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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
₹22,898 Cr
up ₹2,842 Cr vs Oct 2024
- Stocks held
- 27
- up 1 vs Oct 2024
- Top 10 weight
- 72.2%
- 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 November 2024 it disclosed 27 stocks worth ₹22,898 Cr, up ₹2,842 Cr from Oct 2024. Its largest positions were Polycab India Limited (10.0%), Coforge Limited (9.9%), Kalyan Jewellers India Limited (9.6%); the ten largest together made up 72.2% of the portfolio, and IT - Software was the biggest sector at 19.4% of its equity. Cash and debt stood at 0.6%. Compared with Oct 2024 the fund entered 4 new stocks and exited 3.
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
0%
Holds more cash than 0% of peers
What these mean: concentration · cash
Holdings in November 2024
Download CSVEvery line the fund disclosed, with the change against Oct 2024. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Polycab India Limited | 9.96% | up 0.67 pts | ₹2,281 Cr | up ₹417 Cr | Added |
| Coforge Limited | 9.86% | down 0.02 pts | ₹2,258 Cr | up ₹276 Cr | Added |
| Kalyan Jewellers India Limited | 9.65% | up 0.15 pts | ₹2,210 Cr | up ₹305 Cr | Added |
| Eternal Limited | 9.47% | up 5.55 pts | ₹2,168 Cr | up ₹1,382 Cr | Added |
| Persistent Systems Limited | 7.74% | down 0.30 pts | ₹1,772 Cr | up ₹160 Cr | Added |
| Mahindra & Mahindra Limited | 6.15% | up 0.98 pts | ₹1,409 Cr | up ₹370 Cr | Added |
| Jio Financial Services Limited | 6.09% | down 1.94 pts | ₹1,395 Cr | down ₹216 Cr | Trimmed |
| Trent Limited | 5.19% | up 5.19 pts | ₹1,189 Cr | up ₹1,189 Cr | New |
| Bajaj Auto Limited | 4.44% | down 2.27 pts | ₹1,016 Cr | down ₹329 Cr | Trimmed |
| Voltas Limited | 3.62% | down 0.49 pts | ₹829 Cr | up ₹4.3 Cr | Added |
| Max Healthcare Institute Limited | 3.21% | down 0.60 pts | ₹735 Cr | down ₹28.4 Cr | Trimmed |
| Tube Investments of India Limited | 3.14% | down 2.90 pts | ₹718 Cr | down ₹492 Cr | Trimmed |
| One 97 Communications Limited | 2.95% | up 0.49 pts | ₹676 Cr | up ₹183 Cr | Added |
| Balkrishna Industries Limited | 2.43% | down 1.11 pts | ₹556 Cr | down ₹153 Cr | Trimmed |
| Bharti Hexacom Limited | 2.24% | up 1.66 pts | ₹513 Cr | up ₹396 Cr | Added |
| Dixon Technologies (India) Limited | 2.07% | down 0.03 pts | ₹474 Cr | up ₹52.2 Cr | Added |
| Deepak Nitrite Limited | 1.79% | down 0.12 pts | ₹409 Cr | up ₹26.8 Cr | Added |
| KPIT Technologies Limited | 1.67% | down 0.16 pts | ₹383 Cr | up ₹14.6 Cr | Added |
| CG Power and Industrial Solutions Limited | 1.36% | down 0.13 pts | ₹311 Cr | up ₹11.8 Cr | Added |
| KEI Industries Limited | 1.32% | up 1.32 pts | ₹302 Cr | up ₹302 Cr | New |
| The Phoenix Mills Limited | 1.19% | up 0.02 pts | ₹273 Cr | up ₹37.3 Cr | Added |
| Deepak Fertilizers and Petrochemicals Corporation Limited | 1.15% | down 0.40 pts | ₹264 Cr | down ₹46.9 Cr | Trimmed |
| Prestige Estates Projects Limited | 1.01% | down 0.21 pts | ₹231 Cr | down ₹14.4 Cr | Trimmed |
| BSE Limited | 0.61% | down 1.17 pts | ₹140 Cr | down ₹217 Cr | Trimmed |
| Cash, TREPS & receivables | 0.61% | down 1.79 pts | ₹139 Cr | down ₹342 Cr | Trimmed |
| Suzlon Energy Limited | 0.48% | down 0.35 pts | ₹110 Cr | down ₹57.2 Cr | Trimmed |
| Supreme Industries Limited | 0.46% | up 0.46 pts | ₹105 Cr | up ₹105 Cr | New |
| Shaily Engineering Plastics Limited | 0.13% | up 0.13 pts | ₹29.2 Cr | up ₹29.2 Cr | New |
What changed, Oct 2024 to Nov 2024
New New positions (4)
- Trent Limited5.2% · ₹1,189 Cr
- KEI Industries Limited1.3% · ₹302 Cr
- Supreme Industries Limited0.5% · ₹105 Cr
- Shaily Engineering Plastics Limited0.1% · ₹29.2 Cr
Exited Exited (3)
- Aurobindo Pharma Limitedwas 1.4% · ₹279 Cr
- Tata Elxsi Limitedwas 0.9% · ₹182 Cr
- GE Vernova T&D India Limitedwas 0.3% · ₹61.3 Cr
Added Biggest additions
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 Oct 2024, the weight rose most in Retailing (+10.7 pts) and Industrial Products (+2.3 pts), and fell most in Auto Components (−4.2 pts) and Finance (−2.1 pts).
- Retailing4.0% → 14.8%+10.7 pts
- Industrial Products9.5% → 11.8%+2.3 pts
- Telecom - Services0.6% → 2.3%+1.7 pts
- Financial Technology (fintech)2.5% → 3.0%+0.5 pts
- Auto Components9.8% → 5.6%−4.2 pts
- Finance8.2% → 6.1%−2.1 pts
- IT - Software21.2% → 19.4%−1.8 pts
- Automobiles12.2% → 10.7%−1.5 pts
- Pharmaceuticals & Biotechnology1.4% → 0.0%exited−1.4 pts
- Capital Markets1.8% → 0.6%−1.2 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 | Nov 2023 | May 2024 | Aug 2024 | Oct 2024 | Nov 2024 |
|---|---|---|---|---|---|
| IT - Software | 22.4% | 14.2% | 25.5% | 21.2% | 19.4% |
| Consumer Durables | 3.7% | 13.6% | 20.2% | 16.1% | 15.6% |
| Retailing | 9.7% | 8.5% | 5.1% | 4.0% | 14.8% |
| Industrial Products | 5.9% | 4.4% | 11.5% | 9.5% | 11.8% |
| Automobiles | — | — | — | 12.2% | 10.7% |
| Finance | 15.5% | 10.3% | 8.5% | 8.2% | 6.1% |
| Auto Components | 8.7% | 12.2% | 12.3% | 9.8% | 5.6% |
| Healthcare Services | 2.5% | 3.4% | 3.1% | 3.9% | 3.2% |
| Financial Technology (fintech) | — | — | — | 2.5% | 3.0% |
| Chemicals & Petrochemicals | 9.3% | 3.3% | 5.5% | 3.5% | 3.0% |
Allocation in Nov 2024change vs Oct 2024
- IT - Software (3)19.4%▼ 1.8 pts
- Consumer Durables (4)15.6%▼ 0.5 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, Nov 2024
0.6%
▼ 1.8 pts vs Oct 2024
- Cash alone
- 0.6%
- cash and net receivables
- A year earlier
- 3.2%
- Nov 2023 · now ▼ 2.6 pts
- Last 12 months
- 0.6% – 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.