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%
Electrical Equipment
13.56%
Consumer Durables
11.15%
Auto Components
10.90%
Industrial Products
10.21%
Pharmaceuticals & Biotechnology
9.28%
Petroleum Products
8.07%
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 Limited4.58%28.04
13Mahindra & Mahindra Limited3.25%19.90
22Ather Energy Limited2.69%16.50
23Bajaj Auto Limited2.19%13.38
24TVS Motor Company Limited2.10%12.88
Electrical Equipment 4 stocks13.56%
6Waaree Energies Limited4.18%25.62
7ABB India Limited3.97%24.31
12Azad Engineering Ltd3.41%20.87
25Bharat Heavy Electricals Limited2.00%12.28
Consumer Durables 4 stocks11.15%
8Shaily Engineering Plastics Limited3.80%23.28
20Blue Star Limited2.71%16.61
21PG Electroplast Limited2.69%16.45
26Havells India Limited1.95%11.94
Auto Components 3 stocks10.90%
9UNO Minda Limited3.77%23.07
10Gabriel India Limited3.66%22.38
11Samvardhana Motherson International Limited3.47%21.22
Industrial Products 3 stocks10.21%
5KEI Industries Limited4.22%25.85
14PTC Industries Limited3.18%19.48
18Supreme Industries Limited2.81%17.18
Pharmaceuticals & Biotechnology 2 stocks9.28%
2Sun Pharmaceutical Industries Limited6.19%37.92
15Lupin Limited3.09%18.93
Petroleum Products 2 stocks8.07%
1Reliance Industries Limited6.25%38.27
27Hindustan Petroleum Corporation Limited1.82%11.16
Aerospace & Defense 1 stocks5.53%
3Bharat Electronics Limited5.53%33.85
Textiles & Apparels 1 stocks3.07%
16K.P.R. Mill Limited3.07%18.79
Ferrous Metals 1 stocks3.00%
17Jindal Steel Limited3.00%18.39
Power 1 stocks2.80%
19NTPC Limited2.80%17.17