Which mutual funds hold Motilal Oswal Financial Services?
104 Direct Growth mutual fund schemes held Motilal Oswal Financial Services (Financial Services) at the end of Aug 2026, 1 fewer than in Jul 2026. The largest position was in Tata Value Fund, at 5.30% of the scheme.
Portfolios as of Aug 2026 · ISIN INE338I01027
- Schemes holding
- 104
- New entries
- 5
- Fully exited
- 6
- Increased
- 39
- Decreased
- 12
- Average weight
- 0.98%
By fund type: Index 45 · Equity 39 · Hybrid 16 · Other 4
What changed in Aug 2026
vs Jul 2026 · by number of sharesNew entries (5)
- TRUSTMF Mid Cap Fund Mid Cap— → 2.03%
- TRUSTMF Large & Midcap Fund Large & Mid Cap— → 1.83%
- LIC Mf Large & Mid Cap Fund Large & Mid Cap— → 1.51%
- WhiteOak Capital Banking & Financial Services Fund Sectoral / Thematic— → 0.97%
- TRUSTMF Flexi Cap Fund Flexi Cap— → 0.91%
Fully exited (6)
- ITI Value Fund Value1.10%
- Tata Multicap Fund Multi Cap0.71%
- Tata Banking And Financial Services Fund Sectoral / Thematic0.40%
- Bandhan Small Cap Fund Small Cap0.15%
- Bandhan Mid Cap Fund Mid Cap0.05%
- HSBC Arbitrage Fund Arbitrage0.01%
Increased (39)
- Tata Nifty Capital Markets Index Fund Equity Index3.13% → 3.71%
- Motilal Oswal Nifty Capital Market Index Fund Equity Index3.12% → 3.70%
- LIC Mf Banking and Financial Services Fund Sectoral / Thematic2.19% → 3.15%
- LIC Mf Mid Cap Fund Mid Cap1.85% → 2.91%
- The Wealth Company Small Cap Fund Small Cap0.56% → 2.91%
- Helios Mid Cap Fund Mid Cap2.15% → 2.43%
- Edelweiss BSE Internet Economy Index Fund Equity Index1.83% → 2.09%
- WhiteOak Capital Mid Cap Fund Mid Cap1.11% → 1.91%
- The Wealth Company Multi Asset Allocation Fund Multi Asset Allocation0.44% → 1.90%
- UTI Large & Mid Cap Fund Large & Mid Cap1.18% → 1.67%
- UTI Nifty Midcap 150 Quality 50 Index Fund Equity Index1.24% → 1.50%
- HSBC Flexi Cap Fund Flexi Cap0.84% → 1.31%
- WhiteOak Capital Multi Cap Fund Multi Cap0.53% → 0.68%
- Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 Etf Fund of Fund Other0.49% → 0.58%
- UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Equity Index0.49% → 0.58%
- Tata Nifty Midcap 150 Index Fund Equity Index0.32% → 0.39%
- Baroda BNP Paribas Nifty Midcap 150 Index Fund Equity Index0.31% → 0.38%
- DSP Nifty Midcap 150 Index Fund Equity Index0.32% → 0.38%
- Groww Nifty Midcap 150 Index Fund Equity Index0.32% → 0.38%
- HDFC Nifty Midcap 150 Index Fund Equity Index0.32% → 0.38%
- ICICI Prudential Nifty Midcap 150 Index Fund Equity Index0.32% → 0.38%
- Kotak Nifty Midcap 150 Index Fund Equity Index0.32% → 0.38%
- Nippon India Nifty Midcap 150 Index Fund Equity Index0.32% → 0.38%
- SBI Nifty Midcap 150 Index Fund Equity Index0.32% → 0.38%
- UTI Nifty Midcap 150 Index Fund Equity Index0.32% → 0.38%
- Navi Nifty midsmallcap 400 Index Fund Equity Index0.21% → 0.25%
- Zerodha Nifty MidSmallcap400 50:50 Index Fund Equity Index0.16% → 0.20%
- HDFC Nifty LargeMidcap 250 Index Fund Equity Index0.16% → 0.19%
- ICICI Prudential Nifty LargeMidcap 250 Index Fund Equity Index0.16% → 0.19%
- Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund Equity Index0.16% → 0.19%
- Zerodha Nifty LargeMidcap 250 Index Fund Equity Index0.16% → 0.19%
- Zerodha Life Cycle Fund 2041 Other0.12% → 0.15%
- Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Debt Index0.11% → 0.14%
- Zerodha Nifty LargeMidcap250 Plus 8-13 Yr G-Sec 70:30 Index Fund Debt Index0.11% → 0.14%
- Zerodha Life Cycle Fund 2036 Other0.09% → 0.12%
- DSP Nifty 500 Index Fund Equity Index0.07% → 0.08%
- HDFC BSE 500 Index Fund Equity Index0.07% → 0.08%
- ICICI Prudential Nifty 500 Index Fund Equity Index0.07% → 0.08%
- HDFC Arbitrage Fund Arbitrage0.02% → 0.03%
Decreased (12)
- JM Value Fund Value1.48% → 1.72%
- Nippon India Nifty 500 Quality 50 Index Fund Equity Index1.13% → 1.38%
- Axis Nifty500 Quality 50 Index Fund Equity Index1.12% → 1.36%
- Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Equity Index0.74% → 0.87%
- Mirae Asset Nifty India New Age Consumption Etf Fund of Fund Other0.52% → 0.63%
- Mirae Asset Arbitrage Fund Arbitrage0.47% → 0.45%
- Bandhan Nifty Midcap 150 Index Fund Equity Index0.32% → 0.38%
- JioBlackRock Nifty Midcap 150 Index Fund Equity Index0.32% → 0.38%
- WhiteOak Capital Arbitrage Fund Arbitrage0.34% → 0.27%
- Aditya Birla Sun Life Arbitrage Fund Arbitrage0.12% → 0.08%
- Invesco India Arbitrage Fund Arbitrage0.06% → 0.03%
- Axis Arbitrage Fund Arbitrage0.02% → 0.01%
Weight shown as last month → this month. Only the 1,622 schemes with portfolios for both months are compared.
All 104 schemes holding Motilal Oswal Financial Services
Sorted by weight in the scheme| # | Scheme | Category | Weight | Shares | This month |
|---|---|---|---|---|---|
| 1 | Tata | Value | 5.30% | 44,01,000 | Unchanged |
| 2 | Helios Financial Services Fund Helios | Sectoral / Thematic | 4.20% | 84,851 | Unchanged |
| 3 | Tata Nifty Capital Markets Index Fund Tata | Equity Index | 3.71% | 3,48,469 | Increased |
| 4 | Motilal Oswal Nifty Capital Market Index Fund Motilal Oswal | Equity Index | 3.70% | 2,41,112 | Increased |
| 5 | LIC Mf Banking and Financial Services Fund LIC | Sectoral / Thematic | 3.15% | 82,991 | Increased |
| 6 | LIC Mf Mid Cap Fund LIC | Mid Cap | 2.91% | 1,09,502 | Increased |
| 7 | The Wealth Company Small Cap Fund The Wealth Company | Small Cap | 2.91% | 36,000 | Increased |
| 8 | Tata | ELSS (Tax Saver) | 2.70% | 12,31,123 | Unchanged |
| 9 | Helios Mid Cap Fund Helios | Mid Cap | 2.43% | 5,19,137 | Increased |
| 10 | HSBC Financial Services Fund HSBC | Sectoral / Thematic | 2.42% | 2,23,800 | Unchanged |
| 11 | JM Mid Cap Fund JM Financial | Mid Cap | 2.29% | 2,98,427 | Unchanged |
| 12 | Edelweiss BSE Internet Economy Index Fund Edelweiss | Equity Index | 2.09% | 8,172 | Increased |
| 13 | TRUSTMF Mid Cap Fund Trust | Mid Cap | 2.03% | 1,14,585 | New entry |
| 14 | WhiteOak Capital Mid Cap Fund WhiteOak Capital | Mid Cap | 1.91% | 13,67,686 | Increased |
| 15 | The Wealth Company Multi Asset Allocation Fund The Wealth Company | Multi Asset Allocation | 1.90% | 38,000 | Increased |
| 16 | TRUSTMF Large & Midcap Fund Trust | Large & Mid Cap | 1.83% | 64,056 | New entry |
| 17 | Kotak Mahindra | Large & Mid Cap | 1.74% | 54,00,000 | Unchanged |
| 18 | JM Value Fund JM Financial | Value | 1.72% | 1,35,000 | Decreased |
| 19 | HSBC Business Cycles Fund HSBC | Sectoral / Thematic | 1.70% | 2,00,000 | Unchanged |
| 20 | UTI | Large & Mid Cap | 1.67% | 10,41,598 | Increased |
| 21 | Navi Flexi Cap Fund Navi | Flexi Cap | 1.56% | 44,500 | Unchanged |
| 22 | ITI Large & Midcap Fund ITI | Large & Mid Cap | 1.55% | 1,08,511 | Unchanged |
| 23 | HSBC Small Cap Fund HSBC | Small Cap | 1.54% | 28,21,718 | Unchanged |
| 24 | LIC Mf Large & Mid Cap Fund LIC | Large & Mid Cap | 1.51% | 4,62,000 | New entry |
| 25 | DSP Nifty Midcap 150 Quality 50 Index Fund DSP | Equity Index | 1.50% | 14,548 | Unchanged |
| 26 | UTI Nifty Midcap 150 Quality 50 Index Fund UTI | Equity Index | 1.50% | 39,011 | Increased |
| 27 | HSBC Aggressive Hybrid Fund HSBC | Aggressive Hybrid | 1.44% | 8,10,900 | Unchanged |
| 28 | Tata Dividend Yield Fund Tata | Dividend Yield | 1.42% | 1,57,000 | Unchanged |
| 29 | Helios Large & Mid Cap Fund Helios | Large & Mid Cap | 1.39% | 1,96,062 | Unchanged |
| 30 | Helios Flexi Cap Fund Helios | Flexi Cap | 1.38% | 11,59,078 | Unchanged |
| 31 | ITI | Mid Cap | 1.38% | 2,03,804 | Unchanged |
| 32 | Nippon India Nifty 500 Quality 50 Index Fund Nippon India | Equity Index | 1.38% | 5,762 | Decreased |
| 33 | Axis Nifty500 Quality 50 Index Fund Axis | Equity Index | 1.36% | 10,512 | Decreased |
| 34 | HSBC | Flexi Cap | 1.31% | 7,55,919 | Increased |
| 35 | JM Financial | Aggressive Hybrid | 1.28% | 86,000 | Unchanged |
| 36 | Sundaram | Mid Cap | 1.28% | 18,17,907 | Unchanged |
| 37 | UTI Small Cap Fund UTI | Small Cap | 1.27% | 6,65,958 | Unchanged |
| 38 | Helios Small Cap Fund Helios | Small Cap | 1.22% | 2,03,293 | Unchanged |
| 39 | Sundaram Financial Services Opportunities Fund Sundaram | Sectoral / Thematic | 1.21% | 2,00,000 | Unchanged |
| 40 | Navi Large & Midcap Fund Navi | Large & Mid Cap | 1.13% | 34,000 | Unchanged |
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Book a free 30-min call →Data: each AMC’s SEBI-mandated monthly portfolio disclosure, Aug 2026 (compared with Jul 2026). Holdings change after month-end. Direct Plan – Growth schemes only; one row per scheme. Changes are measured by number of shares or units, not portfolio weight. Not investment advice, and not a recommendation to buy, sell or hold any security or scheme. Mutual fund investments are subject to market risks, read all scheme related documents carefully.