Motilal Oswal Large and Midcap Fund

Motilal Oswal Mutual FundEquityPortfolio as of 30 June 2026

Motilal Oswal Large and Midcap Fund holds 31 instruments (98.7% equity), led by ETERNAL LIMITED (5.05%), CG Power and Industrial Solutions Limited (5.02%) and Muthoot Finance Limited (4.56%), as of its 30 June 2026 SEBI-mandated monthly disclosure.

Holdings
31
Equity Allocation
98.7%
AMC
Motilal Oswal Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of Motilal Oswal Large and Midcap Fund, managed by Motilal Oswal Mutual Fund, based on its monthly portfolio disclosure dated 30 June 2026. The fund holds 31 instruments with an equity allocation of 98.7%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Motilal Oswal Large and Midcap Fund's top 10 holdings account for 43.78% of its portfolio, more concentrated than the Equity category average of 37.5%. Industrials is its largest sector exposure at 35.66% of net assets, spread across 6 sectors in total. Since its 31 May 2026 disclosure, the fund added 0 new positions and exited 0 positions, with Sterlite Technologies Limited seeing the largest move (+1.85pp to 2.55%).

Top 10 Equity Holdings

What Changed: May 2026 → June 2026

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.

10 increased10 reduced

Biggest Weight Increases

StockWeightChange
Sterlite Technologies Limited0.7% → 2.55%▲ +1.85
Samvardhana Motherson International Limited3.84% → 4.27%▲ +0.43
Apar Industries Limited3.83% → 4.23%▲ +0.4
Gujarat Fluorochemicals Limited3.22% → 3.57%▲ +0.35
Apollo Hospitals Enterprise Limited2.62% → 2.96%▲ +0.34
Ola Electric Mobility Limited2.77% → 3.06%▲ +0.29
Jain Resource Recycling Limited2.08% → 2.35%▲ +0.27
GE Vernova T&D India Limited1.48% → 1.75%▲ +0.27
Bharat Dynamics Limited2.28% → 2.45%▲ +0.17
Shriram Finance Limited4.29% → 4.46%▲ +0.17

Biggest Weight Reductions

StockWeightChange
Amber Enterprises India Limited3.31% → 2.36%▼ -0.95
Muthoot Finance Limited5.37% → 4.56%▼ -0.81
Multi Commodity Exchange of India Limited5.03% → 4.27%▼ -0.76
Onesource Specialty Pharma Limited4.05% → 3.51%▼ -0.54
Waaree Energies Limited3.86% → 3.43%▼ -0.43
Premier Energies Limited4.15% → 3.73%▼ -0.42
Ather Energy Limited3.72% → 3.37%▼ -0.35
Bharat Electronics Limited3.54% → 3.2%▼ -0.34
CG Power and Industrial Solutions Limited5.27% → 5.02%▼ -0.25
V2 Retail Limited2.07% → 1.93%▼ -0.14

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 5 monthly disclosures (Jan – Jun 2026).

Jan: 5.67%, Feb: 5.05%, Mar: 5.53%, May: 5.05%, Jun: 5.05%
5.05%
Jan: 2.94%, Feb: 4.81%, Mar: 5%, May: 5.27%, Jun: 5.02%
5.02%
Jan: 4.65%, Feb: 4.43%, Mar: 5.49%, May: 5.37%, Jun: 4.56%
4.56%
Jan: 3.38%, Feb: 5.01%, Mar: 4.6%, May: 4.29%, Jun: 4.46%
4.46%
Jan: 2.77%, Feb: 3.53%, Mar: 3.17%, May: 3.84%, Jun: 4.27%
4.27%

Full Portfolio (31 holdings)

#HoldingSector% to NAV
1ETERNAL LIMITEDConsumer Discretionary5.05%
2CG Power and Industrial Solutions LimitedIndustrials5.02%
3Muthoot Finance LimitedFinancial Services4.56%
4Shriram Finance LimitedFinancial Services4.46%
5Samvardhana Motherson International LimitedConsumer Discretionary4.27%
6Multi Commodity Exchange of India LimitedFinancial Services4.27%
7Apar Industries LimitedIndustrials4.23%
8Suzlon Energy LimitedIndustrials4.17%
9PTC Industries LimitedIndustrials3.96%
10One 97 Communications LimitedFinancial Services3.79%
11Billionbrains Garage Ventures LimitedFinancial Services3.73%
12Premier Energies LimitedIndustrials3.73%
13Zen Technologies LimitedIndustrials3.72%
14Gujarat Fluorochemicals LimitedMaterials3.57%
15Onesource Specialty Pharma LimitedHealthcare3.51%
16Waaree Energies LimitedIndustrials3.43%
17Ather Energy LimitedConsumer Discretionary3.37%
18Bharat Electronics LimitedIndustrials3.2%
19Titan Company LimitedConsumer Discretionary3.09%
20Ola Electric Mobility LimitedConsumer Discretionary3.06%
21Apollo Hospitals Enterprise LimitedHealthcare2.96%
22Bajaj Finance LimitedFinancial Services2.71%
23Sterlite Technologies LimitedTelecommunication2.55%
24Bharat Dynamics LimitedIndustrials2.45%
25Amber Enterprises India LimitedConsumer Discretionary2.36%
26Jain Resource Recycling LimitedMaterials2.35%
27V2 Retail LimitedConsumer Discretionary1.93%
28GE Vernova T&D India LimitedIndustrials1.75%
29Religare Enterprises LimitedFinancial Services1.45%
30Triparty Repotreps1.11%
31Net Receivables / (Payables)other0.19%

Frequently Asked Questions

Yes. As of its 30 June 2026 disclosure, ETERNAL LIMITED is 5.05% of Motilal Oswal Large and Midcap Fund's net assets — its number 1 holding.
Yes. As of its 30 June 2026 disclosure, CG Power and Industrial Solutions Limited is 5.02% of Motilal Oswal Large and Midcap Fund's net assets — its number 2 holding.
Yes. As of its 30 June 2026 disclosure, Muthoot Finance Limited is 4.56% of Motilal Oswal Large and Midcap Fund's net assets — its number 3 holding.
Yes. As of its 30 June 2026 disclosure, Shriram Finance Limited is 4.46% of Motilal Oswal Large and Midcap Fund's net assets — its number 4 holding.
Yes. As of its 30 June 2026 disclosure, Samvardhana Motherson International Limited is 4.27% of Motilal Oswal Large and Midcap Fund's net assets — its number 5 holding.

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 June 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.