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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
₹33,053 Cr
up ₹2,652 Cr vs May 2025
- Stocks held
- 22
- down 4 vs May 2025
- Top 10 weight
- 66.0%
- 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 June 2025 it disclosed 22 stocks worth ₹33,053 Cr, up ₹2,652 Cr from May 2025. Its largest positions were Coforge Limited (10.5%), Persistent Systems Limited (9.6%), Trent Limited (9.4%); the ten largest together made up 66.0% of the portfolio, and IT - Software was the biggest sector at 26.2% of its equity. Cash and debt stood at 17.2%. Compared with May 2025 the fund entered 3 new stocks and exited 7.
Against 32 other Mid Cap funds
Concentration
100%
Top-10 weight is higher than 100% of peers
Breadth
0%
Holds more stocks than 0% of peers
Cash
97%
Holds more cash than 97% of peers
What these mean: concentration · cash
Holdings in June 2025
Download CSVEvery line the fund disclosed, with the change against May 2025. 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 | 17.17% | down 14.01 pts | ₹5,677 Cr | down ₹3,802 Cr | Trimmed |
| Coforge Limited | 10.48% | up 0.36 pts | ₹3,464 Cr | up ₹386 Cr | Added |
| Persistent Systems Limited | 9.60% | down 0.14 pts | ₹3,172 Cr | up ₹212 Cr | Added |
| Trent Limited | 9.39% | up 5.41 pts | ₹3,104 Cr | up ₹1,894 Cr | Added |
| Dixon Technologies (India) Limited | 9.07% | up 5.03 pts | ₹2,997 Cr | up ₹1,770 Cr | Added |
| Kalyan Jewellers India Limited | 7.57% | down 0.45 pts | ₹2,501 Cr | up ₹64.1 Cr | Added |
| Polycab India Limited | 5.05% | up 0.13 pts | ₹1,671 Cr | up ₹173 Cr | Added |
| KEI Industries Limited | 4.02% | up 0.75 pts | ₹1,327 Cr | up ₹335 Cr | Added |
| Bharti Hexacom Limited | 3.99% | down 0.08 pts | ₹1,318 Cr | up ₹82.3 Cr | Added |
| Max Healthcare Institute Limited | 3.85% | up 0.16 pts | ₹1,272 Cr | up ₹150 Cr | Added |
| Kaynes Technology India Limited | 2.95% | up 2.95 pts | ₹975 Cr | up ₹975 Cr | New |
| One 97 Communications Limited | 2.82% | down 0.96 pts | ₹933 Cr | down ₹216 Cr | Trimmed |
| Aditya Birla Capital Limited | 2.51% | up 2.51 pts | ₹829 Cr | up ₹829 Cr | New |
| Hitachi Energy India Limited | 2.12% | down 0.10 pts | ₹700 Cr | up ₹24.8 Cr | Added |
| Prestige Estates Projects Limited | 2.01% | up 0.08 pts | ₹663 Cr | up ₹76.3 Cr | Added |
| Supreme Industries Limited | 1.99% | up 1.11 pts | ₹659 Cr | up ₹390 Cr | Added |
| Tube Investments of India Limited | 1.98% | down 0.14 pts | ₹653 Cr | up ₹9.8 Cr | Added |
| KPIT Technologies Limited | 1.74% | down 0.46 pts | ₹574 Cr | down ₹94.5 Cr | Trimmed |
| The Phoenix Mills Limited | 0.83% | down 0.06 pts | ₹273 Cr | up ₹4.3 Cr | Added |
| Balkrishna Industries Limited | 0.69% | down 0.63 pts | ₹227 Cr | down ₹174 Cr | Trimmed |
| Mankind Pharma Limited | 0.64% | down 0.10 pts | ₹213 Cr | down ₹13.6 Cr | Trimmed |
| Jio Financial Services Limited | 0.10% | up <0.01 pts | ₹32.7 Cr | up ₹4 Cr | Added |
| PB Fintech Limited | <0.01% | up <0.01 pts | ₹42 L | up ₹42 L | New |
| One 97 Communications Limited July 2025 Future Derivative | −0.55% | down 0.55 pts | −₹182 Cr | down ₹182 Cr | New |
What changed, May 2025 to Jun 2025
New New positions (3)
- Kaynes Technology India Limited2.9% · ₹975 Cr
- Aditya Birla Capital Limited2.5% · ₹829 Cr
- PB Fintech Limited<0.1% · ₹42 L
Exited Exited (7)
- The Indian Hotels Company Limitedwas 2.0% · ₹611 Cr
- Jindal Steel & Power Limitedwas 2.0% · ₹609 Cr
- Mazagon Dock Shipbuilders Limitedwas 1.8% · ₹557 Cr
- Voltas Limitedwas 0.7% · ₹200 Cr
- Indraprastha Gas 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 May 2025, the weight rose most in Retailing (+5.9 pts) and Finance (+3.0 pts), and fell most in IT - Software (−3.3 pts) and Leisure Services (−2.7 pts).
- Retailing5.4% → 11.3%+5.9 pts
- Finance0.1% → 3.1%+3.0 pts
- Consumer Durables17.0% → 20.0%+3.0 pts
- Industrial Products12.1% → 13.3%+1.1 pts
- Industrial Manufacturing2.4% → 3.5%+1.1 pts
- IT - Software29.5% → 26.2%−3.3 pts
- Leisure Services2.7% → 0.0%exited−2.7 pts
- Ferrous Metals2.7% → 0.0%exited−2.7 pts
- Financial Technology (fintech)5.1% → 3.4%−1.7 pts
- Auto Components4.6% → 3.2%−1.4 pts
- Telecom - Services5.4% → 4.8%−0.7 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 | Jun 2024 | Dec 2024 | Mar 2025 | May 2025 | Jun 2025 |
|---|---|---|---|---|---|
| IT - Software | 19.0% | 25.7% | 29.6% | 29.5% | 26.2% |
| Consumer Durables | 13.7% | 16.6% | 16.0% | 17.0% | 20.0% |
| Industrial Products | 5.1% | 13.6% | 10.8% | 12.1% | 13.3% |
| Retailing | 7.5% | 10.5% | 5.9% | 5.4% | 11.3% |
| Telecom - Services | 11.6% | 3.2% | 4.9% | 5.4% | 4.8% |
| Healthcare Services | 3.5% | 3.5% | 5.6% | 4.9% | 4.6% |
| Industrial Manufacturing | — | — | 2.2% | 2.4% | 3.5% |
| Realty | 5.0% | 2.2% | 3.9% | 3.8% | 3.4% |
| Financial Technology (fintech) | — | 4.2% | 5.0% | 5.1% | 3.4% |
| Auto Components | 11.2% | 5.4% | 5.2% | 4.6% | 3.2% |
Allocation in Jun 2025change vs May 2025
- IT - Software (3)26.2%▼ 3.3 pts
- Consumer Durables (2)20.0%▲ 3.0 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. More on reading cash.
Cash & debt, Jun 2025
17.2%
▼ 14.0 pts vs May 2025
- Cash alone
- 17.2%
- cash and net receivables
- A year earlier
- 5.2%
- Jun 2024 · now ▲ 12.0 pts
- Last 12 months
- 0.6% – 32.9%
- lowest to highest · record 32.9% in Mar 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.