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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
₹24,488 Cr
down ₹1,933 Cr vs Dec 2024
- Stocks held
- 25
- down 1 vs Dec 2024
- Top 10 weight
- 56.4%
- 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 January 2025 it disclosed 25 stocks worth ₹24,488 Cr, down ₹1,933 Cr from Dec 2024. Its largest positions were Persistent Systems Limited (9.9%), Coforge Limited (9.6%), Kalyan Jewellers India Limited (7.2%); the ten largest together made up 56.4% of the portfolio, and IT - Software was the biggest sector at 31.8% of its equity. Cash and debt stood at 24.4%. Compared with Dec 2024 the fund entered 2 new stocks and exited 3.
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
100%
Holds more cash than 100% of peers
What these mean: concentration · cash
Holdings in January 2025
Download CSVEvery line the fund disclosed, with the change against Dec 2024. 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 | 24.38% | up 15.18 pts | ₹5,970 Cr | up ₹3,540 Cr | Added |
| Persistent Systems Limited | 9.85% | up 1.91 pts | ₹2,413 Cr | up ₹314 Cr | Added |
| Coforge Limited | 9.62% | down 0.24 pts | ₹2,355 Cr | down ₹249 Cr | Trimmed |
| Kalyan Jewellers India Limited | 7.19% | down 2.45 pts | ₹1,761 Cr | down ₹787 Cr | Trimmed |
| Trent Limited | 6.16% | down 1.93 pts | ₹1,507 Cr | down ₹630 Cr | Trimmed |
| Dixon Technologies (India) Limited | 6.12% | up 4.08 pts | ₹1,499 Cr | up ₹961 Cr | Added |
| Polycab India Limited | 4.56% | down 4.38 pts | ₹1,117 Cr | down ₹1,246 Cr | Trimmed |
| Max Healthcare Institute Limited | 3.49% | up 0.29 pts | ₹855 Cr | up ₹8.8 Cr | Added |
| Bharti Hexacom Limited | 3.36% | up 0.46 pts | ₹823 Cr | up ₹57 Cr | Added |
| One 97 Communications Limited | 3.17% | down 0.68 pts | ₹776 Cr | down ₹242 Cr | Trimmed |
| Oracle Financial Services Software Limited | 2.85% | down 1.00 pts | ₹699 Cr | down ₹320 Cr | Trimmed |
| Tube Investments of India Limited | 2.71% | up 0.01 pts | ₹664 Cr | down ₹50.8 Cr | Trimmed |
| KPIT Technologies Limited | 2.59% | up 0.93 pts | ₹634 Cr | up ₹195 Cr | Added |
| Balkrishna Industries Limited | 2.26% | up 0.06 pts | ₹554 Cr | down ₹27.8 Cr | Trimmed |
| Indraprastha Gas Limited | 2.23% | up 0.18 pts | ₹545 Cr | up ₹4.5 Cr | Added |
| Voltas Limited | 2.10% | down 1.29 pts | ₹515 Cr | down ₹380 Cr | Trimmed |
| KEI Industries Limited | 2.05% | down 0.05 pts | ₹503 Cr | down ₹51.6 Cr | Trimmed |
| Supreme Industries Limited | 2.03% | up 0.70 pts | ₹496 Cr | up ₹146 Cr | Added |
| Jio Financial Services Limited | 1.73% | down 3.41 pts | ₹424 Cr | down ₹935 Cr | Trimmed |
| The Phoenix Mills Limited | 1.17% | up 0.09 pts | ₹287 Cr | up ₹1.4 Cr | Held |
| Mankind Pharma Limited | 0.91% | up 0.04 pts | ₹224 Cr | down ₹6.7 Cr | Trimmed |
| The Indian Hotels Company Limited | 0.78% | up 0.78 pts | ₹191 Cr | up ₹191 Cr | New |
| Prestige Estates Projects Limited | 0.78% | down 0.12 pts | ₹190 Cr | down ₹46.8 Cr | Trimmed |
| Mazagon Dock Shipbuilders Limited | 0.62% | up 0.62 pts | ₹152 Cr | up ₹152 Cr | New |
| Mahindra & Mahindra Limited | 0.06% | down 3.92 pts | ₹14.9 Cr | down ₹1,038 Cr | Trimmed |
| CG Power and Industrial Solutions Limited | <0.01% | down 1.17 pts | ₹3 L | down ₹309 Cr | Trimmed |
| Jio Financial Services Limited February 2025 Future Derivative | −0.01% | down 0.01 pts | −₹1.4 Cr | down ₹1.4 Cr | New |
| Voltas Limited February 2025 Future Derivative | −0.31% | down 0.31 pts | −₹76.1 Cr | down ₹76.1 Cr | New |
| Trent Limited February 2025 Future Derivative | −0.40% | down 0.40 pts | −₹98.4 Cr | down ₹98.4 Cr | New |
| Oracle Financial Services Software Limited February 2025 Future Derivative | −0.55% | down 0.55 pts | −₹135 Cr | down ₹135 Cr | New |
| One 97 Communications Limited February 2025 Future Derivative | −1.52% | down 1.52 pts | −₹372 Cr | down ₹372 Cr | New |
What changed, Dec 2024 to Jan 2025
New New positions (2)
- The Indian Hotels Company Limited0.8% · ₹191 Cr
- Mazagon Dock Shipbuilders Limited0.6% · ₹152 Cr
Exited Exited (3)
- Eternal Limitedwas 1.4% · ₹377 Cr
- Deepak Nitrite Limitedwas 0.4% · ₹99.2 Cr
- Deepak Fertilizers and Petrochemicals Corporation Limitedwas 0.1% · ₹25.5 Cr
Added Biggest additions
- Dixon Technologies (India) Limitedup ₹961 Cr (+4.08% pts)
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 Dec 2024, the weight rose most in IT - Software (+6.1 pts) and Consumer Durables (+3.1 pts), and fell most in Automobiles (−4.3 pts) and Finance (−3.5 pts).
- IT - Software25.7% → 31.8%+6.1 pts
- Consumer Durables16.6% → 19.7%+3.1 pts
- Telecom - Services3.2% → 4.3%+1.1 pts
- Leisure Services0.0% → 1.0%new+1.0 pts
- Auto Components5.4% → 6.3%+0.9 pts
- Healthcare Services3.5% → 4.5%+0.9 pts
- Automobiles4.4% → 0.1%−4.3 pts
- Finance5.7% → 2.2%−3.5 pts
- Retailing10.5% → 7.9%−2.6 pts
- Industrial Products13.6% → 11.0%−2.6 pts
- Electrical Equipment1.3% → <0.1%−1.3 pts
- Chemicals & Petrochemicals0.5% → 0.0%exited−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 | Jan 2024 | Jul 2024 | Oct 2024 | Dec 2024 | Jan 2025 |
|---|---|---|---|---|---|
| IT - Software | 22.6% | 23.8% | 21.2% | 25.7% | 31.8% |
| Consumer Durables | 5.2% | 18.1% | 16.1% | 16.6% | 19.7% |
| Industrial Products | 3.7% | 12.0% | 9.5% | 13.6% | 11.0% |
| Retailing | 7.5% | 4.8% | 4.0% | 10.5% | 7.9% |
| Auto Components | 16.1% | 13.6% | 9.8% | 5.4% | 6.3% |
| Healthcare Services | 2.6% | 3.4% | 3.9% | 3.5% | 4.5% |
| Telecom - Services | — | — | 0.6% | 3.2% | 4.3% |
| Financial Technology (fintech) | — | — | 2.5% | 4.2% | 4.0% |
| Gas | — | — | — | 2.3% | 2.8% |
| Realty | 9.3% | 3.5% | 2.5% | 2.2% | 2.5% |
Allocation in Jan 2025change vs Dec 2024
- IT - Software (4)31.8%▲ 6.1 pts
- Consumer Durables (3)19.7%▲ 3.1 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, Jan 2025
24.4%
▲ 15.2 pts vs Dec 2024
- Cash alone
- 24.4%
- cash and net receivables
- A year earlier
- 7.4%
- Jan 2024 · now ▲ 17.0 pts
- Last 12 months
- 0.6% – 24.4%
- lowest to highest · record 24.4% in Jan 2025
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.