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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
₹655 Cr
down ₹75.7 Cr vs Feb 2026
- Stocks held
- 24
- unchanged
- Top 10 weight
- 58.6%
- of the portfolio in its ten largest
- Cash & debt
- −0.3%
- cash, money market and debt
- Moves this month
- 0 in · 0 out
- added to 6, trimmed 17
Motilal Oswal Digital India Fund is an active equity fund in the Sectoral / Thematic category from Motilal Oswal Mutual Fund. In March 2026 it disclosed 24 stocks worth ₹655 Cr, down ₹75.7 Cr from Feb 2026. Its largest positions were Birlasoft Limited (7.7%), Zensar Technologies Limited (7.2%), Coforge Limited (6.9%); the ten largest together made up 58.6% of the portfolio, and IT - Software was the biggest sector at 52.1% of its equity. Cash and debt stood at −0.3%. Compared with Feb 2026 the fund entered 0 new stocks and exited 0.
Against 229 other Sectoral / Thematic funds
Concentration
79%
Top-10 weight is higher than 79% of peers
Breadth
7%
Holds more stocks than 7% of peers
Cash
0%
Holds more cash than 0% of peers
What these mean: concentration · cash
Holdings in March 2026
Download CSVEvery line the fund disclosed, with the change against Feb 2026. 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 | 7.71% | down 0.25 pts | ₹50.5 Cr | down ₹7.6 Cr | Trimmed |
| Zensar Technologies Limited | 7.18% | up 0.41 pts | ₹47 Cr | down ₹2.5 Cr | Trimmed |
| Coforge Limited | 6.85% | up 0.52 pts | ₹44.9 Cr | down ₹1.4 Cr | Trimmed |
| Hexaware Technologies Limited | 6.07% | up 0.51 pts | ₹39.7 Cr | down ₹85 L | Trimmed |
| Eternal Limited | 5.99% | up 2.48 pts | ₹39.2 Cr | up ₹13.6 Cr | Added |
| One 97 Communications Limited | 5.72% | down 0.10 pts | ₹37.4 Cr | down ₹5.1 Cr | Trimmed |
| Sonata Software Limited | 5.52% | down 0.76 pts | ₹36.2 Cr | down ₹9.7 Cr | Trimmed |
| Firstsource Solutions Limited | 4.58% | up 0.71 pts | ₹30 Cr | up ₹1.7 Cr | Added |
| Netweb Technologies India Limited | 4.54% | down 0.36 pts | ₹29.8 Cr | down ₹6 Cr | Trimmed |
| Info Edge (India) Limited | 4.43% | up 0.26 pts | ₹29 Cr | down ₹1.5 Cr | Trimmed |
| PB Fintech Limited | 4.32% | up 0.78 pts | ₹28.3 Cr | up ₹2.5 Cr | Added |
| Emmvee Photovoltaic Power Limited | 4.32% | up 0.84 pts | ₹28.3 Cr | up ₹2.9 Cr | Added |
| Mastek Limited | 3.71% | down 0.17 pts | ₹24.3 Cr | down ₹4 Cr | Trimmed |
| Le Travenues Technology Ltd | 3.58% | up 0.88 pts | ₹23.5 Cr | up ₹3.7 Cr | Added |
| Intellect Design Arena Limited | 3.46% | down 0.06 pts | ₹22.7 Cr | down ₹3 Cr | Trimmed |
| Avalon Technologies Limited | 3.39% | up 0.21 pts | ₹22.2 Cr | down ₹100 L | Trimmed |
| eClerx Services Limited | 3.35% | up 0.10 pts | ₹21.9 Cr | down ₹1.8 Cr | Trimmed |
| Persistent Systems Limited | 3.30% | up 0.43 pts | ₹21.6 Cr | up ₹64 L | Added |
| C.E. Info Systems Limited | 3.20% | down 0.36 pts | ₹21 Cr | down ₹5.1 Cr | Trimmed |
| Rategain Travel Technologies Limited | 2.60% | down 0.16 pts | ₹17 Cr | down ₹3.2 Cr | Trimmed |
| Fractal Analytics Ltd | 2.60% | up 0.26 pts | ₹17 Cr | down ₹8 L | Held |
| Pine Labs Limited | 1.85% | down 0.17 pts | ₹12.1 Cr | down ₹2.6 Cr | Trimmed |
| Amagi Media Labs Ltd. | 1.38% | down 1.55 pts | ₹9 Cr | down ₹12.4 Cr | Trimmed |
| Yatra Online Ltd | 0.62% | down 0.11 pts | ₹4.1 Cr | down ₹1.3 Cr | Trimmed |
| Cash, TREPS & receivables | −0.26% | down 4.35 pts | −₹1.7 Cr | down ₹31.6 Cr | Trimmed |
What changed, Feb 2026 to Mar 2026
New New positions (0)
None.
Exited Exited (0)
None.
Added Biggest additions
- Eternal Limitedup ₹13.6 Cr (+2.48% pts)
- Le Travenues Technology Ltdup ₹3.7 Cr (+0.88% pts)
- Emmvee Photovoltaic Power Limitedup ₹2.9 Cr (+0.84% pts)
- PB Fintech Limitedup ₹2.5 Cr (+0.78% pts)
- Firstsource Solutions Limitedup ₹1.7 Cr (+0.71% 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 Feb 2026, the weight rose most in Retailing (+2.4 pts) and Electrical Equipment (+0.8 pts), and fell most in IT - Services (−2.3 pts) and IT - Software (−2.0 pts).
- Retailing8.0% → 10.4%+2.4 pts
- Electrical Equipment6.9% → 7.7%+0.8 pts
- Leisure Services3.6% → 4.2%+0.6 pts
- Commercial Services & Supplies7.4% → 7.9%+0.5 pts
- IT - Services8.2% → 5.9%−2.3 pts
- IT - Software54.0% → 52.1%−2.0 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 | Mar 2025 | Sep 2025 | Dec 2025 | Feb 2026 | Mar 2026 |
|---|---|---|---|---|---|
| IT - Software | 52.6% | 47.6% | 56.0% | 54.0% | 52.1% |
| Financial Technology (fintech) | 8.8% | 7.6% | 10.7% | 11.9% | 11.9% |
| Retailing | 18.2% | 17.3% | 8.7% | 8.0% | 10.4% |
| Commercial Services & Supplies | 2.6% | 5.9% | 9.3% | 7.4% | 7.9% |
| Electrical Equipment | — | — | 3.2% | 6.9% | 7.7% |
| IT - Services | 10.6% | 11.0% | 5.5% | 8.2% | 5.9% |
| Leisure Services | — | 0.6% | 3.3% | 3.6% | 4.2% |
Allocation in Mar 2026change vs Feb 2026
- IT - Software (11)52.1%▼ 2.0 pts
- Financial Technology (fintech) (3)11.9%
- Retailing (2)10.4%▲ 2.4 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, Mar 2026
−0.3%
▼ 4.4 pts vs Feb 2026
- Cash alone
- −0.3%
- cash and net receivables
- A year earlier
- 11.2%
- Mar 2025 · now ▼ 11.4 pts
- Last 12 months
- −0.3% – 5.7%
- 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.