Mutual Funds Holding Motilal Oswal Financial Services Limited

Financial Services68 fundsISIN INE338I01027

As of 30 September 2026, 68 Indian mutual funds hold Motilal Oswal Financial Services Limited (Financial Services), led by TATA VALUE FUND at 5.31% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.

As of 30 September 2026, 68 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 68 funds holding Motilal Oswal Financial Services Limited, the average position size is 1.17% of net assets. The highest-conviction holder is TATA VALUE FUND (Equity), at 5.31%. Equity funds account for 33 of the 68 holders, with the rest spread across 2 other categories. Over the last month, 3 funds initiated a new position and 3 funds exited, with the largest weight change at The Wealth Company Small Cap Fund (+1.93pp to 2.49%).

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.

3 started a position3 exited13 increased3 reduced

New Positions

Groww Banking & Financial Services Fund at 1.43%
Mahindra Manulife Multi Cap Fund at 0.99%
WhiteOak Capital Banking & Financial Services Fund at 0.97%

Complete Exits

Weight Increased

Fund	Weight	Change
The Wealth Company Small Cap Fund	0.56% → 2.49%	▲ +1.93
WhiteOak Capital Mid Cap Fund	1.11% → 1.91%	▲ +0.8
The Wealth Company Multiasset Alloc Fund	0.44% → 1.16%	▲ +0.72
LIC MF LARGE & MID CAP FUND	1.51% → 2.01%	▲ +0.5
HSBC Flexi Cap Fund	0.84% → 1.31%	▲ +0.47
HSBC Financial Services Fund	2.05% → 2.42%	▲ +0.37
HSBC Business Cycles Fund	1.44% → 1.7%	▲ +0.26
HSBC Aggressive Hybrid Fund	1.21% → 1.44%	▲ +0.23
Sundaram Mid Cap Fund	1.28% → 1.45%	▲ +0.17
WhiteOak Capital Large & Mid Cap Fund	0.85% → 1%	▲ +0.15
HSBC Consumption Fund	0.67% → 0.79%	▲ +0.12
HDFC Large and Mid Cap Fund	0.53% → 0.64%	▲ +0.11
Helios Financial Services Fund	4.2% → 4.3%	▲ +0.1

Weight Reduced

Fund	Weight	Change
TRUSTMF Mid Cap Fund	2.03% → 1.66%	▼ -0.37
TATA ELSS FUND	2.58% → 2.25%	▼ -0.33
TRUSTMF Large & Mid Cap Fund	1.83% → 1.52%	▼ -0.31

Funds Holding Motilal Oswal Financial Services Limited

#	Fund	AMC	Category	% to NAV
1	TATA VALUE FUND	Tata Mutual Fund	Equity	5.31%
2	Helios Financial Services Fund	Helios Mutual Fund	Thematic	4.3%
3	LIC MF BANKING AND FINANCIAL SERVICES FUND	LIC Mutual Fund	Thematic	3.22%
4	LIC MF MID CAP FUND	LIC Mutual Fund	Equity	2.95%
5	TATA ELSS - TAX SAVER FUND	Tata Mutual Fund	Equity	2.76%
6	The Wealth Company Small Cap Fund	The Wealth Company Mutual Fund	Equity	2.49%
7	HSBC Financial Services Fund	HSBC Mutual Fund	Thematic	2.42%
8	JM Midcap Fund	JM Financial Mutual Fund	Equity	2.28%
9	TATA ELSS FUND	Tata Mutual Fund	Equity	2.25%
10	Helios Mid Cap Fund	Helios Mutual Fund	Equity	2.2%
11	LIC MF LARGE & MID CAP FUND	LIC Mutual Fund	Equity	2.01%
12	WhiteOak Capital Mid Cap Fund	WhiteOak Capital Mutual Fund	Equity	1.91%
13	Kotak Large & Midcap Fund	Kotak Mahindra Mutual Fund	Equity	1.76%
14	HSBC Business Cycles Fund	HSBC Mutual Fund	Thematic	1.7%
15	JM Value Fund	JM Financial Mutual Fund	Equity	1.66%
16	TRUSTMF Mid Cap Fund	Trust Mutual Fund	Equity	1.66%
17	UTI Large & Mid Cap Fund	UTI Mutual Fund	Equity	1.66%
18	JM Large and Midcap Fund	JM Financial Mutual Fund	Equity	1.63%
19	ITI Large & Mid Cap Fund	ITI Mutual Fund	Equity	1.56%
20	Navi Flexi Cap Fund	Navi Mutual Fund	Equity	1.55%
21	HSBC Small Cap Fund	HSBC Mutual Fund	Equity	1.54%
22	TRUSTMF Large & Mid Cap Fund	Trust Mutual Fund	Equity	1.52%
23	ITI Mid Cap Fund	ITI Mutual Fund	Equity	1.49%
24	Sundaram Mid Cap Fund	Sundaram Mutual Fund	Equity	1.45%
25	HSBC Aggressive Hybrid Fund	HSBC Mutual Fund	Hybrid	1.44%
26	Groww Banking & Financial Services Fund	Groww Mutual Fund	Thematic	1.43%
27	Helios Large & Mid Cap Fund	Helios Mutual Fund	Equity	1.33%
28	HSBC Flexi Cap Fund	HSBC Mutual Fund	Equity	1.31%
29	Helios Flexi Cap Fund	Helios Mutual Fund	Equity	1.31%
30	JM Aggressive Hybrid Fund	JM Financial Mutual Fund	Hybrid	1.31%
31	UTI Small Cap Fund	UTI Mutual Fund	Equity	1.27%
32	Sundaram Financial Services Opportunities Fund	Sundaram Mutual Fund	Thematic	1.23%
33	Navi Large & Midcap Fund	Navi Mutual Fund	Equity	1.16%
34	The Wealth Company Multiasset Alloc Fund	The Wealth Company Mutual Fund	Hybrid	1.16%
35	Navi Aggressive Hybrid Fund	Navi Mutual Fund	Hybrid	1.08%
36	Helios Small Cap Fund	Helios Mutual Fund	Equity	1.07%
37	WhiteOak Capital Large & Mid Cap Fund	WhiteOak Capital Mutual Fund	Equity	1%
38	Mahindra Manulife Multi Cap Fund	Mahindra Manulife Mutual Fund	Equity	0.99%
39	WhiteOak Capital Banking & Financial Services Fund	WhiteOak Capital Mutual Fund	Thematic	0.97%
40	Helios Balanced Advantage Fund	Helios Mutual Fund	Hybrid	0.95%
41	JM Small Cap Fund	JM Financial Mutual Fund	Equity	0.94%
42	TRUSTMF Flexi Cap Fund	Trust Mutual Fund	Equity	0.9%
43	HSBC Consumption Fund	HSBC Mutual Fund	Thematic	0.79%
44	UTI Aggressive Hybrid Fund	UTI Mutual Fund	Hybrid	0.71%
45	WhiteOak Capital Multi Cap Fund	WhiteOak Capital Mutual Fund	Equity	0.68%
46	HDFC Large and Mid Cap Fund	HDFC Mutual Fund	Equity	0.64%
47	HSBC Multi Cap Fund	HSBC Mutual Fund	Equity	0.6%
48	WhiteOak Capital Equity Savings Fund	WhiteOak Capital Mutual Fund	Hybrid	0.41%
49	Mirae Asset Arbitrage Fund	Mirae Asset Mutual Fund	Hybrid	0.39%
50	WhiteOak Capital Arbitrage Fund	WhiteOak Capital Mutual Fund	Hybrid	0.27%
51	Zerodha Life Cycle Fund 2041	Zerodha Mutual Fund	Hybrid	0.16%
52	Franklin India Arbitrage Fund	Franklin Templeton Mutual Fund	Hybrid	0.12%
53	Zerodha Life Cycle Fund 2036	Zerodha Mutual Fund	Hybrid	0.12%
54	Zerodha Life Cycle Fund 2031	Zerodha Mutual Fund	Hybrid	0.09%
55	JioBlackRock Sector Rotation Fund	Jio BlackRock Mutual Fund	Thematic	0.08%
56	Mirae Asset Multi Asset Allocation Fund	Mirae Asset Mutual Fund	Hybrid	0.04%
57	HDFC Arbitrage Fund	HDFC Mutual Fund	Hybrid	0.03%
58	Mirae Asset Equity Savings Fund	Mirae Asset Mutual Fund	Hybrid	0.03%
59	Aditya Birla Sun Life Arbitrage Fund	Aditya Birla Sun Life Mutual Fund	Hybrid	0.02%
60	Edelweiss Arbitrage Fund	Edelweiss Mutual Fund	Hybrid	0.01%
61	SBI Arbitrage Fund	SBI Mutual Fund	Hybrid	0.01%
62	SBI Arbitrage Opportunities Fund	SBI Mutual Fund	Hybrid	0.01%
63	Axis Arbitrage Fund	Axis Mutual Fund	Hybrid	0%
64	Bandhan Arbitrage Fund	Bandhan Mutual Fund	Hybrid	0%
65	DSP Arbitrage Fund	DSP Mutual Fund	Hybrid	0%
66	HSBC Arbitrage Fund	HSBC Mutual Fund	Hybrid	0%
67	ICICI Prudential Arbitrage Fund	ICICI Prudential Mutual Fund	Hybrid	0%
68	Kotak Arbitrage Fund	Kotak Mahindra 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.