Motilal Oswal Special Opportunities Fund

Motilal Oswal Mutual FundThematicPortfolio as of 30 June 2026

Motilal Oswal Special Opportunities Fund holds 27 instruments (92.65% equity), led by Aditya Infotech Limited (7.71%), Samvardhana Motherson International Limited (5.23%) and Shriram Finance Limited (5.22%), as of its 30 June 2026 SEBI-mandated monthly disclosure.

Holdings
27
Equity Allocation
92.65%
AMC
Motilal Oswal Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of Motilal Oswal Special Opportunities Fund, managed by Motilal Oswal Mutual Fund, based on its monthly portfolio disclosure dated 30 June 2026. The fund holds 27 instruments with an equity allocation of 92.65%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Motilal Oswal Special Opportunities Fund's top 10 holdings account for 49.64% of its portfolio, in line with the Thematic category average of 50.4%. Industrials is its largest sector exposure at 27.03% of net assets, spread across 6 sectors in total. Since its 31 May 2026 disclosure, the fund added 4 new positions and exited 3 positions, with Waaree Energies Limited seeing the largest move (-1.85pp to 2.42%).

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.

4 new entries3 exits7 increased10 reduced

Biggest Weight Increases

StockWeightChange
Solar Industries India Limited2.83% → 4.46%▲ +1.63
Aditya Infotech Limited6.44% → 7.71%▲ +1.27
Shadowfax Technologies Limited4.2% → 4.7%▲ +0.5
Shriram Finance Limited4.98% → 5.22%▲ +0.24
Gabriel India Limited3.04% → 3.27%▲ +0.23
Aditya Birla Capital Limited5.04% → 5.19%▲ +0.15
Bosch Limited2.77% → 2.88%▲ +0.11

Biggest Weight Reductions

StockWeightChange
Waaree Energies Limited4.27% → 2.42%▼ -1.85
Onesource Specialty Pharma Limited5.74% → 4.95%▼ -0.79
ICICI Prudential Asset Management Company Limited4.78% → 4.28%▼ -0.5
Jain Resource Recycling Limited3.65% → 3.25%▼ -0.4
Shaily Engineering Plastics Limited4.76% → 4.4%▼ -0.36
Multi Commodity Exchange of India Limited3.55% → 3.26%▼ -0.29
ABB India Limited3.25% → 3.01%▼ -0.24
V2 Retail Limited3.24% → 3.05%▼ -0.19
Premier Energies Limited3.07% → 2.9%▼ -0.17
Samvardhana Motherson International Limited5.4% → 5.23%▼ -0.17

Top Holdings — Weight Trend

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

Jan: –, Feb: –, Mar: –, May: 6.44%, Jun: 7.71%
7.71%
Jan: 2.05%, Feb: 3.41%, Mar: 2.95%, May: 5.4%, Jun: 5.23%
5.23%
Jan: 5.54%, Feb: 6.38%, Mar: 5.65%, May: 4.98%, Jun: 5.22%
5.22%
Jan: 4.84%, Feb: 5.38%, Mar: 5%, May: 5.04%, Jun: 5.19%
5.19%
Jan: –, Feb: –, Mar: –, May: 5.74%, Jun: 4.95%
4.95%

Full Portfolio (27 holdings)

#HoldingSector% to NAV
1Aditya Infotech LimitedIndustrials7.71%
2Samvardhana Motherson International LimitedConsumer Discretionary5.23%
3Shriram Finance LimitedFinancial Services5.22%
4Aditya Birla Capital LimitedFinancial Services5.19%
5Net Receivables / (Payables)other5.1%
6Onesource Specialty Pharma LimitedHealthcare4.95%
7Shadowfax Technologies LimitedServices4.7%
8Solar Industries India LimitedMaterials4.46%
9Shaily Engineering Plastics LimitedConsumer Discretionary4.4%
10ICICI Prudential Asset Management Company LimitedFinancial Services4.28%
11InterGlobe Aviation LimitedServices3.5%
12Zen Technologies LimitedIndustrials3.38%
13Gabriel India LimitedConsumer Discretionary3.27%
14Multi Commodity Exchange of India LimitedFinancial Services3.26%
15Jain Resource Recycling LimitedMaterials3.25%
16Schaeffler India LimitedConsumer Discretionary3.17%
17V2 Retail LimitedConsumer Discretionary3.05%
18ABB India LimitedIndustrials3.01%
19Premier Energies LimitedIndustrials2.9%
20Bosch LimitedConsumer Discretionary2.88%
21Garware Hi-Tech Films LimitedIndustrials2.77%
22Apollo Hospitals Enterprise LimitedHealthcare2.68%
23Ashok Leyland LimitedIndustrials2.56%
24Waaree Energies LimitedIndustrials2.42%
25Data Patterns (India) LimitedIndustrials2.28%
26Triparty Repotreps2.25%
27Ola Electric Mobility LimitedConsumer Discretionary2.13%

Frequently Asked Questions

Yes. As of its 30 June 2026 disclosure, Aditya Infotech Limited is 7.71% of Motilal Oswal Special Opportunities Fund's net assets — its number 1 holding.
Yes. As of its 30 June 2026 disclosure, Samvardhana Motherson International Limited is 5.23% of Motilal Oswal Special Opportunities Fund's net assets — its number 2 holding.
Yes. As of its 30 June 2026 disclosure, Shriram Finance Limited is 5.22% of Motilal Oswal Special Opportunities Fund's net assets — its number 3 holding.
Yes. As of its 30 June 2026 disclosure, Aditya Birla Capital Limited is 5.19% of Motilal Oswal Special Opportunities Fund's net assets — its number 4 holding.
Yes. As of its 30 June 2026 disclosure, Onesource Specialty Pharma Limited is 4.95% of Motilal Oswal Special Opportunities 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.