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Motilal Oswal Nifty Next 50 Index Fund Direct - Growth Portfolio Analysis
Portfolio Summary
| Number of stocks | 51 |
| Top 10 Stocks (%) | 32.39 % |
| Top 5 Stocks (%) | 18.05 % |
| Top 3 Stocks (%) | 11.78 % |
Portfolio Aggregates
Large Cap Stocks (%) 95.45
90.13 %
This fund
Vs
95.45 %
Category
Mid Cap Stocks (%)
9.87%
This fund
Vs
4.55%
Category
Small Cap Stocks (%)
0.0%
This fund
Vs
0.0%
Category
Tiny Cap Stocks (%)
0.0%
This fund
Vs
0.0%
Category
Historical Trend in Sector Stocks Holding
- %
- #
| Sector Allocation | Apr 25 | Jan 25 | Dec 24 | Nov 24 | Oct 24 | Sep 24 | Aug 24 | Jul 24 | Jun 24 | May 24 | Apr 24 | Mar 24 | Feb 24 | Jan 24 | Dec 23 | Nov 23 | Oct 23 | Sep 23 | Aug 23 | Jul 23 | Jun 23 | May 23 | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | 16.58 % | 53.79 Crs | 20.14 % | 58.17 Crs | 20.11 % | 59.8 Crs | 18.509999999999998 % | 57.38 Crs | 18.32 % | 54.42 Crs | 18.23 % | 56.38 Crs | 18.080000000000002 % | 52.89 Crs | 18.509999999999998 % | 51.77 Crs | 18.580000000000002 % | 49.33 Crs | 19.27 % | 53.37 Crs | 20.0 % | 51.91 Crs | 19.580000000000002 % | 40.73 Crs | 16.19 % | 32.3 Crs | 16.83 % | 31.21 Crs | 16.240000000000002 % | 29.02 Crs | 16.619999999999997 % | 26.52 Crs | 17.48 % | 25.18 Crs | 17.77 % | 25.82 Crs | 13.969999999999999 % | 19.73 Crs | 14.26 % | 19.87 Crs | 13.700000000000001 % | 18.49 Crs | 14.029999999999998 % | 18.4 Crs | |
| Energy | 14.319999999999997 % | 46.49 Crs | 11.850000000000001 % | 34.23 Crs | 11.74 % | 34.91 Crs | 10.909999999999998 % | 33.81 Crs | 11.44 % | 33.92 Crs | 12.15 % | 37.56 Crs | 10.45 % | 30.56 Crs | 10.89 % | 30.46 Crs | 10.729999999999999 % | 28.47 Crs | 11.26 % | 31.19 Crs | 11.75 % | 30.49 Crs | 11.41 % | 23.74 Crs | 11.16 % | 22.27 Crs | 11.51 % | 21.33 Crs | 10.71 % | 19.13 Crs | 9.49 % | 15.14 Crs | 8.91 % | 12.83 Crs | 9.13 % | 13.26 Crs | 9.51 % | 13.42 Crs | 9.48 % | 13.2 Crs | 9.020000000000001 % | 12.18 Crs | 9.280000000000001 % | 12.17 Crs | |
| Services | 13.190000000000001 % | 42.79 Crs | 16.65 % | 48.11 Crs | 17.490000000000002 % | 51.98 Crs | 11.57 % | 35.9 Crs | 10.82 % | 32.12 Crs | 11.32 % | 35.04 Crs | 17.36 % | 50.77 Crs | 15.600000000000001 % | 43.62 Crs | 15.429999999999998 % | 40.99 Crs | 14.109999999999998 % | 39.07 Crs | 14.739999999999998 % | 38.23 Crs | 14.280000000000001 % | 29.69 Crs | 14.680000000000001 % | 29.33 Crs | 14.039999999999997 % | 26.02 Crs | 14.27 % | 25.51 Crs | 14.14 % | 22.55 Crs | 13.329999999999998 % | 19.2 Crs | 12.839999999999998 % | 18.64 Crs | 10.81 % | 15.26 Crs | 10.7 % | 14.89 Crs | 10.760000000000002 % | 14.54 Crs | 9.86 % | 12.94 Crs | |
| Capital Goods | 12.13 % | 39.38 Crs | 12.51 % | 36.13 Crs | 12.790000000000001 % | 37.96 Crs | 15.139999999999999 % | 46.99 Crs | 14.76 % | 43.84 Crs | 14.809999999999999 % | 45.76 Crs | 15.95 % | 46.63 Crs | 16.52 % | 46.22 Crs | 17.79 % | 47.28 Crs | 18.470000000000002 % | 51.17 Crs | 15.709999999999999 % | 40.78 Crs | 14.99 % | 31.19 Crs | 15.14 % | 30.25 Crs | 14.559999999999999 % | 26.98 Crs | 14.79 % | 26.43 Crs | 14.079999999999998 % | 22.47 Crs | 13.639999999999999 % | 19.64 Crs | 14.330000000000002 % | 20.82 Crs | 15.5 % | 21.9 Crs | 15.38 % | 21.43 Crs | 14.88 % | 20.09 Crs | 14.010000000000002 % | 18.38 Crs | |
| Consumer Staples | 11.959999999999999 % | 38.8 Crs | 8.290000000000001 % | 23.92 Crs | 8.370000000000001 % | 24.89 Crs | 7.46 % | 23.13 Crs | 7.49 % | 22.26 Crs | 7.52 % | 23.22 Crs | 10.48 % | 30.66 Crs | 10.37 % | 29.01 Crs | 10.049999999999999 % | 26.7 Crs | 9.899999999999999 % | 27.42 Crs | 10.069999999999999 % | 26.13 Crs | 10.57 % | 21.95 Crs | 11.85 % | 23.68 Crs | 12.240000000000002 % | 22.68 Crs | 12.68 % | 22.67 Crs | 13.27 % | 21.16 Crs | 13.9 % | 20.04 Crs | 13.65 % | 19.83 Crs | 14.8 % | 20.88 Crs | 14.63 % | 20.36 Crs | 14.210000000000003 % | 19.19 Crs | 14.67 % | 19.24 Crs | |
| Automobile | 6.57 % | 21.32 Crs | 5.48 % | 15.83 Crs | 5.379999999999999 % | 16 Crs | 7.029999999999999 % | 21.81 Crs | 7.470000000000001 % | 22.2 Crs | 7.76 % | 23.98 Crs | 6.34 % | 18.53 Crs | 6.1899999999999995 % | 17.33 Crs | 6.220000000000001 % | 16.52 Crs | 5.56 % | 15.41 Crs | 5.36 % | 13.91 Crs | 5.67 % | 11.8 Crs | 5.77 % | 11.52 Crs | 5.62 % | 10.42 Crs | 5.609999999999999 % | 10.05 Crs | 5.82 % | 9.28 Crs | 5.71 % | 8.23 Crs | 5.49 % | 7.97 Crs | 3.13 % | 4.42 Crs | 3.14 % | 4.38 Crs | 2.96 % | 4 Crs | 2.7300000000000004 % | 3.58 Crs | |
| Healthcare | 5.95 % | 19.31 Crs | 5.5600000000000005 % | 16.05 Crs | 5.470000000000001 % | 16.26 Crs | 7.07 % | 21.91 Crs | 6.9399999999999995 % | 20.61 Crs | 6.23 % | 19.26 Crs | 2.61 % | 7.63 Crs | 2.63 % | 7.36 Crs | 2.41 % | 6.39 Crs | 2.4699999999999998 % | 6.84 Crs | 2.48 % | 6.45 Crs | 2.7 % | 5.61 Crs | 2.71 % | 5.42 Crs | 2.55 % | 4.72 Crs | 2.4000000000000004 % | 4.28 Crs | 2.47 % | 3.94 Crs | 2.43 % | 3.5 Crs | 2.45 % | 3.55 Crs | 1.37 % | 1.92 Crs | 1.46 % | 2.02 Crs | 1.41 % | 1.9 Crs | 1.43 % | 1.88 Crs | |
| Metals & Mining | 4.67 % | 15.14 Crs | 4.640000000000001 % | 13.38 Crs | 4.54 % | 13.5 Crs | 5.9 % | 18.31 Crs | 6.09 % | 18.1 Crs | 6.1899999999999995 % | 19.13 Crs | 4.97 % | 14.51 Crs | 4.890000000000001 % | 13.67 Crs | 4.7 % | 12.46 Crs | 4.85 % | 13.42 Crs | 4.5 % | 11.67 Crs | 3.7 % | 7.69 Crs | 3.63 % | 7.24 Crs | 3.87 % | 7.18 Crs | 3.86 % | 6.9 Crs | 3.6399999999999997 % | 5.81 Crs | 3.71 % | 5.34 Crs | 3.8499999999999996 % | 5.59 Crs | 4.28 % | 6.04 Crs | 4.56 % | 6.35 Crs | 2.68 % | 3.61 Crs | 2.65 % | 3.48 Crs | |
| Insurance | 3.84 % | 12.46 Crs | 3.85 % | 11.12 Crs | 3.6100000000000003 % | 10.73 Crs | 4.0600000000000005 % | 12.59 Crs | 4.25 % | 12.6 Crs | 4.27 % | 13.2 Crs | 3.8000000000000003 % | 11.11 Crs | 3.69 % | 10.29 Crs | 3.34 % | 8.87 Crs | 3.42 % | 9.48 Crs | 3.7899999999999996 % | 9.8 Crs | 4.03 % | 8.39 Crs | 4.25 % | 8.47 Crs | 4.08 % | 7.56 Crs | 4.1 % | 7.33 Crs | 4.699999999999999 % | 7.49 Crs | 4.74 % | 6.81 Crs | 4.640000000000001 % | 6.74 Crs | 4.930000000000001 % | 6.96 Crs | 5.029999999999999 % | 6.99 Crs | 5.0 % | 6.74 Crs | 4.5200000000000005 % | 5.93 Crs | |
| Construction | 3.57 % | 11.57 Crs | 3.59 % | 10.37 Crs | 3.76 % | 11.16 Crs | 3.23 % | 10.01 Crs | 3.2399999999999998 % | 9.62 Crs | 3.2 % | 9.9 Crs | 2.36 % | 6.89 Crs | 2.5 % | 6.97 Crs | 2.43 % | 6.45 Crs | 2.6 % | 7.19 Crs | 2.96 % | 7.67 Crs | 3.16 % | 6.58 Crs | 3.27 % | 6.52 Crs | 3.1 % | 5.75 Crs | 2.91 % | 5.2 Crs | 2.69 % | 4.29 Crs | 2.64 % | 3.8 Crs | 2.42 % | 3.51 Crs | 2.53 % | 3.57 Crs | 2.55 % | 3.55 Crs | 2.46 % | 3.31 Crs | 2.51 % | 3.29 Crs | |
| Materials | 3.34 % | 10.87 Crs | 3.17 % | 9.14 Crs | 2.9 % | 8.6 Crs | 3.55 % | 11.01 Crs | 3.6799999999999997 % | 10.92 Crs | 3.6 % | 11.13 Crs | 3.75 % | 10.96 Crs | 4.04 % | 11.31 Crs | 4.16 % | 11.06 Crs | 4.130000000000001 % | 11.43 Crs | 4.31 % | 11.18 Crs | 4.76 % | 9.89 Crs | 5.39 % | 10.74 Crs | 5.71 % | 10.59 Crs | 5.81 % | 10.39 Crs | 5.84 % | 9.32 Crs | 6.13 % | 8.83 Crs | 5.9799999999999995 % | 8.68 Crs | 7.8 % | 11.02 Crs | 7.84 % | 10.9 Crs | 7.58 % | 10.23 Crs | 8.07 % | 10.57 Crs | |
| Chemicals | 2.07 % | 6.72 Crs | 1.95 % | 5.63 Crs | 1.83 % | 5.44 Crs | 2.49 % | 7.71 Crs | 2.58 % | 7.66 Crs | 2.52 % | 7.78 Crs | 2.07 % | 6.04 Crs | 2.12 % | 5.92 Crs | 2.21 % | 5.86 Crs | 2.24 % | 6.2 Crs | 2.4 % | 6.21 Crs | 2.52 % | 5.24 Crs | 4.01 % | 8.02 Crs | 3.9499999999999997 % | 7.32 Crs | 4.34 % | 7.75 Crs | 4.82 % | 7.68 Crs | 4.91 % | 7.07 Crs | 4.79 % | 6.95 Crs | 5.48 % | 7.74 Crs | 5.48 % | 7.64 Crs | 5.76 % | 7.77 Crs | 5.890000000000001 % | 7.72 Crs | |
| Technology | 1.88 % | 6.09 Crs | 2.42 % | 6.98 Crs | 2.12 % | 6.3 Crs | 3.03 % | 9.38 Crs | 2.83 % | 8.4 Crs | 2.83 % | 8.74 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 3.86 % | 5.21 Crs | 3.92 % | 5.14 Crs |
Complete Current Stock Holdings
| Stocks | Sectors | % of holding | Value in (Cr) | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| Interglobe Aviation Ltd. | Services | 4.57% | 14.82Cr | 3.67% | 4.05% | 2.78% |
| Hindustan Aeronautics Ltd. | Capital Goods | 3.78% | 12.27Cr | 3.26% | 4.11% | 3.41% |
| Divi's Laboratories Ltd. | Healthcare | 3.43% | 11.12Cr | 3.18% | 3.38% | -- |
| Vedanta Ltd. | Metals & Mining | 3.16% | 10.24Cr | 3.09% | 4.26% | 1.99% |
| Varun Beverages Ltd. | Consumer Staples | 3.11% | 10.08Cr | 3.5% | 0.84% | 1.09% |
| The Indian Hotels Company Ltd. | Services | 3.07% | 9.95Cr | -- | -- | -- |
| Tata Power Company Ltd. | Energy | 2.86% | 9.29Cr | 2.72% | 3.99% | 3.66% |
| Britannia Industries Ltd. | Consumer Staples | 2.84% | 9.23Cr | -- | -- | -- |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 2.79% | 9.04Cr | 2.03% | 3.28% | 2.61% |
| TVS Motor Company Ltd. | Automobile | 2.78% | 9.03Cr | 2.28% | 3.27% | 2.74% |
| Avenue Supermarts Ltd. | Services | 2.74% | 8.89Cr | 2.16% | 0.86% | 1.09% |
| Godrej Consumer Products Ltd. | Consumer Staples | 2.68% | 8.69Cr | 1.67% | 2.57% | 2.6% |
| Bharat Petroleum Corporation Ltd. | Energy | 2.67% | 8.65Cr | -- | -- | -- |
| Power Finance Corporation Ltd. | Financial | 2.63% | 8.54Cr | 2.68% | 3.48% | 3.1% |
| Info Edge (India) Ltd. | Services | 2.43% | 7.89Cr | 2.79% | 3.09% | 2.38% |
| REC Ltd. | Financial | 2.33% | 7.55Cr | 2.56% | 3.39% | 3.06% |
| Bajaj Holdings & Investment Ltd. | Financial | 2.3% | 7.45Cr | 2.11% | 0.52% | 0.58% |
| Indian Oil Corporation Ltd. | Energy | 2.28% | 7.41Cr | 2.1% | 3.31% | 3.37% |
| GAIL (India) Ltd. | Energy | 2.26% | 7.34Cr | 2.12% | 3.18% | 2.67% |
| Pidilite Industries Ltd. | Chemicals | 2.07% | 6.72Cr | 1.83% | 2.52% | 2.52% |
| United Spirits Ltd. | Consumer Staples | 2.05% | 6.64Cr | 1.97% | 2.3% | 1.81% |
| Bank Of Baroda | Financial | 2.05% | 6.66Cr | 1.84% | 2.26% | 2.69% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | 1.99% | 6.46Cr | 1.75% | 2.53% | 2.36% |
| DLF Ltd. | Construction | 1.92% | 6.22Cr | 2.17% | 2.81% | 3.16% |
| LTIMindtree Ltd. | Technology | 1.88% | 6.09Cr | 2.12% | 2.83% | -- |
| Adani Power Ltd. | Energy | 1.86% | 6.02Cr | 1.71% | 0.66% | 0.8% |
| Havells India Ltd. | Capital Goods | 1.79% | 5.81Cr | 1.74% | 2.49% | 2.08% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | 1.78% | 5.77Cr | -- | -- | -- |
| Shree Cement Ltd. | Materials | 1.75% | 5.69Cr | 1.42% | 1.73% | 1.88% |
| Samvardhana Motherson International Ltd. | Automobile | 1.74% | 5.65Cr | 1.89% | 2.89% | 1.52% |
| Macrotech Developers Ltd. | Construction | 1.65% | 5.34Cr | 1.59% | 0.39% | -- |
| Ambuja Cements Ltd. | Materials | 1.59% | 5.17Cr | 1.48% | 1.87% | 2.0% |
| Torrent Pharmaceuticals Ltd. | Healthcare | 1.54% | 4.99Cr | 1.29% | 1.54% | 1.3% |
| Punjab National Bank | Financial | 1.53% | 4.97Cr | 1.45% | 1.55% | 2.03% |
| Jindal Steel & Power Ltd. | Metals & Mining | 1.51% | 4.89Cr | 1.45% | 1.93% | 1.71% |
| Canara Bank | Financial | 1.46% | 4.73Cr | 1.38% | 1.84% | 2.14% |
| Adani Energy Solutions Ltd. | Energy | 1.44% | 4.68Cr | 1.19% | 0.42% | 0.5% |
| ABB India Ltd. | Capital Goods | 1.28% | 4.16Cr | 1.49% | 2.07% | 1.85% |
| Dabur India Ltd. | Consumer Staples | 1.28% | 4.14Cr | 1.23% | 1.81% | 1.68% |
| Adani Green Energy Ltd. | Capital Goods | 1.22% | 3.97Cr | 1.31% | 0.79% | 1.08% |
| Siemens Ltd. | Capital Goods | 1.14% | 3.69Cr | 2.37% | 3.14% | 2.62% |
| JSW Energy Ltd. | Capital Goods | 1.14% | 3.68Cr | 1.41% | 0.45% | -- |
| Bosch Ltd. | Automobile | 1.13% | 3.65Cr | 1.21% | 1.6% | 1.41% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | 1.07% | 3.45Cr | 1.05% | 1.48% | 1.3% |
| Indian Railway Finance Corporation Ltd. | Financial | 0.99% | 3.2Cr | 1.09% | 0.32% | 0.42% |
| Zydus Lifesciences Ltd. | Healthcare | 0.98% | 3.19Cr | 1.0% | 1.31% | 1.4% |
| Siemens Energy India Ltd. | Energy | 0.95% | 3.07Cr | -- | -- | -- |
| Hyundai Motor India Ltd. | Automobile | 0.92% | 2.98Cr | -- | -- | -- |
| Life Insurance Corporation of India | Insurance | 0.78% | 2.54Cr | 0.81% | 0.26% | 0.37% |
| Bajaj Housing Finance Ltd. | Financial | 0.5% | 1.63Cr | -- | -- | -- |
| Swiggy Ltd. | Services | 0.38% | 1.22Cr | -- | -- | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Interglobe Aviation Ltd. | Services | 14.82Cr | -- | 14.82Cr |
| Hindustan Aeronautics Ltd. | Capital Goods | 12.27Cr | -- | 12.27Cr |
| Divi's Laboratories Ltd. | Healthcare | 11.12Cr | -- | 11.12Cr |
| Vedanta Ltd. | Metals & Mining | 10.24Cr | -- | 10.24Cr |
| Varun Beverages Ltd. | Consumer Staples | 10.08Cr | -- | 10.08Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Siemens Energy India Ltd. | Energy | 3.07Cr | -- | 3.07Cr |
| Hyundai Motor India Ltd. | Automobile | 2.98Cr | -- | 2.98Cr |
| Life Insurance Corporation of India | Insurance | 2.54Cr | -- | 2.54Cr |
| Bajaj Housing Finance Ltd. | Financial | 1.63Cr | -- | 1.63Cr |
| Swiggy Ltd. | Services | 1.22Cr | -- | 1.22Cr |