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Motilal Oswal Manufacturing Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic
Fund House : Motilal Oswal Mutual Fund
Equity Holding : 94.89% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 94.89%
No of Stocks : 29 (Category Avg - 44.38) | Large Cap Investments : 6%| Mid Cap Investments : 15.12% | Small Cap Investments : 24.3% | Other : 49.48%

Portfolio Summary (as on 30th Sep,2025)

Particulars This Scheme Category
No. of Stocks 29 43.22
Top 5 Stock Weight 28.25% 32.69%
Top 10 Stock Weight 46.73% 49.86%
Top 3 Sector Weight 37.28% 43.86%
Category - Sectoral/Thematic
Particulars This Scheme Category
Average mcap (Cr) 7529.05 74068.93
Holdings in large cap stocks 6% 38.11%
Holdings in mid cap stocks 15.12% 14.83%
Holdings in small cap stocks 24.3% 13.3%
Category - Sectoral/Thematic

Top 10 Stocks holding in Portfolio (as on 30th Sep,2025)

Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
# Bharat Electronics Ltd. Aerospace & defense 500.9 6.17% 0.00% 4.95% (Jun 2025) 2.16% (Dec 2024) 12.40 L 3.00 L
# Cummins India Ltd. Compressors, pumps & diesel engines 479 5.90% 0.00% 3.02% (Aug 2025) 0% (Sep 2024) 1.22 L 60.00 k
# CG Power and Industrial Solutions Ltd. Heavy electrical equipment 473.5 5.83% 0.00% 4.97% (Aug 2025) 2.72% (Dec 2024) 6.39 L 76.00 k
# Dixon Technologies (India) Ltd. Consumer electronics 448.9 5.53% 0.00% 4.84% (Apr 2025) 2.95% (May 2025) 27.50 k 9.76 k
# Bharat Dynamics Ltd. Aerospace & defense 391.2 4.82% 0.00% 5.03% (Mar 2025) 2.01% (Dec 2024) 2.62 L 36.00 k
# Shaily Engineering Plastics Ltd. Plastic products - industrial 378.8 4.67% 0.00% 5.38% (May 2025) 2.03% (Sep 2024) 1.74 L 0.00
# Onesource Specialty Pharma Ltd. Pharmaceuticals 318.4 3.92% 0.00% 4.75% (Jun 2025) 0% (Sep 2024) 1.73 L 0.00
# Amber Enterprises India Ltd. Household appliances 275 3.39% 0.00% 4.68% (Mar 2025) 2.78% (May 2025) 34.00 k 0.00
# Gujarat Fluorochemicals Ltd. Specialty chemicals 266.4 3.28% 0.00% 3% (Sep 2024) 1.79% (Aug 2025) 71.84 k 30.65 k
# Kaynes Technology India Private Ltd. Industrial products 261.8 3.22% 0.00% 3.4% (Dec 2024) 2.42% (Feb 2025) 37.12 k 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
View complete holding

Complete equity Portfolio (as on 30th Sep,2025)

Help me understand this table
Stock Invested in
 Sector
 Sector Total
 Value(Mn)
 % of Total Holdings
 1M Change
 1Y Highest Holding
 1Y Lowest Holding
 Quantity
 1M Change in Qty
 M-Cap
 GroupName
# Bharat Electronics Ltd. Aerospace & defense 16.83 500.9 6.17% 0.00% 4.95% (Jun 2025) 2.16% (Dec 2024) 12.40 L 3.00 L Mid Cap 15.12
# Cummins India Ltd. Compressors, pumps & diesel engines 5.9 479 5.90% 0.00% 3.02% (Aug 2025) 0% (Sep 2024) 1.22 L 60.00 k Mid Cap 15.12
# CG Power and Industrial Solutions Ltd. Heavy electrical equipment 11.31 473.5 5.83% 0.00% 4.97% (Aug 2025) 2.72% (Dec 2024) 6.39 L 76.00 k Small Cap 24.3
# Dixon Technologies (India) Ltd. Consumer electronics 5.53 448.9 5.53% 0.00% 4.84% (Apr 2025) 2.95% (May 2025) 27.50 k 9.76 k Other 49.48
# Bharat Dynamics Ltd. Aerospace & defense 16.83 391.2 4.82% 0.00% 5.03% (Mar 2025) 2.01% (Dec 2024) 2.62 L 36.00 k Other 49.48
# Shaily Engineering Plastics Ltd. Plastic products - industrial 4.67 378.8 4.67% 0.00% 5.38% (May 2025) 2.03% (Sep 2024) 1.74 L 0.00 Other 49.48
# Onesource Specialty Pharma Ltd. Pharmaceuticals 3.92 318.4 3.92% 0.00% 4.75% (Jun 2025) 0% (Sep 2024) 1.73 L 0.00 Other 49.48
# Amber Enterprises India Ltd. Household appliances 3.39 275 3.39% 0.00% 4.68% (Mar 2025) 2.78% (May 2025) 34.00 k 0.00 Small Cap 24.3
# Gujarat Fluorochemicals Ltd. Specialty chemicals 3.28 266.4 3.28% 0.00% 3% (Sep 2024) 1.79% (Aug 2025) 71.84 k 30.65 k Other 49.48
# Kaynes Technology India Private Ltd. Industrial products 3.44 261.8 3.22% 0.00% 3.4% (Dec 2024) 2.42% (Feb 2025) 37.12 k 0.00 Other 49.48
# Suzlon Energy Ltd. Heavy electrical equipment 11.31 255.6 3.15% 0.00% 4.72% (Sep 2024) 3.07% (Dec 2024) 46.43 L 0.00 Small Cap 24.3
# UNO Minda Ltd. Auto components & equipments 9.14 253.3 3.12% 0.00% 4.31% (Aug 2025) 0% (Sep 2024) 1.95 L -0.70 L Small Cap 24.3
# Ola Electric Mobility Ltd. 2/3 wheelers 6.21 250.6 3.09% 0.00% 2.2% (Aug 2025) 0% (Sep 2024) 44.00 L 12.00 L Other 49.48
# K.P.R. Mill Ltd. Other textile products 3.08 250.2 3.08% 0.00% 3.46% (Jul 2025) 0% (Sep 2024) 2.35 L 0.00 Other 49.48
# TVS Motor Company Ltd. 2/3 wheelers 6.21 247.6 3.05% 0.00% 5.62% (Aug 2025) 0% (Sep 2024) 72.00 k -0.63 L Mid Cap 15.12
# Motherson Sumi Systems Ltd. Auto components & equipments 9.14 247.2 3.05% 0.00% 4.87% (Sep 2024) 2.91% (Aug 2025) 23.40 L -1.26 L Large Cap 6
# Siemens Energy India Ltd. Power generation 3.04 247.2 3.04% 0.00% 6.78% (Aug 2025) 0% (Sep 2024) 72.00 k -0.86 L Other 49.48
# Azad Engineering Ltd. Aerospace & defense 16.83 242.2 2.98% 0.00% 2.49% (Jun 2025) 0% (Sep 2024) 1.55 L 35.00 k Other 49.48
# PTC Industries Ltd. Other industrial products 2.98 241.7 2.98% 0.00% 3.31% (Mar 2025) 2.47% (Oct 2024) 15.57 k 0.00 Small Cap 24.3
# Gabriel India Ltd. Auto components & equipments 9.14 240.8 2.97% 0.00% 2.49% (Aug 2025) 0% (Sep 2024) 2.04 L 33.88 k Small Cap 24.3
# Mahindra & Mahindra Ltd. Passenger cars & utility vehicles 2.95 239.9 2.95% 2.95% 3.63% (Apr 2025) 0% (Sep 2024) 70.00 k 70.00 k Large Cap 6
# Zen Technologies Ltd. Aerospace & defense 16.83 232.1 2.86% 0.00% 5.17% (Dec 2024) 1.95% (Aug 2025) 1.62 L 57.00 k Small Cap 24.3
# Anthem Biosciences Ltd. Biotechnology 2.85 231.4 2.85% 0.00% 3.16% (Aug 2025) 0% (Sep 2024) 3.04 L 0.00 Other 49.48
# Premier Energies Ltd. Other electrical equipment 5.66 229.9 2.83% 0.00% 3.1% (Apr 2025) 2.04% (Feb 2025) 2.25 L 0.00 Other 49.48
# Waaree Energies Ltd. Other electrical equipment 5.66 229.7 2.83% 0.00% 4.55% (Aug 2025) 0% (Sep 2024) 69.00 k -0.36 L Other 49.48
# ABB Power Products and Systems India Ltd. Heavy electrical equipment 11.31 189 2.33% 0.00% 7.02% (Jun 2025) 0% (Sep 2024) 10.50 k 0.00 Other 49.48
# Aegis Vopak Terminals Ltd. Oil storage & transportation 0.72 58.5 0.72% 0.00% 1.84% (Aug 2025) 0% (Sep 2024) 2.25 L -3.59 L Other 49.48
# Aditya Infotech Ltd. Industrial products 3.44 18.1 0.22% 0.00% 0.44% (Aug 2025) 0% (Sep 2024) 13.75 k -0.14 L Other 49.48
# TVS Motor Company Ltd. - Preference Shares 2/3 wheelers 6.21 5.4 0.07% 0.00% 0% (Oct 2025) 0% (Oct 2025) 5.40 L 0.00 Other 49.48
Prestige Estates Projects Ltd. Residential, commercial projects 340.5 0.00% -4.33% - - - - Mid Cap 15.12
Radico Khaitan Ltd. Breweries & distilleries 295.9 0.00% -3.76% - - - - Small Cap 24.3
- indicates change in weight in the portfolio. # indicates a new entry.

New Stocks added in Portfolio (in 1 month period ending 30th Sep,2025)

Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
# Mahindra & Mahindra Ltd. Passenger cars & utility vehicles 239.9 2.95% 2.95% 3.63% (Apr 2025) 0% (Sep 2024) 70.00 k 70000

Stocks removed from Portfolio (in 1 month period ending 30th Sep,2025)

Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
Prestige Estates Projects Ltd. Residential, commercial projects 340.5 0.00% -4.33% 4.58% (Jul 2025) 2.33% (Mar 2025) 0.00 -218000
Radico Khaitan Ltd. Breweries & distilleries 295.9 0.00% -3.76% 5.54% (Mar 2025) 3.31% (May 2025) 0.00 -103740

Trend in stock holdings (Top 15 Holding)

Stock Sep 2025 Aug 2025 Jul 2025 Jun 2025 May 2025 Apr 2025 Mar 2025 Feb 2025 Jan 2025 Dec 2024 Nov 2024 Oct 2024 Sep 2024
Siemens Energy India Ltd. 3.04% 6.78% 6.60% 5.20% - - - - - - - - -
Radico Khaitan Ltd. - 3.76% 3.66% 3.39% 3.31% 5.52% 5.54% 5.22% 4.85% 5.15% 5.41% 5.47% 4.83%
ABB Power Products and Systems India Ltd. 2.33% 2.55% 5.02% 7.02% 6.83% 5.74% 4.96% 4.36% 4.14% 2.09% - - -
UNO Minda Ltd. 3.12% 4.31% 3.56% 3.65% 3.36% 6.64% 4.96% 5.17% - - - - -
TVS Motor Company Ltd. 3.05% 5.62% 4.88% 4.92% 3.99% 3.56% - - - - - - -
CG Power and Industrial Solutions Ltd. 5.83% 4.97% 4.81% 4.79% 4.87% 4.95% 4.42% 3.05% 2.99% 2.72% 3.05% 3.06% 3.39%
Blue Star Ltd. - - - - - 2.92% 3.94% 4.87% 3.86% 4.03% 3.89% 4.10% 4.65%
Shaily Engineering Plastics Ltd. 4.67% 4.94% 4.34% 4.40% 5.38% 4.55% 5.11% 4.50% 3.79% 3.05% 3.06% 2.05% 2.03%
Dixon Technologies (India) Ltd. 5.53% 3.76% 3.86% 3.32% 2.95% 4.84% 3.32% 3.88% 3.69% 3.92% 3.85% 3.58% 3.61%
Bharat Dynamics Ltd. 4.82% 4.13% 4.72% 4.37% 4.57% 4.72% 5.03% 4.58% 4.13% 2.01% 2.29% 2.26% 2.48%
Amber Enterprises India Ltd. 3.39% 3.14% 3.50% 2.87% 2.78% 2.93% 4.68% 4.48% 4.57% 4.61% 4.22% 4.38% 3.59%
Bharat Electronics Ltd. 6.17% 4.42% 4.65% 4.95% 4.55% 4.14% 4.70% 4.24% 2.43% 2.16% 2.24% 2.16% 2.23%
PG Electroplast Ltd. - - - - 2.25% 3.40% 4.97% 5.45% 3.79% 4.22% 3.46% 2.95% 3.06%
Waaree Energies Ltd. 2.83% 4.55% 4.06% 4.12% 3.95% 3.84% 3.60% 3.20% 3.14% 3.32% 3.46% 3.68% -
Kalyan Jewellers India Ltd. - - - - - - - 2.93% 2.82% 3.81% 4.01% 3.80% 4.34%
Name Type of Instrument Weight (%)
TREPS TREPS 4.10%
Net Receivables Net Receivables 1.00%

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