Motilal Oswal Large and Midcap Fund
The fund has shifted toward selective midcap opportunities while trimming large-cap banking exposure, signaling conviction in non-financial sectors. The concentrated portfolio—with top-10 holdings at 45.5% across diversified names like MCX, CG Power, and Muthoot Finance—suggests the manager favors undervalued, high-conviction picks over benchmark-heavy largecaps. Recent additions of Apollo Hospitals and Titan alongside exits from SBI and IndusInd indicate a tactical reallocation toward healthcare and consumer resilience over traditional banking, reflecting cautious positioning in an uncertain environment.
Portfolio analysis · April 2026
NAV & Returns
| Plan | NAV | 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|---|---|
| Primary | ₹34.6222 | +4.61% | +5.87% | -0.55% | +10.62% | +24.67% | +21.35% |
Portfolio Metrics(latest month)
What Changed2026-03-31 → 2026-04-30
| Stock | Weight |
|---|---|
| TRP_040526 | 2.75% |
| Apollo Hospitals Enterprise Limited | 1.45% |
| Titan Company Limited | 2.70% |
Full Holdings
| # | Holding | % to NAV |
|---|---|---|
| 1 | Multi Commodity Exchange of India Ltd INE745G01043 | 5.25% |
| 2 | CG Power and Industrial Solutions Limited INE067A01029 | 5.18% |
| 3 | Eternal Limited INE758T01015 | 5.07% |
| 4 | Muthoot Finance Ltd INE414G01012 | 5.05% |
| 5 | Billionbrains Garage Ventures Ltd INE0HOQ01053 | 4.61% |
| 6 | Shriram Finance Limited INE721A01047 | 4.31% |
| 7 | Apar Industries Ltd INE372A01015 | 4.19% |
| 8 | Waaree Energies Limited INE377N01017 | 3.98% |
| 9 | Onesource Specialty Pharma Limited INE013P01021 | 3.95% |
| 10 | PTC Industries Limited INE596F01018 | 3.95% |
| 11 | Bharat Electronics Ltd INE263A01024 | 3.88% |
| 12 | Premier Energies Limited INE0BS701011 | 3.83% |
| 13 | Ather Energy Limited INE0LEZ01016 | 3.73% |
| 14 | One 97 Communications Limited INE982J01020 | 3.55% |
| 15 | Suzlon Energy Ltd INE040H01021 | 3.55% |
| 16 | Amber Enterprises India Limited INE371P01015 | 3.41% |
| 17 | Zen Technologies Limited INE251B01027 | 3.26% |
| 18 | Samvardhana Motherson International Ltd INE775A01035 | 3.23% |
| 19 | Gujarat Fluorochemicals Limited INE09N301011 | 3.06% |
| 20 | TRP_040526 CBLO | 2.75% |
Sector Allocation
Top 10 sectors by % to NAV. Excludes derivatives.