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Sectoral / Thematic · Motilal Oswal Mutual Fund · AMFI code 153364Motilal Oswal Active Momentum Fund
Disclosed for 19 months, Mar 2025 to Sep 2026.
Portfolio value
₹360 Cr
up ₹5.9 Cr vs Dec 2025
- Stocks held
- 26
- unchanged
- Top 10 weight
- 47.1%
- of the portfolio in its ten largest
- Cash & debt
- 5.3%
- cash, money market and debt
- Moves this month
- 6 in · 6 out
- added to 9, trimmed 10
Motilal Oswal Active Momentum Fund is an active equity fund in the Sectoral / Thematic category from Motilal Oswal Mutual Fund. In January 2026 it disclosed 26 stocks worth ₹360 Cr, up ₹5.9 Cr from Dec 2025. Its largest positions were State Bank of India (6.1%), Bharat Electronics Limited (5.4%), Muthoot Finance Limited (4.7%); the ten largest together made up 47.1% of the portfolio, and Finance was the biggest sector at 21.6% of its equity. Cash and debt stood at 5.3%. Compared with Dec 2025 the fund entered 6 new stocks and exited 6.
Against 229 other Sectoral / Thematic funds
Concentration
52%
Top-10 weight is higher than 52% of peers
Breadth
10%
Holds more stocks than 10% of peers
Cash
73%
Holds more cash than 73% of peers
What these mean: concentration · cash
Holdings in January 2026
Download CSVEvery line the fund disclosed, with the change against Dec 2025. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| State Bank of India | 6.05% | up 2.64 pts | ₹21.8 Cr | up ₹9.7 Cr | Added |
| Bharat Electronics Limited | 5.42% | up 1.58 pts | ₹19.5 Cr | up ₹5.9 Cr | Added |
| Cash, TREPS & receivables | 5.31% | down 1.44 pts | ₹19.1 Cr | down ₹4.8 Cr | Trimmed |
| Muthoot Finance Limited | 4.73% | down 0.06 pts | ₹17 Cr | up ₹8 L | Held |
| Shriram Transport Finance Company Limited Shriram Finance Limited · history in this fund | 4.69% | up 0.03 pts | ₹16.9 Cr | up ₹39 L | Added |
| Billionbrains Garage Ventures Ltd | 4.60% | up 1.24 pts | ₹16.6 Cr | up ₹4.7 Cr | Added |
| Jain Resource Recycling Limited | 4.56% | up 0.89 pts | ₹16.4 Cr | up ₹3.4 Cr | Added |
| Aditya Birla Capital Limited | 4.31% | up 0.81 pts | ₹15.5 Cr | up ₹3.1 Cr | Added |
| National Aluminium Company Limited | 4.28% | down 1.27 pts | ₹15.4 Cr | down ₹4.3 Cr | Trimmed |
| One 97 Communications Limited | 4.23% | up 0.24 pts | ₹15.2 Cr | up ₹1.1 Cr | Added |
| Escorts Kubota Limited | 4.18% | up 4.18 pts | ₹15.1 Cr | up ₹15.1 Cr | New |
| IDFC First Bank Limited | 4.09% | up 4.09 pts | ₹14.7 Cr | up ₹14.7 Cr | New |
| Multi Commodity Exchange of India Limited | 3.85% | down 1.53 pts | ₹13.9 Cr | down ₹5.2 Cr | Trimmed |
| TVS Motor Company Limited | 3.84% | down 0.11 pts | ₹13.8 Cr | down ₹16 L | Trimmed |
| IndusInd Bank Limited | 3.75% | up 3.75 pts | ₹13.5 Cr | up ₹13.5 Cr | New |
| KEI Industries Limited | 3.61% | up 0.50 pts | ₹13 Cr | up ₹2 Cr | Added |
| DDB DEWAN HSG FINANCE CORPORATION LTD Piramal Finance Limited · history in this fund | 3.52% | up 0.15 pts | ₹12.7 Cr | up ₹73 L | Added |
| Anand Rathi Wealth Limited | 3.22% | up 3.22 pts | ₹11.6 Cr | up ₹11.6 Cr | New |
| Mahindra & Mahindra Limited | 3.20% | down 0.32 pts | ₹11.5 Cr | down ₹93 L | Trimmed |
| Amagi Media Labs Ltd. | 3.18% | up 3.18 pts | ₹11.5 Cr | up ₹11.5 Cr | New |
| L&T Finance Limited | 3.15% | down 0.38 pts | ₹11.4 Cr | down ₹1.2 Cr | Trimmed |
| Shaily Engineering Plastics Limited | 3.09% | down 0.62 pts | ₹11.1 Cr | down ₹2 Cr | Trimmed |
| Eicher Motors Limited | 2.38% | down 1.14 pts | ₹8.6 Cr | down ₹3.9 Cr | Trimmed |
| Polycab India Limited | 2.18% | down 0.23 pts | ₹7.9 Cr | down ₹68 L | Trimmed |
| Ola Electric Mobility Ltd | 1.87% | up 1.87 pts | ₹6.7 Cr | up ₹6.7 Cr | New |
| Ather Energy Limited | 1.61% | down 3.22 pts | ₹5.8 Cr | down ₹11.3 Cr | Trimmed |
| PhysicsWallah Limited | 1.06% | down 1.22 pts | ₹3.8 Cr | down ₹4.3 Cr | Trimmed |
| TVS Motor Company Ltd. Other | 0.02% | down <0.01 pts | ₹6 L | up ₹0 L | Held |
What changed, Dec 2025 to Jan 2026
New New positions (6)
- Escorts Kubota Limited4.2% · ₹15.1 Cr
- IDFC First Bank Limited4.1% · ₹14.7 Cr
- IndusInd Bank Limited3.7% · ₹13.5 Cr
- Anand Rathi Wealth Limited3.2% · ₹11.6 Cr
- Amagi Media Labs Ltd.3.2% · ₹11.5 Cr
- Ola Electric Mobility Ltd1.9% · ₹6.7 Cr
Exited Exited (6)
- Hindustan Zinc Limitedwas 5.9% · ₹21 Cr
- Radico Khaitan Limitedwas 3.0% · ₹10.8 Cr
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Dec 2025, the weight rose most in Banks (+11.0 pts) and Agricultural, Commercial & Construction Vehicles (+4.4 pts), and fell most in Non - Ferrous Metals (−7.8 pts) and Automobiles (−3.3 pts).
- Banks3.7% → 14.7%+11.0 pts
- Agricultural, Commercial & Construction Vehicles0.0% → 4.4%new+4.4 pts
- IT - Services0.0% → 3.4%new+3.4 pts
- Capital Markets9.4% → 12.3%+3.0 pts
- Aerospace & Defense4.1% → 5.7%+1.6 pts
- Diversified Metals3.9% → 4.8%+0.9 pts
- Non - Ferrous Metals12.3% → 4.5%−7.8 pts
- Automobiles17.0% → 13.6%−3.3 pts
- Beverages3.3% → 0.0%exited−3.3 pts
- Retailing2.8% → 0.0%exited−2.8 pts
- Healthcare Services2.5% → 0.0%exited−2.5 pts
- Consumer Durables5.7% → 3.3%−2.4 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Jul 2025 | Oct 2025 | Dec 2025 | Jan 2026 |
|---|---|---|---|---|
| Finance | 7.1% | 5.6% | 21.3% | 21.6% |
| Banks | — | 5.3% | 3.7% | 14.7% |
| Automobiles | — | 10.3% | 17.0% | 13.6% |
| Capital Markets | 7.8% | 11.6% | 9.4% | 12.3% |
| Industrial Products | 6.8% | 4.2% | 5.9% | 6.1% |
| Aerospace & Defense | 4.7% | 6.1% | 4.1% | 5.7% |
| Diversified Metals | — | 5.1% | 3.9% | 4.8% |
| Non - Ferrous Metals | — | — | 12.3% | 4.5% |
| Financial Technology (fintech) | 2.8% | 5.4% | 4.3% | 4.5% |
| Agricultural, Commercial & Construction Vehicles | — | — | — | 4.4% |
Allocation in Jan 2026change vs Dec 2025
- Finance (5)21.6%▲ 0.3 pts
- Banks (3)14.7%▲ 11.0 pts
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal. More on reading cash.
Cash & debt, Jan 2026
5.3%
▼ 1.4 pts vs Dec 2025
- Cash alone
- 5.3%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 2.4% – 29.3%
- lowest to highest · record 29.3% in Apr 2025
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.