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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
₹907 Cr
up ₹102 Cr vs Jun 2026
- Stocks held
- 26
- up 1 vs Jun 2026
- Top 10 weight
- 52.9%
- of the portfolio in its ten largest
- Cash & debt
- 9.0%
- 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 July 2026 it disclosed 26 stocks worth ₹907 Cr, up ₹102 Cr from Jun 2026. Its largest positions were Eternal Limited (6.6%), PB Fintech Limited (6.1%), Coforge Limited (6.1%); the ten largest together made up 52.9% of the portfolio, and IT - Software was the biggest sector at 42.8% of its equity. Cash and debt stood at 9.0%. Compared with Jun 2026 the fund entered 2 new stocks and exited 1.
Against 229 other Sectoral / Thematic funds
Concentration
66%
Top-10 weight is higher than 66% of peers
Breadth
10%
Holds more stocks than 10% of peers
Cash
90%
Holds more cash than 90% of peers
What these mean: concentration · cash
Holdings in July 2026
Download CSVEvery line the fund disclosed, with the change against Jun 2026. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Cash, TREPS & receivables | 8.97% | up 7.91 pts | ₹81.4 Cr | up ₹72.8 Cr | Added |
| Eternal Limited | 6.57% | down 1.48 pts | ₹59.5 Cr | down ₹5.2 Cr | Trimmed |
| PB Fintech Limited | 6.07% | down 0.77 pts | ₹55 Cr | up ₹2 L | Held |
| Coforge Limited | 6.07% | down 1.27 pts | ₹55 Cr | down ₹4 Cr | Trimmed |
| Hexaware Technologies Limited | 5.88% | down 0.20 pts | ₹53.3 Cr | up ₹4.4 Cr | Added |
| One 97 Communications Limited | 5.69% | up 0.15 pts | ₹51.6 Cr | up ₹7 Cr | Added |
| Firstsource Solutions Limited | 5.52% | up 1.19 pts | ₹50.1 Cr | up ₹15.2 Cr | Added |
| Zensar Technologies Limited | 5.49% | up 0.31 pts | ₹49.8 Cr | up ₹8.1 Cr | Added |
| Info Edge (India) Limited | 4.05% | up 0.41 pts | ₹36.7 Cr | up ₹7.4 Cr | Added |
| Sonata Software Limited | 3.88% | down 1.96 pts | ₹35.2 Cr | down ₹11.8 Cr | Trimmed |
| Mastek Limited | 3.74% | up 0.15 pts | ₹33.9 Cr | up ₹5 Cr | Added |
| C.E. Info Systems Limited | 3.53% | up 0.80 pts | ₹32 Cr | up ₹10.1 Cr | Added |
| eClerx Services Limited | 3.52% | down 0.06 pts | ₹31.9 Cr | up ₹3.1 Cr | Added |
| Le Travenues Technology Ltd | 3.32% | down 0.40 pts | ₹30.1 Cr | up ₹15 L | Held |
| Intellect Design Arena Limited | 3.11% | down 0.27 pts | ₹28.2 Cr | up ₹1 Cr | Added |
| Rategain Travel Technologies Limited | 3.07% | down 1.14 pts | ₹27.9 Cr | down ₹6.1 Cr | Trimmed |
| Birlasoft Limited | 2.33% | down 3.07 pts | ₹21.2 Cr | down ₹22.3 Cr | Trimmed |
| Amagi Media Labs Ltd. | 2.32% | up 0.07 pts | ₹21.1 Cr | up ₹2.9 Cr | Added |
| Emmvee Photovoltaic Power Limited | 2.26% | down 0.49 pts | ₹20.5 Cr | down ₹1.6 Cr | Trimmed |
| Pine Labs Limited | 2.10% | down 0.03 pts | ₹19 Cr | up ₹1.9 Cr | Added |
| Urban Company Ltd. | 2.09% | down 0.30 pts | ₹18.9 Cr | down ₹28 L | Trimmed |
| Billionbrains Garage Ventures Ltd | 2.03% | down 0.12 pts | ₹18.4 Cr | up ₹1.1 Cr | Added |
| Wework India Management Limited | 2.02% | up 2.02 pts | ₹18.3 Cr | up ₹18.3 Cr | New |
| Meesho Ltd | 1.99% | up 1.99 pts | ₹18 Cr | up ₹18 Cr | New |
| Fractal Analytics Ltd | 1.90% | down 0.35 pts | ₹17.3 Cr | down ₹84 L | Trimmed |
| GNG Electronics Ltd | 1.77% | down 0.96 pts | ₹16.1 Cr | down ₹5.9 Cr | Trimmed |
| Yatra Online Ltd | 0.71% | down 0.14 pts | ₹6.5 Cr | down ₹40 L | Trimmed |
What changed, Jun 2026 to Jul 2026
New New positions (2)
- Wework India Management Limited2.0% · ₹18.3 Cr
- Meesho Ltd2.0% · ₹18 Cr
Exited Exited (1)
- Netweb Technologies India Limitedwas 2.0% · ₹16 Cr
Added Biggest additions
- Firstsource Solutions Limitedup ₹15.2 Cr (+1.19% pts)
- C.E. Info Systems Limitedup ₹10.1 Cr (+0.80% pts)
- Zensar Technologies Limited ₹8.1 Cr (+0.31% 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 Jun 2026, the weight rose most in Commercial Services & Supplies (+4.2 pts) and Retailing (+1.9 pts), and fell most in IT - Software (−3.6 pts) and IT - Services (−1.7 pts).
- Commercial Services & Supplies8.0% → 12.2%+4.2 pts
- Retailing14.2% → 16.1%+1.9 pts
- Financial Technology (fintech)14.7% → 15.2%+0.6 pts
- IT - Software46.5% → 42.8%−3.6 pts
- IT - Services4.3% → 2.6%−1.7 pts
- IT - Hardware2.8% → 1.9%−0.8 pts
- Electrical Equipment2.8% → 2.5%−0.3 pts
- Leisure Services4.6% → 4.4%−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 | Jul 2025 | Jan 2026 | Apr 2026 | Jun 2026 | Jul 2026 |
|---|---|---|---|---|---|
| IT - Software | 49.8% | 53.1% | 49.5% | 46.5% | 42.8% |
| Retailing | 19.3% | 8.9% | 12.1% | 14.2% | 16.1% |
| Financial Technology (fintech) | 8.6% | 10.8% | 15.4% | 14.7% | 15.2% |
| Commercial Services & Supplies | 2.2% | 9.0% | 7.3% | 8.0% | 12.2% |
| Leisure Services | — | 3.4% | 3.8% | 4.6% | 4.4% |
| IT - Services | 8.5% | 8.3% | 6.2% | 4.3% | 2.6% |
| Electrical Equipment | — | 3.6% | 5.7% | 2.8% | 2.5% |
| Capital Markets | — | 2.9% | — | 2.2% | 2.2% |
| IT - Hardware | — | — | — | 2.8% | 1.9% |
Allocation in Jul 2026change vs Jun 2026
- IT - Software (10)42.8%▼ 3.6 pts
- Retailing (4)16.1%▲ 1.9 pts
- Financial Technology (fintech) (3)15.2%▲ 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, Jul 2026
9.0%
▲ 7.9 pts vs Jun 2026
- Cash alone
- 9.0%
- cash and net receivables
- A year earlier
- 4.5%
- Jul 2025 · now ▲ 4.5 pts
- Last 12 months
- −0.3% – 9.0%
- 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.