Motilal Oswal Special Opportunities Fund
Monthly portfolio · 13 months through Aug-2026
compared to Jul-2026 · as on AUGUST 31, 2026
Holdings
23
Scheme AUM
₹92.11 cr
New
5
Exited
6
Increased
3
Reduced
0
| Change | Security | Industry / Rating | Quantity | Δ Qty | % to NAV | Δ % | Market value |
|---|---|---|---|---|---|---|---|
| — | Diamond Power Infrastructure Ltd. INE989C01038 | Electrical Equipment | 2,29,794 | — | 8.66% | -0.45pp | ₹7.98 cr |
| Increased | Samvardhana Motherson International Limited INE775A01035 | Auto Components | 3,57,809 | +97,809 | 6.63% | +1.84pp | ₹6.11 cr |
| New | Kalyan Jewellers India Limited INE303R01014 | Consumer Durables | 97,654 | — | 6.37% | — | ₹5.87 cr |
| New | Lohia Corp Limited INE0QJW01029 | Industrial Manufacturing | 1,04,359 | — | 6.25% | — | ₹5.75 cr |
| — | Aditya Infotech Limited INE819V01029 | Industrial Manufacturing | 16,000 | — | 6.19% | -0.45pp | ₹5.71 cr |
| New | Piramal Finance Limited INE202B01038 | Finance | 23,698 | — | 5.92% | — | ₹5.45 cr |
| New | Lumino Industries Limited INE185Q01025 | Industrial Products | 6,07,926 | — | 5.41% | — | ₹4.99 cr |
| — | Shadowfax Technologies Limited INE12UN01015 | Transport Services | 1,61,000 | — | 4.52% | -0.26pp | ₹4.16 cr |
| Increased | Multi Commodity Exchange of India Limited INE745G01043 | Capital Markets | 11,687 | +2,772 | 4.31% | +1.37pp | ₹3.97 cr |
| — | Shaily Engineering Plastics Limited INE151G01028 | Consumer Durables | 11,800 | — | 4.19% | -0.23pp | ₹3.86 cr |
| — | Sterlite Technologies Limited INE089C01029 | Telecom - Equipment & Accessories | 51,400 | — | 4.06% | +0.56pp | ₹3.74 cr |
| — | Solar Industries India Limited INE343H01029 | Chemicals & Petrochemicals | 1,800 | — | 3.93% | -0.12pp | ₹3.62 cr |
| — | Onesource Specialty Pharma Limited INE013P01021 | Pharmaceuticals & Biotechnology | 23,327 | — | 3.85% | -0.77pp | ₹3.54 cr |
| Increased | ABB India Limited INE117A01022 | Electrical Equipment | 4,483 | +1,162 | 3.72% | +0.76pp | ₹3.42 cr |
| New | One 97 Communications Limited INE982J01020 | Financial Technology (Fintech) | 19,283 | — | 3.59% | — | ₹3.31 cr |
| — | Cemindia Projects Ltd INE686A01026 | Construction | 23,553 | — | 3.13% | -0.81pp | ₹2.89 cr |
| — | InterGlobe Aviation Limited INE646L01027 | Transport Services | 5,068 | — | 2.88% | -0.33pp | ₹2.65 cr |
| — | Zen Technologies Limited INE251B01027 | Aerospace & Defense | 14,796 | — | 2.86% | -0.08pp | ₹2.63 cr |
| — | Ola Electric Mobility Ltd INE0LXG01040 | Automobiles | 6,34,137 | — | 2.83% | -0.17pp | ₹2.61 cr |
| — | V2 Retail Limited INE945H01021 | Retailing | 1,04,360 | — | 2.52% | -0.28pp | ₹2.32 cr |
| — | Garware Hi-Tech Films Limited INE291A01017 | Industrial Products | 3,222 | — | 2.50% | -0.32pp | ₹2.3 cr |
| — | Jain Resource Recycling Limited INE0YD401026 | Diversified Metals | 72,000 | — | 2.16% | -0.91pp | ₹1.99 cr |
| — | Data Patterns (India) Limited INE0IX101010 | Aerospace & Defense | 3,930 | — | 1.93% | -0.13pp | ₹1.78 cr |
| Exited | Adani Enterprises Limited INE423A01024 | Metals & Minerals Trading | — | -13,874 | — | -5.11pp | — |
| Exited | Shriram Finance Limited INE721A01047 | Finance | — | -38,942 | — | -4.99pp | — |
| Exited | Aditya Birla Capital Limited INE674K01013 | Finance | — | -1,00,000 | — | -4.95pp | — |
| Exited | ICICI Prudential Asset Management Company Limited INE346A01027 | Capital Markets | — | -10,000 | — | -3.81pp | — |
| Exited | Premier Energies Limited INE0BS701011 | Electrical Equipment | — | -21,464 | — | -2.68pp | — |
| Exited | Apollo Hospitals Enterprise Limited INE437A01024 | Healthcare Services | — | -2,402 | — | -2.63pp | — |
Cash & other
| Net Receivables / (Payables) | 1.59% | ₹1.45 cr |