Capital Markets
Motilal Oswal Financial Services Limited
ISIN: INE338I01027 · Data as of Apr 2026
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Active Funds Holding
43
vs Last Month
+2 funds
Total Value
₹2,239.37 Cr
Avg Weight
1.17%
New Entries
5
Exits
3
Top Holder
Tata Value Fund -Direct Plan Growth Option 4.09%
ℹ️ Index funds and ETFs are excluded from this analysis. They passively track an index and hold stocks mechanically — not because of a fund manager's conviction. Only actively managed funds reflect genuine fund manager decisions.
📋 What Changed This Month

Motilal Oswal Financial Services Limited is currently held by 43 active mutual funds (excluding ETFs and Index funds) with a total exposure of ₹2,239.37 Cr. This month 5 funds entered and 3 funds exited. Tata Value Fund -Direct Plan Growth Option has the highest allocation at 4.09%, followed by Helios Financial Services Fund - Direct Plan - Growth Option at 3.78%. ↓ Scroll down for full fund list and monthly changes.

Trend
Active Fund Count — Last 3 Months
Feb
Mar
Apr
By Category
Fund Category Breakdown
CategoryFundsAvg WeightDistribution
Mid Cap 14 1.00%
Equity 8 1.68%
Small Cap 5 1.02%
Flexi Cap 4 1.28%
Multi Cap 3 0.44%
Aggressive Hybrid 2 0.94%
Value/Contra 2 2.57%
Multi Asset 2 0.04%
ELSS 1 2.21%
Dividend Yield 1 1.20%
Balanced Advantage 1 0.66%
All Holdings
All 43 Active Funds Holding Motilal Oswal Financial Services Limited
Filter:
Fund ↕ Category ↕ Weight ↕ Value ↕ Change ↕
Tata Value Fund -Direct Plan Growth Option
Tata Mutual Fund
Value/Contra 4.09% ₹351.47 Cr +0.59%
Helios Financial Services Fund - Direct Plan - Growth Option
Helios Mutual Fund
Equity 3.78% ₹7.21 Cr +0.4%
Tata Banking And Financial Services Fund-Direct Plan-Growth
Tata Mutual Fund
Equity 2.41% ₹73.22 Cr +0.3%
Tata ELSS Fund-Growth-Direct Plan
Tata Mutual Fund
ELSS 2.21% ₹99.72 Cr +0.28%
Helios Mid Cap Fund - Direct Plan - Growth Option
Helios Mutual Fund
Mid Cap 2.14% ₹29.51 Cr +0.09%
LIC MF Banking and Financial Services Fund-Direct Plan-Growth
Lic Mutual Fund
Equity 2.11% ₹5.54 Cr +0.28%
HSBC Financial Services Fund - Direct Growth
HSBC Mutual Fund
Equity 2.07% ₹17.91 Cr +0.17%
JM Midcap Fund (Direct) - Growth
JM Financial Mutual Fund
Mid Cap 1.81% ₹21.08 Cr +0.18%
LIC MF Flexi Cap Fund-Direct Plan-Growth
Lic Mutual Fund
Flexi Cap 1.73% ₹16.81 Cr +0.47%
HSBC Flexi Cap Fund - Direct Growth
HSBC Mutual Fund
Flexi Cap 1.60% ₹86.68 Cr +0.15%
Kotak Large & Midcap Fund - Direct- Growth
Kotak Mutual Fund
Mid Cap 1.43% ₹432.14 Cr +0.18%
HSBC Business Cycles Fund - Direct Growth
HSBC Mutual Fund
Equity 1.39% ₹16.01 Cr +0.09%
HSBC Small Cap Fund - Direct Growth
HSBC Mutual Fund
Small Cap 1.38% ₹225.81 Cr +0.09%
Helios Flexi Cap Fund - Direct Plan - Growth Option
Helios Mutual Fund
Flexi Cap 1.37% ₹92.76 Cr +0.09%
Helios Small Cap Fund - Direct Plan - Growth Option
Helios Mutual Fund
Small Cap 1.35% ₹12.56 Cr -0.02%