LoadingMutual fund
Motilal Oswal Mutual Fund · Equity
1 holding left out of the change counts because a corporate action blocks a quantity comparison.
Added
Largest addition
Dixon Technologies (India) Ltd.
shares +61.3% · Consumer Durables
+₹12.4 cr
New position
Bosch Ltd.
5.2% of the portfolio
+₹36.4 cr
Reduced
Largest reduction
Pidilite Industries Ltd.
shares −36.2% · Chemicals
−₹11.1 cr
Exited
Lupin Ltd.
was 5.7% of the portfolio
−₹38.4 cr
Upgrade the plan to view this stock.Dixon Technologies (India) Ltd.DIXON
Consumer DurablesUpgrade the plan to view this stock.UNO Minda Ltd.UNOMINDA
Automobile and Auto ComponentsSolar Industries India Ltd.SOLARINDS
ChemicalsUpgrade the plan to view this stock.Garware Hi-Tech Films LimitedGRWRHITECH
Capital GoodsSchneider Electric Infrastructure Ltd.SCHNEIDER
Capital GoodsUpgrade the plan to view this stock.Central Mine Planning & Design Institute LimitedCMPDI
Consumer ServicesThese holdings stay out of the change counts. A merger, demerger, or a corporate action without a usable ratio means the share change cannot be read as a buy or sell.
Upgrade the plan to view this stock.TD Power Systems LimitedTDPOWERSYS
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.
Solar Industries India Ltd.SOLARINDS | Chemicals | +₹7.9 cr+9.2% shares | 24.18K | 7.0% | +₹48.6 cr | Increased |
| Capital Goods | +₹7.7 cr+16.5% shares | 55.59K | 6.1% | +₹42.5 cr | Increased | |
Bosch Ltd.BOSCHLTD | Automobile and Auto Components | +₹36.4 cr— | 7.27K | 5.2% | +₹36.4 cr | New |
Bajaj Auto Ltd.BAJAJ-AUTO | Automobile and Auto Components | +₹1.7 cr0.0% shares | 27.71K | 4.8% | +₹33.6 cr | Unchanged |
Sun Pharmaceutical Industries Ltd.SUNPHARMA | Healthcare | −₹7.5 cr−18.1% shares | 167.31K | 4.8% | +₹33.2 cr | Reduced |
Upgrade the plan to view this stock.UNO Minda Ltd.UNOMINDA | Automobile and Auto Components | +₹8.5 cr+25.6% shares | 252.01K | 4.6% | +₹32.2 cr | Increased |
Upgrade the plan to view this stock.Dixon Technologies (India) Ltd.DIXON | Consumer Durables | +₹12.4 cr+61.3% shares | 20.16K | 4.3% | +₹29.9 cr | Increased |
| Automobile and Auto Components | −₹10.2 cr−34.3% shares | 1.74M | 4.3% | +₹29.8 cr | Reduced | |
| Capital Goods | +₹3.4 cr+26.4% shares | 231.00K | 4.0% | +₹28.2 cr | Increased | |
Upgrade the plan to view this stock.Garware Hi-Tech Films LimitedGRWRHITECH | Capital Goods | +₹4.9 cr+21.4% shares | 39.33K | 4.0% | +₹28.1 cr | Increased |
Upgrade the plan to view this stock.Anthem Biosciences Ltd.ANTHEM | Healthcare | +₹2.6 cr0.0% shares | 311.51K | 4.0% | +₹27.8 cr | Unchanged |
Upgrade the plan to view this stock.Azad Engineering LimitedAZAD | Capital Goods | −₹2.3 cr−26.4% shares | 89.90K | 3.7% | +₹25.7 cr | Reduced |
Upgrade the plan to view this stock.TD Power Systems LimitedTDPOWERSYS | Capital Goods | —— | 288.00K | 3.2% | +₹22.4 cr | Not comparable |
Pidilite Industries Ltd.PIDILITIND | Chemicals | −₹11.1 cr−36.2% shares | 131.88K | 3.2% | +₹22.3 cr | Reduced |
Torrent Pharmaceuticals Ltd.TORNTPHARM | Healthcare | −₹23.2 L0.0% shares | 40.82K | 3.0% | +₹20.7 cr | Unchanged |
Upgrade the plan to view this stock.Navin Fluorine International Ltd.NAVINFLUOR | Chemicals | −₹57.5 L−15.2% shares | 22.89K | 2.8% | +₹19.9 cr | Reduced |
TVS Motor Company Ltd.TVSMOTOR | Automobile and Auto Components | +₹12.9 L0.0% shares | 45.81K | 2.8% | +₹19.9 cr | Unchanged |
Suzlon Energy Ltd.SUZLON | Capital Goods | −₹15.9 L0.0% shares | 3.24M | 2.2% | +₹15.4 cr | Unchanged |
Upgrade the plan to view this stock.Kaynes Technology India Ltd.KAYNES | Capital Goods | +₹15.2 cr— | 41.12K | 2.2% | +₹15.2 cr | New |
Upgrade the plan to view this stock.PG Electroplast Ltd.PGEL | Consumer Durables | +₹14.8 cr— | 254.31K | 2.1% | +₹14.8 cr | New |
Upgrade the plan to view this stock.Central Mine Planning & Design Institute LimitedCMPDI | Consumer Services | +₹18.5 L+5.2% shares | 610.35K | 2.0% | +₹14.1 cr | Increased |
Upgrade the plan to view this stock.Belrise Industries Ltd.BELRISE | Automobile and Auto Components | −₹9.9 cr−40.3% shares | 600.00K | 2.0% | +₹13.9 cr | Reduced |
Divi's Laboratories Ltd.DIVISLAB | Healthcare | +₹13.9 cr— | 14.65K | 2.0% | +₹13.9 cr | New |
Upgrade the plan to view this stock.KEI Industries Ltd.KEI | Capital Goods | −₹7.8 cr−44.6% shares | 23.80K | 1.9% | +₹13.7 cr | Reduced |
Upgrade the plan to view this stock.APL Apollo Tubes Ltd.APLAPOLLO | Capital Goods | +₹13.6 cr— | 61.06K | 1.9% | +₹13.6 cr | New |
Titan Company Ltd.TITAN | Consumer Durables | +₹13.5 cr— | 26.41K | 1.9% | +₹13.5 cr | New |
| Financial Services | +₹13.0 cr— | 536.73K | 1.9% | +₹13.0 cr | New | |
Asian Paints Ltd.ASIANPAINT | Consumer Durables | −₹26.7 cr−100.0% shares | 0 | — | ₹0 | Exited |
Gabriel India Ltd.GABRIEL | Automobile and Auto Components | −₹9.2 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.Lupin Ltd.LUPIN | Healthcare | −₹38.4 cr−100.0% shares | 0 | — | ₹0 | Exited |
Reliance Industries Ltd.RELIANCE | Oil Gas & Consumable Fuels | −₹29.0 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.Shadowfax Technologies LimitedSHADOWFAX | Services | −₹2.6 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.Thermax Ltd.THERMAX | Capital Goods | −₹24.4 cr−100.0% shares | 0 | — | ₹0 | Exited |
Increasing Chemicals exposure while reducing Oil Gas & Consumable Fuels.
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 Chemicals (+10.7 pp), while Oil Gas & Consumable Fuels saw the largest allocation reduction (−4.9 pp).
Sectors with the largest changes in portfolio allocation over the selected period.
Power −2.6 pp · Consumer Durables −2.0 pp · Automobile and Auto Components −1.4 pp
See which holdings gained or lost exposure within the selected sector.
Within Chemicals, Solar Industries India Ltd. (new position) and Pidilite Industries Ltd. (new position) saw the largest disclosed position increases, while Gujarat Fluorochemicals Ltd. (exit) was the largest position reduction.
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.
6 holdings show persistent accumulation2 show persistent reduction29 are mixed or stableAug 2025 – Aug 2026 · 12 comparable transitions
Increased in 4 of 6 comparable transitions
3 consecutive increasesEntered Feb 2026Portfolio weight 6.1%
Solar Industries India Ltd.SOLARINDS
ChemicalsIncreased in 3 of 3 comparable transitions
3 consecutive increasesEntered May 2026Portfolio weight 7.0%
Reliance Industries Ltd.RELIANCE
Oil Gas & Consumable FuelsIncreased in 3 of 6 comparable transitions
Entered Jan 2026Exited Aug 2026
Upgrade the plan to view this stock.Lupin Ltd.LUPIN
HealthcareIncreased in 2 of 4 comparable transitions
Entered Mar 2026Exited Aug 2026
CG Power and Industrial Solutions Ltd.CGPOWER
Capital GoodsIncreased in 2 of 4 comparable transitions
Entered May 2026Exited Jul 2026
Reduced in 3 of 5 comparable transitions
Entered Nov 2025Exited May 2026
Upgrade the plan to view this stock.Navin Fluorine International Ltd.NAVINFLUOR
ChemicalsReduced in 2 of 4 comparable transitions
Entered Apr 2026Portfolio weight 2.8%
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.