LoadingMutual fund
Motilal Oswal Mutual Fund · Equity
Added
Largest addition
Garware Hi-Tech Films Limited
shares +18.6% · Capital Goods
+₹8.5 cr
New position
SKY GOLD AND DIAMONDS LIMITED
6.3% of the portfolio
+₹73.3 cr
Reduced
Exited
InterGlobe Aviation Ltd.
was 4.7% of the portfolio
−₹44.6 cr
Upgrade the plan to view this stock.Garware Hi-Tech Films LimitedGRWRHITECH
Capital GoodsUpgrade the plan to view this stock.Diamond Power Infrastructure LimitedDIACABS
Capital GoodsUpgrade the plan to view this stock.BlueStone Jewellery and Lifestyle LimitedBLUESTONE
Consumer DurablesUpgrade the plan to view this stock.S.J.S. Enterprises LimitedSJS
Automobile and Auto ComponentsUpgrade the plan to view this stock.Syrma SGS Technology Ltd.SYRMA
Capital GoodsStocks this fund has persistently increased or reduced across its recent disclosures.
See where this fund has shifted portfolio exposure and which holdings drove those changes.
Disclosed holdings for August 2026. Change columns use share quantities, with earlier quantities adjusted when a corporate action has a usable ratio.
Upgrade the plan to view this stock.Diamond Power Infrastructure LimitedDIACABS | Capital Goods | +₹7.8 cr+2.7% shares | 2.45M | 7.4% | +₹85.1 cr | Increased |
Upgrade the plan to view this stock.SKY GOLD AND DIAMONDS LIMITEDSKYGOLD | Consumer Durables | +₹73.3 cr— | 908.34K | 6.3% | +₹73.3 cr | New |
Kalyan Jewellers India Ltd.KALYANKJIL | Consumer Durables | +₹69.7 cr— | 1.16M | 6.0% | +₹69.7 cr | New |
| Financial Services | +₹14.0 cr0.0% shares | 373.87K | 5.6% | +₹64.2 cr | Unchanged | |
Upgrade the plan to view this stock.Mtar Technologies LimitedMTARTECH | Capital Goods | +₹63.3 cr— | 89.83K | 5.5% | +₹63.3 cr | New |
Upgrade the plan to view this stock.Garware Hi-Tech Films LimitedGRWRHITECH | Capital Goods | +₹8.5 cr+18.6% shares | 76.29K | 4.7% | +₹54.5 cr | Increased |
Upgrade the plan to view this stock.Cemindia Projects Ltd.CEMPRO | Construction | −₹6.3 cr0.0% shares | 440.10K | 4.7% | +₹53.9 cr | Unchanged |
Upgrade the plan to view this stock.Sterlite Technologies LimitedSTLTECH | Telecommunication | +₹12.5 cr0.0% shares | 726.42K | 4.6% | +₹52.9 cr | Unchanged |
Upgrade the plan to view this stock.Redington Ltd.REDINGTON | Services | +₹50.0 cr— | 1.40M | 4.3% | +₹50.0 cr | New |
Upgrade the plan to view this stock.Ola Electric Mobility Ltd.OLAELEC | Automobile and Auto Components | +₹2.7 cr0.0% shares | 11.16M | 4.0% | +₹45.9 cr | Unchanged |
Upgrade the plan to view this stock.Manipal Health Enterprises LimitedMANIPALHOS | Healthcare | +₹9.7 cr0.0% shares | 560.33K | 3.7% | +₹42.7 cr | Unchanged |
Upgrade the plan to view this stock.Data Patterns (India) Ltd.DATAPATTNS | Capital Goods | +₹2.2 cr0.0% shares | 91.68K | 3.6% | +₹41.5 cr | Unchanged |
Upgrade the plan to view this stock.Aditya Infotech Ltd.CPPLUS | Capital Goods | +₹2.0 cr0.0% shares | 115.16K | 3.6% | +₹41.1 cr | Unchanged |
Upgrade the plan to view this stock.Shaily Engineering Plastics LimitedSHAILY | Consumer Durables | +₹2.6 cr0.0% shares | 123.91K | 3.5% | +₹40.5 cr | Unchanged |
Upgrade the plan to view this stock.Navin Fluorine International Ltd.NAVINFLUOR | Chemicals | +₹5.0 cr0.0% shares | 45.07K | 3.4% | +₹39.1 cr | Unchanged |
Upgrade the plan to view this stock.BlueStone Jewellery and Lifestyle LimitedBLUESTONE | Consumer Durables | +₹3.0 cr+8.2% shares | 472.00K | 3.3% | +₹38.6 cr | Increased |
Upgrade the plan to view this stock.S.J.S. Enterprises LimitedSJS | Automobile and Auto Components | +₹2.5 cr+2.8% shares | 154.56K | 3.3% | +₹38.5 cr | Increased |
Upgrade the plan to view this stock.Anand Rathi Wealth Ltd.ANANDRATHI | Financial Services | +₹2.2 cr0.0% shares | 171.44K | 3.3% | +₹37.8 cr | Unchanged |
Apar Industries Ltd.APARINDS | Capital Goods | +₹35.9 cr— | 20.26K | 3.1% | +₹35.9 cr | New |
Acutaas Chemicals Ltd.ACUTAAS | Healthcare | +₹60.7 L0.0% shares | 108.90K | 3.0% | +₹34.4 cr | Unchanged |
Coforge Ltd.COFORGE | Information Technology | +₹33.4 cr— | 168.28K | 2.9% | +₹33.4 cr | New |
Piramal Finance Ltd.PIRAMALFIN | Financial Services | +₹32.7 cr— | 142.18K | 2.8% | +₹32.7 cr | New |
Upgrade the plan to view this stock.Syrma SGS Technology Ltd.SYRMA | Capital Goods | +₹2.2 cr+4.0% shares | 182.35K | 2.3% | +₹26.2 cr | Increased |
Onesource Specialty Pharma Ltd.ONESOURCE | Healthcare | −₹1.3 cr0.0% shares | 124.89K | 1.6% | +₹19.0 cr | Unchanged |
Adani Enterprises Ltd.ADANIENT | Metals & Mining | −₹41.8 cr−100.0% shares | 0 | — | ₹0 | Exited |
| Capital Goods | −₹23.9 cr−100.0% shares | 0 | — | ₹0 | Exited | |
InterGlobe Aviation Ltd.INDIGO | Services | −₹44.6 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.Nippon Life India Asset Management Ltd.NAM-INDIA | Financial Services | −₹27.8 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.Premier Energies Ltd.PREMIERENE | Capital Goods | −₹14.5 cr−100.0% shares | 0 | — | ₹0 | Exited |
Shriram Finance Ltd.SHRIRAMFIN | Financial Services | −₹26.2 cr−100.0% shares | 0 | — | ₹0 | Exited |
Solar Industries India Ltd.SOLARINDS | Chemicals | −₹25.0 cr−100.0% shares | 0 | — | ₹0 | Exited |
Increasing Consumer Durables exposure while reducing Financial Services.
Sector allocation, Feb 2026 → Aug 2026
Allocation change, Feb 2026 → Aug 2026, the same range as Capital Rotation.
See where this fund has shifted portfolio exposure and which holdings drove those changes.
Over the last 6 months, the fund's largest allocation increase was in Consumer Durables (+17.0 pp), while Financial Services saw the largest allocation reduction (−22.9 pp).
Sectors with the largest changes in portfolio allocation over the selected period.
Chemicals +3.4 pp · Information Technology +0.6 pp · Construction +0.2 pp
See which holdings gained or lost exposure within the selected sector.
Within Financial Services, One 97 Communications Ltd. (new position) and Anand Rathi Wealth Ltd. saw the largest disclosed position increases, while State Bank of India (exit) and Shriram Finance Ltd. (exit) were the largest position reductions.
Ribbon width is the notional size of each disclosed share change: shares added or removed, valued at the Aug 2026 reference price. Ribbons join each holding to the sector, not to other holdings; disclosures do not show which sale funded which purchase.
Allocation change is the percentage-point change in each sector's share of the disclosed portfolio, and can move with prices as well as trades. Position changes compare corporate-action adjusted share quantities at the two disclosures; a change under 0.5% of the existing holding counts as unchanged. Holdings without a sector classification are grouped as Unclassified.
Stocks this fund has persistently increased or reduced across its recent disclosures.
16 holdings show persistent accumulation0 show persistent reduction21 are mixed or stableAug 2025 – Aug 2026 · 12 comparable transitions
Upgrade the plan to view this stock.Shaily Engineering Plastics LimitedSHAILY
Consumer DurablesIncreased in 7 of 12 comparable transitions
3 consecutive increasesPortfolio weight 3.5%
One 97 Communications Ltd.PAYTM
Financial ServicesIncreased in 4 of 6 comparable transitions
4 consecutive increasesEntered Jul 2026Portfolio weight 5.6%
TVS Motor Company Ltd.TVSMOTOR
Automobile and Auto ComponentsIncreased in 4 of 7 comparable transitions
Exited Apr 2026
Increased in 4 of 8 comparable transitions
3 consecutive increasesExited May 2026
Upgrade the plan to view this stock.Jain Resource Recycling Ltd.JAINREC
Metals & MiningIncreased in 4 of 8 comparable transitions
3 consecutive increasesEntered Sept 2025Exited Jun 2026
No persistent reductions met the conviction threshold during this period.
Conviction signal based on persistent disclosed position changes. Bars show each stock's disclosed share quantity scaled to its own first holding in the range (not portfolio weight), adjusted for splits and bonuses. A move under 0.5% of the existing holding counts as stable.
Fund Quality
Sector and thematic funds are not rated against diversified peers.