Motilal Oswal Innovation Opportunities Fund
Motilal Oswal Mutual Fund·Sectoral / Thematic·vs Nifty 500 TRI
The fund is positioned for India's structural growth in technology, manufacturing, and energy transition, with meaningful exposure to semiconductor plays and renewable energy. The manager has sharpened conviction in high-growth themes, evidenced by fresh bets on EV mobility and electronics while trimming financial sector exposure, signaling a pivot toward innovation-driven narratives. However, the concentrated top-10 weighting of 43.7% and elevated cash suggest selective deployment amid market volatility.
Portfolio analysis · April 2026
NAV & Returns
| Plan | NAV | 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|---|---|
| Direct Growth | ₹12.6985 | — | — | — | — | — | — |
| Regular Growth | ₹12.4810 | +6.67% | +2.83% | -4.61% | +8.75% | — | — |
| Direct IDCW | ₹12.6977 | — | — | — | — | — | — |
| Regular IDCW | ₹12.4812 | — | — | — | — | — | — |
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Portfolio Metrics(latest month)
Holdings
29
Top 5 Weight
25.25%
Top 10 Weight
43.67%
Active Share
—
Large Cap
8.47%
Gini
0.146
What Changed2026-03-31 → 2026-04-30
Holdings: 30 → 30+3 added−3 removed19 weight shifts ≥ 0.1%
| Stock | Weight |
|---|---|
| TRP_040526 | 7.61% |
| GNG Electronics Ltd | 2.07% |
| Ola Electric Mobility Ltd | 2.21% |
Full Holdings
| # | Holding | % to NAV |
|---|---|---|
| 1 | TRP_040526 CBLO | 7.61% |
| 2 | Emmvee Photovoltaic Power Limited INE1C6T01020 | 5.09% |
| 3 | CG Power and Industrial Solutions Limited INE067A01029 | 4.59% |
| 4 | JM Financial Ltd INE780C01023 | 3.99% |
| 5 | Avalon Technologies Limited INE0LCL01028 | 3.96% |
| 6 | Aditya Birla Sun Life AMC Limited INE404A01024 | 3.90% |
| 7 | Interglobe Aviation Ltd INE646L01027 | 3.88% |
| 8 | Global Health Limited INE474Q01031 | 3.58% |
| 9 | Syrma SGS Technology Ltd INE0DYJ01015 | 3.54% |
| 10 | Dixon Technologies (India) Limited INE935N01020 | 3.53% |
| 11 | PG Electroplast Limited INE457L01029 | 3.48% |
| 12 | Allied Blenders And Distillers Limited INE552Z01027 | 3.47% |
| 13 | Le Travenues Technology Ltd INE0HV901016 | 3.41% |
| 14 | Clean Science and Technology Limited INE227W01023 | 3.37% |
| 15 | Amagi Media Labs Limited INE121R01077 | 3.37% |
| 16 | Bharat Heavy Electricals Ltd INE257A01026 | 3.36% |
| 17 | Pine Labs Limited INE15B701018 | 3.19% |
| 18 | Restaurant Brands Asia Limited INE07T201019 | 3.11% |
| 19 | Aditya Vision Ltd INE679V01027 | 3.11% |
| 20 | Eris Lifesciences Limited INE406M01024 | 3.07% |
Sector Allocation
IT - Services7.6%
Cash & Equivalent5.1%
Auto Components4.6%
Services4.0%
Electronic Components3.9%
Industrial Manufacturing3.5%
Consumer Durables3.5%
Power3.4%
Automobiles3.4%
Healthcare Services3.4%
Top 10 sectors by % to NAV. Excludes derivatives.