Motilal Oswal Manufacturing Fund
Monthly portfolio · 14 months through Aug-2026
compared to Jul-2026 · as on AUGUST 31, 2026
Holdings
28
Scheme AUM
₹700 cr
New
8
Exited
7
Increased
7
Reduced
7
| Change | Security | Industry / Rating | Quantity | Δ Qty | % to NAV | Δ % | Market value |
|---|---|---|---|---|---|---|---|
| Increased | Solar Industries India Limited INE343H01029 | Chemicals & Petrochemicals | 24,185 | +2,040 | 6.95% | +0.95pp | ₹48.63 cr |
| Increased | ABB India Limited INE117A01022 | Electrical Equipment | 55,585 | +7,874 | 6.07% | +0.95pp | ₹42.46 cr |
| New | Bosch Limited INE323A01026 | Auto Components | 7,270 | — | 5.19% | — | ₹36.35 cr |
| — | Bajaj Auto Limited INE917I01010 | Automobiles | 27,709 | — | 4.80% | +0.10pp | ₹33.61 cr |
| Reduced | Sun Pharmaceutical Industries Limited INE044A01036 | Pharmaceuticals & Biotechnology | 1,67,312 | -36,992 | 4.75% | -1.24pp | ₹33.21 cr |
| Increased | UNO Minda Limited INE405E01023 | Auto Components | 2,52,009 | +51,424 | 4.60% | +1.11pp | ₹32.16 cr |
| Increased | Dixon Technologies (India) Limited INE935N01020 | Consumer Durables | 20,160 | +7,660 | 4.28% | +1.69pp | ₹29.94 cr |
| Reduced | Samvardhana Motherson International Limited INE775A01035 | Auto Components | 17,43,900 | -9,08,801 | 4.25% | -1.64pp | ₹29.76 cr |
| Increased | Schneider Electric Infrastructure Limited INE839M01018 | Electrical Equipment | 2,31,000 | +48,195 | 4.02% | +0.37pp | ₹28.16 cr |
| Increased | Garware Hi-Tech Films Limited INE291A01017 | Industrial Products | 39,333 | +6,942 | 4.01% | +0.60pp | ₹28.07 cr |
| — | Anthem Biosciences Limited INE0CZ201020 | Pharmaceuticals & Biotechnology | 3,11,508 | — | 3.98% | +0.27pp | ₹27.82 cr |
| Reduced | Azad Engineering Ltd INE02IJ01035 | Electrical Equipment | 89,897 | -32,180 | 3.68% | -0.44pp | ₹25.73 cr |
| New | TD Power Systems Ltd INE419M01035 | Electrical Equipment | 2,88,000 | — | 3.20% | — | ₹22.38 cr |
| Reduced | Pidilite Industries Limited INE318A01026 | Chemicals & Petrochemicals | 1,31,883 | -74,862 | 3.18% | -1.73pp | ₹22.26 cr |
| — | Torrent Pharmaceuticals Limited INE685A01028 | Pharmaceuticals & Biotechnology | 40,817 | — | 2.96% | -0.12pp | ₹20.68 cr |
| — | TVS Motor Company Limited INE494B01023 | Automobiles | 45,815 | — | 2.84% | -0.07pp | ₹19.89 cr |
| Reduced | Navin Fluorine International Limited INE048G01026 | Chemicals & Petrochemicals | 22,889 | -4,111 | 2.84% | -0.17pp | ₹19.86 cr |
| — | Suzlon Energy Limited INE040H01021 | Electrical Equipment | 32,39,320 | — | 2.20% | -0.09pp | ₹15.39 cr |
| New | Kaynes Technology India Limited INE918Z01012 | Industrial Manufacturing | 41,120 | — | 2.17% | — | ₹15.15 cr |
| New | PG Electroplast Limited INE457L01029 | Consumer Durables | 2,54,311 | — | 2.11% | — | ₹14.78 cr |
| Increased | Central Mine Planning & Design Institute Limited INE05HV01027 | Commercial Services & Supplies | 6,10,353 | +30,391 | 2.01% | -0.04pp | ₹14.09 cr |
| Reduced | Belrise Industries Ltd. INE894V01022 | Auto Components | 6,00,000 | -4,04,964 | 1.99% | -1.51pp | ₹13.94 cr |
| New | Divi's Laboratories Limited INE361B01024 | Pharmaceuticals & Biotechnology | 14,653 | — | 1.98% | — | ₹13.87 cr |
| Reduced | KEI Industries Limited INE878B01027 | Industrial Products | 23,799 | -19,196 | 1.95% | -1.22pp | ₹13.66 cr |
| New | APL Apollo Tubes Limited INE702C01027 | Industrial Products | 61,060 | — | 1.94% | — | ₹13.58 cr |
| New | Titan Company Limited INE280A01028 | Consumer Durables | 26,414 | — | 1.93% | — | ₹13.48 cr |
| New | Jio Financial Services Limited INE758E01017 | Finance | 5,36,728 | — | 1.85% | — | ₹12.95 cr |
| — | TVS Motor Company Limited INE494B04019 | Automobiles | 5,40,000 | — | 0.08% | — | ₹0.57 cr |
| Exited | Lupin Limited INE326A01037 | Pharmaceuticals & Biotechnology | — | -1,59,000 | — | -5.66pp | — |
| Exited | Reliance Industries Limited INE002A01018 | Petroleum Products | — | -2,21,395 | — | -4.27pp | — |
| Exited | Asian Paints Limited INE021A01026 | Consumer Durables | — | -97,320 | — | -3.94pp | — |
| Exited | Thermax Limited INE152A01029 | Electrical Equipment | — | -56,674 | — | -3.60pp | — |
| Exited | TD Power Systems Limited INE419M01027 | Electrical Equipment | — | -1,44,000 | — | -2.40pp | — |
| Exited | Gabriel India Limited INE524A01029 | Auto Components | — | -63,576 | — | -1.35pp | — |
| Exited | Shadowfax Technologies Limited INE12UN01015 | Transport Services | — | -1,08,758 | — | -0.39pp | — |
Cash & other
| Net Receivables / (Payables) | 8.19% | ₹57.29 cr |