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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
₹805 Cr
up ₹11.4 Cr vs May 2026
- Stocks held
- 25
- down 1 vs May 2026
- Top 10 weight
- 58.8%
- of the portfolio in its ten largest
- Cash & debt
- 1.1%
- cash, money market and debt
- Moves this month
Motilal Oswal Digital India Fund is an active equity fund in the Sectoral / Thematic category from Motilal Oswal Mutual Fund. In June 2026 it disclosed 25 stocks worth ₹805 Cr, up ₹11.4 Cr from May 2026. Its largest positions were Eternal Limited (8.1%), Coforge Limited (7.3%), PB Fintech Limited (6.8%); the ten largest together made up 58.8% of the portfolio, and IT - Software was the biggest sector at 46.5% of its equity. Cash and debt stood at 1.1%. Compared with May 2026 the fund entered 0 new stocks and exited 1.
Against 229 other Sectoral / Thematic funds
Concentration
79%
Top-10 weight is higher than 79% of peers
Breadth
8%
Holds more stocks than 8% of peers
Cash
12%
Holds more cash than 12% of peers
What these mean: concentration · cash
Holdings in June 2026
Download CSVEvery line the fund disclosed, with the change against May 2026. 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 | 8.05% | up 0.32 pts | ₹64.8 Cr | up ₹3.4 Cr | Added |
| Coforge Limited | 7.33% | up 0.12 pts | ₹59 Cr | up ₹1.8 Cr | Added |
| PB Fintech Limited | 6.84% | down 0.41 pts | ₹55 Cr | down ₹2.5 Cr | Trimmed |
| Hexaware Technologies Limited | 6.08% | down 0.01 pts | ₹48.9 Cr | up ₹65 L | Added |
| Sonata Software Limited | 5.83% | down 0.03 pts | ₹46.9 Cr | up ₹45 L | Added |
| One 97 Communications Limited | 5.54% | up 0.03 pts | ₹44.5 Cr | up ₹89 L | Added |
| Birlasoft Limited | 5.40% | down 0.71 pts | ₹43.4 Cr | down ₹5 Cr | Trimmed |
| Zensar Technologies Limited | 5.18% | down 0.51 pts | ₹41.7 Cr | down ₹3.5 Cr | Trimmed |
| Firstsource Solutions Limited | 4.34% | down 0.52 pts | ₹34.9 Cr | down ₹3.6 Cr | Trimmed |
| Rategain Travel Technologies Limited | 4.22% | up 0.44 pts | ₹33.9 Cr | up ₹4 Cr | Added |
| Le Travenues Technology Ltd | 3.73% | up 0.49 pts | ₹30 Cr | up ₹4.3 Cr | Added |
| Info Edge (India) Limited | 3.64% | down 0.12 pts | ₹29.3 Cr | down ₹51 L | Trimmed |
| Mastek Limited | 3.59% | down 0.12 pts | ₹28.9 Cr | down ₹56 L | Trimmed |
| eClerx Services Limited | 3.58% | up 0.57 pts | ₹28.8 Cr | up ₹5 Cr | Added |
| Intellect Design Arena Limited | 3.38% | down 0.05 pts | ₹27.2 Cr | up ₹2 L | Held |
| Emmvee Photovoltaic Power Limited | 2.75% | up 0.10 pts | ₹22.1 Cr | up ₹1.1 Cr | Added |
| GNG Electronics Ltd | 2.73% | up 1.68 pts | ₹22 Cr | up ₹13.6 Cr | Added |
| C.E. Info Systems Limited | 2.72% | down 0.07 pts | ₹21.9 Cr | down ₹27 L | Trimmed |
| Urban Company Ltd. | 2.39% | up 1.13 pts | ₹19.2 Cr | up ₹9.3 Cr | Added |
| Amagi Media Labs Ltd. | 2.26% | up 0.86 pts | ₹18.2 Cr | up ₹7.1 Cr | Added |
| Fractal Analytics Ltd | 2.25% | down 0.33 pts | ₹18.1 Cr | down ₹2.3 Cr | Trimmed |
| Billionbrains Garage Ventures Ltd | 2.15% | up 1.20 pts | ₹17.3 Cr | up ₹9.8 Cr | Added |
| Pine Labs Limited | 2.13% | up 0.54 pts | ₹17.1 Cr | up ₹4.5 Cr | Added |
| Netweb Technologies India Limited | 1.99% | down 0.38 pts | ₹16 Cr | down ₹2.8 Cr | Trimmed |
| Cash, TREPS & receivables | 1.06% | down 1.98 pts | ₹8.5 Cr | down ₹15.6 Cr | Trimmed |
| Yatra Online Ltd | 0.86% | up 0.08 pts | ₹6.9 Cr | up ₹75 L | Added |
What changed, May 2026 to Jun 2026
New New positions (0)
None.
Exited Exited (1)
- Avalon Technologies Limitedwas 2.3% · ₹18.6 Cr
Added Biggest additions
- GNG Electronics Ltdup ₹13.6 Cr (+1.68% pts)
- Billionbrains Garage Ventures Ltdup ₹9.8 Cr (+1.20% pts)
- Urban Company Ltd.up ₹9.3 Cr (+1.13% pts)
- Amagi Media Labs Ltd.up ₹7.1 Cr (+0.86% 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 May 2026, the weight rose most in IT - Hardware (+1.7 pts) and Capital Markets (+1.2 pts), and fell most in Electrical Equipment (−2.4 pts) and IT - Software (−2.3 pts).
- IT - Hardware1.1% → 2.8%+1.7 pts
- Capital Markets1.0% → 2.2%+1.2 pts
- Retailing13.1% → 14.2%+1.1 pts
- Leisure Services4.1% → 4.6%+0.5 pts
- IT - Services3.9% → 4.3%+0.4 pts
- Electrical Equipment5.1% → 2.8%−2.4 pts
- IT - Software48.7% → 46.5%−2.3 pts
- Financial Technology (fintech)14.8% → 14.7%−0.1 pts
- Commercial Services & Supplies8.1% → 8.0%−0.1 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 | Jun 2025 | Dec 2025 | Mar 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|
| IT - Software | 56.4% | 56.0% | 52.1% | 48.7% | 46.5% |
| Financial Technology (fintech) | 7.4% | 10.7% | 11.9% | 14.8% | 14.7% |
| Retailing | 15.3% | 8.7% | 10.4% | 13.1% | 14.2% |
| Commercial Services & Supplies | 2.3% | 9.3% | 7.9% | 8.1% | 8.0% |
| Leisure Services | — | 3.3% | 4.2% | 4.1% | 4.6% |
| IT - Services | 9.2% | 5.5% | 5.9% | 3.9% | 4.3% |
| Electrical Equipment | — | 3.2% | 7.7% | 5.1% | 2.8% |
| IT - Hardware | — | — | — | 1.1% | 2.8% |
| Capital Markets | 2.0% | 3.2% | — | 1.0% | 2.2% |
Allocation in Jun 2026change vs May 2026
- IT - Software (10)46.5%▼ 2.3 pts
- Financial Technology (fintech) (3)14.7%▼ 0.1 pts
- Retailing (3)14.2%▲ 1.1 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, Jun 2026
1.1%
▼ 2.0 pts vs May 2026
- Cash alone
- 1.0%
- cash and net receivables
- A year earlier
- 1.3%
- Jun 2025 · now ▼ 0.3 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.