Motilal Oswal Mutual Fund
43 active schemes (43 total incl. closed / merged)
Sources: website factsheet riskometer monthly portfolio half-yearly annual report
Assets under management
AMFI average AUM, April - June 2026
Average AUM
₹1.43 lakh cr
1.71% of the industry
Over 1 year
+37%
36.7% a year · from ₹1.04 lakh cr
Over 3 years
+351%
65.2% a year · from ₹31,593 cr
Over 5 years
+432%
39.7% a year · from ₹26,780 cr
Quarterly AUM (bars, ₹ crore) and share of the industry (line, %)
41 quarters, April - June 2016 to April - June 2026. The share line shows whether the house grew faster or slower than the industry as a whole.
Quarterly figures
| Quarter | AUM (₹ cr) | Industry share |
|---|---|---|
| April - June 2026 | 1,42,530 | 1.71% |
| January - March 2026 | 1,31,742 | 1.62% |
| October - December 2025 | 1,34,035 | 1.65% |
| July - September 2025 | 1,21,516 | 1.58% |
| April - June 2025 | 1,04,258 | 1.45% |
| January - March 2025 | 92,988 | 1.38% |
| October - December 2024 | 86,664 | 1.26% |
| July - September 2024 | 70,495 | 1.06% |
| April - June 2024 | 53,692 | 0.91% |
| January - March 2024 | 45,994 | 0.85% |
| October - December 2023 | 38,130 | 0.77% |
| July - September 2023 | 34,998 | 0.74% |
| April - June 2023 | 31,593 | 0.73% |
| January - March 2023 | 29,579 | 0.73% |
| October - December 2022 | 30,016 | 0.75% |
| July - September 2022 | 29,540 | 0.76% |
| April - June 2022 | 28,522 | 0.76% |
| January - March 2022 | 30,620 | 0.80% |
| October - December 2021 | 31,418 | 0.82% |
| July - September 2021 | 30,012 | 0.83% |
| April - June 2021 | 26,780 | 0.81% |
| January - March 2021 | 25,460 | 0.79% |
| October - December 2020 | 22,762 | 0.77% |
| July - September 2020 | 20,700 | 0.75% |
| April - June 2020 | 17,230 | 0.70% |
| January - March 2020 | 19,957 | 0.74% |
| October - December 2019 | 20,281 | 0.76% |
| July - September 2019 | 18,934 | 0.74% |
| April - June 2019 | 19,640 | 0.77% |
| January - March 2019 | 19,090 | 0.78% |
| October - December 2018 | 18,599 | 0.79% |
| July - September 2018 | 20,305 | 0.84% |
| April - June 2018 | 19,264 | 0.82% |
| January - March 2018 | 17,735 | 0.77% |
| October - December 2017 | 15,762 | 0.70% |
| July - September 2017 | 12,967 | 0.62% |
| April - June 2017 | 10,373 | 0.53% |
| January - March 2017 | 8,115 | 0.44% |
| October - December 2016 | 7,131 | 0.42% |
| July - September 2016 | 6,393 | 0.40% |
| April - June 2016 | 5,421 | 0.38% |
Where those assets sit, April - June 2026
| Equity Scheme - Mid Cap Fund | ₹36,069 cr | 25.3% |
| Other Scheme - Index Funds | ₹25,689 cr | 18.0% |
| Other Scheme - Other ETFs | ₹18,924 cr | 13.3% |
| Equity Scheme - Large & Mid Cap Fund | ₹17,050 cr | 12.0% |
| Equity Scheme - Flexi Cap Fund | ₹12,836 cr | 9.0% |
| Equity Scheme - Small Cap Fund | ₹6,359 cr | 4.5% |
| Equity Scheme - Sectoral/ Thematic | ₹5,764 cr | 4.0% |
| Equity Scheme - ELSS | ₹4,627 cr | 3.2% |
| Equity Scheme - Multi Cap Fund | ₹4,007 cr | 2.8% |
| Equity Scheme - Large Cap Fund | ₹3,138 cr | 2.2% |
| Hybrid Scheme - Arbitrage Fund | ₹2,585 cr | 1.8% |
| Other Scheme - Gold ETF | ₹1,750 cr | 1.2% |
AMFI publishes average AUM per scheme once a quarter, so this is quarterly and not monthly: no per-AMC monthly series exists publicly. Domestic fund-of-funds are excluded, as AMFI excludes them, because those assets are already counted inside the schemes the FoF holds.
Scheme universe
| Other | 96 / 96 |
| Equity | 84 / 84 |
| Debt | 28 / 28 |
| Hybrid | 10 / 10 |
| Exchange Traded Funds (ETFs) | 0 / 2 |
Active / total (incl. closed and merged).
Equity sector mix
Across the AMC's active equity funds, latest holdings, each fund counted once and weighted by its own size over a ₹91,476 cr book. Weighting by size stops a small thematic fund from counting as much as a large flexi cap.
- Financial Services 28.8%
- Capital Goods 19.9%
- Services 10.8%
- Consumer Durables 9.5%
- Automobile and Auto Components 7.2%
- Information Technology 6.7%
- Healthcare 5.4%
- Other 11.7%
Cap class: AMC equity book
Weighted by each fund's size, same basis as the sector mix.
- Large Cap29.2%
- Mid Cap44.4%
- Small Cap24.7%
- Unlisted & other equity1.7%
Top stocks across Motilal Oswal Mutual Fund equity book
Each stock's share of the house's equity assets, a book of ₹91,476 cr across 20 funds. Every fund is weighted by its own size, so a small thematic fund cannot move this as much as a large flexi cap, and each fund is counted once even though its portfolio is filed against every Direct/Regular and Growth/IDCW plan code. "In funds" is how many of those funds hold it at all, and the last column is its average weight in just those.
| Stock | % of equity book | In funds | Avg where held |
|---|---|---|---|
| Eternal Limited | 5.14% | 10 of 20 | 4.92% |
| One 97 Communications Limited | 5.13% | 11 of 20 | 4.66% |
| Kalyan Jewellers India Limited | 4.84% | 9 of 20 | 5.58% |
| Sterlite Technologies Limited | 3.42% | 6 of 20 | 4.48% |
| Multi Commodity Exchange of India Limited | 3.41% | 11 of 20 | 3.98% |
| Coforge Limited | 3.17% | 9 of 20 | 4.52% |
| Shriram Finance Limited | 2.97% | 10 of 20 | 2.77% |
| Persistent Systems Ltd | 2.33% | 4 of 20 | 4.54% |
| Billionbrains Garage Ventures Ltd | 2.13% | 8 of 20 | 2.55% |
| Aditya Birla Capital Limited | 1.84% | 3 of 20 | 3.68% |
| Samvardhana Motherson International Limited | 1.77% | 8 of 20 | 3.49% |
| KEI Industries Limited | 1.75% | 3 of 20 | 2.22% |
| Suzlon Energy Limited | 1.62% | 5 of 20 | 2.06% |
| CG Power and Industrial Solutions Limited | 1.62% | 7 of 20 | 3.18% |
| Waaree Energies Limited | 1.61% | 4 of 20 | 2.48% |
All schemes (43 fund families)