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Large & Mid Cap · Motilal Oswal Mutual Fund · AMFI code 147706Motilal Oswal Large and Midcap Fund
Disclosed for 84 months, Oct 2019 to Sep 2026.
Portfolio value
₹6,840 Cr
up ₹340 Cr vs Sep 2024
- Stocks held
- 30
Motilal Oswal Large and Midcap Fund is an active equity fund in the Large & Mid Cap category from Motilal Oswal Mutual Fund. In October 2024 it disclosed 30 stocks worth ₹6,840 Cr, up ₹340 Cr from Sep 2024. Its largest positions were Trent Limited (6.2%), Eternal Limited (5.8%), Kalyan Jewellers India Limited (5.8%); the ten largest together made up 46.2% of the portfolio, and Electrical Equipment was the biggest sector at 21.7% of its equity. Cash and debt stood at 1.3%. Compared with Sep 2024 the fund entered 1 new stock and exited 0.
Against 33 other Large & Mid Cap funds
Concentration
88%
Top-10 weight is higher than 88% of peers
Breadth
3%
Holds more stocks than 3% of peers
Cash
15%
Holds more cash than 15% of peers
What these mean: concentration · cash
Holdings in October 2024
Download CSVEvery line the fund disclosed, with the change against Sep 2024. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Trent Limited | 6.25% | down 0.74 pts | ₹427 Cr | down ₹26.8 Cr | Trimmed |
| Eternal Limited | 5.82% | down 1.10 pts | ₹398 Cr | down ₹51.9 Cr | Trimmed |
| Kalyan Jewellers India Limited | 5.78% | down 0.98 pts | ₹395 Cr | down ₹44 Cr | Trimmed |
| Samvardhana Motherson International Limited | 4.64% | down 0.76 pts | ₹317 Cr | down ₹33.6 Cr | Trimmed |
| Suzlon Energy Limited | 4.12% | down 0.60 pts | ₹281 Cr | down ₹24.9 Cr | Trimmed |
| Bharti Airtel Limited | 3.97% | up 0.61 pts | ₹271 Cr | up ₹53.2 Cr | Added |
| Prestige Estates Projects Limited | 3.95% | down 0.74 pts | ₹270 Cr | down ₹34.5 Cr | Trimmed |
| Mankind Pharma Limited | 3.93% | up 0.30 pts | ₹269 Cr | up ₹32.9 Cr | Added |
| Inox Wind Limited | 3.89% | down 0.45 pts | ₹266 Cr | down ₹16.2 Cr | Trimmed |
| Gujarat Fluorochemicals Limited | 3.84% | up 0.06 pts | ₹262 Cr | up ₹16.7 Cr | Added |
| Apar Industries Limited | 3.72% | up 0.57 pts | ₹255 Cr | up ₹49.5 Cr | Added |
| Multi Commodity Exchange of India Limited | 3.50% | up 0.30 pts | ₹240 Cr | up ₹31.5 Cr | Added |
| HDFC Bank Limited | 3.26% | up 1.05 pts | ₹223 Cr | up ₹79.5 Cr | Added |
| Amber Enterprises India Limited | 3.18% | up 0.52 pts | ₹218 Cr | up ₹44.4 Cr | Added |
| Premier Energies Limited | 3.16% | up 0.17 pts | ₹216 Cr | up ₹22 Cr | Added |
| Coforge Limited | 3.15% | up 0.48 pts | ₹216 Cr | up ₹41.8 Cr | Added |
| Bharat Electronics Limited | 3.09% | up 0.14 pts | ₹211 Cr | up ₹19.7 Cr | Added |
| The Phoenix Mills Limited | 2.96% | up 0.05 pts | ₹203 Cr | up ₹13.4 Cr | Added |
| Hindustan Aeronautics Limited | 2.94% | down 0.28 pts | ₹201 Cr | down ₹8.2 Cr | Trimmed |
| Kaynes Technology India Limited | 2.79% | down 0.04 pts | ₹191 Cr | up ₹7.2 Cr | Added |
| CG Power and Industrial Solutions Limited | 2.65% | down 0.35 pts | ₹181 Cr | down ₹14 Cr | Trimmed |
| Religare Enterprises Limited | 2.56% | down 0.47 pts | ₹175 Cr | down ₹21.9 Cr | Trimmed |
| Angel One Limited | 2.42% | up 0.28 pts | ₹166 Cr | up ₹26.6 Cr | Added |
| GE Vernova T&D India Limited | 2.41% | up 0.38 pts | ₹165 Cr | up ₹32.7 Cr | Added |
| Bharat Dynamics Limited | 2.31% | up 0.23 pts | ₹158 Cr | up ₹22.9 Cr | Added |
| Industries Limited | 2.20% | down 0.38 pts | ₹151 Cr | down ₹17 Cr | Trimmed |
| Global Health Limited | 1.84% | up 0.05 pts | ₹126 Cr | up ₹9.5 Cr | Added |
| V2 Retail Limited | 1.57% | down 0.04 pts | ₹108 Cr | up ₹2.9 Cr | Added |
| Waaree Energies Limited | 1.45% | up 1.45 pts | ₹99.4 Cr | up ₹99.4 Cr | New |
| Titagarh Rail Systems Limited | 1.39% | down 0.07 pts | ₹95.4 Cr | down ₹2 L | Held |
| Cash, TREPS & receivables | 1.27% | up 0.36 pts | ₹86.6 Cr | up ₹27.5 Cr | Added |
What changed, Sep 2024 to Oct 2024
New New positions (1)
- Waaree Energies Limited1.5% · ₹99.4 Cr
Exited Exited (0)
None.
Added Biggest additions
- HDFC Bank Limitedup ₹79.5 Cr (+1.05% pts)
- Bharti Airtel Limitedup ₹53.2 Cr (+0.61% pts)
- Apar Industries Limitedup ₹49.5 Cr (+0.57% pts)
- Amber Enterprises India Limitedup ₹44.4 Cr (+0.52% 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 Sep 2024, the weight rose most in Electrical Equipment (+1.3 pts) and Banks (+1.1 pts), and fell most in Retailing (−1.8 pts) and Auto Components (−0.7 pts).
- Electrical Equipment20.4% → 21.7%+1.3 pts
- Banks2.2% → 3.3%+1.1 pts
- Telecom - Services3.4% → 4.0%+0.6 pts
- Capital Markets5.4% → 6.0%+0.6 pts
- IT - Software2.7% → 3.2%+0.5 pts
- Pharmaceuticals & Biotechnology3.7% → 4.0%+0.3 pts
- Retailing15.7% → 13.8%−1.8 pts
- Auto Components5.4% → 4.7%−0.7 pts
- Realty7.7% → 7.0%−0.7 pts
- Finance3.1% → 2.6%−0.5 pts
- Consumer Durables9.5% → 9.1%−0.4 pts
- Industrial Products2.6% → 2.2%−0.4 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 | Oct 2021 | Oct 2023 | Apr 2024 | Jul 2024 | Sep 2024 | Oct 2024 |
|---|---|---|---|---|---|---|
| Electrical Equipment | — | — | 11.7% | 16.9% | 20.4% | 21.7% |
| Retailing | 3.7% | 11.6% | 13.3% | 14.0% | 15.7% | 13.8% |
| Consumer Durables | 10.5% | 6.6% | 8.5% | 9.0% | 9.5% | 9.1% |
| Aerospace & Defense | — | — | 5.8% | 11.0% | 8.3% | 8.4% |
| Realty | 3.5% | 3.3% | 9.3% | 8.9% | 7.7% | 7.0% |
| Capital Markets | — | 1.6% | 7.4% | 4.6% | 5.4% | 6.0% |
| Auto Components | — | — | 2.3% | 2.2% | 5.4% | 4.7% |
| Industrial Manufacturing | — | 3.2% | 2.3% | 5.3% | 4.3% | 4.2% |
| Telecom - Services | 3.1% | — | 3.2% | 3.7% | 3.4% | 4.0% |
| Pharmaceuticals & Biotechnology | 6.6% | 7.5% | 3.0% | 2.2% | 3.7% | 4.0% |
Allocation in Oct 2024change vs Sep 2024
- Electrical Equipment (7)21.7%▲ 1.3 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, Oct 2024
1.3%
▲ 0.4 pts vs Sep 2024
- Cash alone
- 1.3%
- cash and net receivables
- A year earlier
- 3.6%
- Oct 2023 · now ▼ 2.3 pts
- Last 12 months
- 0.9% – 4.2%
- lowest to highest · record 10.3% in Oct 2019
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.