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Motilal Oswal Nifty 500 Momentum 50 Index Fund Direct-Growth Portfolio Analysis
Portfolio Summary
| Number of stocks | 51 |
| Top 10 Stocks (%) | 48.93 % |
| Top 5 Stocks (%) | 26.96 % |
| Top 3 Stocks (%) | 17.24 % |
Portfolio Aggregates
Large Cap Stocks (%) 57.61
33.59 %
This fund
Vs
57.61 %
Category
Mid Cap Stocks (%)
49.77%
This fund
Vs
27.86%
Category
Small Cap Stocks (%)
16.64%
This fund
Vs
14.53%
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Services | 30.26 % | 198.63 Crs | 29.62 % | 176.62 Crs | 29.669999999999998 % | 141.53 Crs | 14.52 % | 67.33 Crs | 15.43 % | 62.06 Crs | 14.3 % | 46.77 Crs | |
| Healthcare | 16.939999999999998 % | 111.15 Crs | 17.35 % | 103.42 Crs | 16.490000000000002 % | 78.7 Crs | 1.39 % | 6.43 Crs | 1.45 % | 5.81 Crs | 1.42 % | 4.64 Crs | |
| Technology | 15.620000000000001 % | 102.51 Crs | 15.31 % | 91.28 Crs | 16.700000000000003 % | 79.66 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Capital Goods | 9.7 % | 63.64 Crs | 10.059999999999999 % | 59.91 Crs | 11.12 % | 53.02 Crs | 35.72 % | 165.7 Crs | 34.739999999999995 % | 139.7 Crs | 34.18 % | 111.68 Crs | |
| Automobile | 5.38 % | 35.28 Crs | 5.58 % | 33.22 Crs | 4.99 % | 23.79 Crs | 12.86 % | 59.73 Crs | 13.229999999999999 % | 53.21 Crs | 14.42 % | 47.13 Crs | |
| Consumer Staples | 4.59 % | 30.08 Crs | 4.82 % | 28.71 Crs | 4.14 % | 19.76 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Consumer Discretionary | 4.4399999999999995 % | 29.13 Crs | 4.44 % | 26.45 Crs | 5.49 % | 26.21 Crs | 1.06 % | 4.91 Crs | 0.97 % | 3.88 Crs | 0.99 % | 3.24 Crs | |
| Financial | 4.35 % | 28.61 Crs | 4.4399999999999995 % | 26.41 Crs | 4.55 % | 21.65 Crs | 14.380000000000003 % | 66.75 Crs | 13.969999999999999 % | 56.18 Crs | 13.509999999999998 % | 44.14 Crs | |
| Chemicals | 3.58 % | 23.45 Crs | 3.4699999999999998 % | 20.74 Crs | 3.0599999999999996 % | 14.58 Crs | 1.18 % | 5.45 Crs | 1.13 % | 4.55 Crs | 1.17 % | 3.81 Crs | |
| Energy | 2.1399999999999997 % | 14.06 Crs | 2.32 % | 13.8 Crs | 1.08 % | 5.13 Crs | 11.2 % | 51.94 Crs | 11.879999999999999 % | 47.76 Crs | 12.32 % | 40.27 Crs | |
| Metals & Mining | 2.04 % | 13.37 Crs | 1.8599999999999999 % | 11.07 Crs | 1.9 % | 9.07 Crs | 3.08 % | 14.28 Crs | 3.05 % | 12.26 Crs | 3.0199999999999996 % | 9.86 Crs | |
| Construction | 0.61 % | 3.97 Crs | 0.51 % | 3.06 Crs | 0.85 % | 4.04 Crs | 3.61 % | 16.71 Crs | 3.7 % | 14.89 Crs | 3.95 % | 12.9 Crs | |
| Materials | 0.23 % | 1.54 Crs | 0.24 % | 1.43 Crs | 0.26 % | 1.22 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 |
Complete Current Stock Holdings
| Stocks | Sectors | % of holding | Value in (Cr) | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| Divi's Laboratories Ltd. | Healthcare | 6.04% | 39.61Cr | 5.11% | -- | |
| BSE Ltd. | Services | 5.82% | 38.19Cr | 3.55% | 2.54% | |
| Mahindra & Mahindra Ltd. | Automobile | 5.38% | 35.28Cr | 4.99% | 5.04% | |
| Tech Mahindra Ltd. | Technology | 4.98% | 32.68Cr | 4.96% | -- | |
| Persistent Systems Ltd. | Technology | 4.74% | 31.08Cr | 4.98% | -- | |
| Eternal Ltd. | Services | 4.69% | 30.76Cr | 5.02% | -- | |
| The Indian Hotels Company Ltd. | Services | 4.6% | 30.18Cr | 4.81% | -- | |
| Dixon Technologies (India) Ltd. | Capital Goods | 4.38% | 28.71Cr | 4.91% | 2.93% | |
| Trent Ltd. | Services | 4.29% | 28.17Cr | 4.98% | 6.67% | |
| Coforge Ltd. | Technology | 4.01% | 26.33Cr | 4.16% | -- | |
| PB Fintech Ltd. | Services | 3.84% | 25.18Cr | 4.22% | -- | |
| Info Edge (India) Ltd. | Services | 3.76% | 24.66Cr | 4.2% | -- | |
| Lupin Ltd. | Healthcare | 2.72% | 17.81Cr | 3.0% | -- | |
| United Spirits Ltd. | Consumer Staples | 2.58% | 16.89Cr | 2.53% | -- | |
| Multi Commodity Exchange Of India Ltd. | Services | 2.33% | 15.31Cr | 2.02% | -- | |
| Fortis Healthcare Ltd. | Healthcare | 2.29% | 15Cr | 2.14% | -- | |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | 1.97% | 12.9Cr | 2.47% | 0.99% | |
| Voltas Ltd. | Consumer Discretionary | 1.72% | 11.31Cr | 2.24% | -- | |
| Oracle Financial Services Software Ltd. | Technology | 1.67% | 10.95Cr | 2.32% | -- | |
| Coromandel International Ltd. | Chemicals | 1.53% | 10Cr | 1.15% | -- | |
| Siemens Ltd. | Capital Goods | 1.51% | 9.89Cr | 2.77% | 4.43% | |
| Glenmark Pharmaceuticals Ltd. | Healthcare | 1.47% | 9.62Cr | 1.49% | -- | |
| Cohance Lifesciences Ltd. | Healthcare | 1.33% | 8.75Cr | 1.33% | -- | |
| Radico Khaitan Ltd. | Consumer Staples | 1.28% | 8.39Cr | 1.21% | -- | |
| Kaynes Technology India Ltd. | Capital Goods | 1.16% | 7.63Cr | 1.33% | -- | |
| Oil India Ltd. | Energy | 1.16% | 7.62Cr | 1.08% | 1.94% | |
| 360 One Wam Ltd. | Financial | 1.14% | 7.5Cr | 1.32% | -- | |
| Lloyds Metals & Energy Ltd. | Metals & Mining | 1.11% | 7.27Cr | 0.9% | -- | |
| Cholamandalam Financial Holdings Ltd. | Financial | 1.07% | 7.02Cr | 0.74% | -- | |
| Mazagon Dock Shipbuilders Ltd. | Capital Goods | 1.02% | 6.7Cr | 0.6% | 0.61% | |
| Hitachi Energy India Ltd. | Capital Goods | 1.02% | 6.67Cr | 0.7% | 1.0% | |
| Piramal Pharma Ltd. | Healthcare | 1.0% | 6.55Cr | 1.18% | -- | |
| Siemens Energy India Ltd. | Energy | 0.98% | 6.43Cr | -- | -- | |
| Deepak Fertilisers And Petrochemicals Corporation Ltd. | Chemicals | 0.96% | 6.3Cr | 0.71% | -- | |
| Motilal Oswal Financial Services Ltd. | Financial | 0.94% | 6.19Cr | 1.02% | 0.62% | |
| Firstsource Solutions Ltd. | Services | 0.93% | 6.12Cr | 0.87% | -- | |
| National Aluminium Company Ltd. | Metals & Mining | 0.93% | 6.09Cr | 1.0% | 0.99% | |
| Jubilant Pharmova Ltd. | Healthcare | 0.85% | 5.6Cr | 0.74% | -- | |
| KFin Technologies Ltd. | Financial | 0.8% | 5.24Cr | 1.05% | -- | |
| Amber Enterprises India Ltd. | Consumer Discretionary | 0.75% | 4.92Cr | 0.78% | -- | |
| Godfrey Phillips India Ltd. | Consumer Staples | 0.73% | 4.78Cr | 0.4% | -- | |
| Himadri Speciality Chemical Ltd. | Chemicals | 0.69% | 4.5Cr | 0.78% | -- | |
| Anant Raj Ltd. | Construction | 0.61% | 3.97Cr | 0.85% | -- | |
| KEC International Ltd. | Capital Goods | 0.61% | 4.01Cr | 0.81% | -- | |
| Poly Medicure Ltd. | Healthcare | 0.51% | 3.34Cr | 0.54% | -- | |
| Natco Pharma Ltd. | Healthcare | 0.46% | 3.04Cr | 0.67% | -- | |
| PCBL Chemical Ltd. | Chemicals | 0.4% | 2.63Cr | 0.42% | -- | |
| Aditya Birla Sun Life AMC Ltd. | Financial | 0.4% | 2.64Cr | 0.42% | -- | |
| Caplin Point Laboratories Ltd. | Healthcare | 0.27% | 1.77Cr | 0.29% | -- | |
| The India Cements Ltd. | Materials | 0.23% | 1.54Cr | 0.26% | -- | |
| Netweb Technologies India Ltd. | Technology | 0.22% | 1.45Cr | 0.28% | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| BSE Ltd. | Services | 38.19Cr | 28.98Cr | 9.21Cr |
| Coforge Ltd. | Technology | 26.33Cr | 21.53Cr | 4.79Cr |
| Divi's Laboratories Ltd. | Healthcare | 39.61Cr | 34.9Cr | 4.7Cr |
| Trent Ltd. | Services | 28.17Cr | 24.72Cr | 3.45Cr |
| Persistent Systems Ltd. | Technology | 31.08Cr | 28.08Cr | 3Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| KFin Technologies Ltd. | Financial | 5.24Cr | 5.57Cr | 32.93L |
| Siemens Energy India Ltd. | Energy | 6.43Cr | 6.77Cr | 33.88L |
| Cohance Lifesciences Ltd. | Healthcare | 8.75Cr | 9.11Cr | 35.88L |
| Lupin Ltd. | Healthcare | 17.81Cr | 18.25Cr | 43.87L |
| Dixon Technologies (India) Ltd. | Capital Goods | 28.71Cr | 30.78Cr | 2.06Cr |