Motilal Oswal Manufacturing Fund holds 28 instruments (95.97% equity), led by Samvardhana Motherson International Limited (5.71%), Lupin Limited (5.59%) and ABB India Limited (5.53%), as of its 30 June 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of Motilal Oswal Manufacturing Fund, managed by Motilal Oswal Mutual Fund, based on its monthly portfolio disclosure dated 30 June 2026. The fund holds 28 instruments with an equity allocation of 95.97%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
Motilal Oswal Manufacturing Fund's top 10 holdings account for 50.07% of its portfolio, in line with the Thematic category average of 50.4%. Industrials is its largest sector exposure at 48.76% of net assets, spread across 5 sectors in total. Since its 31 May 2026 disclosure, the fund added 4 new positions and exited 10 positions, with CG Power and Industrial Solutions Limited seeing the largest move (+2.11pp to 5.3%).
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 |
|---|---|---|
| CG Power and Industrial Solutions Limited | 3.19% → 5.3% | ▲ +2.11 |
| Solar Industries India Limited | 1.95% → 4.04% | ▲ +2.09 |
| Reliance Industries Limited | 2.27% → 4.16% | ▲ +1.89 |
| Thermax Limited | 2.64% → 4.25% | ▲ +1.61 |
| KEI Industries Limited | 2.81% → 3.39% | ▲ +0.58 |
| Navin Fluorine International Limited | 4.77% → 5.19% | ▲ +0.42 |
| Lupin Limited | 5.19% → 5.59% | ▲ +0.4 |
| Gabriel India Limited | 2.72% → 3.09% | ▲ +0.37 |
| Bajaj Auto Limited | 3.57% → 3.91% | ▲ +0.34 |
| Samvardhana Motherson International Limited | 5.57% → 5.71% | ▲ +0.14 |
| Stock | Weight | Change |
|---|---|---|
| TVS Motor Company Limited | 4.15% → 2.3% | ▼ -1.85 |
| TD Power Systems Limited | 4.16% → 3.94% | ▼ -0.22 |
| Waaree Energies Limited | 2.82% → 2.67% | ▼ -0.15 |
| ABB India Limited | 5.65% → 5.53% | ▼ -0.12 |
% to NAV of the fund's current top holdings over its last 5 monthly disclosures (Jan – Jun 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | Samvardhana Motherson International Limited | Consumer Discretionary | 5.71% |
| 2 | Lupin Limited | Healthcare | 5.59% |
| 3 | ABB India Limited | Industrials | 5.53% |
| 4 | CG Power and Industrial Solutions Limited | Industrials | 5.3% |
| 5 | Navin Fluorine International Limited | Materials | 5.19% |
| 6 | Schneider Electric Infrastructure Limited | Industrials | 4.98% |
| 7 | Sun Pharmaceutical Industries Limited | Healthcare | 4.96% |
| 8 | Azad Engineering Limited | Industrials | 4.4% |
| 9 | Thermax Limited | Industrials | 4.25% |
| 10 | Reliance Industries Limited | Energy | 4.16% |
| 11 | Ashok Leyland Limited | Industrials | 4.09% |
| 12 | Solar Industries India Limited | Materials | 4.04% |
| 13 | TD Power Systems Limited | Industrials | 3.94% |
| 14 | Bajaj Auto Limited | Consumer Discretionary | 3.91% |
| 15 | Triparty Repotreps | — | 3.65% |
| 16 | KEI Industries Limited | Industrials | 3.39% |
| 17 | Polycab India Limited | Industrials | 3.13% |
| 18 | Gabriel India Limited | Consumer Discretionary | 3.09% |
| 19 | Pidilite Industries Limited | Materials | 2.9% |
| 20 | UNO Minda Limited | Consumer Discretionary | 2.88% |
| 21 | Hitachi Energy India Limited | Industrials | 2.82% |
| 22 | Suzlon Energy Limited | Industrials | 2.77% |
| 23 | Waaree Energies Limited | Industrials | 2.67% |
| 24 | Shaily Engineering Plastics Limited | Consumer Discretionary | 2.48% |
| 25 | TVS Motor Company Limited | Consumer Discretionary | 2.3% |
| 26 | PTC Industries Limited | Industrials | 1.49% |
| 27 | Net Receivables / (Payables)other | — | 0.3% |
| 28 | TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Share)bond | — | 0.08% |
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.