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Motilal Oswal Digital India Fund Direct-Growth Portfolio Analysis
Portfolio Overview
as on Sep 30, 2025| Number of stocks | 23 |
| Top 10 Stocks (%) | 60.15 % |
| Top 5 Stocks (%) | 37.51 % |
| Top 3 Stocks (%) | 25.17 % |
Portfolio Aggregates
as on Sep 30, 2025Large Cap Stocks (%)
13.730985 %
This fund
Vs
54.0 %
Category
Mid Cap Stocks (%)
28.308468 %
This fund
Vs
21.24 %
Category
Small Cap Stocks (%)
56.390547000000005 %
This fund
Vs
24.76 %
Category
Tiny Cap Stocks (%)
0.0 %
This fund
Vs
0.0 %
Category
Historical Trend in Sector Stocks Holding
as on Sep 30, 2025- %
- #
| Sector | Sep 25 | Aug 25 | May 25 | Apr 25 | Dec 24 | Nov 24 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Technology | 57.66 % | 485.41 Cr | 53.660000000000004 % | 448.49 Cr | 65.01 % | 517.22 Cr | 66.22000000000001 % | 474.13 Cr | 59.38 % | 458.72 Cr | 50.36000000000001 % | 344.68 Cr | |
| Services | 35.35 % | 297.52 Cr | 36.56 % | 305.7 Cr | 23.64 % | 188.11 Cr | 24.979999999999997 % | 178.9 Cr | 34.59 % | 267.22 Cr | 32.44 % | 221.89 Cr | |
| Capital Goods | 4.79 % | 40.34 Cr | 5.15 % | 43.07 Cr | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Communication | 0.62 % | 5.22 Cr | 0.65 % | 5.39 Cr | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 |
Complete Current Stock Holdings
as on Sep 30, 2025| Stocks | Sectors | % of holding | Value | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| Eternal Ltd. | Services | 9.48 % | 79.8 Cr | 8.72% | ||
| Coforge Ltd. | Technology | 8.2 % | 68.98 Cr | 4.5% | ||
| PB Fintech Ltd. | Services | 7.49 % | 63.01 Cr | 9.35% | ||
| Zensar Technologies Ltd. | Technology | 6.94 % | 58.44 Cr | 5.82% | ||
| Affle (India) Ltd. | Technology | 5.4 % | 45.48 Cr | 6.86% | ||
| Syrma SGS Technology Ltd. | Capital Goods | 4.79 % | 40.34 Cr | -- | ||
| RateGain Travel Technologies Ltd. | Technology | 4.74 % | 39.85 Cr | 5.15% | ||
| BlackBuck Ltd. | Services | 4.46 % | 37.51 Cr | -- | ||
| Sonata Software Ltd. | Technology | 4.36 % | 36.67 Cr | 3.39% | ||
| Hexaware Technologies Ltd. | Technology | 4.29 % | 36.12 Cr | -- | ||
| CE Info Systems Ltd. | Technology | 4.28 % | 36.04 Cr | 4.2% | ||
| Persistent Systems Ltd. | Technology | 4.25 % | 35.78 Cr | 2.47% | ||
| Info Edge (India) Ltd. | Services | 4.25 % | 35.75 Cr | 7.69% | ||
| Mphasis Ltd. | Technology | 4.08 % | 34.38 Cr | 3.78% | ||
| Netweb Technologies India Ltd. | Technology | 4.02 % | 33.81 Cr | -- | ||
| eClerx Services Ltd. | Services | 3.7 % | 31.18 Cr | -- | ||
| Birlasoft Ltd. | Technology | 3.65 % | 30.75 Cr | 5.31% | ||
| Indiamart Intermesh Ltd. | Services | 3.29 % | 27.65 Cr | 4.19% | ||
| Unicommerce ESolutions Ltd. | Technology | 2.08 % | 17.54 Cr | 1.62% | ||
| TeamLease Services Ltd. | Services | 2.06 % | 17.37 Cr | 2.34% | ||
| Zaggle Prepaid Ocean Services Ltd. | Technology | 1.37 % | 11.51 Cr | 1.93% | ||
| Aditya Infotech Ltd. | Communication | 0.62 % | 5.22 Cr | -- | ||
| Yatra Online Ltd. | Services | 0.62 % | 5.23 Cr | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Netweb Technologies India Ltd. | Technology | 33.81 Cr | -- | 33.81 Cr |
| Mphasis Ltd. | Technology | 34.38 Cr | 18.79 Cr | 15.58 Cr |
| RateGain Travel Technologies Ltd. | Technology | 39.85 Cr | 33.6 Cr | 6.25 Cr |
| Yatra Online Ltd. | Services | 5.23 Cr | -- | 5.23 Cr |
| Unicommerce ESolutions Ltd. | Technology | 17.54 Cr | 14.52 Cr | 3.01 Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Affle (India) Ltd. | Technology | 45.48 Cr | 49.55 Cr | 4.07 Cr |
| Hexaware Technologies Ltd. | Technology | 36.12 Cr | 40.82 Cr | 4.7 Cr |
| Indiamart Intermesh Ltd. | Services | 27.65 Cr | 32.88 Cr | 5.23 Cr |
| Coforge Ltd. | Technology | 68.98 Cr | 74.76 Cr | 5.78 Cr |
| Indegene Ltd. | Healthcare | -- | 23.61 Cr | 23.61 Cr |