(Investment Manager for Motilal Oswal Mutual Fund)

Motilal Oswal Mutual Fund

Portfolio month

Positions

50 matched to listed companies

Net assets

₹4 Cr

summed from the positions below

Portfolio as of

August 2026

published monthly under SEBI disclosure

Instrument	Industry / rating	Quantity	Value (₹ Cr)	% to NAV
Ather Energy LimitedATHERENERG	Automobiles	1,494	0.26	7.12%
Laurus Labs LimitedLAURUSLABS	Pharmaceuticals & Biotechnology	752	0.14	4%
Multi Commodity Exchange of India LimitedMCX	Capital Markets	404	0.14	3.81%
Acutaas Chemicals LimitedACUTAAS	Pharmaceuticals & Biotechnology	405	0.13	3.55%
National Aluminium Company LimitedNATIONALUM	Non - Ferrous Metals	3,279	0.13	3.47%
Hindustan Copper LimitedHINDCOPPER	Non - Ferrous Metals	2,300	0.12	3.35%
Vedanta LimitedVEDL	Diversified Metals	3,764	0.1	2.91%
Vodafone Idea LimitedIDEA	Telecom - Services	72,158	0.1	2.87%
GE Vernova T&D India LimitedGVT&D	Electrical Equipment	223	0.1	2.75%
Adani Power LimitedADANIPOWER	Power	4,830	0.1	2.65%
Hitachi Energy India LimitedPOWERINDIA	Electrical Equipment	27	0.09	2.53%
Anand Rathi Wealth LimitedANANDRATHI	Capital Markets	412	0.09	2.52%
L&T Finance LimitedLTF	Finance	2,685	0.09	2.39%
Hindalco Industries LimitedHINDALCO	Non - Ferrous Metals	817	0.08	2.3%
Adani Energy Solutions LimitedADANIENSOL	Power	569	0.08	2.24%
Karur Vysya Bank LimitedKARURVYSYA	Banks	2,272	0.08	2.19%
Aditya Birla Capital LimitedABCAPITAL	Finance	1,927	0.08	2.19%
Navin Fluorine International LimitedNAVINFLUOR	Chemicals & Petrochemicals	90	0.08	2.17%
Bharat Heavy Electricals LimitedBHEL	Electrical Equipment	1,757	0.08	2.16%
Apar Industries LimitedAPARINDS	Electrical Equipment	43	0.08	2.11%
Steel Authority of India LimitedSAIL	Ferrous Metals	3,860	0.08	2.09%
Cummins India LimitedCUMMINSIND	Industrial Products	147	0.08	2.08%
Shriram Finance LimitedSHRIRAMFIN	Finance	659	0.07	2.03%
RBL Bank LimitedRBLBANK	Banks	1,842	0.07	1.94%
Bharat Forge LimitedBHARATFORG	Auto Components	329	0.07	1.92%
Glenmark Pharmaceuticals LimitedGLENMARK	Pharmaceuticals & Biotechnology	279	0.07	1.92%
Polycab India LimitedPOLYCAB	Industrial Products	70	0.07	1.83%
One 97 Communications LimitedPAYTM	Financial Technology (Fintech)	384	0.07	1.83%
Muthoot Finance LimitedMUTHOOTFIN	Finance	200	0.06	1.65%
BSE LimitedBSE	Capital Markets	181	0.06	1.65%
Ashok Leyland LimitedASHOKLEY	Agricultural, Commercial & Construction Vehicles	3,243	0.06	1.58%
The Federal Bank LimitedFEDERALBNK	Banks	1,568	0.06	1.55%
AU Small Finance Bank LimitedAUBANK	Banks	492	0.05	1.48%
Manappuram Finance LimitedMANAPPURAM	Finance	1,546	0.05	1.46%
Indian BankINDIANB	Banks	584	0.05	1.46%
Radico Khaitan LimitedRADICO	Beverages	116	0.05	1.44%
Eicher Motors LimitedEICHERMOT	Automobiles	62	0.05	1.37%
FSN E-Commerce Ventures LimitedNYKAA	Retailing	1,288	0.05	1.25%
TVS Motor Company LimitedTVSMOTOR	Automobiles	97	0.04	1.17%
Fortis Healthcare LimitedFORTIS	Healthcare Services	415	0.04	1.04%
Delhivery LimitedDELHIVERY	Transport Services	745	0.03	0.94%
Union Bank of IndiaUNIONBANK	Banks	1,700	0.03	0.89%
State Bank of IndiaSBIN	Banks	283	0.03	0.83%
Bank of IndiaBANKINDIA	Banks	2,111	0.03	0.83%
Amber Enterprises India LimitedAMBER	Consumer Durables	39	0.03	0.82%
IIFL Finance LimitedIIFL	Finance	421	0.03	0.76%
Canara BankCANBK	Banks	2,118	0.03	0.75%
HDFC Asset Management Company LimitedHDFCAMC	Capital Markets	102	0.03	0.74%
Solar Industries India LimitedSOLARINDS	Chemicals & Petrochemicals	12	0.02	0.67%
Max Financial Services LimitedMFSL	Insurance	117	0.02	0.51%
Net Receivables / (Payables)	—	—	0.01	0.24%

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%.