Motilal Oswal Infrastructure Fund holds 31 instruments (92.48% equity), led by Samvardhana Motherson International Limited (6.96%), Bharti Airtel Limited (5.77%) and ABB India Limited (5.27%), as of its 30 September 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of Motilal Oswal Infrastructure Fund, managed by Motilal Oswal Mutual Fund, based on its monthly portfolio disclosure dated 30 September 2026. The fund holds 31 instruments with an equity allocation of 92.48%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
Motilal Oswal Infrastructure Fund's top 10 holdings account for 48.54% of its portfolio, in line with the Thematic category average of 49.2%. Industrials is its largest sector exposure at 38.78% of net assets, spread across 9 sectors in total. Since its 31 August 2026 disclosure, the fund added 8 new positions and exited 5 positions, with Schneider Electric Infrastructure Limited seeing the largest move (-1.7pp to 2.52%).
Equity holdings grouped by sector, % to NAV. "Other" covers debt, cash and other non-equity instruments, plus any equity holding without a classified sector.
Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.
| Stock | Weight | Change |
|---|---|---|
| Samvardhana Motherson International Limited | 5.85% → 6.96% | ▲ +1.11 |
| Ksb Limited | 3.08% → 3.22% | ▲ +0.14 |
| VA Tech Wabag Limited | 4.03% → 4.14% | ▲ +0.11 |
| Jyoti CNC Automation Limited | 3.39% → 3.5% | ▲ +0.11 |
| Stock | Weight | Change |
|---|---|---|
| Schneider Electric Infrastructure Limited | 4.22% → 2.52% | ▼ -1.7 |
| ABB India Limited | 6.02% → 5.27% | ▼ -0.75 |
| Apollo Hospitals Enterprise Limited | 4.91% → 4.44% | ▼ -0.47 |
| Siemens Limited | 4.82% → 4.39% | ▼ -0.43 |
| Larsen & Toubro Limited | 4.47% → 4.1% | ▼ -0.37 |
| UNO Minda Limited | 3.47% → 3.14% | ▼ -0.33 |
| Vijaya Diagnostic Centre Limited | 4.48% → 4.18% | ▼ -0.3 |
| PG Electroplast Limited | 1.84% → 1.54% | ▼ -0.3 |
| Bharti Airtel Limited | 6.04% → 5.77% | ▼ -0.27 |
| Shriram Finance Limited | 1.91% → 1.67% | ▼ -0.24 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Sept 2026).
New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.
Source: Motilal Oswal Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 30 September 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.