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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 (%) | 49.04 % |
| Top 5 Stocks (%) | 26.58 % |
| Top 3 Stocks (%) | 16.61 % |
Portfolio Aggregates
Large Cap Stocks (%) 58.35
33.92 %
This fund
Vs
58.35 %
Category
Mid Cap Stocks (%)
49.48%
This fund
Vs
27.27%
Category
Small Cap Stocks (%)
16.6%
This fund
Vs
14.38%
Category
Tiny Cap Stocks (%)
0.0%
This fund
Vs
0.0%
Category
Historical Trend in Sector Stocks Holding
- %
- #
| Sector Allocation | Apr 25 | Dec 24 | Nov 24 | Oct 24 | Sep 24 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Services | 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 | 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 | 15.31 % | 91.28 Crs | 16.700000000000003 % | 79.66 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Capital Goods | 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 | 5.58 % | 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 | 4.82 % | 28.71 Crs | 4.14 % | 19.76 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Consumer Discretionary | 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 | 4.4399999999999995 % | 26.41 Crs | 4.55 % | 21.65 Crs | 14.380000000000003 % | 66.75 Crs | 13.969999999999999 % | 56.18 Crs | 13.509999999999998 % | 44.14 Crs | |
| Chemicals | 3.4699999999999998 % | 20.74 Crs | 3.0599999999999996 % | 14.58 Crs | 1.18 % | 5.45 Crs | 1.13 % | 4.55 Crs | 1.17 % | 3.81 Crs | |
| Energy | 2.32 % | 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 | 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 | 0.51 % | 3.06 Crs | 0.85 % | 4.04 Crs | 3.61 % | 16.71 Crs | 3.7 % | 14.89 Crs | 3.95 % | 12.9 Crs | |
| Materials | 0.24 % | 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 | 5.86% | 34.9Cr | 5.11% | -- | |
| Mahindra & Mahindra Ltd. | Automobile | 5.58% | 33.22Cr | 4.99% | 5.04% | |
| Dixon Technologies (India) Ltd. | Capital Goods | 5.17% | 30.78Cr | 4.91% | 2.93% | |
| Tech Mahindra Ltd. | Technology | 5.01% | 29.87Cr | 4.96% | -- | |
| The Indian Hotels Company Ltd. | Services | 4.96% | 29.56Cr | 4.81% | -- | |
| BSE Ltd. | Services | 4.86% | 28.98Cr | 3.55% | 2.54% | |
| Eternal Ltd. | Services | 4.82% | 28.73Cr | 5.02% | -- | |
| Persistent Systems Ltd. | Technology | 4.71% | 28.08Cr | 4.98% | -- | |
| Trent Ltd. | Services | 4.15% | 24.72Cr | 4.98% | 6.67% | |
| Info Edge (India) Ltd. | Services | 3.92% | 23.38Cr | 4.2% | -- | |
| PB Fintech Ltd. | Services | 3.73% | 22.24Cr | 4.22% | -- | |
| Coforge Ltd. | Technology | 3.61% | 21.53Cr | 4.16% | -- | |
| Lupin Ltd. | Healthcare | 3.06% | 18.25Cr | 3.0% | -- | |
| United Spirits Ltd. | Consumer Staples | 2.79% | 16.64Cr | 2.53% | -- | |
| Fortis Healthcare Ltd. | Healthcare | 2.34% | 13.94Cr | 2.14% | -- | |
| Multi Commodity Exchange Of India Ltd. | Services | 2.28% | 13.61Cr | 2.02% | -- | |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | 1.91% | 11.38Cr | 2.47% | 0.99% | |
| Oracle Financial Services Software Ltd. | Technology | 1.81% | 10.8Cr | 2.32% | -- | |
| Voltas Ltd. | Consumer Discretionary | 1.78% | 10.59Cr | 2.24% | -- | |
| Coromandel International Ltd. | Chemicals | 1.55% | 9.26Cr | 1.15% | -- | |
| Cohance Lifesciences Ltd. | Healthcare | 1.53% | 9.11Cr | 1.33% | -- | |
| Glenmark Pharmaceuticals Ltd. | Healthcare | 1.46% | 8.73Cr | 1.49% | -- | |
| Siemens Ltd. | Capital Goods | 1.41% | 8.41Cr | 2.77% | 4.43% | |
| Radico Khaitan Ltd. | Consumer Staples | 1.31% | 7.79Cr | 1.21% | -- | |
| 360 One Wam Ltd. | Financial | 1.19% | 7.09Cr | 1.32% | -- | |
| Kaynes Technology India Ltd. | Capital Goods | 1.18% | 7.02Cr | 1.33% | -- | |
| Oil India Ltd. | Energy | 1.18% | 7.02Cr | 1.08% | 1.94% | |
| Siemens Energy India Ltd. | Energy | 1.14% | 6.77Cr | -- | -- | |
| Cholamandalam Financial Holdings Ltd. | Financial | 1.13% | 6.71Cr | 0.74% | -- | |
| Piramal Pharma Ltd. | Healthcare | 1.08% | 6.42Cr | 1.18% | -- | |
| Lloyds Metals & Energy Ltd. | Metals & Mining | 1.01% | 6.01Cr | 0.9% | -- | |
| Mazagon Dock Shipbuilders Ltd. | Capital Goods | 0.95% | 5.64Cr | 0.6% | 0.61% | |
| KFin Technologies Ltd. | Financial | 0.94% | 5.57Cr | 1.05% | -- | |
| Firstsource Solutions Ltd. | Services | 0.9% | 5.37Cr | 0.87% | -- | |
| Deepak Fertilisers And Petrochemicals Corporation Ltd. | Chemicals | 0.87% | 5.2Cr | 0.71% | -- | |
| National Aluminium Company Ltd. | Metals & Mining | 0.85% | 5.06Cr | 1.0% | 0.99% | |
| Hitachi Energy India Ltd. | Capital Goods | 0.81% | 4.81Cr | 0.7% | 1.0% | |
| Motilal Oswal Financial Services Ltd. | Financial | 0.8% | 4.77Cr | 1.02% | 0.62% | |
| Amber Enterprises India Ltd. | Consumer Discretionary | 0.75% | 4.47Cr | 0.78% | -- | |
| Godfrey Phillips India Ltd. | Consumer Staples | 0.72% | 4.28Cr | 0.4% | -- | |
| Jubilant Pharmova Ltd. | Healthcare | 0.69% | 4.1Cr | 0.74% | -- | |
| Himadri Speciality Chemical Ltd. | Chemicals | 0.67% | 3.99Cr | 0.78% | -- | |
| Poly Medicure Ltd. | Healthcare | 0.61% | 3.65Cr | 0.54% | -- | |
| KEC International Ltd. | Capital Goods | 0.54% | 3.22Cr | 0.81% | -- | |
| Anant Raj Ltd. | Construction | 0.51% | 3.06Cr | 0.85% | -- | |
| Natco Pharma Ltd. | Healthcare | 0.47% | 2.8Cr | 0.67% | -- | |
| PCBL Chemical Ltd. | Chemicals | 0.38% | 2.27Cr | 0.42% | -- | |
| Aditya Birla Sun Life AMC Ltd. | Financial | 0.38% | 2.24Cr | 0.42% | -- | |
| Caplin Point Laboratories Ltd. | Healthcare | 0.25% | 1.48Cr | 0.29% | -- | |
| The India Cements Ltd. | Materials | 0.24% | 1.43Cr | 0.26% | -- | |
| Netweb Technologies India Ltd. | Technology | 0.17% | 98.66L | 0.28% | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Divi's Laboratories Ltd. | Healthcare | 34.9Cr | -- | 34.9Cr |
| Mahindra & Mahindra Ltd. | Automobile | 33.22Cr | -- | 33.22Cr |
| Dixon Technologies (India) Ltd. | Capital Goods | 30.78Cr | -- | 30.78Cr |
| Tech Mahindra Ltd. | Technology | 29.87Cr | -- | 29.87Cr |
| The Indian Hotels Company Ltd. | Services | 29.56Cr | -- | 29.56Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| PCBL Chemical Ltd. | Chemicals | 2.27Cr | -- | 2.27Cr |
| Aditya Birla Sun Life AMC Ltd. | Financial | 2.24Cr | -- | 2.24Cr |
| Caplin Point Laboratories Ltd. | Healthcare | 1.48Cr | -- | 1.48Cr |
| The India Cements Ltd. | Materials | 1.43Cr | -- | 1.43Cr |
| Netweb Technologies India Ltd. | Technology | 98.66L | -- | 98.66L |