Motilal Oswal Active Momentum Fund
Monthly portfolio · 15 months through Sep-2026
compared to Aug-2026 · as on SEPTEMBER 30, 2026
Holdings
26
Scheme AUM
₹1,364 cr
New
5
Exited
4
Increased
6
Reduced
1
| Change | Security | Industry / Rating | Quantity | Δ Qty | % to NAV | Δ % | Market value |
|---|---|---|---|---|---|---|---|
| — | Diamond Power Infrastructure Ltd. INE989C01038 | Electrical Equipment | 24,49,976 | — | 6.36% | -1.01pp | ₹86.78 cr |
| — | Sky Gold And Diamonds Limited INE01IU01018 | Consumer Durables | 9,08,336 | — | 5.40% | -0.95pp | ₹73.64 cr |
| — | MTAR Technologies Limited INE864I01014 | Electrical Equipment | 89,835 | — | 5.13% | -0.35pp | ₹70.04 cr |
| — | Sterlite Technologies Limited INE089C01029 | Telecom - Equipment & Accessories | 7,26,417 | — | 4.85% | +0.27pp | ₹66.1 cr |
| — | Kalyan Jewellers India Limited INE303R01014 | Consumer Durables | 11,59,600 | — | 4.70% | -1.33pp | ₹64.14 cr |
| — | One 97 Communications Limited INE982J01020 | Financial Technology (Fintech) | 3,73,870 | — | 4.60% | -0.96pp | ₹62.74 cr |
| — | Redington Limited INE891D01026 | Commercial Services & Supplies | 13,98,581 | — | 4.17% | -0.16pp | ₹56.92 cr |
| New | Lalithaa Jewellery Mart Ltd INE0K9O01026 | Consumer Durables | 14,37,215 | — | 4.02% | — | ₹54.89 cr |
| — | Garware Hi-Tech Films Limited INE291A01017 | Industrial Products | 76,292 | — | 3.92% | -0.79pp | ₹53.52 cr |
| — | Cemindia Projects Ltd INE686A01026 | Construction | 4,40,096 | — | 3.85% | -0.82pp | ₹52.47 cr |
| — | Aditya Infotech Limited INE819V01029 | Industrial Manufacturing | 1,15,164 | — | 3.25% | -0.31pp | ₹44.3 cr |
| Increased | Shaily Engineering Plastics Limited INE151G01028 | Consumer Durables | 1,41,326 | +17,420 | 3.17% | -0.34pp | ₹43.29 cr |
| Increased | Bluestone Jewellery And Lifestyle Limited INE304W01038 | Consumer Durables | 5,31,608 | +59,605 | 3.10% | -0.24pp | ₹42.25 cr |
| — | Ola Electric Mobility Ltd INE0LXG01040 | Automobiles | 1,11,60,178 | — | 3.02% | -0.95pp | ₹41.2 cr |
| Increased | S.J.S. Enterprises Limited INE284S01014 | Auto Components | 1,77,745 | +23,182 | 2.94% | -0.39pp | ₹40.13 cr |
| New | Meesho Ltd INE0VDM01015 | Retailing | 17,29,102 | — | 2.89% | — | ₹39.38 cr |
| — | Data Patterns (India) Limited INE0IX101010 | Aerospace & Defense | 91,682 | — | 2.88% | -0.71pp | ₹39.3 cr |
| New | ESDS Software Solution Ltd INE0DRI01029 | IT - Services | 2,54,861 | — | 2.82% | — | ₹38.47 cr |
| Increased | Onesource Specialty Pharma Limited INE013P01021 | Pharmaceuticals & Biotechnology | 2,44,150 | +1,19,256 | 2.72% | +1.08pp | ₹37.15 cr |
| New | Raymond Limited INE301A01014 | Industrial Manufacturing | 3,04,493 | — | 2.71% | — | ₹36.94 cr |
| — | Acutaas Chemicals Limited INE00FF01025 | Pharmaceuticals & Biotechnology | 1,08,899 | — | 2.62% | -0.36pp | ₹35.71 cr |
| New | Atlanta Electricals Ltd INE0Z4F01028 | Electrical Equipment | 2,20,102 | — | 2.59% | — | ₹35.39 cr |
| — | Apar Industries Limited INE372A01015 | Electrical Equipment | 20,263 | — | 2.58% | -0.53pp | ₹35.23 cr |
| Increased | Coforge Limited INE591G01025 | IT - Software | 1,96,891 | +28,616 | 2.52% | -0.37pp | ₹34.44 cr |
| Increased | Syrma SGS Technology Ltd INE0DYJ01015 | Industrial Manufacturing | 1,90,034 | +7,684 | 2.48% | +0.21pp | ₹33.88 cr |
| Reduced | Manipal Health Enterprises Ltd INE459N01021 | Healthcare Services | 3,32,191 | -2,28,134 | 1.72% | -1.98pp | ₹23.53 cr |
| Exited | Navin Fluorine International Limited INE048G01026 | Chemicals & Petrochemicals | — | -45,067 | — | -3.39pp | — |
| Exited | Anand Rathi Wealth Limited INE463V01026 | Capital Markets | — | -1,71,443 | — | -3.27pp | — |
| Exited | Piramal Finance Limited INE202B01038 | Finance | — | -1,42,180 | — | -2.83pp | — |
| Exited | TVS Motor Company Limited INE494B04019 | Automobiles | — | -60,200 | — | -0.01pp | — |
Cash & other
| Triparty Repo | 9.09% | ₹124 cr |
| Net Receivables / (Payables) | -0.10% | ₹-1.73 cr |