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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
₹700 Cr
up ₹21 Cr vs Jul 2026
- Stocks held
- 27
- up 1 vs Jul 2026
- Top 10 weight
- 48.9%
- of the portfolio in its ten largest
- Cash & debt
- 8.2%
- 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 August 2026 it disclosed 27 stocks worth ₹700 Cr, up ₹21 Cr from Jul 2026. Its largest positions were Solar Industries India Limited (7.0%), ABB India Limited (6.1%), Bosch Limited (5.2%); the ten largest together made up 48.9% of the portfolio, and Electrical Equipment was the biggest sector at 20.9% of its equity. Cash and debt stood at 8.2%. Compared with Jul 2026 the fund entered 7 new stocks and exited 6.
Against 229 other Sectoral / Thematic funds
Concentration
55%
Top-10 weight is higher than 55% of peers
Breadth
11%
Holds more stocks than 11% of peers
Cash
88%
Holds more cash than 88% of peers
What these mean: concentration · cash
Holdings in August 2026
Download CSVEvery line the fund disclosed, with the change against Jul 2026. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Cash, TREPS & receivables | 8.19% | up 3.47 pts | ₹57.3 Cr | up ₹25.3 Cr | Added |
| Solar Industries India Limited | 6.95% | up 0.95 pts | ₹48.6 Cr | up ₹7.9 Cr | Added |
| ABB India Limited | 6.07% | up 0.95 pts | ₹42.5 Cr | up ₹7.7 Cr | Added |
| Bosch Limited | 5.19% | up 5.19 pts | ₹36.4 Cr | up ₹36.4 Cr | New |
| Bajaj Auto Limited | 4.80% | up 0.10 pts | ₹33.6 Cr | up ₹1.7 Cr | Added |
| Sun Pharmaceutical Industries Limited | 4.75% | down 1.25 pts | ₹33.2 Cr | down ₹7.5 Cr | Trimmed |
| UNO Minda Limited | 4.60% | up 1.11 pts | ₹32.2 Cr | up ₹8.5 Cr | Added |
| Dixon Technologies (India) Limited | 4.28% | up 1.69 pts | ₹29.9 Cr | up ₹12.4 Cr | Added |
| Samvardhana Motherson International Limited | 4.25% | down 1.64 pts | ₹29.8 Cr | down ₹10.2 Cr | Trimmed |
| Schneider Electric Infrastructure Limited | 4.02% | up 0.37 pts | ₹28.2 Cr | up ₹3.4 Cr | Added |
| Garware Hi-Tech Films Limited | 4.01% | up 0.60 pts | ₹28.1 Cr | up ₹4.9 Cr | Added |
| Anthem Biosciences Limited | 3.98% | up 0.26 pts | ₹27.8 Cr | up ₹2.6 Cr | Added |
| Azad Engineering Ltd | 3.68% | down 0.45 pts | ₹25.7 Cr | down ₹2.3 Cr | Trimmed |
| TD Power Systems Limited | 3.20% | up 0.80 pts | ₹22.4 Cr | up ₹6.1 Cr | Added |
| Pidilite Industries Limited | 3.18% | down 1.73 pts | ₹22.3 Cr | down ₹11.1 Cr | Trimmed |
| Torrent Pharmaceuticals Limited | 2.96% | down 0.13 pts | ₹20.7 Cr | down ₹23 L | Trimmed |
| TVS Motor Company Limited | 2.84% | down 0.07 pts | ₹19.9 Cr | up ₹13 L | Added |
| Navin Fluorine International Limited | 2.84% | down 0.17 pts | ₹19.9 Cr | down ₹57 L | Trimmed |
| Suzlon Energy Limited | 2.20% | down 0.09 pts | ₹15.4 Cr | down ₹16 L | Trimmed |
| Kaynes Technology India Limited | 2.17% | up 2.17 pts | ₹15.2 Cr | up ₹15.2 Cr | New |
| PG Electroplast Limited | 2.11% | up 2.11 pts | ₹14.8 Cr | up ₹14.8 Cr | New |
| Central Mine Planning & Design Institute Limited | 2.01% | down 0.03 pts | ₹14.1 Cr | up ₹19 L | Added |
| Belrise Industries Ltd. | 1.99% | down 1.51 pts | ₹13.9 Cr | down ₹9.9 Cr | Trimmed |
| Divi's Laboratories Limited | 1.98% | up 1.98 pts | ₹13.9 Cr | up ₹13.9 Cr | New |
| KEI Industries Limited | 1.95% | down 1.21 pts | ₹13.7 Cr | down ₹7.8 Cr | Trimmed |
| APL Apollo Tubes Limited | 1.94% | up 1.94 pts | ₹13.6 Cr | up ₹13.6 Cr | New |
| Titan Company Limited | 1.93% | up 1.93 pts | ₹13.5 Cr | up ₹13.5 Cr | New |
| Jio Financial Services Limited | 1.85% | up 1.85 pts | ₹13 Cr | up ₹13 Cr | New |
| TVS Motor Company Ltd. Other | 0.08% | down <0.01 pts | ₹57 L | up ₹1 L | Added |
What changed, Jul 2026 to Aug 2026
New New positions (7)
- Bosch Limited5.2% · ₹36.4 Cr
- Kaynes Technology India Limited2.2% · ₹15.2 Cr
- PG Electroplast Limited2.1% · ₹14.8 Cr
- Divi's Laboratories Limited2.0% · ₹13.9 Cr
- APL Apollo Tubes Limited1.9% · ₹13.6 Cr
- Titan Company Limited1.9% · ₹13.5 Cr
- Jio Financial Services Limited1.9% · ₹13 Cr
Exited Exited (6)
- Lupin Limitedwas 5.7% · ₹38.4 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 Jul 2026, the weight rose most in Auto Components (+2.5 pts) and Industrial Manufacturing (+2.4 pts), and fell most in Pharmaceuticals & Biotechnology (−4.5 pts) and Petroleum Products (−4.5 pts).
- Auto Components15.0% → 17.5%+2.5 pts
- Industrial Manufacturing0.0% → 2.4%new+2.4 pts
- Consumer Durables6.9% → 9.1%+2.2 pts
- Finance0.0% → 2.0%new+2.0 pts
- Industrial Products6.9% → 8.6%+1.7 pts
- Automobiles8.0% → 8.3%+0.3 pts
- Pharmaceuticals & Biotechnology19.4% → 14.9%−4.5 pts
- Petroleum Products4.5% → 0.0%exited−4.5 pts
- Electrical Equipment22.2% → 20.9%−1.4 pts
- Chemicals & Petrochemicals14.6% → 14.1%−0.5 pts
- Transport Services0.4% → 0.0%exited−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 | Aug 2025 | Feb 2026 | May 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|---|
| Electrical Equipment | 27.8% | 15.0% | 32.6% | 22.2% | 20.9% |
| Auto Components | 9.9% | 12.1% | 11.8% | 15.0% | 17.5% |
| Pharmaceuticals & Biotechnology | 7.4% | 5.7% | 5.5% | 19.4% | 14.9% |
| Chemicals & Petrochemicals | 1.8% | 2.4% | 7.1% | 14.6% | 14.1% |
| Consumer Durables | 12.0% | 11.2% | 2.7% | 6.9% | 9.1% |
| Industrial Products | 5.9% | 12.4% | 4.5% | 6.9% | 8.6% |
| Automobiles | 8.0% | 15.0% | 11.2% | 8.0% | 8.3% |
| Industrial Manufacturing | 3.4% | — | — | — | 2.4% |
| Commercial Services & Supplies | — | — | — | 2.2% | 2.2% |
| Finance | — | — | — | — | 2.0% |
Allocation in Aug 2026change vs Jul 2026
- Electrical Equipment (5)20.9%▼ 1.4 pts
- Auto Components (4)17.5%▲ 2.5 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, Aug 2026
8.2%
▲ 3.5 pts vs Jul 2026
- Cash alone
- 8.2%
- cash and net receivables
- A year earlier
- 1.6%
- Aug 2025 · now ▲ 6.6 pts
- Last 12 months
- 1.4% – 8.2%
- lowest to highest · record 8.2% in Aug 2026
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.