LoadingMutual fund
Motilal Oswal Mutual Fund · Equity
Added
Largest addition
Fractal Analytics Limited
shares +5.3% · Information Technology
Fund Quality
Sector and thematic funds are not rated against diversified peers.
Increasing Consumer Services exposure while reducing Information Technology.
Sector allocation, Feb 2026 → Aug 2026
+₹1.8 cr
New position
ESDS Software Solution Limited
4.7% of the portfolio
+₹44.0 cr
Reduced
Largest reduction
Yatra Online Limited
shares −24.1% · Consumer Services
−₹1.6 cr
Upgrade the plan to view this stock.Fractal Analytics LimitedFRACTAL
Information TechnologyBillionbrains Garage Ventures Ltd.GROWW
Financial ServicesStocks 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.
| Financial Services | +₹14.4 cr0.0% shares | 383.98K | 7.1% | +₹65.9 cr | Unchanged | |
Eternal Ltd.ETERNAL | Consumer Services | +₹5.1 cr0.0% shares | 1.97M | 7.0% | +₹64.6 cr | Unchanged |
Upgrade the plan to view this stock.PB Fintech Ltd.POLICYBZR | Financial Services | +₹9.4 cr0.0% shares | 343.50K | 6.9% | +₹64.4 cr | Unchanged |
Coforge Ltd.COFORGE | Information Technology | +₹8.4 cr0.0% shares | 319.64K | 6.8% | +₹63.5 cr | Unchanged |
| Information Technology | −₹65.5 L0.0% shares | 949.51K | 5.7% | +₹52.7 cr | Unchanged | |
Upgrade the plan to view this stock.Zensar Technolgies Ltd.ZENSARTECH | Information Technology | −₹4.7 cr0.0% shares | 980.33K | 4.8% | +₹45.1 cr | Unchanged |
Upgrade the plan to view this stock.ESDS Software Solution LimitedESDS | Information Technology | +₹44.0 cr— | 1.03M | 4.7% | +₹44.0 cr | New |
Upgrade the plan to view this stock.Firstsource Solutions Ltd.FSL | Services | −₹6.2 cr0.0% shares | 1.66M | 4.7% | +₹43.9 cr | Unchanged |
Upgrade the plan to view this stock.Info Edge (India) Ltd.NAUKRI | Consumer Services | +₹2.6 cr0.0% shares | 299.43K | 4.2% | +₹39.3 cr | Unchanged |
Upgrade the plan to view this stock.eClerx Services Ltd.ECLERX | Services | +₹2.3 cr0.0% shares | 172.89K | 3.7% | +₹34.2 cr | Unchanged |
Upgrade the plan to view this stock.Sonata Software Ltd.SONATSOFTW | Information Technology | −₹3.3 cr0.0% shares | 1.09M | 3.4% | +₹31.9 cr | Unchanged |
Upgrade the plan to view this stock.Mastek LimitedMASTEK | Information Technology | −₹2.3 cr0.0% shares | 181.04K | 3.4% | +₹31.7 cr | Unchanged |
Upgrade the plan to view this stock.Rategain Travel Technologies LimitedRATEGAIN | Information Technology | +₹58.6 L0.0% shares | 303.45K | 3.1% | +₹28.5 cr | Unchanged |
Upgrade the plan to view this stock.C.E. Info Systems Ltd.MAPMYINDIA | Information Technology | −₹4.6 cr0.0% shares | 270.72K | 3.0% | +₹27.4 cr | Unchanged |
Upgrade the plan to view this stock.Intellect Design Arena Ltd.INTELLECT | Information Technology | −₹1.5 cr0.0% shares | 391.20K | 2.9% | +₹26.6 cr | Unchanged |
Upgrade the plan to view this stock.Le Travenues Technology LimitedIXIGO | Consumer Services | −₹5.3 cr0.0% shares | 1.52M | 2.7% | +₹24.9 cr | Unchanged |
Upgrade the plan to view this stock.Urban Company Ltd.URBANCO | Consumer Services | +₹5.5 cr0.0% shares | 1.46M | 2.6% | +₹24.5 cr | Unchanged |
Upgrade the plan to view this stock.Pine Labs Ltd.PINELABS | Financial Services | +₹3.4 cr0.0% shares | 1.37M | 2.4% | +₹22.5 cr | Unchanged |
Upgrade the plan to view this stock.Emmvee Photovoltaic Power Ltd.EMMVEE | Capital Goods | +₹26.7 L0.0% shares | 644.43K | 2.2% | +₹20.7 cr | Unchanged |
Upgrade the plan to view this stock.Birlasoft Ltd.BSOFT | Information Technology | −₹78.1 L0.0% shares | 700.00K | 2.2% | +₹20.4 cr | Unchanged |
Upgrade the plan to view this stock.Meesho Ltd.MEESHO | Consumer Services | +₹2.3 cr0.0% shares | 990.64K | 2.2% | +₹20.3 cr | Unchanged |
| Financial Services | +₹61.7 L+4.6% shares | 990.73K | 2.0% | +₹19.0 cr | Increased | |
Upgrade the plan to view this stock.Fractal Analytics LimitedFRACTAL | Information Technology | +₹1.8 cr+5.3% shares | 223.74K | 2.0% | +₹19.1 cr | Increased |
Upgrade the plan to view this stock.GNG Electronics LimitedEBGNG | Information Technology | +₹2.6 cr0.0% shares | 304.22K | 2.0% | +₹18.6 cr | Unchanged |
Upgrade the plan to view this stock.Amagi Media Labs LimitedAMAGI | Healthcare | −₹2.7 cr0.0% shares | 323.80K | 2.0% | +₹18.4 cr | Unchanged |
Upgrade the plan to view this stock.WeWork India Management LimitedWEWORK | Services | −₹1.5 cr0.0% shares | 246.55K | 1.8% | +₹16.9 cr | Unchanged |
Upgrade the plan to view this stock.Yatra Online LimitedYATRA | Consumer Services | −₹1.6 cr−24.1% shares | 462.08K | 0.5% | +₹4.9 cr | Reduced |
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 Services (+8.1 pp), while Information Technology saw the largest allocation reduction (−12.7 pp).
Sectors with the largest changes in portfolio allocation over the selected period.
See which holdings gained or lost exposure within the selected sector.
Within Information Technology, ESDS Software Solution Limited (new position) and GNG Electronics Limited (new position) saw the largest disclosed position increases, while Netweb Technologies India Ltd. (exit) and Persistent Systems 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.
7 holdings show persistent accumulation3 show persistent reduction22 are mixed or stableAug 2025 – Aug 2026 · 12 comparable transitions
Upgrade the plan to view this stock.Sonata Software Ltd.SONATSOFTW
Information TechnologyIncreased in 7 of 12 comparable transitions
7 consecutive increasesPortfolio weight 3.4%
Upgrade the plan to view this stock.Firstsource Solutions Ltd.FSL
ServicesIncreased in 6 of 9 comparable transitions
4 consecutive increasesEntered Nov 2025Portfolio weight 4.7%
Upgrade the plan to view this stock.Birlasoft Ltd.BSOFT
Information TechnologyIncreased in 6 of 12 comparable transitions
6 consecutive increasesPortfolio weight 2.2%
Hexaware Technologies Ltd.HEXT
Information TechnologyIncreased in 6 of 12 comparable transitions
3 consecutive increasesPortfolio weight 5.7%
Upgrade the plan to view this stock.Le Travenues Technology LimitedIXIGO
Consumer ServicesIncreased in 5 of 8 comparable transitions
5 consecutive increasesEntered Dec 2025Portfolio weight 2.7%
Upgrade the plan to view this stock.Rategain Travel Technologies LimitedRATEGAIN
Information TechnologyReduced in 6 of 12 comparable transitions
4 consecutive reductionsPortfolio weight 3.1%
Affle 3i Ltd.AFFLE
Information TechnologyReduced in 3 of 3 comparable transitions
3 consecutive reductionsExited Dec 2025
Upgrade the plan to view this stock.Unicommerce Esolutions LimitedUNIECOM
Information TechnologyReduced in 3 of 5 comparable transitions
3 consecutive reductionsExited Feb 2026
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.