Portfolio Holdings
As of 31 Mar 2026
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Motilal Oswal Infrastructure Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Electrical Equipment
16.09%
Petroleum Products
11.24%
Power
9.83%
Construction
8.89%
Telecom - Services
7.33%
Auto Components
6.60%
Industrial Products
6.55%
Aerospace & Defense
6.22%
Healthcare Services
5.01%
Capital Markets
3.81%
Consumer Durables
2.58%
Others
2.10%

All Holdings

Complete list of 23 stocks, grouped by sector. Filter by industry to focus.

23 holdings58.6% top 10 weight13 sectors
#Stock% of NAVValue (₹Cr)
Electrical Equipment 5 stocks16.09%
6Waaree Energies Limited4.74%5.38
10GE Vernova T&D India Limited3.88%4.40
12ABB India Ltd3.45%3.91
17Bharat Heavy Electricals Ltd2.16%2.46
18Suzlon Energy Ltd1.86%2.11
Petroleum Products 2 stocks11.24%
1Reliance Industries Ltd9.50%10.77
20Hindustan Petroleum Corporation Ltd1.74%1.98
Power 2 stocks9.83%
5NTPC Ltd5.42%6.15
7Power Grid Corporation of India Ltd4.41%5.00
Construction 1 stocks8.89%
2Larsen & Toubro Ltd8.89%10.09
Telecom - Services 1 stocks7.33%
3Bharti Airtel Ltd7.33%8.31
Auto Components 2 stocks6.60%
8UNO Minda Ltd4.23%4.80
16Gabriel India Limited2.37%2.68
Industrial Products 2 stocks6.55%
9KSB Limited4.02%4.55
15Supreme Industries Limited2.53%2.87
Aerospace & Defense 1 stocks6.22%
4Bharat Electronics Ltd6.22%7.05
Healthcare Services 3 stocks5.01%
13Apollo Hospitals Enterprise Limited3.07%3.49
19Aster DM Healthcare Limited1.79%2.03
23HealthCare Global Enterprises Ltd.0.15%0.17
Capital Markets 1 stocks3.81%
11Multi Commodity Exchange of India Ltd3.81%4.32
Consumer Durables 1 stocks2.58%
14Blue Star Ltd2.58%2.92
Services 1 stocks1.49%
21Fractal Analytics Ltd1.49%1.69
Transport Services 1 stocks0.61%
22Shadowfax Technologies Limited0.61%0.69