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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
₹9,001 Cr
up ₹1,291 Cr vs Nov 2024
- Stocks held
- 33
Motilal Oswal Large and Midcap Fund is an active equity fund in the Large & Mid Cap category from Motilal Oswal Mutual Fund. In December 2024 it disclosed 33 stocks worth ₹9,001 Cr, up ₹1,291 Cr from Nov 2024. Its largest positions were Eternal Limited (6.9%), Trent Limited (6.6%), Kalyan Jewellers India Limited (4.9%); the ten largest together made up 42.8% of the portfolio, and Electrical Equipment was the biggest sector at 19.2% of its equity. Cash and debt stood at 1.2%. Compared with Nov 2024 the fund entered 3 new stocks and exited 1.
Against 33 other Large & Mid Cap funds
Concentration
88%
Top-10 weight is higher than 88% of peers
Breadth
6%
Holds more stocks than 6% of peers
Cash
12%
Holds more cash than 12% 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.
| Eternal Limited | 6.91% | down 1.21 pts | ₹622 Cr | down ₹3.8 Cr | Trimmed |
| Trent Limited | 6.63% | up 0.16 pts | ₹597 Cr | up ₹97.8 Cr | Added |
| Kalyan Jewellers India Limited | 4.88% | down 0.51 pts | ₹439 Cr | up ₹24 Cr | Added |
| Bharti Airtel Limited | 4.48% | down 0.43 pts | ₹404 Cr | up ₹24.5 Cr | Added |
| Coforge Limited | 3.77% | up 0.23 pts | ₹340 Cr | up ₹66.1 Cr | Added |
| Samvardhana Motherson International Limited | 3.46% | down 0.23 pts | ₹312 Cr | up ₹26.8 Cr | Added |
| Mankind Pharma Limited | 3.22% | down 0.12 pts | ₹290 Cr | up ₹32.2 Cr | Added |
| Premier Energies Limited | 3.18% | down 0.18 pts | ₹286 Cr | up ₹27.5 Cr | Added |
| Prestige Estates Projects Limited | 3.16% | down 0.44 pts | ₹285 Cr | up ₹7.3 Cr | Added |
| Amber Enterprises India Limited | 3.06% | up 0.13 pts | ₹275 Cr | up ₹49.3 Cr | Added |
| HDFC Bank Limited | 3.04% | up 0.05 pts | ₹274 Cr | up ₹43.3 Cr | Added |
| Apar Industries Limited | 3.03% | down 0.43 pts | ₹272 Cr | up ₹5.7 Cr | Added |
| Zen Technologies Limited | 3.02% | up 3.02 pts | ₹272 Cr | up ₹272 Cr | New |
| Kaynes Technology India Limited | 2.99% | up 0.17 pts | ₹269 Cr | up ₹51.9 Cr | Added |
| Suzlon Energy Limited | 2.91% | down 0.53 pts | ₹262 Cr | down ₹3.2 Cr | Trimmed |
| Bharat Electronics Limited | 2.86% | down 0.10 pts | ₹258 Cr | up ₹29.3 Cr | Added |
| Gujarat Fluorochemicals Limited | 2.82% | down 0.31 pts | ₹254 Cr | up ₹12.7 Cr | Added |
| GE Vernova T&D India Limited | 2.82% | up 0.13 pts | ₹254 Cr | up ₹46.4 Cr | Added |
| Industries Limited | 2.74% | up 0.46 pts | ₹247 Cr | up ₹71.1 Cr | Added |
| Multi Commodity Exchange of India Limited | 2.55% | down 0.40 pts | ₹229 Cr | up ₹1.8 Cr | Added |
| Bharat Dynamics Limited | 2.52% | up 0.24 pts | ₹227 Cr | up ₹51 Cr | Added |
| Inox Wind Limited | 2.48% | down 0.46 pts | ₹223 Cr | down ₹3.8 Cr | Trimmed |
| The Phoenix Mills Limited | 2.46% | down 0.45 pts | ₹222 Cr | down ₹3 Cr | Trimmed |
| Waaree Energies Limited | 2.46% | up 0.32 pts | ₹221 Cr | up ₹56.5 Cr | Added |
| Swiggy Limited | 2.29% | up 1.63 pts | ₹206 Cr | up ₹155 Cr | Added |
| V2 Retail Limited | 2.22% | up 0.34 pts | ₹200 Cr | up ₹55 Cr | Added |
| Hindustan Aeronautics Limited | 2.19% | down 0.55 pts | ₹198 Cr | down ₹14.1 Cr | Trimmed |
| Religare Enterprises Limited | 2.16% | down 0.14 pts | ₹195 Cr | up ₹16.8 Cr | Added |
| CG Power and Industrial Solutions Limited | 2.08% | down 0.36 pts | ₹187 Cr | down ₹1.1 Cr | Trimmed |
| Angel One Limited | 2.06% | up 0.02 pts | ₹186 Cr | up ₹28.1 Cr | Added |
| Dixon Technologies (India) Limited | 1.99% | up 1.99 pts | ₹179 Cr | up ₹179 Cr | New |
| BSE Limited | 1.98% | up 1.98 pts | ₹178 Cr | up ₹178 Cr | New |
| Cash, TREPS & receivables | 1.18% | down 1.75 pts | ₹106 Cr | down ₹120 Cr | Trimmed |
| Titagarh Rail Systems Limited | 0.38% | down 0.84 pts | ₹34.4 Cr | down ₹59.7 Cr | Trimmed |
What changed, Nov 2024 to Dec 2024
New New positions (3)
- Zen Technologies Limited3.0% · ₹272 Cr
- Dixon Technologies (India) Limited2.0% · ₹179 Cr
- BSE Limited2.0% · ₹178 Cr
Exited Exited (1)
- Global Health Limitedwas 1.4% · ₹110 Cr
Added Biggest additions
- Swiggy Limitedup ₹155 Cr (+1.63% pts)
- Trent Limitedup ₹97.8 Cr (+0.16% 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 Nov 2024, the weight rose most in Aerospace & Defense (+2.5 pts) and Capital Markets (+1.5 pts), and fell most in Electrical Equipment (−1.9 pts) and Healthcare Services (−1.5 pts).
- Aerospace & Defense8.2% → 10.7%+2.5 pts
- Capital Markets5.1% → 6.7%+1.5 pts
- Consumer Durables8.6% → 10.0%+1.5 pts
- Retailing17.6% → 18.3%+0.6 pts
- Industrial Products2.3% → 2.8%+0.4 pts
- IT - Software3.7% → 3.8%+0.2 pts
- Electrical Equipment21.1% → 19.2%−1.9 pts
- Healthcare Services1.5% → 0.0%exited−1.5 pts
- Realty6.7% → 5.7%−1.0 pts
- Industrial Manufacturing4.2% → 3.4%−0.7 pts
- Telecom - Services5.1% → 4.5%−0.5 pts
- Chemicals & Petrochemicals3.2% → 2.9%−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 | Dec 2021 | Dec 2023 | Jun 2024 | Sep 2024 | Nov 2024 | Dec 2024 |
|---|---|---|---|---|---|---|
| Electrical Equipment | — | 3.8% | 13.3% | 20.4% | 21.1% | 19.2% |
| Retailing | 8.1% | 11.7% | 13.2% | 15.7% | 17.6% | 18.3% |
| Aerospace & Defense | — | 1.4% | 11.0% | 8.3% | 8.2% | 10.7% |
| Consumer Durables | 9.0% | 4.8% | 8.2% | 9.5% | 8.6% | 10.0% |
| Capital Markets | — | 4.2% | 7.3% | 5.4% | 5.1% | 6.7% |
| Realty | 3.3% | 6.1% | 9.7% | 7.7% | 6.7% | 5.7% |
| Telecom - Services | 2.9% | — | 3.8% | 3.4% | 5.1% | 4.5% |
| IT - Software | 1.4% | 1.4% | 2.3% | 2.7% | 3.7% | 3.8% |
| Auto Components | — | 2.4% | 2.1% | 5.4% | 3.8% | 3.5% |
| Industrial Manufacturing | — | 2.7% | 2.7% | 4.3% | 4.2% | 3.4% |
Allocation in Dec 2024change vs Nov 2024
- Electrical Equipment (7)19.2%▼ 1.9 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
1.2%
▼ 1.7 pts vs Nov 2024
- Cash alone
- 1.2%
- cash and net receivables
- A year earlier
- 1.6%
- Dec 2023 · now ▼ 0.4 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.