Motilal Oswal Manufacturing Fund
Motilal Oswal Mutual Fund
Sectoral / Thematic Highly Differentiated As of 2026-05-31
Holdings
32
Concentrated
Top 10 weight
47%
Concentration
Active share
88%
Highly Differentiated
Equity
-
Asset allocation
Portfolio
14Sectors
24High-conviction bets
37%Top sector wt.
-Cash
Market-cap allocation
Large cap36%
Mid cap34%
Small cap23%
Asset allocation
Asset mix not available.
Top holdings
ABB India LimitedAutomobiles
5.7%Samvardhana Motherson International LimitedNon - Ferrous Metals
5.6%Lupin LimitedChemicals & Petrochemicals
5.2%Jindal Steel LimitedFerrous Metals
5.1%Navin Fluorine International LimitedPharmaceuticals & Biotechnology
4.8%Hindalco Industries LimitedIndustrial Products
4.4%Azad Engineering LtdAgricultural, Commercial & Construction Vehicles
4.3%TD Power Systems LimitedConsumer Durables
4.2%TVS Motor Company LimitedPetroleum Products
4.2%Hindustan Zinc LimitedDiversified Metals
4.1%4.0%
3.6%
CG Power and Industrial Solutions LimitedCash & Equivalent
3.2%2.6%
1.5%
AI Smart summary
Pros
- Balanced across the metrics we track.
Cons
- No major structural red flags.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Sectoral / Thematic.
JioBlackRock Sector Rotation Fund290 holdings · 36% AS
Franklin India Multi-Factor Fund93 holdings · 84% AS
Bandhan Business Cycle Fund93 holdings · 65% AS
WhiteOak Capital Special Opportunities Fund90 holdings · 73% AS
UTI Quant Fund89 holdings · 66% AS
Axis India Manufacturing Fund86 holdings · 73% AS
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
5.7%
5.6%
5.2%
5.1%
4.8%
4.4%
4.3%
4.2%
4.2%
4.1%
4.0%
3.6%
3.2%