(Investment Manager for Motilal Oswal Mutual Fund)

Motilal Oswal Mutual Fund

Portfolio month

Positions

152

150 matched to listed companies

Net assets

₹4,151 Cr

summed from the positions below

Portfolio as of

August 2026

published monthly under SEBI disclosure

Instrument	Industry / rating	Quantity	Value (₹ Cr)	% to NAV
BSE LimitedBSE	Capital Markets	3.97 L	130.25	3.14%
The Federal Bank LimitedFEDERALBNK	Banks	23.91 L	85.29	2.05%
Multi Commodity Exchange of India LimitedMCX	Capital Markets	2.48 L	84.23	2.03%
Laurus Labs LimitedLAURUSLABS	Pharmaceuticals & Biotechnology	3.78 L	72.36	1.74%
One 97 Communications LimitedPAYTM	Financial Technology (Fintech)	4.09 L	70.21	1.69%
Hero MotoCorp LimitedHEROMOTOCO	Automobiles	1.26 L	68.71	1.66%
Coforge LimitedCOFORGE	IT - Software	3.38 L	67.1	1.62%
IndusInd Bank LimitedINDUSINDBK	Banks	6.4 L	65.03	1.57%
PB Fintech LimitedPOLICYBZR	Financial Technology (Fintech)	3.36 L	63.01	1.52%
Bharat Heavy Electricals LimitedBHEL	Electrical Equipment	14.16 L	62.67	1.51%
Dixon Technologies (India) LimitedDIXON	Consumer Durables	40,291	59.83	1.44%
AU Small Finance Bank LimitedAUBANK	Banks	5.5 L	59.73	1.44%
Persistent Systems LtdPERSISTENT	IT - Software	1.06 L	59.04	1.42%
Suzlon Energy LimitedSUZLON	Electrical Equipment	1.18 Cr	56.07	1.35%
IDFC First Bank LimitedIDFCFIRSTB	Banks	64.43 L	55.39	1.33%
Bharat Forge LimitedBHARATFORG	Auto Components	2.59 L	54.43	1.31%
GE Vernova T&D India LimitedGVT&D	Electrical Equipment	1.2 L	53.49	1.29%
Lupin LimitedLUPIN	Pharmaceuticals & Biotechnology	2.36 L	51.61	1.24%
Life Insurance Corporation Of IndiaLICI	Insurance	12.32 L	51.5	1.24%
Polycab India LimitedPOLYCAB	Industrial Products	51,930	49.05	1.18%
Info Edge India LtdNAUKRI	Retailing	3.72 L	48.82	1.18%
Ashok Leyland LimitedASHOKLEY	Agricultural, Commercial & Construction Vehicles	27.79 L	48.81	1.18%
Indus Towers LimitedINDUSTOWER	Telecom - Services	12.51 L	48.65	1.17%
FSN E-Commerce Ventures LimitedNYKAA	Retailing	13.27 L	46.4	1.12%
Aurobindo Pharma LimitedAUROPHARMA	Pharmaceuticals & Biotechnology	2.69 L	46.16	1.11%
Fortis Healthcare LimitedFORTIS	Healthcare Services	5.06 L	45.9	1.11%
Marico LimitedMARICO	Agricultural Food & other Products	5.14 L	42.15	1.02%
Hitachi Energy India LimitedPOWERINDIA	Electrical Equipment	12,354	41.71	1%
Max Financial Services LimitedMFSL	Insurance	2.58 L	40.52	0.98%
APL Apollo Tubes LimitedAPLAPOLLO	Industrial Products	1.77 L	39.31	0.95%
Yes Bank LimitedYESBANK	Banks	1.71 Cr	38.94	0.94%
Swiggy LimitedSWIGGY	Retailing	13.78 L	38.86	0.94%
Vodafone Idea LimitedIDEA	Telecom - Services	2.67 Cr	38.31	0.92%
ICICI Lombard General Insurance Company LimitedICICIGI	Insurance	2.36 L	36.98	0.89%
Glenmark Pharmaceuticals LimitedGLENMARK	Pharmaceuticals & Biotechnology	1.46 L	36.26	0.87%
SRF LimitedSRF	Chemicals & Petrochemicals	1.41 L	36.11	0.87%
The Phoenix Mills LimitedPHOENIXLTD	Realty	1.81 L	34.45	0.83%
KEI Industries LimitedKEI	Industrial Products	59,873	34.37	0.83%
Radico Khaitan LimitedRADICO	Beverages	76,078	34.12	0.82%
Hindustan Petroleum Corporation LimitedHINDPETRO	Petroleum Products	9.33 L	34.11	0.82%
National Aluminium Company LimitedNATIONALUM	Non - Ferrous Metals	8.71 L	33.22	0.8%
Aditya Birla Capital LimitedABCAPITAL	Finance	8 L	32.74	0.79%
GMR Airports LimitedGMRAIRPORT	Transport Infrastructure	34.57 L	32.36	0.78%
MphasiS LimitedMPHASIS	IT - Software	1.29 L	31.21	0.75%
JSW Energy LimitedJSWENERGY	Power	5.95 L	30.98	0.75%
Indian BankINDIANB	Banks	3.43 L	30.81	0.74%
UPL LimitedUPL	Fertilizers & Agrochemicals	5.45 L	30.62	0.74%
Havells India LimitedHAVELLS	Consumer Durables	2.45 L	30.45	0.73%
Sundaram Finance LimitedSUNDARMFIN	Finance	66,882	30.36	0.73%
Alkem Laboratories LimitedALKEM	Pharmaceuticals & Biotechnology	56,827	30.29	0.73%
Vishal Mega Mart LimitedVMM	Retailing	27.04 L	29.92	0.72%
NMDC LimitedNMDC	Minerals & Mining	33.57 L	29.61	0.71%
360 One WAM Limited360ONE	Capital Markets	2.52 L	29.57	0.71%
Apar Industries LimitedAPARINDS	Electrical Equipment	16,410	29.05	0.7%
Oracle Financial Services Software LimitedOFSS	IT - Software	23,159	29.04	0.7%
Tube Investments Of India LimitedTIINDIA	Auto Components	1.04 L	28.85	0.69%
Biocon LimitedBIOCON	Pharmaceuticals & Biotechnology	6.93 L	28.55	0.69%
NHPC LimitedNHPC	Power	36.56 L	28.05	0.68%
Steel Authority of India LimitedSAIL	Ferrous Metals	14.04 L	27.38	0.66%
Prestige Estates Projects LimitedPRESTIGE	Realty	1.64 L	26.75	0.64%
IPCA Laboratories LimitedIPCALAB	Pharmaceuticals & Biotechnology	1.35 L	26.64	0.64%
L&T Finance LimitedLTF	Finance	8.29 L	26.6	0.64%
Mankind Pharma LimitedMANKIND	Pharmaceuticals & Biotechnology	1.1 L	26.57	0.64%
Godrej Properties LimitedGODREJPROP	Realty	1.31 L	26.46	0.64%
Voltas LimitedVOLTAS	Consumer Durables	2.21 L	26.45	0.64%
MRF LimitedMRF	Auto Components	1,970	26.35	0.63%
Oil India LimitedOIL	Oil	5.3 L	25.59	0.62%
Colgate Palmolive (India) LimitedCOLPAL	Personal Products	1.28 L	24.25	0.58%
Waaree Energies LimitedWAAREEENER	Electrical Equipment	92,960	24.22	0.58%
Mahindra & Mahindra Financial Services LimitedM&MFIN	Finance	6.43 L	23.97	0.58%
Lloyds Metals And Energy LimitedLLOYDSME	Minerals & Mining	1.26 L	22.68	0.55%
UNO Minda LimitedUNOMINDA	Auto Components	1.77 L	22.54	0.54%
Torrent Power LimitedTORNTPOWER	Power	1.85 L	22.44	0.54%
Kalyan Jewellers India LimitedKALYANKJIL	Consumer Durables	3.73 L	22.43	0.54%
Supreme Industries LimitedSUPREMEIND	Industrial Products	62,544	22.26	0.54%
Coromandel International LimitedCOROMANDEL	Fertilizers & Agrochemicals	1.16 L	22.13	0.53%
Page Industries LimitedPAGEIND	Textiles & Apparels	6,126	21.93	0.53%
Petronet LNG LimitedPETRONET	Gas	7.28 L	21.88	0.53%
Dabur India LimitedDABUR	Personal Products	5.73 L	21.85	0.53%
Lenskart Solutions LimitedLENSKART	Retailing	3.26 L	21.57	0.52%
Jindal Stainless LimitedJSL	Ferrous Metals	3.04 L	21.36	0.51%
Oberoi Realty LimitedOBEROIRLTY	Realty	1.14 L	21.35	0.51%
JK Cement LimitedJKCEMENT	Cement & Cement Products	40,644	20.86	0.5%
Nippon Life India Asset Management LimitedNAM-INDIA	Capital Markets	1.74 L	20.41	0.49%
ICICI Prudential Life Insurance Company LimitedICICIPRULI	Insurance	3.84 L	19.84	0.48%
JSW Infrastructure LtdJSWINFRA	Transport Infrastructure	5.79 L	19.7	0.47%
Tata Communications LimitedTATACOMM	Telecom - Services	1.14 L	19.66	0.47%
Exide Industries LimitedEXIDEIND	Auto Components	4.42 L	19.45	0.47%
Gujarat Fluorochemicals LimitedFLUOROCHEM	Chemicals & Petrochemicals	40,951	19.22	0.46%
Jubilant Foodworks LimitedJUBLFOOD	Leisure Services	3.8 L	18.85	0.45%
PI Industries LimitedPIIND	Fertilizers & Agrochemicals	78,680	18.65	0.45%
SBI Cards and Payment Services LimitedSBICARD	Finance	2.88 L	18.57	0.45%
Blue Star LimitedBLUESTARCO	Consumer Durables	1.26 L	18.44	0.44%
Astral LimitedASTRAL	Industrial Products	1.19 L	18.08	0.44%
Balkrishna Industries LimitedBALKRISIND	Auto Components	78,023	17.78	0.43%
ITC Hotels LimitedITCHOTELS	Leisure Services	10.88 L	17.42	0.42%
Container Corporation of India LimitedCONCOR	Transport Services	3.35 L	17.16	0.41%
LG Electronics India LtdLGEINDIA	Consumer Durables	99,156	16.83	0.41%
Adani Total Gas LimitedATGL	Gas	2.69 L	16.74	0.4%
Bank of IndiaBANKINDIA	Banks	11.8 L	16.71	0.4%
Bank of MaharashtraMAHABANK	Banks	19.77 L	16.23	0.39%
AIA Engineering LimitedAIAENG	Industrial Products	37,708	16.05	0.39%
Motilal Oswal Financial Services LimitedMOTILALOFS	Capital Markets	1.52 L	15.84	0.38%
LIC Housing Finance LimitedLICHSGFIN	Finance	2.92 L	15.72	0.38%
Schaeffler India LimitedSCHAEFFLER	Auto Components	39,090	15.69	0.38%
Ajanta Pharma LimitedAJANTPHARM	Pharmaceuticals & Biotechnology	40,904	14.73	0.35%
Thermax LimitedTHERMAX	Electrical Equipment	37,631	14.68	0.35%
ICICI Prudential Asset Management Company LimitedICICIAMC	Capital Markets	47,491	14.56	0.35%
Authum Investment And Infrastructure LimitedAIIL	Finance	2.57 L	14.42	0.35%
Billionbrains Garage Ventures LtdGROWW	Capital Markets	7.47 L	14.35	0.35%
Dalmia Bharat LimitedDALBHARAT	Cement & Cement Products	77,218	14.33	0.35%
Indian Railway Catering And Tourism Corporation LimitedIRCTC	Leisure Services	2.93 L	14.1	0.34%
HDB Financial Services LimitedHDBFS	Finance	2.06 L	14.06	0.34%
Berger Paints (I) LimitedBERGEPAINT	Consumer Durables	2.77 L	13.78	0.33%
Apollo Tyres LimitedAPOLLOTYRE	Auto Components	3.13 L	13.76	0.33%
General Insurance Corporation of IndiaGICRE	Insurance	3.86 L	13.68	0.33%
Abbott India LimitedABBOTINDIA	Pharmaceuticals & Biotechnology	5,060	13.08	0.32%
Linde India LimitedLINDEINDIA	Chemicals & Petrochemicals	20,444	13.05	0.31%
K.P.R. Mill LimitedKPRMILL	Textiles & Apparels	1.08 L	12.72	0.31%
Cochin Shipyard LimitedCOCHINSHIP	Industrial Manufacturing	82,201	12.41	0.3%
Global Health LimitedMEDANTA	Healthcare Services	83,160	12.31	0.3%
GlaxoSmithKline Pharmaceuticals LimitedGLAXO	Pharmaceuticals & Biotechnology	40,195	12.26	0.3%
Tata Elxsi LimitedTATAELXSI	IT - Software	33,435	11.97	0.29%
Premier Energies LimitedPREMIERENE	Electrical Equipment	1.15 L	11.93	0.29%
Patanjali Foods LimitedPATANJALI	Agricultural Food & other Products	3.36 L	11.61	0.28%
Rail Vikas Nigam LimitedRVNL	Construction	5.51 L	11.58	0.28%
CRISIL LimitedCRISIL	Finance	23,680	11.42	0.28%
Bharat Dynamics LimitedBDL	Aerospace & Defense	89,507	11.41	0.27%
Bharti Hexacom LimitedBHARTIHEXA	Telecom - Services	73,041	11.29	0.27%
AWL Agri Business LimitedAWL	Agricultural Food & other Products	5.39 L	10.38	0.25%
Endurance Technologies LimitedENDURANCE	Auto Components	34,247	9.83	0.24%
L&T Technology Services LimitedLTTS	IT - Services	26,795	9.67	0.23%
Escorts Kubota LimitedESCORTS	Agricultural, Commercial & Construction Vehicles	32,263	9.66	0.23%
NLC India LimitedNLCINDIA	Power	3.54 L	9.46	0.23%
KPIT Technologies LimitedKPITTECH	IT - Software	1.59 L	9.32	0.22%
United Breweries LimitedUBL	Beverages	70,138	9.18	0.22%
3M India Limited3MINDIA	Diversified	2,743	9.14	0.22%
Bajaj Housing Finance LimitedBAJAJHFL	Finance	10.75 L	9.03	0.22%
Indian Renewable Energy Development Agency LimitedIREDA	Finance	7.73 L	9	0.22%
Housing & Urban Development Corporation LimitedHUDCO	Finance	4.87 L	8.87	0.21%
Godfrey Phillips India LimitedGODFRYPHLP	Cigarettes & Tobacco Products	39,662	8.35	0.2%
Tata Investment Corporation LimitedTATAINVEST	Finance	1.27 L	8.14	0.2%
NTPC Green Energy LimitedNTPCGREEN	Power	9.02 L	8.08	0.19%
Hexaware Technologies LimitedHEXT	IT - Software	1.44 L	7.99	0.19%
Anthem Biosciences LimitedANTHEM	Pharmaceuticals & Biotechnology	86,447	7.72	0.19%
Honeywell Automation India LimitedHONAUT	Industrial Manufacturing	2,138	7.6	0.18%
ACC LimitedACC	Cement & Cement Products	58,238	7.43	0.18%
Godrej Industries LimitedGODREJIND	Diversified	41,911	4.75	0.11%
SJVN LimitedSJVN	Power	6.95 L	4.5	0.11%
The New India Assurance Company LimitedNIACL	Insurance	2.34 L	4.47	0.11%
Triparty Repo	—	—	8.17	0.2%
Net Receivables / (Payables)	—	—	-8.77	-0.2%

Percentages are the AMC’s own filed figures. Rows without a ticker are instruments outside the listed equity universe — government securities, money-market paper, TREPS and net receivables — and are kept so the portfolio still totals 100%.