0.15%
HSBC Business Cycles Fund - Direct Growth HSBC Mutual Fund	Equity	1.54%	₹17.59 Cr	+0.15%
HSBC Small Cap Fund - Direct Growth HSBC Mutual Fund	Small Cap	1.47%	₹248.17 Cr	+0.09%
Helios Flexi Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Flexi Cap	1.44%	₹101.94 Cr	+0.07%
HSBC Flexi Cap Fund - Direct Growth HSBC Mutual Fund	Flexi Cap	1.44%	₹79.58 Cr	-0.16%
Helios Small Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Small Cap	1.33%	₹13.81 Cr	-0.02%
HSBC Aggressive Hybrid Fund HSBC Mutual Fund	Aggressive Hybrid	1.3%	₹71.32 Cr	+0.1%
Tata Digital India Fund-Direct Plan-Growth Tata Mutual Fund	Equity	1.29%	₹13.81 Cr	+0.09%
Helios Large & Mid Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Mid Cap	1.29%	₹11.31 Cr	+0.04%
JM Large and Midcap Fund JM Financial Mutual Fund	Mid Cap	1.29%	₹5.43 Cr	NEW
Nippon India Nifty 500 Quality 50 Index Fund - Direct Plan - Growth Option Nippon India Mutual Fund	Index/ETF	1.25%	₹55.43 L	+0.1%
Axis Nifty500 Quality 50 Index Fund - Direct Plan - Growth Option Axis Mutual Fund	Index/ETF	1.21%	₹96.67 L	+0.08%
DSP Nifty Midcap 150 Quality 50 ETF DSP Mutual Fund	Index/ETF	1.2%	₹1.19 Cr	+0.08%
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth DSP Mutual Fund	Index/ETF	1.2%	₹5.51 Cr	+0.08%
UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option UTI Mutual Fund	Index/ETF	1.2%	₹2.93 Cr	+0.08%
UTI Large & Mid Cap Fund - Direct Plan - Growth Option UTI Mutual Fund	Mid Cap	1.19%	₹70.94 Cr	+0.1%
Sundaram Mid Cap Fund Direct Plan - Growth Sundaram Mutual Fund	Mid Cap	1.17%	₹159.88 Cr	+0.08%
ITI Value Fund - Direct Plan - Growth Option ITI Mutual Fund	Value/Contra	1.16%	₹4.08 Cr	+0.11%
UTI Small Cap Fund - Direct Plan - Growth Option UTI Mutual Fund	Small Cap	1.13%	₹56.36 Cr	+0.08%
ITI Large & Midcap Fund - Direct Plan - Growth ITI Mutual Fund	Mid Cap	1.12%	₹8.18 Cr	+0.11%
LIC MF Mid Cap Fund-Direct Plan-Growth Lic Mutual Fund	Mid Cap	1.12%	₹4.00 Cr	+0.07%
WhiteOak Capital Mid Cap Fund Direct Plan Growth WhiteOak Capital Mutual Fund	Mid Cap	1.12%	₹64.31 Cr	+0.6%
Sundaram Financial Services Opportunities Fund Direct Plan - Growth Sundaram Mutual Fund	Equity	1.11%	₹17.59 Cr	+0.12%
JM Small Cap Fund (Direct) - Growth Option JM Financial Mutual Fund	Small Cap	1.09%	₹7.94 Cr	-0.04%
ITI Mid Cap Fund - Direct Plan - Growth Option ITI Mutual Fund	Mid Cap	1.09%	₹15.21 Cr	+0.07%
Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth WhiteOak Capital Mutual Fund	Mid Cap	0.84%	₹18.91 Cr	+0.46%
UTI Aggressive Hybrid Fund -Direct Plan - Growth UTI Mutual Fund	Aggressive Hybrid	0.74%	₹47.82 Cr	+0.07%
Helios Balanced Advantage Fund- Direct Plan- Growth Option Helios Mutual Fund	Balanced Advantage	0.73%	₹2.22 Cr	+0.07%
HSBC Consumption Fund - Direct Growth HSBC Mutual Fund	Equity	0.73%	₹12.11 Cr	+0.08%
Mirae Asset Nifty India New Age Consumption ETF Mirae Asset Mutual Fund	Index/ETF	0.63%	₹32.17 L	+0.06%
Edelweiss Nifty500 Multicap Momentum Quality 50 ETF - Growth Edelweiss Mutual Fund	Index/ETF	0.6%	₹19.81 L	+0.05%
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Direct - Growth Edelweiss Mutual Fund	Index/ETF	0.6%	₹3.56 Cr	+0.04%
HSBC Multi Cap Fund - Direct - Growth HSBC Mutual Fund	Multi Cap	0.59%	₹33.09 Cr	+0.04%
Angel One Nifty Total Market Momentum Quality 50 ETF Angel One Mutual Fund	Index/ETF	0.59%	₹4.18 L	-0.03%
Angel One Nifty Total Market Momentum Quality 50 INDEX Angel One Mutual Fund	Index/ETF	0.59%	₹20.69 L	-0.03%
Tata Multicap Fund - Direct Plan - Growth Tata Mutual Fund	Multi Cap	0.58%	₹19.35 Cr	+0.03%
HDFC Large and Mid Cap Fund - Growth Option - Direct Plan HDFC Mutual Fund	Mid Cap	0.57%	₹163.30 Cr	+0.04%
WhiteOak Capital Multi Cap Fund Direct Plan Growth WhiteOak Capital Mutual Fund	Multi Cap	0.52%	₹18.71 Cr	+0.29%
Navi Large & Midcap Fund- Direct Plan- Growth Option Navi Mutual Fund	Mid Cap	0.51%	₹1.54 Cr	+0.04%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF Mirae Asset Mutual Fund	Index/ETF	0.49%	₹2.23 Cr	+0.07%
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Direct Plan - Growth Option UTI Mutual Fund	Index/ETF	0.49%	₹56.35 L	+0.03%
Navi Flexi Cap Fund - Direct Plan - Growth Navi Mutual Fund	Flexi Cap	0.46%	₹1.23 Cr	+0.03%
Motilal Oswal Nifty Midcap 100 ETF Motilal Oswal Mutual Fund	Index/ETF	0.41%	₹3.53 Cr	+0.02%
LIC MF Nifty Midcap 100 ETF Lic Mutual Fund	Index/ETF	0.41%	₹2.70 Cr	+0.02%
Motilal Oswal Nifty Midcap 150 Index Fund Motilal Oswal Mutual Fund	Index/ETF	0.34%	₹12.23 Cr	NEW
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Direct Growth Aditya Birla Sun Life Mutual Fund	Index/ETF	0.34%	₹1.57 Cr	+0.02%
ICICI Prudential Nifty Midcap 150 ETF ICICI Prudential Mutual Fund	Index/ETF	0.34%	₹2.48 Cr	+0.02%
ICICI Prudential Nifty Midcap 150 Index Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Index/ETF	0.34%	₹3.74 Cr	+0.05%
Tata Nifty Midcap 150 Index Fund - Direct Plan - Growth Option Tata Mutual Fund	Index/ETF	0.34%	₹98.28 L	+0.02%
SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth SBI Mutual Fund	Index/ETF	0.34%	₹3.72 Cr	+0.02%
SBI Nifty Midcap 150 ETF SBI Mutual Fund	Index/ETF	0.34%	₹3.99 L	+0.02%
HDFC NIFTY MIDCAP 150 ETF HDFC Mutual Fund	Index/ETF	0.34%	₹49.25 L	+0.02%
HDFC NIFTY Midcap 150 Index Fund - Growth Option - Direct Plan HDFC Mutual Fund	Index/ETF	0.34%	₹2.10 Cr	+0.26%
Baroda BNP Paribas Nifty Midcap 150 Index Fund - Direct Plan - Growth Option Baroda BNP Paribas Mutual Fund	Index/ETF	0.34%	₹3.37 L	+0.02%
DSP Nifty Midcap 150 Index Fund - Direct - Growth DSP Mutual Fund	Index/ETF	0.34%	₹4.91 L	+0.02%
DSP Nifty Midcap 150 ETF DSP Mutual Fund	Index/ETF	0.34%	₹1.85 L	+0.02%
JioBlackRock Nifty Midcap 150 Index Fund - Direct Plan - Growth Option JioBlackRock Mutual Fund	Index/ETF	0.34%	₹88.35 L	+0.02%
KOTAK NIFTY MIDCAP 150 INDEX FUND-DIRECT PLAN-GROWTH Kotak Mutual Fund	Index/ETF	0.34%	₹11.88 L	+0.02%
Kotak Nifty Midcap 150 ETF Kotak Mutual Fund	Index/ETF	0.34%	₹4.15 L	+0.02%
Mirae Asset Nifty Midcap 150 ETF Mirae Asset Mutual Fund	Index/ETF	0.34%	₹6.00 Cr	+0.02%
Nippon India ETF Nifty Midcap 150 Nippon India Mutual Fund	Index/ETF	0.34%	₹11.88 Cr	+0.02%
Nippon India Nifty Midcap 150 Index Fund - Direct Plan - Growth Option Nippon India Mutual Fund	Index/ETF	0.34%	₹8.34 Cr	+0.02%
Navi Nifty midsmallcap 400 Index Fund- Direct - Growth Navi Mutual Fund	Index/ETF	0.34%	₹1.29 Cr	+0.13%
Zerodha Nifty Midcap 150 ETF Zerodha Mutual Fund	Index/ETF	0.34%	₹87.18 L	+0.02%
Groww Nifty Midcap 150 ETF Groww Mutual Fund	Index/ETF	0.34%	₹2.02 L	+0.02%
Groww Nifty Midcap 150 Index Fund Direct Growth Groww Mutual Fund	Index/ETF	0.34%	₹4.89 L	+0.02%
UTI Nifty Midcap 150 Exchange Traded Fund UTI Mutual Fund	Index/ETF	0.34%	₹4.66 L	+0.02%
UTI Nifty Midcap 150 Index Fund - Direct Plan - Growth Option UTI Mutual Fund	Index/ETF	0.34%	₹23.84 L	+0.06%
Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - Growth Option Nippon India Mutual Fund	Index/ETF	0.2%	₹95.94 L	-0.02%
BANDHAN MIDCAP FUND - GROWTH - DIRECT PLAN Bandhan Mutual Fund	Mid Cap	0.19%	₹4.15 Cr	+0.01%
ICICI Prudential Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Index/ETF	0.18%	₹47.62 L	+0.02%
HDFC NIFTY LargeMidcap 250 Index Fund - Growth Option - Direct HDFC Mutual Fund	Index/ETF	0.18%	₹77.80 L	+0.02%
Edelweiss Nifty LargeMidcap 250 ETF - Growth Edelweiss Mutual Fund	Index/ETF	0.18%	₹27.04 L	+0.02%
Edelweiss NIFTY Large Midcap 250 Index Fund - Direct Plan Growth Edelweiss Mutual Fund	Index/ETF	0.18%	₹57.04 L	+0.02%
Mirae Asset Nifty LargeMidcap 250 Index Fund - Direct Plan - Growth Mirae Asset Mutual Fund	Index/ETF	0.18%	₹6.20 L	+0.02%
ZERODHA NIFTY LARGE MIDCAP 250 INDEX FUND Zerodha Mutual Fund	Index/ETF	0.18%	₹2.55 Cr	+0.02%
ZERODHA ELSS TAX SAVER NIFTY LARGE MIDCAP 250 INDEX FUND Zerodha Mutual Fund	Index/ETF	0.18%	₹47.92 L	+0.02%
ZERODHA NIFTY MIDSMALLCAP400 50:50 INDEX FUND Zerodha Mutual Fund	Index/ETF	0.17%	₹1.71 L	+0.02%
BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTH Bandhan Mutual Fund	Small Cap	0.17%	₹46.99 Cr	—
Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Edelweiss Mutual Fund	Equity	0.12%	₹5.42 L	NEW
Zerodha Nifty LargeMidcap250 Plus 8-13 yr G-Sec 70:30 Index Fund Zerodha Mutual Fund	Index/ETF	0.12%	₹2.11 L	+0.01%
HDFC Nifty500 Multicap 50.25.25 Index Fund HDFC Mutual Fund	Index/ETF	0.09%	₹40.67 L	NEW
Mirae Asset Nifty500 Multicap 50:25:25 ETF Mirae Asset Mutual Fund	Index/ETF	0.09%	₹7.25 L	+0.01%
NAVI NIFTY 500 MULTICAP 50-25-25 DIRECT PLAN Navi Mutual Fund	Index/ETF	0.08%	₹2.25 L	—
Groww Nifty 200 ETF Groww Mutual Fund	Index/ETF	0.08%	₹1.38 L	+0.01%
Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth Motilal Oswal Mutual Fund	Index/ETF	0.07%	₹2.10 Cr	+0.01%
Motilal Oswal Nifty 500 ETF Motilal Oswal Mutual Fund	Index/ETF	0.07%	₹19.31 L	+0.01%
Motilal Oswal BSE 1000 Index Fund - Direct Plan - Growth Motilal Oswal Mutual Fund	Index/ETF	0.07%	₹4.18 L	+0.01%
ICICI Prudential BSE 500 ETF ICICI Prudential Mutual Fund	Index/ETF	0.07%	₹25.60 L	—
ICICI Prudential Nifty 500 Index Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Index/ETF	0.07%	₹6.25 L	+0.01%
SBI Nifty 500 Index Fund- Direct Plan- Growth SBI Mutual Fund	Index/ETF	0.07%	₹53.69 L	+0.01%
HDFC BSE 500 ETF HDFC Mutual Fund	Index/ETF	0.07%	₹1.65 L	—
HDFC BSE 500 INDEX FUND HDFC Mutual Fund	Index/ETF	0.07%	₹20.58 L	—
DSP Nifty 500 Index Fund - Direct - Growth DSP Mutual Fund	Index/ETF	0.07%	₹0.98 L	+0.01%
Mirae Asset Nifty Total Market Index Fund Mirae Asset Mutual Fund	Index/ETF	0.07%	₹3.39 L	+0.01%
Axis Nifty 500 Index Fund - Direct Plan - Growth Option Axis Mutual Fund	Index/ETF	0.07%	₹21.19 L	+0.01%
Groww Nifty Total Market Index Fund - Direct Plan - Growth Groww Mutual Fund	Index/ETF	0.07%	₹24.09 L	+0.01%
Angel One Nifty Total Market ETF Angel One Mutual Fund	Index/ETF	0.07%	₹2.85 L	+0.01%
Angel One Nifty Total Market Index Fund Angel One Mutual Fund	Index/ETF	0.07%	₹3.98 L	+0.01%
Bandhan Nifty Total Market Index Fund Bandhan Mutual Fund	Index/ETF	0.07%	₹3.08 L	NEW
JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option JioBlackRock Mutual Fund	Equity	0.06%	₹9.16 L	—
Mirae Asset Multi Asset Allocation Fund Mirae Asset Mutual Fund	Multi Asset	0.04%	₹1.43 Cr	—

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Data source: Official AMFI monthly portfolio disclosures. Updated every month. Index funds and ETFs excluded. Disclaimer: This is not investment advice. Consult a SEBI-registered advisor before investing.