Motilal Oswal Manufacturing Fund
Equity, % of fund91.7%Rest 8.3%: debt, money market, cash, REIT/InvIT units and other assets, not itemised here
Top 10 stocks, % of fund48.9%as the AMC's file prints % of NAV
New7stocks, by share count
Added7stocks, by share count
Trimmed7stocks, by share count
Exited6stocks, by share count
Stocks held by month, last 12 months collected. Source: Motilal Oswal Mutual Fund monthly portfolios.
| Stock | Change | Shares before | Shares now | Difference | Value |
|---|---|---|---|---|---|
| BOSCHLTD | New | — | 7,270 | +7,270 | ₹36.4 cr |
| KAYNES | New | — | 41,120 | +41,120 | ₹15.2 cr |
| PGEL | New | — | 2.54 lakh | +2.54 lakh | ₹14.8 cr |
| DIVISLAB | New | — | 14,653 | +14,653 | ₹13.9 cr |
| APLAPOLLO | New | — | 61,060 | +61,060 | ₹13.6 cr |
| TITAN | New | — | 26,414 | +26,414 | ₹13.5 cr |
| JIOFIN | New | — | 5.37 lakh | +5.37 lakh | ₹13.0 cr |
| SOLARINDS | Added | 22,145 | 24,185 | +2,040 | ₹48.6 cr |
| ABB | Added | 47,711 | 55,585 | +7,874 | ₹42.5 cr |
| UNOMINDA | Added | 2.01 lakh | 2.52 lakh | +51,424 | ₹32.2 cr |
| DIXON | Added | 12,500 | 20,160 | +7,660 | ₹29.9 cr |
| SCHNEIDER | Added | 1.83 lakh | 2.31 lakh | +48,195 | ₹28.2 cr |
| GRWRHITECH | Added | 32,391 | 39,333 | +6,942 | ₹28.1 cr |
| CMPDI | Added | 5.80 lakh | 6.10 lakh | +30,391 | ₹14.1 cr |
| SUNPHARMA | Trimmed | 2.04 lakh | 1.67 lakh | −36,992 | ₹33.2 cr |
| MOTHERSON | Trimmed | 26.53 lakh | 17.44 lakh | −9.09 lakh | ₹29.8 cr |
| AZAD | Trimmed | 1.22 lakh | 89,897 | −32,180 | ₹25.7 cr |
| PIDILITIND | Trimmed | 2.07 lakh | 1.32 lakh | −74,862 | ₹22.3 cr |
| NAVINFLUOR | Trimmed | 27,000 | 22,889 | −4,111 | ₹19.9 cr |
| BELRISE | Trimmed | 10.05 lakh | 6.00 lakh | −4.05 lakh | ₹13.9 cr |
| KEI | Trimmed | 42,995 | 23,799 | −19,196 | ₹13.7 cr |
| LUPIN | Exited | 1.59 lakh | — | −1.59 lakh | ₹38.4 cr |
| RELIANCE | Exited | 2.21 lakh | — | −2.21 lakh | ₹29.0 cr |
| ASIANPAINT | Exited | 97,320 | — | −97,320 | ₹26.7 cr |
| THERMAX | Exited | 56,674 | — | −56,674 | ₹24.4 cr |
| GABRIEL | Exited | 63,576 | — | −63,576 | ₹9.2 cr |
| SHADOWFAX | Exited | 1.09 lakh | — | −1.09 lakh | ₹2.6 cr |
| TDPOWERSYS | ISIN changed | 1.44 lakh | 2.88 lakh | — | ₹22.4 cr |
Value: this month's market value in the AMC's file (an exit: last month's). "ISIN changed" = a split or bonus between the months; share counts are not comparable across it. Source: Motilal Oswal Mutual Fund monthly portfolios.
| Sector | ||||
|---|---|---|---|---|
| SOLARINDS Solar Industries India Limited | Chemicals | 24,185 | ₹48.6 cr | 6.95% |
| ABB ABB India Limited | Capital Goods | 55,585 | ₹42.5 cr | 6.07% |
| BOSCHLTD Bosch Limited | Automobile and Auto Components | 7,270 | ₹36.4 cr | 5.19% |
| BAJAJ-AUTO Bajaj Auto Limited | Automobile and Auto Components | 27,709 | ₹33.6 cr | 4.80% |
| SUNPHARMA Sun Pharmaceutical Industries Limited | Healthcare | 1.67 lakh | ₹33.2 cr | 4.75% |
| UNOMINDA UNO Minda Limited | Automobile and Auto Components | 2.52 lakh | ₹32.2 cr | 4.60% |
| DIXON Dixon Technologies (India) Limited | Consumer Durables | 20,160 | ₹29.9 cr | 4.28% |
| MOTHERSON Samvardhana Motherson International Limited | Automobile and Auto Components | 17.44 lakh | ₹29.8 cr | 4.25% |
| SCHNEIDER Schneider Electric Infrastructure Limited | Capital Goods | 2.31 lakh | ₹28.2 cr | 4.02% |
| GRWRHITECH Garware Hi-Tech Films Limited | Capital Goods | 39,333 | ₹28.1 cr | 4.01% |
| ANTHEM Anthem Biosciences Limited | Healthcare | 3.12 lakh | ₹27.8 cr | 3.98% |
| AZAD Azad Engineering Limited | Capital Goods | 89,897 | ₹25.7 cr | 3.68% |
| TDPOWERSYS TD Power Systems Limited | Capital Goods | 2.88 lakh | ₹22.4 cr | 3.20% |
| PIDILITIND Pidilite Industries Limited | Chemicals | 1.32 lakh | ₹22.3 cr | 3.18% |
| TORNTPHARM Torrent Pharmaceuticals Limited | Healthcare | 40,817 | ₹20.7 cr | 2.96% |
| TVSMOTOR TVS Motor Company Limited | Automobile and Auto Components | 45,815 | ₹19.9 cr | 2.84% |
| NAVINFLUOR Navin Fluorine International Limited | Chemicals | 22,889 | ₹19.9 cr | 2.84% |
| SUZLON Suzlon Energy Limited | Capital Goods | 32.39 lakh | ₹15.4 cr | 2.20% |
| KAYNES Kaynes Technology India Limited | Capital Goods | 41,120 | ₹15.2 cr | 2.17% |
| PGEL PG Electroplast Limited | Consumer Durables | 2.54 lakh | ₹14.8 cr | 2.11% |
| CMPDI Central Mine Planning & Design Institute Limited | Services | 6.10 lakh | ₹14.1 cr | 2.01% |
| BELRISE Belrise Industries Limited | Automobile and Auto Components | 6.00 lakh | ₹13.9 cr | 1.99% |
| DIVISLAB Divi's Laboratories Limited | Healthcare | 14,653 | ₹13.9 cr | 1.98% |
| KEI KEI Industries Limited | Capital Goods | 23,799 | ₹13.7 cr | 1.95% |
| APLAPOLLO APL Apollo Tubes Limited | Capital Goods | 61,060 | ₹13.6 cr | 1.94% |
| TITAN Titan Company Limited | Consumer Durables | 26,414 | ₹13.5 cr | 1.93% |
| JIOFIN Jio Financial Services Limited | Financial Services | 5.37 lakh | ₹13.0 cr | 1.85% |
Equity rows as disclosed, Aug 2026. Source: Motilal Oswal Mutual Fund monthly portfolio.
- Capital Goods31.9%
- Automobile and Auto Components25.8%
- Healthcare14.9%
- Chemicals14.1%
- Consumer Durables9.1%
- Services2.2%
- Financial Services2.0%
AMFI's 22 sectors; one sector per stock, from the fund houses' industry labels. Source: Motilal Oswal Mutual Fund monthly portfolio; AMFI.
- Large Cap45.3%
- Mid Cap26.3%
- Small Cap24.9%
- Not in AMFI's list3.5%
AMFI's list of Jun 2026. Source: Motilal Oswal Mutual Fund monthly portfolio; AMFI.
| Period | Return | From | To |
|---|---|---|---|
| 1 year | −1.40 % in total | 25 Sep 2025 · NAV ₹11.9794 | 25 Sep 2026 · NAV ₹11.8114 |
| Since first NAV | +7.79 % a year, compounded | 14 Aug 2024 · NAV ₹10.0776 | 25 Sep 2026 · NAV ₹11.8114 |
Past performance may not be sustained in future.
Point-to-point change in the plan's NAV between the two dates shown, as AMFI publishes it; over a year, compounded a year. A period is shown only when a NAV exists within 7 days before its start date. Source: AMFI NAV files (plan code 152760).
Other schemes of Motilal Oswal Mutual Fund (72)
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