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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
₹669 Cr
down ₹31.1 Cr vs Aug 2026
- Stocks held
- 33
- up 6 vs Aug 2026
- Top 10 weight
- 47.6%
- of the portfolio in its ten largest
- Cash & debt
- 4.5%
- 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 September 2026 it disclosed 33 stocks worth ₹669 Cr, down ₹31.1 Cr from Aug 2026. Its largest positions were Solar Industries India Limited (7.1%), ABB India Limited (5.6%), Bosch Limited (5.1%); the ten largest together made up 47.6% of the portfolio, and Electrical Equipment was the biggest sector at 20.3% of its equity. Cash and debt stood at 4.5%. Compared with Aug 2026 the fund entered 8 new stocks and exited 2.
Against 229 other Sectoral / Thematic funds
Concentration
52%
Top-10 weight is higher than 52% of peers
Breadth
19%
Holds more stocks than 19% of peers
Cash
66%
Holds more cash than 66% of peers
What these mean: concentration · cash
Holdings in September 2026
Download CSVEvery line the fund disclosed, with the change against Aug 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 | 7.13% | up 0.18 pts | ₹47.6 Cr | down ₹99 L | Trimmed |
| ABB India Limited | 5.63% | down 0.43 pts | ₹37.7 Cr | down ₹4.8 Cr | Trimmed |
| Bosch Limited | 5.12% | down 0.07 pts | ₹34.2 Cr | down ₹2.1 Cr | Trimmed |
| Samvardhana Motherson International Limited | 4.93% | up 0.67 pts | ₹32.9 Cr | up ₹3.2 Cr | Added |
| Sun Pharmaceutical Industries Limited | 4.55% | down 0.20 pts | ₹30.4 Cr | down ₹2.8 Cr | Trimmed |
| Cash, TREPS & receivables | 4.50% | down 3.69 pts | ₹30.1 Cr | down ₹27.2 Cr | Trimmed |
| UNO Minda Limited | 4.41% | down 0.19 pts | ₹29.5 Cr | down ₹2.7 Cr | Trimmed |
| Garware Hi-Tech Films Limited | 4.13% | up 0.11 pts | ₹27.6 Cr | down ₹48 L | Trimmed |
| Divi's Laboratories Limited | 4.03% | up 2.05 pts | ₹26.9 Cr | up ₹13.1 Cr | Added |
| Anthem Biosciences Limited | 4.00% | up 0.02 pts | ₹26.7 Cr | down ₹1.1 Cr | Trimmed |
| Karamtara Engineering Limited | 3.72% | up 3.72 pts | ₹24.9 Cr | up ₹24.9 Cr | New |
| TD Power Systems Limited | 3.19% | down 0.01 pts | ₹21.3 Cr | down ₹1.1 Cr | Trimmed |
| Azad Engineering Ltd | 3.16% | down 0.52 pts | ₹21.1 Cr | down ₹4.6 Cr | Trimmed |
| Torrent Pharmaceuticals Limited | 2.93% | down 0.02 pts | ₹19.6 Cr | down ₹1.1 Cr | Trimmed |
| Navin Fluorine International Limited | 2.82% | down 0.02 pts | ₹18.9 Cr | down ₹99 L | Trimmed |
| TVS Motor Company Limited | 2.81% | down 0.03 pts | ₹18.8 Cr | down ₹1.1 Cr | Trimmed |
| Mankind Pharma Limited | 2.49% | up 2.49 pts | ₹16.7 Cr | up ₹16.7 Cr | New |
| Blue Star Limited | 2.45% | up 2.45 pts | ₹16.4 Cr | up ₹16.4 Cr | New |
| Titan Company Limited | 2.43% | up 0.51 pts | ₹16.3 Cr | up ₹2.8 Cr | Added |
| Bajaj Auto Limited | 2.41% | down 2.40 pts | ₹16.1 Cr | down ₹17.5 Cr | Trimmed |
| Belrise Industries Ltd. | 2.16% | up 0.16 pts | ₹14.4 Cr | up ₹48 L | Added |
| Kaynes Technology India Limited | 2.15% | down 0.01 pts | ₹14.4 Cr | down ₹76 L | Trimmed |
| Orient Cables (India) Limited | 2.09% | up 2.09 pts | ₹14 Cr | up ₹14 Cr | New |
| APL Apollo Tubes Limited | 2.00% | up 0.06 pts | ₹13.4 Cr | down ₹20 L | Trimmed |
| Suzlon Energy Limited | 1.91% | down 0.29 pts | ₹12.8 Cr | down ₹2.6 Cr | Trimmed |
| Central Mine Planning & Design Institute Limited | 1.91% | down 0.10 pts | ₹12.8 Cr | down ₹1.3 Cr | Trimmed |
| Pidilite Industries Limited | 1.89% | down 1.29 pts | ₹12.6 Cr | down ₹9.6 Cr | Trimmed |
| PG Electroplast Limited | 1.88% | down 0.23 pts | ₹12.5 Cr | down ₹2.2 Cr | Trimmed |
| Hindustan Aeronautics Limited | 1.86% | up 1.86 pts | ₹12.4 Cr | up ₹12.4 Cr | New |
| Schneider Electric Infrastructure Limited | 1.74% | down 2.28 pts | ₹11.6 Cr | down ₹16.5 Cr | Trimmed |
| KEI Industries Limited | 1.59% | down 0.37 pts | ₹10.6 Cr | down ₹3.1 Cr | Trimmed |
| Ola Electric Mobility Ltd | 1.48% | up 1.48 pts | ₹9.9 Cr | up ₹9.9 Cr | New |
| Spectrum Electrical Industries Ltd | 0.41% | up 0.41 pts | ₹2.7 Cr | up ₹2.7 Cr | New |
| ESDS Software Solution Ltd | 0.09% | up 0.09 pts | ₹62 L | up ₹62 L | New |
What changed, Aug 2026 to Sep 2026
New New positions (8)
- Karamtara Engineering Limited3.7% · ₹24.9 Cr
- Mankind Pharma Limited2.5% · ₹16.7 Cr
- Blue Star Limited2.5% · ₹16.4 Cr
- Orient Cables (India) Limited2.1% · ₹14 Cr
- Hindustan Aeronautics Limited1.9% · ₹12.4 Cr
- Ola Electric Mobility Ltd1.5% · ₹9.9 Cr
- Spectrum Electrical Industries Ltd0.4% · ₹2.7 Cr
- ESDS Software Solution Ltd0.1% · ₹62 L
Exited Exited (2)
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 Aug 2026, the weight rose most in Pharmaceuticals & Biotechnology (+4.0 pts) and Aerospace & Defense (+1.9 pts), and fell most in Finance (−2.0 pts) and Consumer Durables (−2.0 pts).
- Pharmaceuticals & Biotechnology14.9% → 18.8%+4.0 pts
- Aerospace & Defense0.0% → 1.9%new+1.9 pts
- Industrial Products8.6% → 10.3%+1.7 pts
- Industrial Manufacturing2.4% → 2.7%+0.3 pts
- Finance2.0% → 0.0%exited−2.0 pts
- Consumer Durables9.1% → 7.1%−2.0 pts
- Chemicals & Petrochemicals14.1% → 12.4%−1.7 pts
- Automobiles8.3% → 7.0%−1.3 pts
- Electrical Equipment20.9% → 20.3%−0.6 pts
- Commercial Services & Supplies2.2% → 2.0%−0.2 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 | Sep 2025 | Mar 2026 | Jun 2026 | Aug 2026 | Sep 2026 |
|---|---|---|---|---|---|
| Electrical Equipment | 24.2% | 17.0% | 38.2% | 20.9% | 20.3% |
| Pharmaceuticals & Biotechnology | 7.1% | 9.4% | 11.0% | 14.9% | 18.8% |
| Auto Components | 9.6% | 11.1% | 12.2% | 17.5% | 17.4% |
| Chemicals & Petrochemicals | 3.5% | — | 12.6% | 14.1% | 12.4% |
| Industrial Products | 9.4% | 10.4% | 8.3% | 8.6% | 10.3% |
| Consumer Durables | 14.3% | 11.3% | 2.6% | 9.1% | 7.1% |
| Automobiles | 9.6% | 15.0% | 6.5% | 8.3% | 7.0% |
| Industrial Manufacturing | 3.6% | — | — | 2.4% | 2.7% |
| Commercial Services & Supplies | — | — | — | 2.2% | 2.0% |
| Aerospace & Defense | 14.6% | 5.6% | — | — | 1.9% |
Allocation in Sep 2026change vs Aug 2026
- Electrical Equipment (6)20.3%▼ 0.6 pts
- Pharmaceuticals & Biotechnology (5)18.8%▲ 4.0 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, Sep 2026
4.5%
▼ 3.7 pts vs Aug 2026
- Cash alone
- 4.5%
- cash and net receivables
- A year earlier
- 5.1%
- Sep 2025 · now ▼ 0.6 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.