Motilal Oswal Financial Services Limited: which mutual funds hold it · equitylore

Capital Markets · ISIN INE338I01027

Motilal Oswal Financial Services Limited

Held by equity mutual funds in 126 disclosed months, Sep 2012 to Sep 2026.

As of

Funds holding

5 vs Aug 2026

Value held by funds: ₹2,354 Cr; down ₹240 Cr vs Aug 2026
Largest position: 5.3%; Tata Value Fund
Moves this month: 4 in · 9 out; 5 added, 21 trimmed

Motilal Oswal Financial Services Limited (Capital Markets) was held by 30 active equity mutual funds in September 2026, ₹2,354 Cr in all (down 5 funds from Aug 2026). The largest position was Tata Value Fund at 5.3% of its portfolio. During the month 4 funds entered and 9 exited. Funds have disclosed holding it since Sep 2012.

Funds holding Motilal Oswal Financial Services Limited in September 2026

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Weight is the share of that fund's portfolio; change is against the previous disclosed month.

Include funds that exited (9)

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Kotak Large & Mid Cap Fund
Kotak Mahindra Mutual Fund · history in this fund
Weight in fund
1.76%
Δ weight
up 0.01 pts
Value
₹537 Cr
Δ value
down ₹26.4 Cr
Status
Trimmed
Tata Value Fund
Tata Mutual Fund · history in this fund
Weight in fund
5.31%
Δ weight
up 0.01 pts
Value
₹437 Cr
Δ value
down ₹21.5 Cr
Status
Trimmed
Sundaram Mid Cap Fund
Sundaram Mutual Fund · history in this fund
Weight in fund
1.45%
Δ weight
up 0.18 pts
Value
₹202 Cr
Δ value
up ₹11.9 Cr
Status
Added
HDFC Large & Mid Cap Fund
HDFC Mutual Fund · history in this fund
Weight in fund
0.65%
Δ weight
up 0.65 pts
Value
₹185 Cr
Δ value
up ₹185 Cr
Status
New
WhiteOak Capital Mid Cap Fund
WhiteOak Capital Mutual Fund · history in this fund
Weight in fund
2.05%
Δ weight
up 0.15 pts
Value
₹155 Cr
Δ value
up ₹12.1 Cr
Status
Added
Tata ELSS - Tax Saver Fund
Tata Mutual Fund · history in this fund
Weight in fund
2.76%
Δ weight
up 0.06 pts
Value
₹122 Cr
Δ value
down ₹6 Cr
Status
Trimmed
Helios Flexi Cap Fund
Helios Mutual Fund · history in this fund
Weight in fund
1.31%
Δ weight
down 0.07 pts
Value
₹115 Cr
Δ value
down ₹5.7 Cr
Status
Trimmed
UTI Large & Mid Cap Fund
UTI Mutual Fund · history in this fund
Weight in fund
1.66%
Δ weight
down <0.01 pts
Value
₹104 Cr
Δ value
down ₹5.1 Cr
Status
Trimmed
Mahindra Manulife Multi Cap Fund
Mahindra Manulife Mutual Fund · history in this fund
Weight in fund
0.99%
Δ weight
up 0.99 pts
Value
₹73.6 Cr
Δ value
up ₹73.6 Cr
Status
New
UTI Small Cap Fund
UTI Mutual Fund · history in this fund
Weight in fund
1.27%
Δ weight
down 0.01 pts
Value
₹66.2 Cr
Δ value
down ₹3.3 Cr
Status
Trimmed
LIC Mf Large & Mid Cap Fund
LIC Mutual Fund · history in this fund
Weight in fund
2.01%
Δ weight
up 0.50 pts
Value
₹59.2 Cr
Δ value
up ₹11 Cr
Status
Added
Helios Mid Cap Fund
Helios Mutual Fund · history in this fund
Weight in fund
2.20%
Δ weight
down 0.23 pts
Value
₹51.6 Cr
Δ value
down ₹2.5 Cr
Status
Trimmed
JM Mid cap Fund
JM Financial Mutual Fund · history in this fund
Weight in fund
2.28%
Δ weight
up 2.28 pts
Value
₹29.7 Cr
Δ value
up ₹29.7 Cr
Status
New
WhiteOak Capital Multi Cap Fund
WhiteOak Capital Mutual Fund · history in this fund
Weight in fund
0.66%
Δ weight
down 0.02 pts
Value
₹28.2 Cr
Δ value
down ₹1.4 Cr
Status
Trimmed
WhiteOak Capital Large & Mid Cap Fund
WhiteOak Capital Mutual Fund · history in this fund
Weight in fund
1.10%
Δ weight
up 0.10 pts
Value
₹26.1 Cr
Δ value
up ₹78 L
Status
Added
ITI Mid Cap Fund
ITI Mutual Fund · history in this fund
Weight in fund
1.49%
Δ weight
up 0.11 pts
Value
₹21.7 Cr
Δ value
up ₹44 L
Status
Added
Helios Small Cap Fund
Helios Mutual Fund · history in this fund
Weight in fund
1.07%
Δ weight
down 0.15 pts
Value
₹20.2 Cr
Δ value
down ₹99 L
Status
Trimmed
Sundaram Financial Services Opportunities Fund
Sundaram Mutual Fund · history in this fund
Weight in fund
1.23%
Δ weight
up 0.02 pts
Value
₹19.9 Cr
Δ value
down ₹98 L
Status
Trimmed
Helios Large & Mid Cap Fund
Helios Mutual Fund · history in this fund
Weight in fund
1.33%
Δ weight
down 0.06 pts
Value
₹19.5 Cr
Δ value
down ₹96 L
Status
Trimmed
TRUSTMF Mid Cap Fund
Trust Mutual Fund · history in this fund
Weight in fund
1.66%
Δ weight
down 0.37 pts
Value
₹11.4 Cr
Δ value
down ₹56 L
Status
Trimmed
LIC Mf Mid Cap Fund
LIC Mutual Fund · history in this fund
Weight in fund
2.95%
Δ weight
up 0.04 pts
Value
₹10.9 Cr
Δ value
down ₹54 L
Status
Trimmed
ITI Large & Mid Cap Fund
ITI Mutual Fund · history in this fund
Weight in fund
1.56%
Δ weight
up 0.01 pts
Value
₹10.8 Cr
Δ value
down ₹53 L
Status
Trimmed
TRUSTMF Flexi Cap Fund
Trust Mutual Fund · history in this fund
Weight in fund
0.90%
Δ weight
down 0.01 pts
Value
₹9.1 Cr
Δ value
down ₹45 L
Status
Trimmed
JM Small Cap Fund
JM Financial Mutual Fund · history in this fund
Weight in fund
0.94%
Δ weight
up 0.94 pts
Value
₹8.9 Cr
Δ value
up ₹8.9 Cr
Status
New
Helios Financial Services Fund
Helios Mutual Fund · history in this fund
Weight in fund
4.30%
Δ weight
up 0.11 pts
Value
₹8.4 Cr
Δ value
down ₹41 L
Status
Trimmed
LIC Mf Banking And Financial Services Fund
LIC Mutual Fund · history in this fund
Weight in fund
3.22%
Δ weight
up 0.06 pts
Value
₹8.2 Cr
Δ value
down ₹41 L
Status
Trimmed
TRUSTMF Large & Mid Cap Fund
Trust Mutual Fund · history in this fund
Weight in fund
1.52%
Δ weight
down 0.30 pts
Value
₹6.4 Cr
Δ value
down ₹31 L
Status
Trimmed
Navi Flexi Cap Fund
Navi Mutual Fund · history in this fund
Weight in fund
1.55%
Δ weight
down 0.02 pts
Value
₹4.4 Cr
Δ value
down ₹22 L
Status
Trimmed
Navi Large & Midcap Fund
Navi Mutual Fund · history in this fund
Weight in fund
1.16%
Δ weight
up 0.03 pts
Value
₹3.4 Cr
Δ value
down ₹17 L
Status
Trimmed
JioBlackRock Sector Rotation Fund
Jio BlackRock Mutual Fund · history in this fund
Weight in fund
0.08%
Δ weight
down <0.01 pts
Value
₹13 L
Δ value
down ₹1 L
Status
Trimmed

Funds holding this company, with weight, value and change

Kotak Large & Mid Cap Fund Kotak Mahindra Mutual Fund · history in this fund	Large & Mid Cap	1.76%	up 0.01 pts	₹537 Cr	down ₹26.4 Cr	54,00,000	Trimmed
Tata Value Fund Tata Mutual Fund · history in this fund	Value / Contra	5.31%	up 0.01 pts	₹437 Cr	down ₹21.5 Cr	44,01,000	Trimmed
Sundaram Mid Cap Fund Sundaram Mutual Fund · history in this fund	Mid Cap	1.45%	up 0.18 pts	₹202 Cr	up ₹11.9 Cr	20,27,477	Added
HDFC Large & Mid Cap Fund HDFC Mutual Fund · history in this fund	Large & Mid Cap	0.65%	up 0.65 pts	₹185 Cr	up ₹185 Cr	18,56,728	New
WhiteOak Capital Mid Cap Fund WhiteOak Capital Mutual Fund · history in this fund	Mid Cap	2.05%	up 0.15 pts	₹155 Cr	up ₹12.1 Cr	15,56,960	Added
Tata ELSS - Tax Saver Fund Tata Mutual Fund · history in this fund	ELSS (tax saving)	2.76%	up 0.06 pts	₹122 Cr	down ₹6 Cr	12,31,123	Trimmed
Helios Flexi Cap Fund Helios Mutual Fund · history in this fund	Flexi Cap	1.31%	down 0.07 pts	₹115 Cr	down ₹5.7 Cr	11,59,078	Trimmed
UTI Large & Mid Cap Fund UTI Mutual Fund · history in this fund	Large & Mid Cap	1.66%	down <0.01 pts	₹104 Cr	down ₹5.1 Cr	10,41,598	Trimmed
Mahindra Manulife Multi Cap Fund Mahindra Manulife Mutual Fund · history in this fund	Multi Cap	0.99%	up 0.99 pts	₹73.6 Cr	up ₹73.6 Cr	7,40,809	New
UTI Small Cap Fund UTI Mutual Fund · history in this fund	Small Cap	1.27%	down 0.01 pts	₹66.2 Cr	down ₹3.3 Cr	6,65,958	Trimmed
LIC Mf Large & Mid Cap Fund LIC Mutual Fund · history in this fund	Large & Mid Cap	2.01%	up 0.50 pts	₹59.2 Cr	up ₹11 Cr	5,95,250	Added
Helios Mid Cap Fund Helios Mutual Fund · history in this fund	Mid Cap	2.20%	down 0.23 pts	₹51.6 Cr	down ₹2.5 Cr	5,19,137	Trimmed
JM Mid cap Fund JM Financial Mutual Fund · history in this fund	Mid Cap	2.28%	up 2.28 pts	₹29.7 Cr	up ₹29.7 Cr	2,98,427	New
WhiteOak Capital Multi Cap Fund WhiteOak Capital Mutual Fund · history in this fund	Multi Cap	0.66%	down 0.02 pts	₹28.2 Cr	down ₹1.4 Cr	2,83,982	Trimmed
WhiteOak Capital Large & Mid Cap Fund WhiteOak Capital Mutual Fund · history in this fund	Large & Mid Cap	1.10%	up 0.10 pts	₹26.1 Cr	up ₹78 L	2,62,099	Added
ITI Mid Cap Fund ITI Mutual Fund · history in this fund	Mid Cap	1.49%	up 0.11 pts	₹21.7 Cr	up ₹44 L	2,18,250	Added
Helios Small Cap Fund Helios Mutual Fund · history in this fund	Small Cap	1.07%	down 0.15 pts	₹20.2 Cr	down ₹99 L	2,03,293	Trimmed
Sundaram Financial Services Opportunities Fund Sundaram Mutual Fund · history in this fund	Sectoral / Thematic	1.23%	up 0.02 pts	₹19.9 Cr	down ₹98 L	2,00,000	Trimmed
Helios Large & Mid Cap Fund Helios Mutual Fund · history in this fund	Large & Mid Cap	1.33%	down 0.06 pts	₹19.5 Cr	down ₹96 L	1,96,062	Trimmed
TRUSTMF Mid Cap Fund Trust Mutual Fund · history in this fund	Mid Cap	1.66%	down 0.37 pts	₹11.4 Cr	down ₹56 L	1,14,585	Trimmed
LIC Mf Mid Cap Fund LIC Mutual Fund · history in this fund	Mid Cap	2.95%	up 0.04 pts	₹10.9 Cr	down ₹54 L	1,09,502	Trimmed
ITI Large & Mid Cap Fund ITI Mutual Fund · history in this fund	Large & Mid Cap	1.56%	up 0.01 pts	₹10.8 Cr	down ₹53 L	1,08,511	Trimmed
TRUSTMF Flexi Cap Fund Trust Mutual Fund · history in this fund	Flexi Cap	0.90%	down 0.01 pts	₹9.1 Cr	down ₹45 L	91,091	Trimmed
JM Small Cap Fund JM Financial Mutual Fund · history in this fund	Small Cap	0.94%	up 0.94 pts	₹8.9 Cr	up ₹8.9 Cr	89,310	New
Helios Financial Services Fund Helios Mutual Fund · history in this fund	Sectoral / Thematic	4.30%	up 0.11 pts	₹8.4 Cr	down ₹41 L	84,851	Trimmed
LIC Mf Banking And Financial Services Fund LIC Mutual Fund · history in this fund	Sectoral / Thematic	3.22%	up 0.06 pts	₹8.2 Cr	down ₹41 L	82,991	Trimmed
TRUSTMF Large & Mid Cap Fund Trust Mutual Fund · history in this fund	Large & Mid Cap	1.52%	down 0.30 pts	₹6.4 Cr	down ₹31 L	64,056	Trimmed
Navi Flexi Cap Fund Navi Mutual Fund · history in this fund	Flexi Cap	1.55%	down 0.02 pts	₹4.4 Cr	down ₹22 L	44,500	Trimmed
Navi Large & Midcap Fund Navi Mutual Fund · history in this fund	Large & Mid Cap	1.16%	up 0.03 pts	₹3.4 Cr	down ₹17 L	34,000	Trimmed
JioBlackRock Sector Rotation Fund Jio BlackRock Mutual Fund · history in this fund	Sectoral / Thematic	0.08%	down <0.01 pts	₹13 L	down ₹1 L	1,274	Trimmed

Who bought and sold, Aug 2026 to Sep 2026

New Funds that entered (4)

HDFC Large & Mid Cap Fund HDFC Mutual Fund0.6% · ₹185 Cr
Mahindra Manulife Multi Cap Fund Mahindra Manulife Mutual Fund1.0% · ₹73.6 Cr
JM Mid cap Fund JM Financial Mutual Fund2.3% · ₹29.7 Cr
JM Small Cap Fund JM Financial Mutual Fund0.9% · ₹8.9 Cr

Exited Funds that exited (9)

HSBC Small Cap Fund

History

How many equity funds held the company each month, and the value they held.

Funds holding, Sep 2012 to Sep 2026.

Value held by funds, Sep 2012 to Sep 2026.