Motilal Oswal Business Cycle Fund Direct-Growth
Motilal Oswal
Detailed equity portfolio holdings for Motilal Oswal Business Cycle Fund Direct-Growth, showing each stock's allocation percentage, monthly changes in weight, sector breakdown, and whether the fund has been increasing or decreasing its position.
31 holdings· 95.36% in equity
Equity holdings as last captured from the fund's monthly portfolio disclosure. Funds publish with a lag, so this can trail the latest disclosure by a month. Changes compare with the previous different capture.
| Stock | Allocation % | Change (pp) | Sector | Trend |
|---|---|---|---|---|
| Ellenbarrie Industrial Gases Ltd ELLEN | 6.37% | +1.12 pp | Chemicals | Increased |
| Eternal Ltd ETERNAL | 5.43% | +0.39 pp | Retail | Increased |
| Coforge Ltd COFORGE | 4.94% | -0.32 pp | Information Technology | Decreased |
| Healthcare Global Enterprises Ltd HCG | 4.29% | +0.06 pp | Healthcare Services | Increased |
| Kalyan Jewellers India Ltd KALYANKJIL | 4.17% | -0.11 pp | Consumer Goods | Decreased |
| RBL Bank Ltd RBLBANK | 3.86% | +0.02 pp | Banks | Increased |
| IndusInd Bank Ltd INDUSINDBK | 3.48% | -0.01 pp | Banks | Decreased |
| Max Healthcare Institute Ltd MAXHEALTH | 3.37% | -0.21 pp | Healthcare Services | Decreased |
| Urban Company Ltd URBANCO | 3.33% | +0.73 pp | Retail | Increased |
| Apollo Hospitals Enterprise Ltd APOLLOHOSP | 3.29% | -0.05 pp | Healthcare Services | Decreased |
| CG Power & Industrial Solutions Ltd CGPOWER | 3.22% | +0.17 pp | Capital Goods | Increased |
| Persistent Systems Ltd PERSISTENT | 3.14% | 0.00 pp | Information Technology | Unchanged |
| Ather Energy Ltd ATHERENERG | 3.12% | +0.81 pp | Automobiles | Increased |
| AU Small Finance Bank Ltd AUBANK | 2.92% | +0.09 pp | Banks | Increased |
| Bharti Airtel Ltd BHARTIARTL | 2.91% | -0.29 pp | Telecom | Decreased |
| Firstsource Solutions Ltd FSL | 2.86% | -0.43 pp | Commercial Services | Decreased |
| Biocon Ltd BIOCON | 2.80% | -0.11 pp | Healthcare | Decreased |
| Shriram Finance Ltd SHRIRAMFIN | 2.75% | +0.13 pp | Financial Services | Increased |
| One 97 Communications Ltd PAYTM | 2.69% | +0.57 pp | Financial Services | Increased |
| Uno Minda Ltd UNOMINDA | 2.61% | +0.18 pp | Automobiles | Increased |
| Emmvee Photovoltaic Power Ltd EMMVEE | 2.56% | +0.01 pp | Capital Goods | Increased |
| BSE Ltd BSE | 2.56% | +0.16 pp | Capital Markets | Increased |
| IDFC First Bank Ltd IDFCFIRSTB | 2.19% | +0.02 pp | Banks | Increased |
| ABB India Ltd ABB | 2.19% | +0.09 pp | Capital Goods | Increased |
| Muthoot Finance Ltd MUTHOOTFIN | 2.15% | -0.12 pp | Financial Services | Decreased |
| PNB Housing Finance Ltd PNBHOUSING | 2.15% | +0.16 pp | Financial Services | Increased |
| Prestige Estates Projects Ltd PRESTIGE | 2.10% | 0.00 pp | Realty | Unchanged |
| Wework India Management Ltd WEWORK | 2.09% | -0.19 pp | Commercial Services | Decreased |
| Belrise Industries Ltd BELRISE | 2.04% | -0.06 pp | Automobiles | Decreased |
| Billionbrains Garage Ventures Ltd GROWW | 1.97% | -0.04 pp | Capital Markets | Decreased |
| PG Electroplast Ltd PGEL | 1.81% | -0.12 pp | Consumer Goods | Decreased |