Which mutual funds hold Motilal Oswal Financial Services Limited?

45 mutual funds hold Motilal Oswal Financial Services Limited as of Jul 2026. The highest weight is 4.42% 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 (Jan-Jun 2026), Motilal Oswal Financial Services Limited is a Mid Cap stock ranked #199 with an average market cap of ₹48.13 K Cr.

Capital Markets

Motilal Oswal Financial Services Limited

ISIN: INE338I01027 · Data as of Jul 2026

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Active Funds Holding

vs Last Month

-2 funds

Total Value

₹2,381.60 Cr

Avg Weight

1.18%

New Entries

Exits

Top Holder

Tata Value Fund -Direct Plan Growth Option 4.42%

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

Mid Cap Rank #199

₹9.58 K Cr

Avg Mkt Cap · Jan-Jun 2023 (3yr ago)

→

₹48.13 K Cr

Avg Mkt Cap · Jan-Jun 2026 (latest)

+402.2%

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 45 active mutual funds with total exposure of ₹2,381.60 Cr. This month 5 funds entered and 7 funds exited. Tata Value Fund -Direct Plan Growth Option has the highest allocation at 4.42%. ↓ Scroll down for full fund list and monthly changes.

Trend

How Has Fund Coverage Changed — Last 5 Months?

Month	Funds	AUM (Cr)	AMCs	Status
Jul 2026 REFERENCE	45	₹2,382	49 / 49	✅ Complete
Jun 2026	47	₹2,705	49 / 49	✅ Complete
May 2026	44	₹2,497	49 / 49	✅ Complete
Apr 2026	43	₹2,239	49 / 49	✅ Complete
Mar 2026	41	₹1,607	48 / 49

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

This Month

What Changed in the Portfolio — Jul 2026?

Note: Index funds and ETFs are excluded from this analysis. Their holdings change due to index rebalancing, not active fund manager decisions, and do not reflect genuine conviction buys or exits.

▲ New Entries (5)

ITI Large & Mid Cap Fund 1.25%

THE WEALTH COMPANY SMALL CAP FUND 0.56%

ZERODHA LIFE CYCLE FUND 2041 0.12%

Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70 30 Index Fund 0.11%

ZERODHA LIFE CYCLE FUND 2036 0.09%

▼ Exits (7)

ITI Large & Midcap Fund - Direct Plan - Growth 1.19%

JM Aggressive Hybrid Fund 0.96%

Navi Aggressive Hybrid Fund - Direct Plan - Growth 0.54%

Mirae Asset Arbitrage Fund 0.54%

Edelweiss Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund 0.13%

JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option 0.07%

Mirae Asset Equity Savings Fund 0.03%

↑ Increased (6)

LIC MF Mid Cap Fund-Direct Plan-Growth +0.44%

JM Large and Midcap Fund +0.05%

Navi Flexi Cap Fund - Direct Plan - Growth +0.31%

ITI Mid Cap Fund - Direct Plan - Growth Option +0.03%

Navi Large & Midcap Fund- Direct Plan- Growth Option +0.39%

Tata Multicap Fund - Direct Plan - Growth +0.1%

↓ Decreased (33)

Tata Banking And Financial Services Fund-Direct Plan-Growth -2.35%

Tata Value Fund -Direct Plan Growth Option -0.59%

Helios Financial Services Fund - Direct Plan - Growth Option -0.72%

Tata ELSS Fund-Growth-Direct Plan -0.33%

LIC MF Banking and Financial Services Fund-Direct Plan-Growth -0.26%

Helios Mid Cap Fund - Direct Plan - Growth Option -0.04%

HSBC Financial Services Fund - Direct Growth -0.25%

JM Midcap Fund (Direct) - Growth -0.01%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Mid Cap	15	1.21%
Equity	10	1.17%
Small Cap	6	0.88%
Value/Contra	3	2.33%
Flexi Cap	3	1.13%
Multi Cap	3	0.59%
Aggressive Hybrid	2	0.9%
ELSS	1	2.25%
Dividend Yield	1	1.19%
Balanced Advantage	1	0.74%

All Holdings

Which 45 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	4.42%	₹374.94 Cr	-0.59%
Helios Financial Services Fund - Direct Plan - Growth Option Helios Mutual Fund	Equity	3.56%	₹7.23 Cr	-0.72%
Tata ELSS Fund-Growth-Direct Plan Tata Mutual Fund	ELSS	2.25%	₹104.89 Cr	-0.33%
LIC MF Banking and Financial Services Fund-Direct Plan-Growth Lic Mutual Fund	Equity	2.19%	₹5.90 Cr	-0.26%
Helios Mid Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Mid Cap	2.15%	₹41.92 Cr	-0.04%
HSBC Financial Services Fund - Direct Growth HSBC Mutual Fund	Equity	2.05%	₹19.07 Cr	-0.25%
JM Midcap Fund (Direct) - Growth JM Financial Mutual Fund	Mid Cap	1.96%	₹25.42 Cr	-0.01%
LIC MF Mid Cap Fund-Direct Plan-Growth Lic Mutual Fund	Mid Cap	1.85%	₹6.94 Cr	+0.44%
JM Value Fund (Direct) - Growth Option JM Financial Mutual Fund	Value/Contra	1.48%	₹11.93 Cr	-0.34%
Kotak Large & Midcap Fund - Direct- Growth Kotak Mutual Fund	Mid Cap	1.44%	₹460.05 Cr	-0.2%
HSBC Business Cycles Fund - Direct Growth HSBC Mutual Fund	Equity	1.44%	₹17.04 Cr	-0.17%
JM Large and Midcap Fund JM Financial Mutual Fund	Mid Cap	1.4%	₹6.27 Cr	+0.05%
HSBC Small Cap Fund - Direct Growth HSBC Mutual Fund	Small Cap	1.35%	₹240.40 Cr	-0.16%
Navi Flexi Cap Fund - Direct Plan - Growth Navi Mutual Fund	Flexi Cap	1.31%	₹3.79 Cr	+0.31%
ITI Large & Mid Cap Fund ITI Mutual Fund	Mid Cap	1.25%	₹9.24 Cr	NEW
Helios Flexi Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Flexi Cap	1.23%	₹98.75 Cr	-0.23%
Helios Large & Mid Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Mid Cap	1.21%	₹16.70 Cr	-0.04%
HSBC Aggressive Hybrid Fund HSBC Mutual Fund	Aggressive Hybrid	1.21%	₹69.08 Cr	-0.15%
TATA DIVIDEND YIELD FUND Tata Mutual Fund	Dividend Yield	1.19%	₹13.38 Cr	-0.17%
Helios Small Cap Fund - Direct Plan - Growth Option Helios Mutual Fund	Small Cap	1.19%	₹17.32 Cr	-0.01%
UTI Large & Mid Cap Fund - Direct Plan - Growth Option UTI Mutual Fund	Mid Cap	1.18%	₹75.53 Cr	-0.05%
ITI Mid Cap Fund - Direct Plan - Growth Option ITI Mutual Fund	Mid Cap	1.17%	₹17.36 Cr	+0.03%
WhiteOak Capital Mid Cap Fund Direct Plan Growth WhiteOak Capital Mutual Fund	Mid Cap	1.11%	₹75.08 Cr	-0.02%
ITI Value Fund - Direct Plan - Growth Option ITI Mutual Fund	Value/Contra	1.1%	₹3.95 Cr	-0.13%
UTI Small Cap Fund - Direct Plan - Growth Option UTI Mutual Fund	Small Cap	1.08%	₹56.74 Cr	-0.09%
Sundaram Mid Cap Fund Direct Plan - Growth Sundaram Mutual Fund	Mid Cap	1.07%	₹154.88 Cr	-0.16%
Sundaram Financial Services Opportunities Fund Direct Plan - Growth Sundaram Mutual Fund	Equity	1.02%	₹17.04 Cr	-0.11%
JM Small Cap Fund (Direct) - Growth Option JM Financial Mutual Fund	Small Cap	0.94%	₹8.12 Cr	-0.12%
Navi Large & Midcap Fund- Direct Plan- Growth Option Navi Mutual Fund	Mid Cap	0.93%	₹2.90 Cr	+0.39%
Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth WhiteOak Capital Mutual Fund	Mid Cap	0.85%	₹20.65 Cr	-0.03%
HSBC Flexi Cap Fund - Direct Growth HSBC Mutual Fund	Flexi Cap	0.84%	₹47.99 Cr	-0.11%
Helios Balanced Advantage Fund- Direct Plan- Growth Option Helios Mutual Fund	Balanced Advantage	0.74%	₹2.15 Cr	-0.08%
Tata Multicap Fund - Direct Plan - Growth Tata Mutual Fund	Multi Cap	0.71%	₹25.13 Cr	+0.1%
HSBC Consumption Fund - Direct Growth HSBC Mutual Fund	Equity	0.67%	₹11.73 Cr	-0.1%
UTI Aggressive Hybrid Fund -Direct Plan - Growth UTI Mutual Fund	Aggressive Hybrid	0.58%	₹39.51 Cr	-0.2%
THE WEALTH COMPANY SMALL CAP FUND The Wealth Company Mutual Fund	Small Cap	0.56%	₹59.64 L	NEW
WhiteOak Capital Multi Cap Fund Direct Plan Growth WhiteOak Capital Mutual Fund	Multi Cap	0.53%	₹22.09 Cr	—
HDFC Large and Mid Cap Fund - Growth Option - Direct Plan HDFC Mutual Fund	Mid Cap	0.53%	₹158.18 Cr	-0.07%
HSBC Multi Cap Fund - Direct - Growth HSBC Mutual Fund	Multi Cap	0.53%	₹32.05 Cr	-0.08%
Tata Banking And Financial Services Fund-Direct Plan-Growth Tata Mutual Fund	Equity	0.4%	₹12.78 Cr	-2.35%
BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTH Bandhan Mutual Fund	Small Cap	0.15%	₹45.52 Cr	-0.03%
ZERODHA LIFE CYCLE FUND 2041 Zerodha Mutual Fund	Equity	0.12%	₹1.72 L	NEW
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70 30 Index Fund Edelweiss Mutual Fund	Equity	0.11%	₹6.04 L	NEW
ZERODHA LIFE CYCLE FUND 2036 Zerodha Mutual Fund	Equity	0.09%	₹1.41 L	NEW
BANDHAN MIDCAP FUND - GROWTH - DIRECT PLAN Bandhan Mutual Fund	Mid Cap	0.05%	₹1.28 Cr	-0.14%

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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.