Motilal Oswal Midcap Fund

Motilal Oswal Mutual FundEquityPortfolio as of 30 June 2026

Motilal Oswal Midcap Fund holds 31 instruments (97.12% equity), led by One 97 Communications Limited (7.34%), Kalyan Jewellers India Limited (6.34%) and Coforge Limited (6.04%), as of its 30 June 2026 SEBI-mandated monthly disclosure.

Holdings
31
Equity Allocation
97.12%
AMC
Motilal Oswal Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of Motilal Oswal 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 97.12%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Motilal Oswal Midcap Fund's top 10 holdings account for 53.32% of its portfolio, more concentrated than the Equity category average of 37.5%. Financial Services is its largest sector exposure at 38.87% of net assets, spread across 8 sectors in total. Since its 31 May 2026 disclosure, the fund added 3 new positions and exited 0 positions, with Persistent Systems Limited seeing the largest move (-1.15pp to 4.59%).

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.

3 new entries10 increased9 reduced

Biggest Weight Increases

StockWeightChange
IDFC First Bank Limited1.47% → 2.25%▲ +0.78
Samvardhana Motherson International Limited1.63% → 2.2%▲ +0.57
Shriram Finance Limited3.24% → 3.78%▲ +0.54
Suzlon Energy Limited2.01% → 2.47%▲ +0.46
Kalyan Jewellers India Limited5.98% → 6.34%▲ +0.36
Max Healthcare Institute Limited2.46% → 2.8%▲ +0.34
Prestige Estates Projects Limited2.81% → 3.1%▲ +0.29
Billionbrains Garage Ventures Limited4.29% → 4.56%▲ +0.27
Aditya Birla Capital Limited5.23% → 5.49%▲ +0.26
ETERNAL LIMITED5.8% → 5.96%▲ +0.16

Biggest Weight Reductions

StockWeightChange
Persistent Systems Limited5.74% → 4.59%▼ -1.15
Multi Commodity Exchange of India Limited4.22% → 3.48%▼ -0.74
BSE Limited3.98% → 3.61%▼ -0.37
Dixon Technologies (India) Limited3.58% → 3.26%▼ -0.32
ICICI Prudential Asset Management Company Limited2.48% → 2.25%▼ -0.23
Tube Investments of India Limited3.66% → 3.44%▼ -0.22
KEI Industries Limited5.82% → 5.61%▼ -0.21
PB Fintech Limited2.52% → 2.35%▼ -0.17
Bharti Hexacom Limited3.08% → 2.97%▼ -0.11

Top Holdings — Weight Trend

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

Jan: 7.7%, Feb: 7.64%, Mar: 7.34%, May: 7.29%, Jun: 7.34%
7.34%
Jan: 6.45%, Feb: 7.48%, Mar: 7.44%, May: 5.98%, Jun: 6.34%
6.34%
Jan: 9.61%, Feb: 6.09%, Mar: 6.13%, May: 6.12%, Jun: 6.04%
6.04%
Jan: 6.85%, Feb: 6.4%, Mar: 6.22%, May: 5.8%, Jun: 5.96%
5.96%
Jan: 4.77%, Feb: 6.28%, Mar: 5.24%, May: 5.82%, Jun: 5.61%
5.61%

Full Portfolio (31 holdings)

#HoldingSector% to NAV
1One 97 Communications LimitedFinancial Services7.34%
2Kalyan Jewellers India LimitedConsumer Discretionary6.34%
3Coforge LimitedInformation Technology6.04%
4ETERNAL LIMITEDConsumer Discretionary5.96%
5KEI Industries LimitedIndustrials5.61%
6Aditya Birla Capital LimitedFinancial Services5.49%
7Persistent Systems LimitedInformation Technology4.59%
8Billionbrains Garage Ventures LimitedFinancial Services4.56%
9Shriram Finance LimitedFinancial Services3.78%
10BSE LimitedFinancial Services3.61%
11Multi Commodity Exchange of India LimitedFinancial Services3.48%
12Tube Investments of India LimitedConsumer Discretionary3.44%
13Dixon Technologies (India) LimitedConsumer Discretionary3.26%
14Prestige Estates Projects LimitedReal Estate3.1%
15Bharti Hexacom LimitedTelecommunication2.97%
16Max Healthcare Institute LimitedHealthcare2.8%
17L&T Finance LimitedFinancial Services2.77%
18Suzlon Energy LimitedIndustrials2.47%
19PB Fintech LimitedFinancial Services2.35%
20ICICI Prudential Asset Management Company LimitedFinancial Services2.25%
21IDFC First Bank LimitedFinancial Services2.25%
22Bharat Electronics LimitedIndustrials2.21%
23Samvardhana Motherson International LimitedConsumer Discretionary2.2%
24Premier Energies LimitedIndustrials2.19%
25Triparty Repotreps2.05%
26Waaree Energies LimitedIndustrials1.91%
27InterGlobe Aviation LimitedServices1.68%
28AU Small Finance Bank LimitedFinancial Services0.99%
29Sterlite Technologies LimitedTelecommunication0.91%
30Net Receivables / (Payables)other0.83%
31Physicswallah LimitedConsumer Discretionary0.57%

Frequently Asked Questions

Yes. As of its 30 June 2026 disclosure, One 97 Communications Limited is 7.34% of Motilal Oswal Midcap Fund's net assets — its number 1 holding.
Yes. As of its 30 June 2026 disclosure, Kalyan Jewellers India Limited is 6.34% of Motilal Oswal Midcap Fund's net assets — its number 2 holding.
Yes. As of its 30 June 2026 disclosure, Coforge Limited is 6.04% of Motilal Oswal Midcap Fund's net assets — its number 3 holding.
Yes. As of its 30 June 2026 disclosure, ETERNAL LIMITED is 5.96% of Motilal Oswal Midcap Fund's net assets — its number 4 holding.
Yes. As of its 30 June 2026 disclosure, KEI Industries Limited is 5.61% of Motilal Oswal 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.