(Investment Manager for Motilal Oswal Mutual Fund)

Motilal Oswal Mutual Fund

Portfolio month

Positions

76 matched to listed companies

Net assets

₹2 Cr

summed from the positions below

Portfolio as of

August 2026

published monthly under SEBI disclosure

Instrument	Industry / rating	Quantity	Value (₹ Cr)	% to NAV
Mahindra & Mahindra LimitedM&M	Automobiles	258	0.08	5.12%
Sun Pharmaceutical Industries LimitedSUNPHARMA	Pharmaceuticals & Biotechnology	404	0.08	4.84%
Reliance Industries LimitedRELIANCE	Petroleum Products	601	0.08	4.64%
Maruti Suzuki India LimitedMARUTI	Automobiles	50	0.07	4.09%
Tata Steel LimitedTATASTEEL	Ferrous Metals	3,153	0.06	3.51%
Bharat Electronics LimitedBEL	Aerospace & Defense	1,366	0.06	3.42%
Hindalco Industries LimitedHINDALCO	Non - Ferrous Metals	552	0.06	3.39%
Bajaj Auto LimitedBAJAJ-AUTO	Automobiles	42	0.05	3.08%
JSW Steel LimitedJSWSTEEL	Ferrous Metals	358	0.05	2.83%
Divi's Laboratories LimitedDIVISLAB	Pharmaceuticals & Biotechnology	48	0.05	2.75%
Eicher Motors LimitedEICHERMOT	Automobiles	53	0.04	2.55%
TVS Motor Company LimitedTVSMOTOR	Automobiles	90	0.04	2.36%
Tata Motors LtdTMCV	Agricultural, Commercial & Construction Vehicles	797	0.04	2.27%
Hindustan Aeronautics LimitedHAL	Aerospace & Defense	72	0.03	2.09%
Cipla LimitedCIPLA	Pharmaceuticals & Biotechnology	215	0.03	1.83%
Samvardhana Motherson International LimitedMOTHERSON	Auto Components	1,685	0.03	1.74%
Laurus Labs LimitedLAURUSLABS	Pharmaceuticals & Biotechnology	148	0.03	1.71%
Dr Reddys Laboratories LimitedDRREDDY	Pharmaceuticals & Biotechnology	233	0.03	1.62%
Cummins India LimitedCUMMINSIND	Industrial Products	52	0.03	1.6%
Bharat Petroleum Corporation LimitedBPCL	Petroleum Products	773	0.03	1.51%
Tata Motors Passenger Vehicles LimitedTMPV	Automobiles	797	0.02	1.49%
Bharat Heavy Electricals LimitedBHEL	Electrical Equipment	556	0.02	1.49%
CG Power and Industrial Solutions LimitedCGPOWER	Electrical Equipment	262	0.02	1.45%
Dixon Technologies (India) LimitedDIXON	Consumer Durables	16	0.02	1.44%
Suzlon Energy LimitedSUZLON	Electrical Equipment	4,640	0.02	1.33%
Bharat Forge LimitedBHARATFORG	Auto Components	102	0.02	1.3%
GE Vernova T&D India LimitedGVT&D	Electrical Equipment	47	0.02	1.26%
Lupin LimitedLUPIN	Pharmaceuticals & Biotechnology	93	0.02	1.23%
Torrent Pharmaceuticals LimitedTORNTPHARM	Pharmaceuticals & Biotechnology	40	0.02	1.22%
Pidilite Industries LimitedPIDILITIND	Chemicals & Petrochemicals	118	0.02	1.2%
Indian Oil Corporation LimitedIOC	Petroleum Products	1,425	0.02	1.2%
Ashok Leyland LimitedASHOKLEY	Agricultural, Commercial & Construction Vehicles	1,091	0.02	1.16%
Polycab India LimitedPOLYCAB	Industrial Products	20	0.02	1.14%
Aurobindo Pharma LimitedAUROPHARMA	Pharmaceuticals & Biotechnology	106	0.02	1.1%
Solar Industries India LimitedSOLARINDS	Chemicals & Petrochemicals	9	0.02	1.09%
Vedanta LimitedVEDL	Diversified Metals	647	0.02	1.09%
Jindal Steel LimitedJINDALSTEL	Ferrous Metals	141	0.02	1.02%
APL Apollo Tubes LimitedAPLAPOLLO	Industrial Products	69	0.02	0.93%
ABB India LimitedABB	Electrical Equipment	20	0.02	0.92%
Bosch LimitedBOSCHLTD	Auto Components	3	0.02	0.91%
SRF LimitedSRF	Chemicals & Petrochemicals	55	0.01	0.85%
Sona BLW Precision Forgings LimitedSONACOMS	Auto Components	171	0.01	0.84%
KEI Industries LimitedKEI	Industrial Products	24	0.01	0.83%
Siemens LimitedSIEMENS	Electrical Equipment	34	0.01	0.83%
MRF LimitedMRF	Auto Components	1	0.01	0.81%
Navin Fluorine International LimitedNAVINFLUOR	Chemicals & Petrochemicals	14	0.01	0.73%
UPL LimitedUPL	Fertilizers & Agrochemicals	214	0.01	0.73%
Havells India LimitedHAVELLS	Consumer Durables	96	0.01	0.72%
Hyundai Motor India LtdHYUNDAI	Automobiles	54	0.01	0.72%
Alkem Laboratories LimitedALKEM	Pharmaceuticals & Biotechnology	22	0.01	0.71%
Tube Investments Of India LimitedTIINDIA	Auto Components	41	0.01	0.69%
Zydus Lifesciences LimitedZYDUSLIFE	Pharmaceuticals & Biotechnology	95	0.01	0.67%
Siemens Energy India LimitedENRIN	Electrical Equipment	34	0.01	0.66%
Hindustan Zinc LimitedHINDZINC	Non - Ferrous Metals	183	0.01	0.66%
Voltas LimitedVOLTAS	Consumer Durables	87	0.01	0.63%
Supreme Industries LimitedSUPREMEIND	Industrial Products	25	0.01	0.54%
UNO Minda LimitedUNOMINDA	Auto Components	69	0.01	0.53%
Coromandel International LimitedCOROMANDEL	Fertilizers & Agrochemicals	46	0.01	0.53%
PI Industries LimitedPIIND	Fertilizers & Agrochemicals	31	0.01	0.44%
Mazagon Dock Shipbuilders LimitedMAZDOCK	Industrial Manufacturing	29	0.01	0.43%
Blue Star LimitedBLUESTARCO	Consumer Durables	49	0.01	0.43%
Page Industries LimitedPAGEIND	Textiles & Apparels	2	0.01	0.43%
Astral LimitedASTRAL	Industrial Products	47	0.01	0.43%
Balkrishna Industries LimitedBALKRISIND	Auto Components	31	0.01	0.43%
Hindustan Copper LimitedHINDCOPPER	Non - Ferrous Metals	125	0.01	0.4%
AIA Engineering LimitedAIAENG	Industrial Products	15	0.01	0.39%
Himadri Speciality Chemical LimitedHSCL	Chemicals & Petrochemicals	90	0.01	0.36%
Crompton Greaves Consumer Electricals LimitedCROMPTON	Consumer Durables	245	0.01	0.35%
Linde India LimitedLINDEINDIA	Chemicals & Petrochemicals	8	0.01	0.31%
K.P.R. Mill LimitedKPRMILL	Textiles & Apparels	42	0	0.3%
Cochin Shipyard LimitedCOCHINSHIP	Industrial Manufacturing	32	0	0.29%
Kaynes Technology India LimitedKAYNES	Industrial Manufacturing	12	0	0.27%
Escorts Kubota LimitedESCORTS	Agricultural, Commercial & Construction Vehicles	13	0	0.24%
Honeywell Automation India LimitedHONAUT	Industrial Manufacturing	1	0	0.21%
Castrol India LimitedCASTROLIND	Petroleum Products	183	0	0.2%
Anthem Biosciences LimitedANTHEM	Pharmaceuticals & Biotechnology	34	0	0.18%
Net Receivables / (Payables)	—	—	0.01	0.31%

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%.