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Motilal Oswal Manufacturing Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic
Fund House : Motilal Oswal Mutual Fund
Equity Holding : 98.41% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 98.41%
No of Stocks : 30 (Category Avg - 44.16) | Large Cap Investments : 2.91%| Mid Cap Investments : 17.39% | Small Cap Investments : 26.72% | Other : 51.38%

Portfolio Summary (as on 31st Aug,2025)

Particulars This Scheme Category
No. of Stocks 30 43.27
Top 5 Stock Weight 26.86% 32.98%
Top 10 Stock Weight 48.21% 50.14%
Top 3 Sector Weight 33.39% 43.98%
Category - Sectoral/Thematic
Particulars This Scheme Category
Average mcap (Cr) 5425.34 74993.77
Holdings in large cap stocks 2.91% 38.36%
Holdings in mid cap stocks 17.39% 14.63%
Holdings in small cap stocks 26.72% 13.31%
Category - Sectoral/Thematic

Top 10 Stocks holding in Portfolio (as on 31st Aug,2025)

Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
Siemens Energy India Ltd. Power generation 533.2 6.78% 0.18% 6.78% (Aug 2025) 0% (Sep 2024) 1.58 L 0.00
TVS Motor Company Ltd. 2/3 wheelers 442.3 5.62% 0.74% 5.62% (Aug 2025) 0% (Sep 2024) 1.35 L 0.00
CG Power and Industrial Solutions Ltd. Heavy electrical equipment 390.9 4.97% 0.16% 4.97% (Aug 2025) 2.72% (Dec 2024) 5.63 L 0.00
Shaily Engineering Plastics Ltd. Plastic products - industrial 388.4 4.94% 0.60% 5.38% (May 2025) 2.03% (Sep 2024) 1.74 L -0.38 L
Waaree Energies Ltd. Other electrical equipment 357.8 4.55% 0.49% 4.55% (Aug 2025) 0% (Sep 2024) 1.05 L 0.00
Bharat Electronics Ltd. Aerospace & defense 347.2 4.42% -0.23% 4.95% (Jun 2025) 2.16% (Dec 2024) 9.40 L 0.00
Prestige Estates Projects Ltd. Residential, commercial projects 340.5 4.33% -0.25% 4.58% (Jul 2025) 2.33% (Mar 2025) 2.18 L 0.00
UNO Minda Ltd. Auto components & equipments 338.9 4.31% 0.75% 4.31% (Aug 2025) 0% (Sep 2024) 2.65 L 0.00
Onesource Specialty Pharma Ltd. Pharmaceuticals 327.4 4.16% -0.25% 4.75% (Jun 2025) 0% (Sep 2024) 1.73 L 0.00
Bharat Dynamics Ltd. Aerospace & defense 324.5 4.13% -0.60% 5.03% (Mar 2025) 2.01% (Dec 2024) 2.26 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
View complete holding

Complete equity Portfolio (as on 31st Aug,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
Siemens Energy India Ltd. Power generation 6.78 533.2 6.78% 0.18% 6.78% (Aug 2025) 0% (Sep 2024) 1.58 L 0.00 Other 51.38
TVS Motor Company Ltd. 2/3 wheelers 7.89 442.3 5.62% 0.74% 5.62% (Aug 2025) 0% (Sep 2024) 1.35 L 0.00 Mid Cap 17.39
CG Power and Industrial Solutions Ltd. Heavy electrical equipment 10.85 390.9 4.97% 0.16% 4.97% (Aug 2025) 2.72% (Dec 2024) 5.63 L 0.00 Small Cap 26.72
Shaily Engineering Plastics Ltd. Plastic products - industrial 4.94 388.4 4.94% 0.60% 5.38% (May 2025) 2.03% (Sep 2024) 1.74 L -0.38 L Other 51.38
Waaree Energies Ltd. Other electrical equipment 7.39 357.8 4.55% 0.49% 4.55% (Aug 2025) 0% (Sep 2024) 1.05 L 0.00 Other 51.38
Bharat Electronics Ltd. Aerospace & defense 12.83 347.2 4.42% -0.23% 4.95% (Jun 2025) 2.16% (Dec 2024) 9.40 L 0.00 Mid Cap 17.39
Prestige Estates Projects Ltd. Residential, commercial projects 4.33 340.5 4.33% -0.25% 4.58% (Jul 2025) 2.33% (Mar 2025) 2.18 L 0.00 Mid Cap 17.39
UNO Minda Ltd. Auto components & equipments 9.71 338.9 4.31% 0.75% 4.31% (Aug 2025) 0% (Sep 2024) 2.65 L 0.00 Small Cap 26.72
Onesource Specialty Pharma Ltd. Pharmaceuticals 4.16 327.4 4.16% -0.25% 4.75% (Jun 2025) 0% (Sep 2024) 1.73 L 0.00 Other 51.38
Bharat Dynamics Ltd. Aerospace & defense 12.83 324.5 4.13% -0.60% 5.03% (Mar 2025) 2.01% (Dec 2024) 2.26 L 0.00 Other 51.38
Dixon Technologies (India) Ltd. Consumer electronics 3.76 296 3.76% -0.09% 4.84% (Apr 2025) 2.95% (May 2025) 17.74 k 0.00 Other 51.38
Radico Khaitan Ltd. Breweries & distilleries 3.76 295.9 3.76% 0.10% 5.54% (Mar 2025) 3.31% (May 2025) 1.04 L 0.00 Small Cap 26.72
Suzlon Energy Ltd. Heavy electrical equipment 10.85 262 3.33% -0.36% 4.72% (Sep 2024) 3.07% (Dec 2024) 46.43 L 0.00 Small Cap 26.72
Anthem Biosciences Ltd. Biotechnology 3.16 248.7 3.16% 1.10% 3.16% (Aug 2025) 0% (Sep 2024) 3.04 L 94.00 k Other 51.38
Amber Enterprises India Ltd. Household appliances 3.14 247.1 3.14% -0.35% 4.68% (Mar 2025) 2.78% (May 2025) 34.00 k 0.00 Small Cap 26.72
Cummins India Ltd. Compressors, pumps & diesel engines 3.02 237.2 3.02% 2.01% 3.02% (Aug 2025) 0% (Sep 2024) 62.00 k 40.00 k Mid Cap 17.39
K.P.R. Mill Ltd. Other textile products 2.95 231.8 2.95% -0.51% 3.46% (Jul 2025) 0% (Sep 2024) 2.35 L 0.00 Other 51.38
Motherson Sumi Systems Ltd. Auto components & equipments 9.71 228.7 2.91% -0.18% 4.87% (Sep 2024) 2.91% (Aug 2025) 24.66 L 0.00 Large Cap 2.91
Kaynes Technology India Private Ltd. Industrial products 3.33 227.3 2.89% -0.07% 3.4% (Dec 2024) 2.42% (Feb 2025) 37.12 k 0.00 Other 51.38
Premier Energies Ltd. Other electrical equipment 7.39 223.7 2.84% -0.15% 3.1% (Apr 2025) 2.04% (Feb 2025) 2.25 L 0.00 Other 51.38
PTC Industries Ltd. Other industrial products 2.77 218.1 2.77% -0.23% 3.31% (Mar 2025) 2.47% (Oct 2024) 15.57 k 0.00 Small Cap 26.72
ABB Power Products and Systems India Ltd. Heavy electrical equipment 10.85 200.7 2.55% -2.47% 7.02% (Jun 2025) 0% (Sep 2024) 10.50 k -8.85 k Other 51.38
# Gabriel India Ltd. Auto components & equipments 9.71 195.9 2.49% 2.49% 2.49% (Aug 2025) 0% (Sep 2024) 1.70 L 1.70 L Small Cap 26.72
Azad Engineering Ltd. Aerospace & defense 12.83 183.6 2.33% 0.05% 2.49% (Jun 2025) 0% (Sep 2024) 1.20 L 0.00 Other 51.38
# Ola Electric Mobility Ltd. 2/3 wheelers 7.89 173 2.20% 2.20% 2.2% (Aug 2025) 0% (Sep 2024) 32.00 L 32.00 L Other 51.38
Zen Technologies Ltd. Aerospace & defense 12.83 153.3 1.95% -0.04% 5.17% (Dec 2024) 1.95% (Aug 2025) 1.05 L 0.00 Small Cap 26.72
Aegis Vopak Terminals Ltd. Oil storage & transportation 1.84 144.7 1.84% 0.03% 1.84% (Aug 2025) 0% (Sep 2024) 5.84 L 0.00 Other 51.38
Gujarat Fluorochemicals Ltd. Specialty chemicals 1.79 140.6 1.79% -0.12% 3% (Sep 2024) 1.79% (Aug 2025) 41.19 k 0.00 Other 51.38
Aditya Infotech Ltd. Industrial products 3.33 34.8 0.44% 0.20% 0.44% (Aug 2025) 0% (Sep 2024) 27.50 k 0.00 Other 51.38
# TVS Motor Company Ltd. - Preference Shares 2/3 wheelers 7.89 5.4 0.07% 0.07% 0% (Sep 2025) 0% (Sep 2025) 5.40 L 5.40 L Other 51.38
Inox Wind Ltd. Heavy electrical equipment 10.85 180.4 0.00% -2.33% - - - - Small Cap 26.72
Mahindra & Mahindra Ltd. Passenger cars & utility vehicles 134.5 0.00% -1.74% - - - - Large Cap 2.91
Inox Wind Ltd. - Rights Heavy electrical equipment 10.85 2.4 0.00% -0.03% - - - - Other 51.38
- indicates change in weight in the portfolio. # indicates a new entry.

New Stocks added in Portfolio (in 1 month period ending 31st Aug,2025)

Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
# Ola Electric Mobility Ltd. 2/3 wheelers 173 2.20% 2.20% 2.2% (Aug 2025) 0% (Sep 2024) 32.00 L 3200000
# Gabriel India Ltd. Auto components & equipments 195.9 2.49% 2.49% 2.49% (Aug 2025) 0% (Sep 2024) 1.70 L 169957
# TVS Motor Company Ltd. - Preference Shares 2/3 wheelers 5.4 0.07% 0.07% 0% (Sep 2025) 0% (Sep 2025) 5.40 L 540000

Stocks removed from Portfolio (in 1 month period ending 31st Aug,2025)

Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
Inox Wind Ltd. Heavy electrical equipment 180.4 0.00% -2.33% 4.85% (Sep 2024) 0% (Sep 2024) 0.00 -1197000
Mahindra & Mahindra Ltd. Passenger cars & utility vehicles 134.5 0.00% -1.74% 3.63% (Apr 2025) 0% (Sep 2024) 0.00 -42000
Inox Wind Ltd. - Rights Heavy electrical equipment 2.4 0.00% -0.03% 0.03% (Jul 2025) 0% (Sep 2024) 0.00 -76730

Trend in stock holdings (Top 15 Holding)

Stock Aug 2025 Jul 2025 Jun 2025 May 2025 Apr 2025 Mar 2025 Feb 2025 Jan 2025 Dec 2024 Nov 2024 Oct 2024 Sep 2024 Aug 2024
Siemens Energy India Ltd. 6.78% 6.60% 5.20% - - - - - - - - - -
ABB Power Products and Systems India Ltd. 2.55% 5.02% 7.02% 6.83% 5.74% 4.96% 4.36% 4.14% 2.09% - - - -
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% 5.29%
TVS Motor Company Ltd. 5.62% 4.88% 4.92% 3.99% 3.56% - - - - - - - -
UNO Minda Ltd. 4.31% 3.56% 3.65% 3.36% 6.64% 4.96% 5.17% - - - - - -
Blue Star Ltd. - - - - 2.92% 3.94% 4.87% 3.86% 4.03% 3.89% 4.10% 4.65% 4.42%
Shaily Engineering Plastics Ltd. 4.94% 4.34% 4.40% 5.38% 4.55% 5.11% 4.50% 3.79% 3.05% 3.06% 2.05% 2.03% -
CG Power and Industrial Solutions Ltd. 4.97% 4.81% 4.79% 4.87% 4.95% 4.42% 3.05% 2.99% 2.72% 3.05% 3.06% 3.39% 3.58%
Amber Enterprises India Ltd. 3.14% 3.50% 2.87% 2.78% 2.93% 4.68% 4.48% 4.57% 4.61% 4.22% 4.38% 3.59% 3.84%
Suzlon Energy Ltd. 3.33% 3.69% 3.93% 4.18% 3.67% 3.22% 3.12% 3.23% 3.07% 3.46% 3.84% 4.72% 5.15%
Dixon Technologies (India) Ltd. 3.76% 3.86% 3.32% 2.95% 4.84% 3.32% 3.88% 3.69% 3.92% 3.85% 3.58% 3.61% 3.96%
Waaree Energies Ltd. 4.55% 4.06% 4.12% 3.95% 3.84% 3.60% 3.20% 3.14% 3.32% 3.46% 3.68% - -
Inox Wind Ltd. - 2.33% 3.51% 3.94% 3.80% 3.22% 3.27% 3.25% 3.10% 3.64% 4.45% 4.85% 5.21%
Kalyan Jewellers India Ltd. - - - - - - 2.93% 2.82% 3.81% 4.01% 3.80% 4.34% 4.21%
Bharat Dynamics Ltd. 4.13% 4.72% 4.37% 4.57% 4.72% 5.03% 4.58% 4.13% 2.01% 2.29% 2.26% 2.48% 2.57%
Name Type of Instrument Weight (%)
TREPS TREPS 1.28%
Net Receivables Net Receivables 0.31%

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