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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
₹23,704 Cr
down ₹784 Cr vs Jan 2025
- Stocks held
- 24
- down 1 vs Jan 2025
- Top 10 weight
- 54.8%
- 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 February 2025 it disclosed 24 stocks worth ₹23,704 Cr, down ₹784 Cr from Jan 2025. Its largest positions were Coforge Limited (9.9%), Persistent Systems Limited (9.5%), Kalyan Jewellers India Limited (6.8%); the ten largest together made up 54.8% of the portfolio, and IT - Software was the biggest sector at 30.4% of its equity. Cash and debt stood at 28.3%. Compared with Jan 2025 the fund entered 1 new stock and exited 2.
Against 32 other Mid Cap funds
Concentration
97%
Top-10 weight is higher than 97% of peers
Breadth
0%
Holds more stocks than 0% of peers
Cash
100%
Holds more cash than 100% of peers
Holdings in February 2025
Download CSVEvery line the fund disclosed, with the change against Jan 2025. Click a column to sort; click a company to see every fund that owns it.
| Cash, TREPS & receivables | 28.33% | up 3.95 pts | ₹6,715 Cr | up ₹745 Cr | Added |
| Coforge Limited | 9.91% | up 0.29 pts | ₹2,349 Cr | down ₹6.7 Cr | Held |
| Persistent Systems Limited | 9.51% | down 0.34 pts | ₹2,254 Cr | down ₹159 Cr | Trimmed |
| Kalyan Jewellers India Limited | 6.83% | down 0.36 pts | ₹1,619 Cr | down ₹142 Cr | Trimmed |
| Dixon Technologies (India) Limited | 6.67% | up 0.55 pts | ₹1,581 Cr | up ₹82.2 Cr | Added |
| Max Healthcare Institute Limited | 4.11% | up 0.62 pts | ₹975 Cr | up ₹120 Cr | Added |
| One 97 Communications Limited | 3.94% | up 0.77 pts | ₹934 Cr | up ₹158 Cr | Added |
| Trent Limited | 3.68% | down 2.47 pts | ₹873 Cr | down ₹634 Cr | Trimmed |
| Polycab India Limited | 3.48% | down 1.08 pts | ₹825 Cr | down ₹292 Cr | Trimmed |
| Bharti Hexacom Limited | 3.44% | up 0.08 pts | ₹815 Cr | down ₹7.9 Cr | Trimmed |
| KEI Industries Limited | 3.24% | up 1.18 pts | ₹768 Cr | up ₹265 Cr | Added |
| Jindal Steel & Power Limited | 2.32% | up 2.32 pts | ₹550 Cr | up ₹550 Cr | New |
| KPIT Technologies Limited | 2.27% | down 0.32 pts | ₹539 Cr | down ₹95.3 Cr | Trimmed |
| Balkrishna Industries Limited | 2.21% | down 0.06 pts | ₹523 Cr | down ₹31.1 Cr | Trimmed |
| The Indian Hotels Company Limited | 2.10% | up 1.32 pts | ₹498 Cr | up ₹307 Cr | Added |
| Tube Investments of India Limited | 2.08% | down 0.64 pts | ₹492 Cr | down ₹172 Cr | Trimmed |
| Indraprastha Gas Limited | 2.06% | down 0.17 pts | ₹488 Cr | down ₹57.1 Cr | Trimmed |
| Oracle Financial Services Software Limited | 1.72% | down 1.13 pts | ₹409 Cr | down ₹290 Cr | Trimmed |
| Prestige Estates Projects Limited | 1.66% | up 0.88 pts | ₹393 Cr | up ₹202 Cr | Added |
| Voltas Limited | 1.27% | down 0.83 pts | ₹301 Cr | down ₹213 Cr | Trimmed |
| Mazagon Dock Shipbuilders Limited | 1.22% | up 0.60 pts | ₹290 Cr | up ₹138 Cr | Added |
| The Phoenix Mills Limited | 1.14% | down 0.03 pts | ₹271 Cr | down ₹16.4 Cr | Trimmed |
| Supreme Industries Limited | 1.07% | down 0.95 pts | ₹254 Cr | down ₹242 Cr | Trimmed |
| Mankind Pharma Limited | 0.89% | down 0.03 pts | ₹210 Cr | down ₹13.3 Cr | Trimmed |
| Jio Financial Services Limited | 0.09% | down 1.64 pts | ₹20.8 Cr | down ₹403 Cr | Trimmed |
| Persistent Systems Limited March 2025 Future Derivative | −<0.01% | down <0.01 pts | −₹26 L | down ₹26 L | New |
| Coforge Limited March 2025 Future Derivative | −0.30% | down 0.30 pts | −₹72.1 Cr | down ₹72.1 Cr | New |
| The Indian Hotels Company Limited March 2025 Future Derivative | −0.76% | down 0.76 pts | −₹179 Cr | down ₹179 Cr | New |
| Jindal Steel & Power Limited March 2025 Future Derivative | −0.91% | down 0.91 pts | −₹215 Cr | down ₹215 Cr | New |
| One 97 Communications Limited March 2025 Future Derivative | −1.63% | down 1.63 pts | −₹387 Cr | down ₹387 Cr | New |
| Dixon Technologies (India) Limited March 2025 Future Derivative | −1.64% | down 1.64 pts | −₹389 Cr | down ₹389 Cr | New |
What changed, Jan 2025 to Feb 2025
New New positions (1)
- Jindal Steel & Power Limited2.3% · ₹550 Cr
Exited Exited (2)
- Mahindra & Mahindra Limitedwas 0.1% · ₹14.9 Cr
- CG Power and Industrial Solutions Limitedwas <0.1% · ₹3 L
Added Biggest additions
- The Indian Hotels Company Limitedup ₹307 Cr (+1.32% pts)
- KEI Industries Limitedup ₹265 Cr (+1.18% pts)
- Prestige Estates Projects 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 Jan 2025, the weight rose most in Ferrous Metals (+3.0 pts) and Leisure Services (+1.7 pts), and fell most in Retailing (−3.1 pts) and Finance (−2.1 pts).
- Ferrous Metals0.0% → 3.0%new+3.0 pts
- Leisure Services1.0% → 2.7%+1.7 pts
- Realty2.5% → 3.6%+1.2 pts
- Financial Technology (fintech)4.0% → 5.1%+1.1 pts
- Healthcare Services4.5% → 5.3%+0.9 pts
- Industrial Manufacturing0.8% → 1.6%+0.8 pts
- Retailing7.9% → 4.8%−3.1 pts
- Finance2.2% → 0.1%−2.1 pts
- IT - Software31.8% → 30.4%−1.3 pts
- Industrial Products11.0% → 10.1%−0.9 pts
- Auto Components6.3% → 5.6%−0.8 pts
- Consumer Durables19.7% → 19.2%−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 | Feb 2024 | Aug 2024 | Nov 2024 | Jan 2025 | Feb 2025 |
|---|---|---|---|---|---|
| IT - Software | 23.0% | 25.5% | 19.4% | 31.8% | 30.4% |
| Consumer Durables | 16.8% | 20.2% | 15.6% | 19.7% | 19.2% |
| Industrial Products | 3.7% | 11.5% | 11.8% | 11.0% | 10.1% |
| Auto Components | 15.1% | 12.3% | 5.6% | 6.3% | 5.6% |
| Healthcare Services | — | 3.1% | 3.2% | 4.5% | 5.3% |
| Financial Technology (fintech) | — | — | 3.0% | 4.0% | 5.1% |
| Retailing | 4.6% | 5.1% | 14.8% | 7.9% | 4.8% |
| Telecom - Services | — | — | 2.3% | 4.3% | 4.5% |
| Realty | 9.2% | 1.8% | 2.2% | 2.5% | 3.6% |
| Ferrous Metals | — | — | — | — | 3.0% |
Allocation in Feb 2025change vs Jan 2025
- IT - Software (4)30.4%▼ 1.3 pts
- Consumer Durables (3)19.2%▼ 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.
Cash & debt, Feb 2025
28.3%
▲ 3.9 pts vs Jan 2025
- Cash alone
- 28.3%
- cash and net receivables
- A year earlier
- 14.7%
- Feb 2024 · now ▲ 13.6 pts
- Last 12 months
- 0.6% – 28.3%
- lowest to highest · record 28.3% in Feb 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.