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Sectoral / Thematic · Motilal Oswal Mutual Fund · AMFI code 152964Motilal Oswal Digital India Fund
Disclosed for 23 months, Nov 2024 to Sep 2026.
Portfolio value
₹915 Cr
up ₹19.5 Cr vs Oct 2025
- Stocks held
- 26
- up 2 vs Oct 2025
- Top 10 weight
- 55.0%
- of the portfolio in its ten largest
- Cash & debt
- 1.6%
- cash, money market and debt
- Moves this month
- 5 in · 3 out
- added to 10, trimmed 10
Motilal Oswal Digital India Fund is an active equity fund in the Sectoral / Thematic category from Motilal Oswal Mutual Fund. In November 2025 it disclosed 26 stocks worth ₹915 Cr, up ₹19.5 Cr from Oct 2025. Its largest positions were Coforge Limited (8.4%), Zensar Technologies Limited (6.3%), PB Fintech Limited (5.6%); the ten largest together made up 55.0% of the portfolio, and IT - Software was the biggest sector at 55.1% of its equity. Cash and debt stood at 1.6%. Compared with Oct 2025 the fund entered 5 new stocks and exited 3.
Against 229 other Sectoral / Thematic funds
Concentration
72%
Top-10 weight is higher than 72% of peers
Breadth
10%
Holds more stocks than 10% of peers
Cash
24%
Holds more cash than 24% of peers
What these mean: concentration · cash
Holdings in November 2025
Download CSVEvery line the fund disclosed, with the change against Oct 2025. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Coforge Limited | 8.41% | up 0.01 pts | ₹77 Cr | up ₹1.7 Cr | Added |
| Zensar Technologies Limited | 6.27% | down 0.55 pts | ₹57.4 Cr | down ₹3.7 Cr | Trimmed |
| PB Fintech Limited | 5.60% | down 1.78 pts | ₹51.3 Cr | down ₹14.8 Cr | Trimmed |
| Sonata Software Limited | 5.49% | up 0.62 pts | ₹50.2 Cr | up ₹6.6 Cr | Added |
| One 97 Communications Limited | 5.48% | down 0.05 pts | ₹50.1 Cr | up ₹66 L | Added |
| Hexaware Technologies Limited | 5.47% | up 1.05 pts | ₹50.1 Cr | up ₹10.5 Cr | Added |
| Birlasoft Limited | 5.33% | up 1.27 pts | ₹48.7 Cr | up ₹12.4 Cr | Added |
| eClerx Services Limited | 4.80% | down 0.08 pts | ₹44 Cr | up ₹20 L | Held |
| Mastek Limited | 4.12% | up 2.10 pts | ₹37.7 Cr | up ₹19.7 Cr | Added |
| C.E. Info Systems Limited | 4.00% | down 0.44 pts | ₹36.6 Cr | down ₹3.1 Cr | Trimmed |
| MphasiS Limited | 3.98% | down 0.02 pts | ₹36.4 Cr | up ₹61 L | Added |
| Info Edge (India) Limited | 3.97% | down 0.23 pts | ₹36.3 Cr | down ₹1.3 Cr | Trimmed |
| Firstsource Solutions Limited | 3.45% | up 3.45 pts | ₹31.6 Cr | up ₹31.6 Cr | New |
| Netweb Technologies India Limited | 3.33% | down 0.85 pts | ₹30.5 Cr | down ₹6.9 Cr | Trimmed |
| Persistent Systems Limited | 3.27% | up 0.45 pts | ₹29.9 Cr | up ₹4.7 Cr | Added |
| Intellect Design Arena Limited | 3.22% | up 3.22 pts | ₹29.5 Cr | up ₹29.5 Cr | New |
| Billionbrains Garage Ventures Ltd | 3.12% | up 3.12 pts | ₹28.6 Cr | up ₹28.6 Cr | New |
| Affle (India) Limited | 3.06% | down 0.79 pts | ₹28 Cr | down ₹6.5 Cr | Trimmed |
| Rategain Travel Technologies Limited | 3.00% | down 0.99 pts | ₹27.4 Cr | down ₹8.3 Cr | Trimmed |
| Zaggle Prepaid Ocean Services Limited | 2.49% | up 0.07 pts | ₹22.8 Cr | up ₹1.1 Cr | Added |
| Lenskart Solutions Limited | 2.12% | down <0.01 pts | ₹19.4 Cr | up ₹40 L | Added |
| Eternal Limited | 2.02% | down 1.73 pts | ₹18.5 Cr | down ₹15.1 Cr | Trimmed |
| Pine Labs Limited | 1.80% | up 1.80 pts | ₹16.4 Cr | up ₹16.4 Cr | New |
| Unicommerce Esolutions Limited | 1.69% | down 0.21 pts | ₹15.4 Cr | down ₹1.5 Cr | Trimmed |
| Emmvee Photovoltaic Power Limited | 1.63% | up 1.63 pts | ₹14.9 Cr | up ₹14.9 Cr | New |
| Cash, TREPS & receivables | 1.60% | down 0.29 pts | ₹14.7 Cr | down ₹2.3 Cr | Trimmed |
| Yatra Online Ltd | 1.28% | down 0.71 pts | ₹11.7 Cr | down ₹6.2 Cr | Trimmed |
What changed, Oct 2025 to Nov 2025
New New positions (5)
- Firstsource Solutions Limited3.5% · ₹31.6 Cr
- Intellect Design Arena Limited3.2% · ₹29.5 Cr
- Billionbrains Garage Ventures Ltd3.1% · ₹28.6 Cr
- Pine Labs Limited1.8% · ₹16.4 Cr
- Emmvee Photovoltaic Power Limited1.6% · ₹14.9 Cr
Exited Exited (3)
- Syrma SGS Technology Limitedwas 4.5% · ₹40.1 Cr
- Black Buck Ltdwas 3.8% · ₹33.9 Cr
- TeamLease Services Limited
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 Oct 2025, the weight rose most in IT - Software (+6.5 pts) and Capital Markets (+3.2 pts), and fell most in Industrial Manufacturing (−4.6 pts) and Transport Services (−3.9 pts).
- IT - Software48.6% → 55.1%+6.5 pts
- Capital Markets0.0% → 3.2%new+3.2 pts
- Electrical Equipment0.0% → 1.7%new+1.7 pts
- Commercial Services & Supplies6.8% → 8.4%+1.5 pts
- Industrial Manufacturing4.6% → 0.0%exited−4.6 pts
- Transport Services3.9% → 0.0%exited−3.9 pts
- Retailing10.3% → 8.2%−2.0 pts
- IT - Services10.6% → 9.0%−1.6 pts
- Leisure Services2.0% → 1.3%−0.7 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 | Nov 2024 | May 2025 | Aug 2025 | Oct 2025 | Nov 2025 |
|---|---|---|---|---|---|
| IT - Software | 53.8% | 59.2% | 46.7% | 48.6% | 55.1% |
| Financial Technology (fintech) | 11.0% | 7.7% | 7.9% | 13.1% | 13.1% |
| IT - Services | 8.9% | 9.1% | 7.6% | 10.6% | 9.0% |
| Commercial Services & Supplies | 1.5% | 2.3% | 5.9% | 6.8% | 8.4% |
| Retailing | 24.9% | 14.8% | 18.3% | 10.3% | 8.2% |
| Capital Markets | — | 3.4% | — | — | 3.2% |
| Electrical Equipment | — | — | — | — | 1.7% |
| Leisure Services | — | — | — | 2.0% | 1.3% |
Allocation in Nov 2025change vs Oct 2025
- IT - Software (12)55.1%▲ 6.5 pts
- Financial Technology (fintech) (3)13.1%▼ 0.1 pts
- IT - Services (3)9.0%▼ 1.6 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, Nov 2025
1.6%
▼ 0.3 pts vs Oct 2025
- Cash alone
- 1.6%
- cash and net receivables
- A year earlier
- 17.2%
- Nov 2024 · now ▼ 15.6 pts
- Last 12 months
- 1.2% – 11.2%
- 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.