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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
₹7,710 Cr
up ₹870 Cr vs Oct 2024
- Stocks held
- 31
Motilal Oswal Large and Midcap Fund is an active equity fund in the Large & Mid Cap category from Motilal Oswal Mutual Fund. In November 2024 it disclosed 31 stocks worth ₹7,710 Cr, up ₹870 Cr from Oct 2024. Its largest positions were Eternal Limited (8.1%), Trent Limited (6.5%), Kalyan Jewellers India Limited (5.4%); the ten largest together made up 46.0% of the portfolio, and Electrical Equipment was the biggest sector at 21.1% of its equity. Cash and debt stood at 2.9%. Compared with Oct 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
45%
Holds more cash than 45% of peers
What these mean: concentration · cash
Holdings in November 2024
Download CSVEvery line the fund disclosed, with the change against Oct 2024. 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 | 8.12% | up 2.31 pts | ₹626 Cr | up ₹228 Cr | Added |
| Trent Limited | 6.47% | up 0.22 pts | ₹499 Cr | up ₹71.3 Cr | Added |
| Kalyan Jewellers India Limited | 5.38% | down 0.39 pts | ₹415 Cr | up ₹20 Cr | Added |
| Bharti Airtel Limited | 4.92% | up 0.95 pts | ₹379 Cr | up ₹108 Cr | Added |
| Samvardhana Motherson International Limited | 3.69% | down 0.94 pts | ₹285 Cr | down ₹32.4 Cr | Trimmed |
| Prestige Estates Projects Limited | 3.60% | down 0.35 pts | ₹277 Cr | up ₹7.4 Cr | Added |
| Coforge Limited | 3.55% | up 0.39 pts | ₹274 Cr | up ₹57.8 Cr | Added |
| Apar Industries Limited | 3.46% | down 0.27 pts | ₹267 Cr | up ₹11.8 Cr | Added |
| Suzlon Energy Limited | 3.43% | down 0.68 pts | ₹265 Cr | down ₹16.7 Cr | Trimmed |
| Premier Energies Limited | 3.35% | up 0.20 pts | ₹259 Cr | up ₹42.7 Cr | Added |
| Mankind Pharma Limited | 3.35% | down 0.58 pts | ₹258 Cr | down ₹10.7 Cr | Trimmed |
| Gujarat Fluorochemicals Limited | 3.13% | down 0.71 pts | ₹241 Cr | down ₹21.1 Cr | Trimmed |
| HDFC Bank Limited | 2.99% | down 0.27 pts | ₹231 Cr | up ₹7.7 Cr | Added |
| Bharat Electronics Limited | 2.96% | down 0.13 pts | ₹229 Cr | up ₹17.1 Cr | Added |
| Multi Commodity Exchange of India Limited | 2.95% | down 0.55 pts | ₹228 Cr | down ₹12.2 Cr | Trimmed |
| Inox Wind Limited | 2.95% | down 0.94 pts | ₹227 Cr | down ₹38.5 Cr | Trimmed |
| Amber Enterprises India Limited | 2.93% | down 0.25 pts | ₹226 Cr | up ₹8.4 Cr | Added |
| Cash, TREPS & receivables | 2.93% | up 1.66 pts | ₹226 Cr | up ₹139 Cr | Added |
| The Phoenix Mills Limited | 2.91% | down 0.05 pts | ₹225 Cr | up ₹21.9 Cr | Added |
| Kaynes Technology India Limited | 2.82% | up 0.03 pts | ₹217 Cr | up ₹26.3 Cr | Added |
| Hindustan Aeronautics Limited | 2.75% | down 0.19 pts | ₹212 Cr | up ₹10.9 Cr | Added |
| GE Vernova T&D India Limited | 2.69% | up 0.28 pts | ₹207 Cr | up ₹42.3 Cr | Added |
| CG Power and Industrial Solutions Limited | 2.44% | down 0.21 pts | ₹188 Cr | up ₹7.2 Cr | Added |
| Religare Enterprises Limited | 2.31% | down 0.25 pts | ₹178 Cr | up ₹2.7 Cr | Added |
| Bharat Dynamics Limited | 2.28% | down 0.03 pts | ₹176 Cr | up ₹17.5 Cr | Added |
| Industries Limited | 2.28% | up 0.08 pts | ₹176 Cr | up ₹25 Cr | Added |
| Waaree Energies Limited | 2.14% | up 0.69 pts | ₹165 Cr | up ₹65.6 Cr | Added |
| Angel One Limited | 2.04% | down 0.38 pts | ₹157 Cr | down ₹8.4 Cr | Trimmed |
| V2 Retail Limited | 1.88% | up 0.31 pts | ₹145 Cr | up ₹37.5 Cr | Added |
| Global Health Limited | 1.42% | down 0.41 pts | ₹110 Cr | down ₹15.9 Cr | Trimmed |
| Titagarh Rail Systems Limited | 1.22% | down 0.17 pts | ₹94.1 Cr | down ₹1.3 Cr | Trimmed |
| Swiggy Limited | 0.66% | up 0.66 pts | ₹50.7 Cr | up ₹50.7 Cr | New |
What changed, Oct 2024 to Nov 2024
New New positions (1)
- Swiggy Limited0.7% · ₹50.7 Cr
Exited Exited (0)
None.
Added Biggest additions
- Eternal Limitedup ₹228 Cr (+2.31% pts)
- Bharti Airtel Limitedup ₹108 Cr (+0.95% pts)
- Trent Limitedup ₹71.3 Cr (+0.22% pts)
- Waaree Energies Limitedup ₹65.6 Cr (+0.69% pts)
- Coforge Limited
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 Oct 2024, the weight rose most in Retailing (+3.8 pts) and Telecom - Services (+1.0 pts), and fell most in Auto Components (−0.9 pts) and Capital Markets (−0.9 pts).
- Retailing13.8% → 17.6%+3.8 pts
- Telecom - Services4.0% → 5.1%+1.0 pts
- IT - Software3.2% → 3.7%+0.5 pts
- Industrial Products2.2% → 2.3%+0.1 pts
- Auto Components4.7% → 3.8%−0.9 pts
- Capital Markets6.0% → 5.1%−0.9 pts
- Chemicals & Petrochemicals3.9% → 3.2%−0.7 pts
- Electrical Equipment21.7% → 21.1%−0.6 pts
- Pharmaceuticals & Biotechnology4.0% → 3.4%−0.5 pts
- Consumer Durables9.1% → 8.6%−0.5 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 | Nov 2021 | Nov 2023 | May 2024 | Aug 2024 | Oct 2024 | Nov 2024 |
|---|---|---|---|---|---|---|
| Electrical Equipment | — | 1.4% | 13.4% | 16.9% | 21.7% | 21.1% |
| Retailing | 4.9% | 12.8% | 12.9% | 15.1% | 13.8% | 17.6% |
| Consumer Durables | 9.3% | 5.0% | 7.9% | 9.2% | 9.1% | 8.6% |
| Aerospace & Defense | — | 1.1% | 7.9% | 10.1% | 8.4% | 8.2% |
| Realty | 3.4% | 4.3% | 9.6% | 8.5% | 7.0% | 6.7% |
| Capital Markets | — | 4.1% | 7.2% | 6.0% | 6.0% | 5.1% |
| Telecom - Services | 3.2% | — | 3.4% | 3.6% | 4.0% | 5.1% |
| Industrial Manufacturing | — | 2.9% | 2.7% | 4.9% | 4.2% | 4.2% |
| Auto Components | — | — | 2.1% | 6.0% | 4.7% | 3.8% |
| IT - Software | 3.2% | 1.4% | 2.4% | 2.8% | 3.2% | 3.7% |
Allocation in Nov 2024change vs Oct 2024
- Electrical Equipment (7)21.1%▼ 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, Nov 2024
2.9%
▲ 1.7 pts vs Oct 2024
- Cash alone
- 2.9%
- cash and net receivables
- A year earlier
- 1.8%
- Nov 2023 · now ▲ 1.2 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.