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Motilal Oswal Business Cycle Fund Direct-Growth Portfolio Analysis
Portfolio Summary
| Number of stocks | 18 |
| Top 10 Stocks (%) | 72.35000000000001 % |
| Top 5 Stocks (%) | 45.11 % |
| Top 3 Stocks (%) | 29.200000000000003 % |
Portfolio Aggregates
Large Cap Stocks (%) 60.69
30.2 %
This fund
Vs
60.69 %
Category
Mid Cap Stocks (%)
38.92%
This fund
Vs
19.15%
Category
Small Cap Stocks (%)
30.88%
This fund
Vs
20.16%
Category
Tiny Cap Stocks (%)
0.0%
This fund
Vs
0.0%
Category
Historical Trend in Sector Stocks Holding
- %
- #
| Sector Allocation | May 25 | Apr 25 | Dec 24 | Nov 24 | Oct 24 | Sep 24 | Aug 24 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Goods | 15.760000000000002 % | 301.08 Crs | 18.14 % | 316.45 Crs | 15.64 % | 281.29 Crs | 9.44 % | 127.71 Crs | 7.13 % | 81 Crs | 7.53 % | 77.37 Crs | 5.74 % | 44.96 Crs | |
| Technology | 14.330000000000002 % | 273.95 Crs | 17.3 % | 302.05 Crs | 12.96 % | 233.04 Crs | 9.31 % | 125.94 Crs | 10.120000000000001 % | 114.97 Crs | 11.48 % | 118.01 Crs | 4.02 % | 31.54 Crs | |
| Services | 8.580000000000002 % | 163.69 Crs | 4.119999999999999 % | 71.96 Crs | 17.77 % | 319.5 Crs | 26.240000000000002 % | 354.97 Crs | 22.88 % | 259.74 Crs | 9.71 % | 99.71 Crs | 14.120000000000001 % | 110.6 Crs | |
| Materials | 11.68 % | 223.11 Crs | 9.7 % | 169.16 Crs | 5.97 % | 107.37 Crs | 9.59 % | 129.73 Crs | 7.99 % | 90.77 Crs | 8.84 % | 90.88 Crs | 8.75 % | 68.54 Crs | |
| Consumer Discretionary | 11.16 % | 213.16 Crs | 9.9 % | 172.87 Crs | 10.07 % | 181.08 Crs | 12.049999999999999 % | 163 Crs | 13.56 % | 154.06 Crs | 8.35 % | 85.8 Crs | 9.23 % | 72.28 Crs | |
| Healthcare | 6.7299999999999995 % | 128.55 Crs | 7.27 % | 126.87 Crs | 3.53 % | 63.44 Crs | 4.83 % | 65.31 Crs | 4.16 % | 47.23 Crs | 0 % | 0 | 0 % | 0 | |
| Communication | 2.94 % | 56.07 Crs | 3.24 % | 56.53 Crs | 4.91 % | 88.3 Crs | 5.39 % | 72.94 Crs | 6.37 % | 72.39 Crs | 7.63 % | 78.44 Crs | 9.14 % | 71.59 Crs | |
| Financial | 2.81 % | 53.65 Crs | 2.49 % | 43.38 Crs | 4.98 % | 89.61 Crs | 7.640000000000001 % | 103.39 Crs | 8.09 % | 91.84 Crs | 10.61 % | 109.08 Crs | 8.4 % | 65.78 Crs |
Complete Current Stock Holdings
| Stocks | Sectors | % of holding | Value in (Cr) | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| Shaily Engineering Plastics Ltd. | Materials | 10.56% | 201.68Cr | 5.97% | 8.84% | |
| Coforge Ltd. | Technology | 10.07% | 192.38Cr | 9.4% | 7.71% | |
| Trent Ltd. | Services | 8.57% | 163.66Cr | 8.91% | 5.53% | |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | 8.07% | 154.11Cr | 7.46% | 8.35% | |
| Polycab India Ltd. | Capital Goods | 7.84% | 149.77Cr | 9.1% | 5.08% | |
| Persistent Systems Ltd. | Technology | 7.82% | 149.4Cr | -- | -- | |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 5.39% | 103Cr | -- | -- | |
| PG Electroplast Ltd. | Capital Goods | 5.05% | 96.43Cr | 6.54% | -- | |
| Healthcare Global Enterprises Ltd. | Healthcare | 4.97% | 94.92Cr | 3.53% | -- | |
| Dixon Technologies (India) Ltd. | Capital Goods | 4.01% | 76.68Cr | -- | -- | |
| One97 Communications Ltd. | Services | 3.73% | 71.23Cr | 7.91% | -- | |
| Sky Gold And Diamonds Ltd. | Consumer Discretionary | 3.09% | 59.05Cr | 2.61% | -- | |
| Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | 2.94% | -- | -- | ||
| Bajaj Holdings & Investment Ltd. | Financial | 2.81% | 53.65Cr | -- | -- | |
| V2 Retail Ltd. | Services | 1.95% | 37.2Cr | -- | -- | |
| Onesource Specialty Pharma Ltd. | Healthcare | 1.76% | 33.63Cr | -- | -- | |
| Eternal Ltd. | Services | 1.54% | 29.39Cr | 0.95% | 2.66% | |
| Supreme Petrochem Ltd. | Materials | 1.12% | 21.43Cr | -- | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Shaily Engineering Plastics Ltd. | Materials | 201.68Cr | 153Cr | 48.68Cr |
| Eternal Ltd. | Services | 29.39Cr | -- | 29.39Cr |
| Sky Gold And Diamonds Ltd. | Consumer Discretionary | 59.05Cr | 40.53Cr | 18.52Cr |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 103Cr | 89.71Cr | 13.28Cr |
| PG Electroplast Ltd. | Capital Goods | 96.43Cr | 84.42Cr | 12Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Onesource Specialty Pharma Ltd. | Healthcare | 33.63Cr | 28.44Cr | 5.18Cr |
| V2 Retail Ltd. | Services | 37.2Cr | 33.74Cr | 3.45Cr |
| Healthcare Global Enterprises Ltd. | Healthcare | 94.92Cr | 98.42Cr | 3.5Cr |
| Coforge Ltd. | Technology | 192.38Cr | 182.62Cr | 21.29Cr |
| Polycab India Ltd. | Capital Goods | 149.77Cr | 138Cr | 48.1Cr |