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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
₹846 Cr
down ₹60.9 Cr vs Dec 2025
- Stocks held
- 26
- unchanged
- Top 10 weight
- 54.2%
- of the portfolio in its ten largest
- Cash & debt
- 5.7%
- cash, money market and debt
- Moves this month
- 1 in · 1 out
- added to 1, trimmed 23
Motilal Oswal Digital India Fund is an active equity fund in the Sectoral / Thematic category from Motilal Oswal Mutual Fund. In January 2026 it disclosed 26 stocks worth ₹846 Cr, down ₹60.9 Cr from Dec 2025. Its largest positions were Birlasoft Limited (7.1%), Coforge Limited (6.9%), Zensar Technologies Limited (6.1%); the ten largest together made up 54.2% of the portfolio, and IT - Software was the biggest sector at 53.1% of its equity. Cash and debt stood at 5.7%. Compared with Dec 2025 the fund entered 1 new stock and exited 1.
Against 229 other Sectoral / Thematic funds
Concentration
69%
Top-10 weight is higher than 69% of peers
Breadth
10%
Holds more stocks than 10% of peers
Cash
75%
Holds more cash than 75% 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.
| Birlasoft Limited | 7.07% | up 0.34 pts | ₹59.8 Cr | down ₹1.2 Cr | Trimmed |
| Coforge Limited | 6.88% | up 0.43 pts | ₹58.2 Cr | down ₹32 L | Trimmed |
| Zensar Technologies Limited | 6.08% | down 0.06 pts | ₹51.4 Cr | down ₹4.2 Cr | Trimmed |
| Hexaware Technologies Limited | 6.06% | down 0.14 pts | ₹51.2 Cr | down ₹5 Cr | Trimmed |
| Sonata Software Limited | 5.87% | down 0.23 pts | ₹49.7 Cr | down ₹5.7 Cr | Trimmed |
| Cash, TREPS & receivables | 5.65% | up 3.29 pts | ₹47.8 Cr | up ₹26.4 Cr | Added |
| One 97 Communications Limited | 5.20% | down 0.24 pts | ₹44 Cr | down ₹5.3 Cr | Trimmed |
| Mastek Limited | 4.34% | up 0.29 pts | ₹36.7 Cr | up ₹0 L | Held |
| Firstsource Solutions Limited | 4.33% | up 0.15 pts | ₹36.6 Cr | down ₹1.3 Cr | Trimmed |
| Info Edge (India) Limited | 4.23% | up 0.02 pts | ₹35.8 Cr | down ₹2.4 Cr | Trimmed |
| eClerx Services Limited | 4.19% | down 0.71 pts | ₹35.5 Cr | down ₹9 Cr | Trimmed |
| Intellect Design Arena Limited | 3.55% | up 0.03 pts | ₹30 Cr | down ₹1.9 Cr | Trimmed |
| Netweb Technologies India Limited | 3.45% | up 0.27 pts | ₹29.1 Cr | up ₹31 L | Added |
| C.E. Info Systems Limited | 3.41% | down 0.75 pts | ₹28.9 Cr | down ₹8.9 Cr | Trimmed |
| Emmvee Photovoltaic Power Limited | 3.35% | up 0.18 pts | ₹28.3 Cr | down ₹41 L | Trimmed |
| Persistent Systems Limited | 3.07% | down 0.19 pts | ₹26 Cr | down ₹3.6 Cr | Trimmed |
| PB Fintech Limited | 2.91% | down 0.09 pts | ₹24.6 Cr | down ₹2.5 Cr | Trimmed |
| Billionbrains Garage Ventures Ltd | 2.77% | down 0.33 pts | ₹23.5 Cr | down ₹4.6 Cr | Trimmed |
| Rategain Travel Technologies Limited | 2.76% | down 0.15 pts | ₹23.4 Cr | down ₹3 Cr | Trimmed |
| Amagi Media Labs Ltd. | 2.43% | up 2.43 pts | ₹20.5 Cr | up ₹20.5 Cr | New |
| Le Travenues Technology Ltd | 2.21% | up 0.11 pts | ₹18.7 Cr | down ₹31 L | Trimmed |
| Lenskart Solutions Limited | 2.13% | down 0.21 pts | ₹18.1 Cr | down ₹3.2 Cr | Trimmed |
| Pine Labs Limited | 2.09% | up 0.04 pts | ₹17.7 Cr | down ₹87 L | Trimmed |
| Eternal Limited | 1.99% | up 0.10 pts | ₹16.8 Cr | down ₹27 L | Trimmed |
| Zaggle Prepaid Ocean Services Limited | 1.95% | down 0.28 pts | ₹16.5 Cr | down ₹3.7 Cr | Trimmed |
| Yatra Online Ltd | 1.04% | down 0.10 pts | ₹8.8 Cr | down ₹1.5 Cr | Trimmed |
| Unicommerce Esolutions Limited | 0.98% | down 0.23 pts | ₹8.3 Cr | down ₹2.7 Cr | Trimmed |
What changed, Dec 2025 to Jan 2026
New New positions (1)
- Amagi Media Labs Ltd.2.4% · ₹20.5 Cr
Exited Exited (1)
- MphasiS Limitedwas 4.0% · ₹36.1 Cr
Added Biggest additions
- Netweb Technologies India Limitedup ₹31 L (+0.27% pts)
Trimmed Biggest reductions
- eClerx Services Limiteddown ₹9 Cr (−0.71% pts)
- C.E. Info Systems Limited ₹8.9 Cr (−0.75% 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 Dec 2025, the weight rose most in IT - Services (+2.8 pts) and Electrical Equipment (+0.3 pts), and fell most in IT - Software (−3.0 pts) and Commercial Services & Supplies (−0.3 pts).
- IT - Services5.5% → 8.3%+2.8 pts
- Electrical Equipment3.2% → 3.6%+0.3 pts
- Retailing8.7% → 8.9%+0.2 pts
- Leisure Services3.3% → 3.4%+0.1 pts
- IT - Software56.0% → 53.1%−3.0 pts
- Commercial Services & Supplies9.3% → 9.0%−0.3 pts
- Capital Markets3.2% → 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 | Jan 2025 | Jul 2025 | Oct 2025 | Dec 2025 | Jan 2026 |
|---|---|---|---|---|---|
| IT - Software | 53.0% | 49.8% | 48.6% | 56.0% | 53.1% |
| Financial Technology (fintech) | 8.3% | 8.6% | 13.1% | 10.7% | 10.8% |
| Commercial Services & Supplies | 2.8% | 2.2% | 6.8% | 9.3% | 9.0% |
| Retailing | 20.1% | 19.3% | 10.3% | 8.7% | 8.9% |
| IT - Services | 10.0% | 8.5% | 10.6% | 5.5% | 8.3% |
| Electrical Equipment | — | — | — | 3.2% | 3.6% |
| Leisure Services | — | — | 2.0% | 3.3% | 3.4% |
| Capital Markets | 3.4% | — | — | 3.2% | 2.9% |
Allocation in Jan 2026change vs Dec 2025
- IT - Software (11)53.1%▼ 3.0 pts
- Financial Technology (fintech) (3)10.8%▲ 0.1 pts
- Commercial Services & Supplies (2)9.0%▼ 0.3 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
5.7%
▲ 3.3 pts vs Dec 2025
- Cash alone
- 5.7%
- cash and net receivables
- A year earlier
- 6.1%
- Jan 2025 · now ▼ 0.5 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.