Loading…
Sectoral / Thematic · Motilal Oswal Mutual Fund · AMFI code 152964Motilal Oswal Digital India Fund
Disclosed for 23 months, Nov 2024 to Sep 2026.
Portfolio value
₹836 Cr
up ₹16.7 Cr vs Jul 2025
- Stocks held
- 22
- up 1 vs Jul 2025
- Top 10 weight
- 63.5%
- of the portfolio in its ten largest
- Cash & debt
- 1.2%
- cash, money market and debt
- Moves this month
- 1 in · 0 out
- added to 8, trimmed 10
Motilal Oswal Digital India Fund is an active equity fund in the Sectoral / Thematic category from Motilal Oswal Mutual Fund. In August 2025 it disclosed 22 stocks worth ₹836 Cr, up ₹16.7 Cr from Jul 2025. Its largest positions were Eternal Limited (9.7%), Coforge Limited (8.9%), PB Fintech Limited (7.8%); the ten largest together made up 63.5% of the portfolio, and IT - Software was the biggest sector at 46.7% of its equity. Cash and debt stood at 1.2%. Compared with Jul 2025 the fund entered 1 new stock and exited 0.
Against 229 other Sectoral / Thematic funds
Concentration
88%
Top-10 weight is higher than 88% of peers
Breadth
6%
Holds more stocks than 6% of peers
Cash
13%
Holds more cash than 13% of peers
What these mean: concentration · cash
Holdings in August 2025
Download CSVEvery line the fund disclosed, with the change against Jul 2025. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Eternal Limited | 9.70% | down <0.01 pts | ₹81.1 Cr | up ₹1.6 Cr | Added |
| Coforge Limited | 8.94% | down 0.31 pts | ₹74.8 Cr | down ₹1 Cr | Trimmed |
| PB Fintech Limited | 7.84% | down 0.35 pts | ₹65.6 Cr | down ₹1.5 Cr | Trimmed |
| Zensar Technologies Limited | 7.04% | down 0.50 pts | ₹58.8 Cr | down ₹2.9 Cr | Trimmed |
| Affle (India) Limited | 5.93% | down 0.66 pts | ₹49.6 Cr | down ₹4.4 Cr | Trimmed |
| Syrma SGS Technology Limited | 5.15% | down 0.12 pts | ₹43.1 Cr | down ₹16 L | Held |
| Hexaware Technologies Limited | 4.88% | up 0.25 pts | ₹40.8 Cr | up ₹2.9 Cr | Added |
| Black Buck Ltd | 4.83% | up 2.08 pts | ₹40.4 Cr | up ₹17.9 Cr | Added |
| Persistent Systems Limited | 4.71% | up 0.04 pts | ₹39.4 Cr | up ₹1.1 Cr | Added |
| Sonata Software Limited | 4.45% | down 0.62 pts | ₹37.2 Cr | down ₹4.4 Cr | Trimmed |
| Info Edge (India) Limited | 4.44% | down 0.20 pts | ₹37.1 Cr | down ₹93 L | Trimmed |
| C.E. Info Systems Limited | 4.30% | down 0.51 pts | ₹35.9 Cr | down ₹3.5 Cr | Trimmed |
| Rategain Travel Technologies Limited | 4.02% | up 0.51 pts | ₹33.6 Cr | up ₹4.8 Cr | Added |
| Indiamart Intermesh Limited | 3.93% | down 0.17 pts | ₹32.9 Cr | down ₹73 L | Trimmed |
| eClerx Services Limited | 3.84% | up 3.84 pts | ₹32.1 Cr | up ₹32.1 Cr | New |
| Birlasoft Limited | 3.84% | down 0.33 pts | ₹32.1 Cr | down ₹2 Cr | Trimmed |
| Indegene Limited | 2.82% | down 0.06 pts | ₹23.6 Cr | down ₹3 L | Held |
| MphasiS Limited | 2.25% | down 0.05 pts | ₹18.8 Cr | down ₹1 L | Held |
| TeamLease Services Limited | 1.98% | down 0.10 pts | ₹16.6 Cr | down ₹47 L | Trimmed |
| Unicommerce Esolutions Limited | 1.74% | up 0.11 pts | ₹14.5 Cr | up ₹1.2 Cr | Added |
| Zaggle Prepaid Ocean Services Limited | 1.56% | up 0.02 pts | ₹13.1 Cr | up ₹44 L | Added |
| Cash, TREPS & receivables | 1.16% | down 3.29 pts | ₹9.7 Cr | down ₹26.8 Cr | Trimmed |
| Aditya Infotech Limited | 0.65% | up 0.42 pts | ₹5.4 Cr | up ₹3.5 Cr | Added |
What changed, Jul 2025 to Aug 2025
New New positions (1)
- eClerx Services Limited3.8% · ₹32.1 Cr
Exited Exited (0)
None.
Added Biggest additions
- Black Buck Ltdup ₹17.9 Cr (+2.08% pts)
- Rategain Travel Technologies Limitedup ₹4.8 Cr (+0.51% pts)
- Aditya Infotech Limitedup ₹3.5 Cr (+0.42% pts)
- Hexaware Technologies Limitedup ₹2.9 Cr (+0.25% pts)
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 Jul 2025, the weight rose most in Commercial Services & Supplies (+3.7 pts) and Transport Services (+2.0 pts), and fell most in IT - Software (−3.1 pts) and Retailing (−1.0 pts).
- Commercial Services & Supplies2.2% → 5.9%+3.7 pts
- Transport Services2.9% → 4.9%+2.0 pts
- Industrial Manufacturing5.8% → 5.9%+0.1 pts
- IT - Software49.8% → 46.7%−3.1 pts
- Retailing19.3% → 18.3%−1.0 pts
- IT - Services8.5% → 7.6%−0.9 pts
- Financial Technology (fintech)8.6% → 7.9%−0.6 pts
- Healthcare Services3.0% → 2.9%−0.2 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 | Feb 2025 | May 2025 | Jul 2025 | Aug 2025 |
|---|---|---|---|---|
| IT - Software | 53.0% | 59.2% | 49.8% | 46.7% |
| Retailing | 21.3% | 14.8% | 19.3% | 18.3% |
| Financial Technology (fintech) | 8.0% | 7.7% | 8.6% | 7.9% |
| IT - Services | 9.0% | 9.1% | 8.5% | 7.6% |
| Commercial Services & Supplies | 2.6% | 2.3% | 2.2% | 5.9% |
| Industrial Manufacturing | — | — | 5.8% | 5.9% |
| Transport Services | — | — | 2.9% | 4.9% |
| Healthcare Services | 2.8% | 3.5% | 3.0% | 2.9% |
Allocation in Aug 2025change vs Jul 2025
- IT - Software (10)46.7%▼ 3.1 pts
- Retailing (3)18.3%▼ 1.0 pts
- Financial Technology (fintech) (1)7.9%▼ 0.6 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, Aug 2025
1.2%
▼ 3.3 pts vs Jul 2025
- Cash alone
- 1.2%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 1.2% – 17.2%
- lowest to highest · record 17.2% in Nov 2024
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.