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Sectoral / Thematic · Motilal Oswal Mutual Fund · AMFI code 152760Motilal Oswal Manufacturing Fund
Disclosed for 26 months, Aug 2024 to Sep 2026.
Portfolio value
₹679 Cr
down ₹9.3 Cr vs Jun 2026
- Stocks held
- 26
- up 1 vs Jun 2026
- Top 10 weight
- 50.6%
- of the portfolio in its ten largest
- Cash & debt
- 4.7%
- cash, money market and debt
Motilal Oswal Manufacturing Fund is an active equity fund in the Sectoral / Thematic category from Motilal Oswal Mutual Fund. In July 2026 it disclosed 26 stocks worth ₹679 Cr, down ₹9.3 Cr from Jun 2026. Its largest positions were Solar Industries India Limited (6.0%), Sun Pharmaceutical Industries Limited (6.0%), Samvardhana Motherson International Limited (5.9%); the ten largest together made up 50.6% of the portfolio, and Electrical Equipment was the biggest sector at 22.2% of its equity. Cash and debt stood at 4.7%. Compared with Jun 2026 the fund entered 8 new stocks and exited 7.
Against 229 other Sectoral / Thematic funds
Concentration
60%
Top-10 weight is higher than 60% of peers
Breadth
10%
Holds more stocks than 10% of peers
Cash
68%
Holds more cash than 68% 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.
| Solar Industries India Limited | 6.00% | up 1.96 pts | ₹40.7 Cr | up ₹12.9 Cr | Added |
| Sun Pharmaceutical Industries Limited | 5.99% | up 1.04 pts | ₹40.7 Cr | up ₹6.6 Cr | Added |
| Samvardhana Motherson International Limited | 5.89% | up 0.18 pts | ₹40 Cr | up ₹70 L | Added |
| Lupin Limited | 5.66% | up 0.07 pts | ₹38.4 Cr | down ₹6 L | Held |
| ABB India Limited | 5.12% | down 0.41 pts | ₹34.8 Cr | down ₹3.3 Cr | Trimmed |
| Pidilite Industries Limited | 4.91% | up 2.01 pts | ₹33.3 Cr | up ₹13.4 Cr | Added |
| Cash, TREPS & receivables | 4.72% | up 0.77 pts | ₹32 Cr | up ₹4.8 Cr | Added |
| Bajaj Auto Limited | 4.70% | up 0.79 pts | ₹31.9 Cr | up ₹5 Cr | Added |
| Reliance Industries Limited | 4.27% | up 0.10 pts | ₹29 Cr | up ₹31 L | Added |
| Azad Engineering Ltd | 4.12% | down 0.27 pts | ₹28 Cr | down ₹2.3 Cr | Trimmed |
| Asian Paints Limited | 3.94% | up 3.94 pts | ₹26.7 Cr | up ₹26.7 Cr | New |
| Anthem Biosciences Limited | 3.71% | up 3.71 pts | ₹25.2 Cr | up ₹25.2 Cr | New |
| Schneider Electric Infrastructure Limited | 3.65% | down 1.33 pts | ₹24.8 Cr | down ₹9.5 Cr | Trimmed |
| Thermax Limited | 3.60% | down 0.65 pts | ₹24.4 Cr | down ₹4.8 Cr | Trimmed |
| Belrise Industries Ltd. | 3.50% | up 3.50 pts | ₹23.8 Cr | up ₹23.8 Cr | New |
| UNO Minda Limited | 3.49% | up 0.61 pts | ₹23.7 Cr | up ₹3.9 Cr | Added |
| Garware Hi-Tech Films Limited | 3.41% | up 3.41 pts | ₹23.2 Cr | up ₹23.2 Cr | New |
| KEI Industries Limited | 3.17% | down 0.23 pts | ₹21.5 Cr | down ₹1.8 Cr | Trimmed |
| Torrent Pharmaceuticals Limited | 3.08% | up 3.08 pts | ₹20.9 Cr | up ₹20.9 Cr | New |
| Navin Fluorine International Limited | 3.01% | down 2.18 pts | ₹20.4 Cr | down ₹15.3 Cr | Trimmed |
| TVS Motor Company Limited | 2.91% | up 0.61 pts | ₹19.8 Cr | up ₹3.9 Cr | Added |
| Dixon Technologies (India) Limited | 2.59% | up 2.59 pts | ₹17.6 Cr | up ₹17.6 Cr | New |
| TD Power Systems Limited | 2.40% | down 1.54 pts | ₹16.3 Cr | down ₹10.8 Cr | Trimmed |
| Suzlon Energy Limited | 2.29% | down 0.48 pts | ₹15.6 Cr | down ₹3.5 Cr | Trimmed |
| Central Mine Planning & Design Institute Limited | 2.05% | up 2.05 pts | ₹13.9 Cr | up ₹13.9 Cr | New |
| Gabriel India Limited | 1.35% | down 1.74 pts | ₹9.2 Cr | down ₹12.1 Cr | Trimmed |
| Shadowfax Technologies Limited | 0.39% | up 0.39 pts | ₹2.6 Cr | up ₹2.6 Cr | New |
| TVS Motor Company Ltd. Other | 0.08% | up <0.01 pts | ₹56 L | up ₹1 L | Added |
What changed, Jun 2026 to Jul 2026
New New positions (8)
- Asian Paints Limited3.9% · ₹26.7 Cr
- Anthem Biosciences Limited3.7% · ₹25.2 Cr
- Belrise Industries Ltd.3.5% · ₹23.8 Cr
- Garware Hi-Tech Films Limited3.4% · ₹23.2 Cr
- Torrent Pharmaceuticals Limited3.1% · ₹20.9 Cr
- Dixon Technologies (India) Limited2.6% · ₹17.6 Cr
- Central Mine Planning & Design Institute Limited2.0% · ₹13.9 Cr
- Shadowfax Technologies Limited0.4% · ₹2.6 Cr
Exited (7)
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 Pharmaceuticals & Biotechnology (+8.4 pts) and Consumer Durables (+4.3 pts), and fell most in Electrical Equipment (−15.9 pts) and Agricultural, Commercial & Construction Vehicles (−4.3 pts).
- Pharmaceuticals & Biotechnology11.0% → 19.4%+8.4 pts
- Consumer Durables2.6% → 6.9%+4.3 pts
- Auto Components12.2% → 15.0%+2.8 pts
- Commercial Services & Supplies0.0% → 2.2%new+2.2 pts
- Chemicals & Petrochemicals12.6% → 14.6%+2.0 pts
- Automobiles6.5% → 8.0%+1.5 pts
- Electrical Equipment38.2% → 22.2%−15.9 pts
- Agricultural, Commercial & Construction Vehicles4.3% → 0.0%exited−4.3 pts
- Industrial Products8.3% → 6.9%−1.4 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 | Jul 2025 | Jan 2026 | Apr 2026 | Jun 2026 | Jul 2026 |
|---|---|---|---|---|---|
| Electrical Equipment | 32.7% | 14.2% | 25.4% | 38.2% | 22.2% |
| Pharmaceuticals & Biotechnology | 6.7% | 4.8% | 9.2% | 11.0% | 19.4% |
| Auto Components | 6.8% | 10.6% | 10.7% | 12.2% | 15.0% |
| Chemicals & Petrochemicals | 2.0% | 2.7% | 4.8% | 12.6% | 14.6% |
| Automobiles | 6.8% | 14.9% | 11.9% | 6.5% | 8.0% |
| Industrial Products | 4.1% | 7.8% | 4.8% | 8.3% | 6.9% |
| Consumer Durables | 12.0% | 8.6% | 4.3% | 2.6% | 6.9% |
| Petroleum Products | — | 4.4% | 2.6% | 4.3% | 4.5% |
| Commercial Services & Supplies | — | — | — | — | 2.2% |
| Transport Services | — | — | — | — | 0.4% |
Allocation in Jul 2026change vs Jun 2026
- Electrical Equipment (6)22.2%▼ 15.9 pts
- Pharmaceuticals & Biotechnology (4)19.4%▲ 8.4 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
4.7%
▲ 0.8 pts vs Jun 2026
- Cash alone
- 4.7%
- cash and net receivables
- A year earlier
- 2.8%
- Jul 2025 · now ▲ 1.9 pts
- Last 12 months
- 1.4% – 8.1%
- lowest to highest · record 8.1% in Mar 2025
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.