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

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Automobiles
14.81%
Industrial Products
14.01%
Electrical Equipment
13.56%
Auto Components
10.90%
Pharmaceuticals & Biotechnology
9.28%
Petroleum Products
8.07%
Consumer Durables
7.35%
Aerospace & Defense
5.53%
Textiles & Apparels
3.07%
Ferrous Metals
3.00%
Power
2.80%

All Holdings

Complete list of 27 stocks, grouped by sector. Filter by industry to focus.

27 holdings46.2% top 10 weight11 sectors
#Stock% of NAVValue (₹Cr)
Automobiles 5 stocks14.81%
4Maruti Suzuki India Ltd4.58%28.04
13Mahindra & Mahindra Ltd3.25%19.90
21Ather Energy Limited2.69%16.50
23Bajaj Auto Ltd2.19%13.38
24TVS Motor Company Ltd2.10%12.88
Industrial Products 4 stocks14.01%
5KEI Industries Limited4.22%25.85
8Shaily Engineering Plastics Limited3.80%23.28
14PTC Industries Limited3.18%19.48
18Supreme Industries Limited2.81%17.18
Electrical Equipment 4 stocks13.56%
6Waaree Energies Limited4.18%25.62
7ABB India Ltd3.97%24.31
12Azad Engineering Ltd3.41%20.87
25Bharat Heavy Electricals Ltd2.00%12.28
Auto Components 3 stocks10.90%
9UNO Minda Ltd3.77%23.07
10Gabriel India Limited3.66%22.38
11Samvardhana Motherson International Ltd3.47%21.22
Pharmaceuticals & Biotechnology 2 stocks9.28%
2Sun Pharmaceutical Industries Limited6.19%37.92
15Lupin Ltd3.09%18.93
Petroleum Products 2 stocks8.07%
1Reliance Industries Ltd6.25%38.27
27Hindustan Petroleum Corporation Ltd1.82%11.16
Consumer Durables 3 stocks7.35%
20Blue Star Ltd2.71%16.61
22PG Electroplast Limited2.69%16.45
26Havells India Ltd1.95%11.94
Aerospace & Defense 1 stocks5.53%
3Bharat Electronics Ltd5.53%33.85
Textiles & Apparels 1 stocks3.07%
16K.P.R. Mill Limited3.07%18.79
Ferrous Metals 1 stocks3.00%
17Jindal Steel Ltd3.00%18.39
Power 1 stocks2.80%
19NTPC Ltd2.80%17.17