Motilal Oswal Manufacturing Fund holds 35 instruments (95.5% equity), led by Solar Industries India Limited (7.13%), ABB India Limited (5.63%) and Bosch Limited (5.12%), as of its 30 September 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 September 2026. The fund holds 35 instruments with an equity allocation of 95.5%. 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 47.65% of its portfolio, in line with the Thematic category average of 49.2%. Industrials is its largest sector exposure at 35.49% of net assets, spread across 5 sectors in total. Since its 31 August 2026 disclosure, the fund added 8 new positions and exited 2 positions, with Bajaj Auto Limited seeing the largest move (-2.39pp to 2.41%).
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 |
|---|---|---|
| Divi's Laboratories Limited | 1.98% → 4.03% | ▲ +2.05 |
| Samvardhana Motherson International Limited | 4.25% → 4.93% | ▲ +0.68 |
| Titan Company Limited | 1.93% → 2.43% | ▲ +0.5 |
| Solar Industries India Limited | 6.95% → 7.13% | ▲ +0.18 |
| Belrise Industries Limited | 1.99% → 2.16% | ▲ +0.17 |
| Garware Hi-Tech Films Limited | 4.01% → 4.13% | ▲ +0.12 |
| Stock | Weight | Change |
|---|---|---|
| Bajaj Auto Limited | 4.8% → 2.41% | ▼ -2.39 |
| Schneider Electric Infrastructure Limited | 4.02% → 1.74% | ▼ -2.28 |
| Pidilite Industries Limited | 3.18% → 1.89% | ▼ -1.29 |
| Azad Engineering Limited | 3.68% → 3.16% | ▼ -0.52 |
| ABB India Limited | 6.07% → 5.63% | ▼ -0.44 |
| KEI Industries Limited | 1.95% → 1.59% | ▼ -0.36 |
| Suzlon Energy Limited | 2.2% → 1.91% | ▼ -0.29 |
| PG Electroplast Limited | 2.11% → 1.88% | ▼ -0.23 |
| Sun Pharmaceutical Industries Limited | 4.75% → 4.55% | ▼ -0.2 |
| UNO Minda Limited | 4.6% → 4.41% | ▼ -0.19 |
% 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.