Mutual Funds Holding Motilal Oswal Financial Services Limited

Financial Services56 fundsISIN INE338I01027

As of 31 July 2026, 56 Indian mutual funds hold Motilal Oswal Financial Services Limited (Financial Services), led by TATA VALUE FUND at 4.42% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.

As of 31 July 2026, 56 Indian mutual fund schemes disclose a holding in Motilal Oswal Financial Services Limited (Financial Services). The table below lists every fund holding this stock along with its weight as a percentage of the fund's net assets (% to NAV), sorted from the highest conviction position downward.

Holding Analysis

Across the 56 funds holding Motilal Oswal Financial Services Limited, the average position size is 0.97% of net assets. The highest-conviction holder is TATA VALUE FUND (Equity), at 4.42%. Equity funds account for 27 of the 56 holders, with the rest spread across 2 other categories. Over the last month, 5 funds initiated a new position and 0 funds exited, with the largest weight change at TATA BANKING & FINANCIAL SERVICES FUND (-2.35pp to 0.4%).

Fund Activity Last Month

How funds changed their Motilal Oswal Financial Services Limited position between their two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

5 started a position4 increased12 reduced

New Positions

JM Aggressive Hybrid Fund at 1.04%
The Wealth Company Small Cap Fund at 0.56%
The Wealth Company Multiasset Alloc Fund at 0.44%
HSBC Arbitrage Fund at 0.01%
ICICI Prudential Arbitrage Fund at 0%

Weight Increased

Fund	Weight	Change
LIC MF MID CAP FUND	1.41% → 1.85%	▲ +0.44
Navi Large & Midcap Fund	0.54% → 0.93%	▲ +0.39
Navi Aggressive Hybrid Fund	0.54% → 0.92%	▲ +0.38
Navi Flexi Cap Fund	1% → 1.31%	▲ +0.31

Weight Reduced

Fund	Weight	Change
TATA BANKING & FINANCIAL SERVICES FUND	2.75% → 0.4%	▼ -2.35
Helios Financial Services Fund	4.28% → 3.56%	▼ -0.72
TATA VALUE FUND	5.01% → 4.42%	▼ -0.59
HSBC Flexi Cap Fund	1.44% → 0.95%	▼ -0.49
TATA ELSS FUND	2.58% → 2.25%	▼ -0.33
LIC MF BANKING AND FINANCIAL SERVICES FUND	2.45% → 2.19%	▼ -0.26
Helios Flexi Cap Fund	1.46% → 1.23%	▼ -0.23
Kotak Large & Midcap Fund	1.64% → 1.44%	▼ -0.2
UTI Aggressive Hybrid Fund	0.78% → 0.58%	▼ -0.2
TATA DIVIDEND YIELD FUND	1.36% → 1.19%	▼ -0.17
Sundaram Mid Cap Fund	1.23% → 1.07%	▼ -0.16
Sundaram Financial Services Opportunities Fund	1.13% → 1.01%	▼ -0.12

Funds Holding Motilal Oswal Financial Services Limited

#	Fund	AMC	Category	% to NAV
1	TATA VALUE FUND	Tata Mutual Fund	Equity	4.42%
2	Helios Financial Services Fund	Helios Mutual Fund	Thematic	3.56%
3	HSBC Financial Services Fund	HSBC Mutual Fund	Thematic	2.3%
4	TATA ELSS FUND	Tata Mutual Fund	Equity	2.25%
5	LIC MF BANKING AND FINANCIAL SERVICES FUND	LIC Mutual Fund	Thematic	2.19%
6	Helios Mid Cap Fund	Helios Mutual Fund	Equity	2.15%
7	JM Midcap Fund	JM Financial Mutual Fund	Equity	1.9%
8	LIC MF MID CAP FUND	LIC Mutual Fund	Equity	1.85%
9	JM Value Fund	JM Financial Mutual Fund	Equity	1.82%
10	HSBC Business Cycles Fund	HSBC Mutual Fund	Thematic	1.61%
11	HSBC Small Cap Fund	HSBC Mutual Fund	Equity	1.51%
12	Kotak Large & Midcap Fund	Kotak Mahindra Mutual Fund	Equity	1.44%
13	HSBC Aggressive Hybrid Fund	HSBC Mutual Fund	Hybrid	1.36%
14	Navi Flexi Cap Fund	Navi Mutual Fund	Equity	1.31%
15	JM Large and Midcap Fund	JM Financial Mutual Fund	Equity	1.29%
16	Helios Flexi Cap Fund	Helios Mutual Fund	Equity	1.23%
17	Helios Large & Mid Cap Fund	Helios Mutual Fund	Equity	1.21%
18	Helios Small Cap Fund	Helios Mutual Fund	Equity	1.19%
19	TATA DIVIDEND YIELD FUND	Tata Mutual Fund	Equity	1.19%
20	UTI Large & Mid Cap Fund	UTI Mutual Fund	Equity	1.18%
21	WhiteOak Capital Mid Cap Fund	WhiteOak Capital Mutual Fund	Equity	1.11%
22	JM Small Cap Fund	JM Financial Mutual Fund	Equity	1.09%
23	UTI Small Cap Fund	UTI Mutual Fund	Equity	1.08%
24	Sundaram Mid Cap Fund	Sundaram Mutual Fund	Equity	1.07%
25	JM Aggressive Hybrid Fund	JM Financial Mutual Fund	Hybrid	1.04%
26	Sundaram Financial Services Opportunities Fund	Sundaram Mutual Fund	Thematic	1.01%
27	HSBC Flexi Cap Fund	HSBC Mutual Fund	Equity	0.95%
28	Navi Large & Midcap Fund	Navi Mutual Fund	Equity	0.93%
29	Navi Aggressive Hybrid Fund	Navi Mutual Fund	Hybrid	0.92%
30	WhiteOak Capital Large & Mid Cap Fund	WhiteOak Capital Mutual Fund	Equity	0.85%
31	HSBC Consumption Fund	HSBC Mutual Fund	Thematic	0.77%
32	Helios Balanced Advantage Fund	Helios Mutual Fund	Hybrid	0.74%
33	TATA MULTICAP FUND	Tata Mutual Fund	Equity	0.71%
34	HSBC Multi Cap Fund	HSBC Mutual Fund	Equity	0.61%
35	UTI Aggressive Hybrid Fund	UTI Mutual Fund	Hybrid	0.58%
36	The Wealth Company Small Cap Fund	The Wealth Company Mutual Fund	Equity	0.56%
37	HDFC Large and Mid Cap Fund	HDFC Mutual Fund	Equity	0.53%
38	WhiteOak Capital Multi Cap Fund	WhiteOak Capital Mutual Fund	Equity	0.53%
39	Mirae Asset Arbitrage Fund	Mirae Asset Mutual Fund	Hybrid	0.47%
40	The Wealth Company Multiasset Alloc Fund	The Wealth Company Mutual Fund	Hybrid	0.44%
41	TATA BANKING & FINANCIAL SERVICES FUND	Tata Mutual Fund	Thematic	0.4%
42	WhiteOak Capital Arbitrage Fund	WhiteOak Capital Mutual Fund	Hybrid	0.34%
43	WhiteOak Capital Equity Savings Fund	WhiteOak Capital Mutual Fund	Hybrid	0.34%
44	Aditya Birla Sun Life Arbitrage Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.12%
45	JioBlackRock Sector Rotation Fund	Jio BlackRock Mutual Fund	Thematic	0.07%
46	NIPPON INDIA ARBITRAGE FUND	Nippon India Mutual Fund	Hybrid	0.05%
47	Mirae Asset Multi Asset Allocation Fund	Mirae Asset Mutual Fund	Hybrid	0.04%
48	Mirae Asset Equity Savings Fund	Mirae Asset Mutual Fund	Hybrid	0.03%
49	HDFC Arbitrage Fund	HDFC Mutual Fund	Hybrid	0.02%
50	Axis Arbitrage Fund	Axis Mutual Fund	Hybrid	0.01%
51	HSBC Arbitrage Fund	HSBC Mutual Fund	Hybrid	0.01%
52	SBI Arbitrage Opportunities Fund	SBI Mutual Fund	Hybrid	0.01%
53	DSP Arbitrage Fund	DSP Mutual Fund	Hybrid	0%
54	ICICI Prudential Arbitrage Fund	ICICI Prudential Mutual Fund	Hybrid	0%
55	Kotak Arbitrage Fund	Kotak Mahindra Mutual Fund	Hybrid	0%
56	UTI - Arbitrage Fund	UTI Mutual Fund	Hybrid	0%

Want to interpret these weights? Read How to Read a Mutual Fund's Monthly Portfolio Disclosure, or look up terms like % to NAV and conviction in the glossary.

Source: SEBI-mandated monthly portfolio disclosures by Indian AMCs. Percentages are of each fund's net assets on its latest disclosure date. For information only, not investment advice.