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Mid Cap · Motilal Oswal Mutual Fund · AMFI code 127039Motilal Oswal Midcap Fund
Disclosed for 50 months, Aug 2022 to Sep 2026.
Portfolio value
₹20,056 Cr
up ₹1,452 Cr vs Sep 2024
- Stocks held
- 26
- up 3 vs Sep 2024
- Top 10 weight
- 70.7%
- of the portfolio in its ten largest
Motilal Oswal Midcap Fund is an active equity fund in the Mid Cap category from Motilal Oswal Mutual Fund. In October 2024 it disclosed 26 stocks worth ₹20,056 Cr, up ₹1,452 Cr from Sep 2024. Its largest positions were Coforge Limited (9.9%), Kalyan Jewellers India Limited (9.5%), Polycab India Limited (9.3%); the ten largest together made up 70.7% of the portfolio, and IT - Software was the biggest sector at 21.2% of its equity. Cash and debt stood at 2.4%. Compared with Sep 2024 the fund entered 4 new stocks and exited 1.
Against 32 other Mid Cap funds
Concentration
100%
Top-10 weight is higher than 100% of peers
Breadth
3%
Holds more stocks than 3% of peers
Cash
44%
Holds more cash than 44% of peers
What these mean: concentration · cash
Holdings in October 2024
Download CSVEvery line the fund disclosed, with the change against Sep 2024. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Coforge Limited | 9.88% | up 1.40 pts | ₹1,982 Cr | up ₹404 Cr | Added |
| Kalyan Jewellers India Limited | 9.50% | down 0.47 pts | ₹1,905 Cr | up ₹49.8 Cr | Added |
| Polycab India Limited | 9.29% | down 0.24 pts | ₹1,863 Cr | up ₹89.5 Cr | Added |
| Persistent Systems Limited | 8.04% | up 0.13 pts | ₹1,612 Cr | up ₹140 Cr | Added |
| Jio Financial Services Limited | 8.04% | down 0.78 pts | ₹1,612 Cr | down ₹28.4 Cr | Trimmed |
| Bajaj Auto Limited | 6.71% | up 6.71 pts | ₹1,346 Cr | up ₹1,346 Cr | New |
| Tube Investments of India Limited | 6.03% | up 0.28 pts | ₹1,210 Cr | up ₹140 Cr | Added |
| Mahindra & Mahindra Limited | 5.18% | up 5.18 pts | ₹1,038 Cr | up ₹1,038 Cr | New |
| Voltas Limited | 4.11% | down 0.85 pts | ₹825 Cr | down ₹97.8 Cr | Trimmed |
| Eternal Limited | 3.92% | up 0.24 pts | ₹786 Cr | up ₹102 Cr | Added |
| Max Healthcare Institute Limited | 3.81% | up 0.90 pts | ₹763 Cr | up ₹223 Cr | Added |
| Balkrishna Industries Limited | 3.54% | down 0.32 pts | ₹709 Cr | down ₹7.4 Cr | Trimmed |
| One 97 Communications Limited | 2.46% | up 2.09 pts | ₹493 Cr | up ₹425 Cr | Added |
| Cash, TREPS & receivables | 2.40% | down 16.62 pts | ₹482 Cr | down ₹3,057 Cr | Trimmed |
| Dixon Technologies (India) Limited | 2.10% | up 1.73 pts | ₹422 Cr | up ₹353 Cr | Added |
| Deepak Nitrite Limited | 1.91% | down 0.36 pts | ₹382 Cr | down ₹39.3 Cr | Trimmed |
| KPIT Technologies Limited | 1.84% | down 0.79 pts | ₹369 Cr | down ₹120 Cr | Trimmed |
| BSE Limited | 1.78% | up 1.78 pts | ₹357 Cr | up ₹357 Cr | New |
| Deepak Fertilizers and Petrochemicals Corporation Limited | 1.55% | up 0.12 pts | ₹311 Cr | up ₹44.6 Cr | Added |
| CG Power and Industrial Solutions Limited | 1.49% | up 0.78 pts | ₹299 Cr | up ₹167 Cr | Added |
| Aurobindo Pharma Limited | 1.39% | down 0.18 pts | ₹279 Cr | down ₹12.8 Cr | Trimmed |
| Prestige Estates Projects Limited | 1.22% | down 0.26 pts | ₹245 Cr | down ₹31.3 Cr | Trimmed |
| The Phoenix Mills Limited | 1.18% | down 0.06 pts | ₹236 Cr | up ₹5.2 Cr | Added |
| Tata Elxsi Limited | 0.91% | down 0.23 pts | ₹182 Cr | down ₹30 Cr | Trimmed |
| Suzlon Energy Limited | 0.83% | up 0.30 pts | ₹167 Cr | up ₹67.3 Cr | Added |
| Bharti Hexacom Limited | 0.59% | up 0.59 pts | ₹118 Cr | up ₹118 Cr | New |
| GE Vernova T&D India Limited | 0.31% | down 1.05 pts | ₹61.3 Cr | down ₹191 Cr | Trimmed |
What changed, Sep 2024 to Oct 2024
New New positions (4)
- Bajaj Auto Limited6.7% · ₹1,346 Cr
- Mahindra & Mahindra Limited5.2% · ₹1,038 Cr
- BSE Limited1.8% · ₹357 Cr
- Bharti Hexacom Limited0.6% · ₹118 Cr
Exited Exited (1)
- Premier Energies Limitedwas <0.1% · ₹2.1 Cr
Added Biggest additions
- One 97 Communications Limitedup ₹425 Cr (+2.09% 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 Sep 2024, the weight rose most in Automobiles (+12.2 pts) and Financial Technology (fintech) (+2.1 pts), and fell most in IT - Software (−3.7 pts) and Consumer Durables (−2.8 pts).
- Automobiles0.0% → 12.2%new+12.2 pts
- Financial Technology (fintech)0.5% → 2.5%+2.1 pts
- Capital Markets0.0% → 1.8%new+1.8 pts
- Telecom - Services0.0% → 0.6%new+0.6 pts
- Healthcare Services3.6% → 3.9%+0.3 pts
- IT - Software24.9% → 21.2%−3.7 pts
- Consumer Durables18.9% → 16.1%−2.8 pts
- Finance10.9% → 8.2%−2.7 pts
- Industrial Products11.8% → 9.5%−2.3 pts
- Auto Components11.9% → 9.8%−2.1 pts
- Chemicals & Petrochemicals4.6% → 3.5%−1.0 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 | Oct 2023 | Apr 2024 | Jul 2024 | Sep 2024 | Oct 2024 |
|---|---|---|---|---|---|
| IT - Software | 24.8% | 15.7% | 23.8% | 24.9% | 21.2% |
| Consumer Durables | 4.0% | 14.5% | 18.1% | 18.9% | 16.1% |
| Automobiles | — | — | — | — | 12.2% |
| Auto Components | 8.7% | 11.2% | 13.6% | 11.9% | 9.8% |
| Industrial Products | 5.8% | 4.1% | 12.0% | 11.8% | 9.5% |
| Finance | 17.7% | 12.4% | 9.1% | 10.9% | 8.2% |
| Retailing | 9.8% | 4.2% | 4.8% | 4.5% | 4.0% |
| Healthcare Services | 2.5% | 4.1% | 3.4% | 3.6% | 3.9% |
| Chemicals & Petrochemicals | 8.9% | 4.0% | 5.3% | 4.6% | 3.5% |
| Electrical Equipment | 4.3% | 3.9% | 4.0% | 3.2% | 2.7% |
Allocation in Oct 2024change vs Sep 2024
- IT - Software (4)21.2%▼ 3.7 pts
- Consumer Durables (3)16.1%▼ 2.8 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, Oct 2024
2.4%
▼ 16.6 pts vs Sep 2024
- Cash alone
- 2.4%
- cash and net receivables
- A year earlier
- 2.6%
- Oct 2023 · now ▼ 0.2 pts
- Last 12 months
- 2.4% – 21.7%
- lowest to highest · record 21.7% in Aug 2024
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.