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Focused · Motilal Oswal Mutual Fund · AMFI code 122387Motilal Oswal Focused Fund
Disclosed for 49 months, Sep 2022 to Sep 2026.
Portfolio value
₹1,750 Cr
down ₹115 Cr vs Nov 2024
- Stocks held
- 22
- up 1 vs Nov 2024
- Top 10 weight
- 69.6%
- of the portfolio in its ten largest
Motilal Oswal Focused Fund is an active equity fund in the Focused category from Motilal Oswal Mutual Fund. In December 2024 it disclosed 22 stocks worth ₹1,750 Cr, down ₹115 Cr from Nov 2024. Its largest positions were Religare Enterprises Limited (10.9%), ZF Commercial Vehicle Control Systems India Limited (10.0%), Piramal Enterprises Limited (9.2%); the ten largest together made up 69.6% of the portfolio, and Finance was the biggest sector at 20.9% of its equity. Cash and debt stood at 4.0%. Compared with Nov 2024 the fund entered 6 new stocks and exited 5.
Against 23 other Focused funds
Concentration
96%
Top-10 weight is higher than 96% of peers
Breadth
4%
Holds more stocks than 4% of peers
Cash
35%
Holds more cash than 35% of peers
What these mean: concentration · cash
Holdings in December 2024
Download CSVEvery line the fund disclosed, with the change against Nov 2024. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Religare Enterprises Limited | 10.89% | up 0.65 pts | ₹191 Cr | down ₹40 L | Held |
| ZF Commercial Vehicle Control Systems India Limited | 10.02% | up 0.47 pts | ₹175 Cr | down ₹2.7 Cr | Trimmed |
| Piramal Enterprises Limited | 9.21% | down 0.08 pts | ₹161 Cr | down ₹12 Cr | Trimmed |
| One 97 Communications Limited | 6.80% | up 1.11 pts | ₹119 Cr | up ₹12.9 Cr | Added |
| L&T Technology Services Limited | 6.55% | down 3.49 pts | ₹115 Cr | down ₹72.7 Cr | Trimmed |
| Star Health And Allied Insurance Company Limited | 5.75% | down 3.11 pts | ₹101 Cr | down ₹64.7 Cr | Trimmed |
| Dreamfolks Services Limited | 5.58% | down 0.12 pts | ₹97.7 Cr | down ₹8.7 Cr | Trimmed |
| Samvardhana Motherson International Limited | 5.49% | down 2.54 pts | ₹96.1 Cr | down ₹53.6 Cr | Trimmed |
| FSN E-Commerce Ventures Limited | 5.12% | down 4.64 pts | ₹89.7 Cr | down ₹92.5 Cr | Trimmed |
| Zen Technologies Limited | 4.19% | up 4.19 pts | ₹73.4 Cr | up ₹73.4 Cr | New |
| Cash, TREPS & receivables | 4.00% | up 2.97 pts | ₹70 Cr | up ₹50.8 Cr | Added |
| Janalakshmi Financial Services Limited Jana Small Finance Bank Ltd · history in this fund | 3.36% | up 0.42 pts | ₹58.8 Cr | up ₹4.1 Cr | Added |
| Fino Payments Bank Limited | 3.18% | down 0.30 pts | ₹55.7 Cr | down ₹9.3 Cr | Trimmed |
| Dixon Technologies (India) Limited | 3.07% | up 3.07 pts | ₹53.8 Cr | up ₹53.8 Cr | New |
| Radico Khaitan Limited | 2.98% | up 2.98 pts | ₹52.1 Cr | up ₹52.1 Cr | New |
| Coforge Limited | 2.76% | up 2.76 pts | ₹48.3 Cr | up ₹48.3 Cr | New |
| BARBEQUE NATION HOSPITALITY LT | 2.33% | down 0.39 pts | ₹40.8 Cr | down ₹10 Cr | Trimmed |
| Mahindra & Mahindra Limited | 1.88% | up 0.14 pts | ₹32.9 Cr | up ₹45 L | Added |
| Waaree Energies Limited | 1.63% | up 1.63 pts | ₹28.5 Cr | up ₹28.5 Cr | New |
| Larsen & Toubro Limited | 1.57% | down 1.03 pts | ₹27.4 Cr | down ₹21 Cr | Trimmed |
| Sun Pharmaceutical Industries Limited | 1.46% | up 0.17 pts | ₹25.6 Cr | up ₹1.4 Cr | Added |
| Angel One Limited | 1.26% | up 1.26 pts | ₹22 Cr | up ₹22 Cr | New |
| Niva Bupa Health Insurance Company Limited | 0.92% | up 0.15 pts | ₹16.2 Cr | up ₹1.7 Cr | Added |
What changed, Nov 2024 to Dec 2024
New New positions (6)
- Zen Technologies Limited4.2% · ₹73.4 Cr
- Dixon Technologies (India) Limited3.1% · ₹53.8 Cr
- Radico Khaitan Limited3.0% · ₹52.1 Cr
- Coforge Limited2.8% · ₹48.3 Cr
- Waaree Energies Limited1.6% · ₹28.5 Cr
- Angel One Limited1.3% · ₹22 Cr
Exited Exited (5)
- Titan Company Limitedwas 2.1% · ₹39.9 Cr
- HDFC Life Insurance Company Limitedwas 1.3% · ₹24.3 Cr
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 Nov 2024, the weight rose most in Aerospace & Defense (+4.4 pts) and Beverages (+3.1 pts), and fell most in Retailing (−4.5 pts) and Insurance (−4.1 pts).
- Aerospace & Defense0.0% → 4.4%new+4.4 pts
- Beverages0.0% → 3.1%new+3.1 pts
- IT - Software1.1% → 2.9%+1.8 pts
- Electrical Equipment0.0% → 1.7%new+1.7 pts
- Financial Technology (fintech)5.8% → 7.1%+1.3 pts
- Capital Markets0.0% → 1.3%new+1.3 pts
- Retailing9.9% → 5.3%−4.5 pts
- Insurance11.1% → 7.0%−4.1 pts
- IT - Services10.1% → 6.8%−3.3 pts
- Auto Components17.7% → 16.1%−1.6 pts
- Construction2.6% → 1.6%−1.0 pts
- Fertilizers & Agrochemicals0.8% → 0.0%exited−0.8 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 | Dec 2023 | Jun 2024 | Sep 2024 | Nov 2024 | Dec 2024 |
|---|---|---|---|---|---|
| Finance | 5.9% | 20.0% | 17.6% | 19.7% | 20.9% |
| Auto Components | 8.3% | 18.6% | 19.3% | 17.7% | 16.1% |
| Financial Technology (fintech) | 1.6% | 2.4% | 3.0% | 5.8% | 7.1% |
| Insurance | 9.7% | 10.3% | 13.1% | 11.1% | 7.0% |
| IT - Services | 5.4% | 7.1% | 6.5% | 10.1% | 6.8% |
| Banks | 14.7% | 4.4% | 5.1% | 7.5% | 6.8% |
| Transport Infrastructure | 3.3% | 6.1% | 5.5% | 5.8% | 5.8% |
| Retailing | 12.6% | 9.3% | 8.9% | 9.9% | 5.3% |
| Aerospace & Defense | 3.2% | — | — | — | 4.4% |
| Consumer Durables | — | 3.7% | 3.8% | 2.2% | 3.2% |
Allocation in Dec 2024change vs Nov 2024
- Finance (2)20.9%▲ 1.2 pts
- Auto Components (2)16.1%▼ 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, Dec 2024
4.0%
▲ 3.0 pts vs Nov 2024
- Cash alone
- 4.0%
- cash and net receivables
- A year earlier
- 2.3%
- Dec 2023 · now ▲ 1.7 pts
- Last 12 months
- 0.1% – 4.0%
- lowest to highest · record 4.0% in Dec 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.