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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
₹26,421 Cr
up ₹3,523 Cr vs Nov 2024
- Stocks held
- 26
- down 1 vs Nov 2024
- Top 10 weight
- 64.7%
- 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 December 2024 it disclosed 26 stocks worth ₹26,421 Cr, up ₹3,523 Cr from Nov 2024. Its largest positions were Coforge Limited (9.9%), Kalyan Jewellers India Limited (9.6%), Polycab India Limited (8.9%); the ten largest together made up 64.7% of the portfolio, and IT - Software was the biggest sector at 25.7% of its equity. Cash and debt stood at 9.2%. Compared with Nov 2024 the fund entered 3 new stocks and exited 4.
Against 32 other Mid Cap funds
Concentration
97%
Top-10 weight is higher than 97% of peers
Breadth
3%
Holds more stocks than 3% of peers
Cash
94%
Holds more cash than 94% of peers
Holdings in December 2024
Download CSVEvery line the fund disclosed, with the change against Nov 2024. Click a column to sort; click a company to see every fund that owns it.
| Coforge Limited | 9.86% | down 0.01 pts | ₹2,604 Cr | up ₹346 Cr | Added |
| Kalyan Jewellers India Limited | 9.64% | down 0.01 pts | ₹2,548 Cr | up ₹338 Cr | Added |
| Cash, TREPS & receivables | 9.20% | up 8.59 pts | ₹2,430 Cr | up ₹2,290 Cr | Added |
| Polycab India Limited | 8.95% | down 1.01 pts | ₹2,364 Cr | up ₹82.9 Cr | Added |
| Trent Limited | 8.09% | up 2.90 pts | ₹2,137 Cr | up ₹948 Cr | Added |
| Persistent Systems Limited | 7.94% | up 0.21 pts | ₹2,099 Cr | up ₹327 Cr | Added |
| Jio Financial Services Limited | 5.14% | down 0.95 pts | ₹1,359 Cr | down ₹36.4 Cr | Trimmed |
| Mahindra & Mahindra Limited | 3.98% | down 2.17 pts | ₹1,052 Cr | down ₹356 Cr | Trimmed |
| Oracle Financial Services Software Limited | 3.86% | up 3.86 pts | ₹1,019 Cr | up ₹1,019 Cr | New |
| One 97 Communications Limited | 3.85% | up 0.90 pts | ₹1,018 Cr | up ₹342 Cr | Added |
| Voltas Limited | 3.39% | down 0.23 pts | ₹895 Cr | up ₹65.8 Cr | Added |
| Max Healthcare Institute Limited | 3.20% | down 0.01 pts | ₹846 Cr | up ₹111 Cr | Added |
| Bharti Hexacom Limited | 2.90% | up 0.66 pts | ₹766 Cr | up ₹253 Cr | Added |
| Tube Investments of India Limited | 2.71% | down 0.43 pts | ₹715 Cr | down ₹2.9 Cr | Held |
| Balkrishna Industries Limited | 2.20% | down 0.23 pts | ₹582 Cr | up ₹26 Cr | Added |
| KEI Industries Limited | 2.10% | up 0.78 pts | ₹555 Cr | up ₹253 Cr | Added |
| Indraprastha Gas Limited | 2.05% | up 2.05 pts | ₹540 Cr | up ₹540 Cr | New |
| Dixon Technologies (India) Limited | 2.04% | down 0.03 pts | ₹538 Cr | up ₹63.8 Cr | Added |
| KPIT Technologies Limited | 1.66% | down 0.01 pts | ₹439 Cr | up ₹56.1 Cr | Added |
| Eternal Limited | 1.43% | down 8.04 pts | ₹377 Cr | down ₹1,791 Cr | Trimmed |
| Supreme Industries Limited | 1.33% | up 0.87 pts | ₹350 Cr | up ₹246 Cr | Added |
| CG Power and Industrial Solutions Limited | 1.17% | down 0.19 pts | ₹309 Cr | down ₹1.8 Cr | Trimmed |
| The Phoenix Mills Limited | 1.08% | down 0.11 pts | ₹286 Cr | up ₹12.7 Cr | Added |
| Prestige Estates Projects Limited | 0.90% | down 0.11 pts | ₹237 Cr | up ₹6.1 Cr | Added |
| Mankind Pharma Limited | 0.87% | up 0.87 pts | ₹230 Cr | up ₹230 Cr | New |
| Deepak Nitrite Limited | 0.38% | down 1.41 pts | ₹99.2 Cr | down ₹310 Cr | Trimmed |
| Deepak Fertilizers and Petrochemicals Corporation Limited | 0.10% | down 1.06 pts | ₹25.5 Cr | down ₹239 Cr | Trimmed |
What changed, Nov 2024 to Dec 2024
New New positions (3)
- Oracle Financial Services Software Limited3.9% · ₹1,019 Cr
- Indraprastha Gas Limited2.0% · ₹540 Cr
- Mankind Pharma Limited0.9% · ₹230 Cr
Exited Exited (4)
- Bajaj Auto Limitedwas 4.4% · ₹1,016 Cr
- BSE Limitedwas 0.6% · ₹140 Cr
- Suzlon Energy Limitedwas 0.5% · ₹110 Cr
- Shaily Engineering Plastics Limitedwas 0.1% · ₹29.2 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 Nov 2024, the weight rose most in IT - Software (+6.3 pts) and Gas (+2.3 pts), and fell most in Automobiles (−6.3 pts) and Retailing (−4.3 pts).
- IT - Software19.4% → 25.7%+6.3 pts
- Gas0.0% → 2.3%new+2.3 pts
- Industrial Products11.8% → 13.6%+1.8 pts
- Financial Technology (fintech)3.0% → 4.2%+1.3 pts
- Consumer Durables15.6% → 16.6%+1.0 pts
- Pharmaceuticals & Biotechnology0.0% → 1.0%new+1.0 pts
- Automobiles10.7% → 4.4%−6.3 pts
- Retailing14.8% → 10.5%−4.3 pts
- Chemicals & Petrochemicals3.0% → 0.5%−2.4 pts
- Capital Markets0.6% → 0.0%exited−0.6 pts
- Electrical Equipment1.9% → 1.3%−0.6 pts
- Finance6.1% → 5.7%−0.5 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 | Dec 2023 | Jun 2024 | Sep 2024 | Nov 2024 | Dec 2024 |
|---|---|---|---|---|---|
| IT - Software | 22.6% | 19.0% | 24.9% | 19.4% | 25.7% |
| Consumer Durables | 3.9% | 13.7% | 18.9% | 15.6% | 16.6% |
| Industrial Products | 3.4% | 5.1% | 11.8% | 11.8% | 13.6% |
| Retailing | 8.8% | 7.5% | 4.5% | 14.8% | 10.5% |
| Finance | 14.8% | 10.0% | 10.9% | 6.1% | 5.7% |
| Auto Components | 12.8% | 11.2% | 11.9% | 5.6% | 5.4% |
| Automobiles | — | — | — | 10.7% | 4.4% |
| Financial Technology (fintech) | — | — | 0.5% | 3.0% | 4.2% |
| Healthcare Services | 2.4% | 3.5% | 3.6% | 3.2% | 3.5% |
| Telecom - Services | — | 11.6% | — | 2.3% | 3.2% |
Allocation in Dec 2024change vs Nov 2024
- IT - Software (4)25.7%▲ 6.3 pts
- Consumer Durables (3)16.6%▲ 1.0 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.
Cash & debt, Dec 2024
9.2%
▲ 8.6 pts vs Nov 2024
- Cash alone
- 9.2%
- cash and net receivables
- A year earlier
- 2.8%
- Dec 2023 · now ▲ 6.4 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.