Motilal Oswal Financial Services Ltd
MOTILALOFSSector: Financial· ISIN:
INE338I01027· Source: AMFI & PMS DisclosuresInstitutional Holders
9
7 Mutual Funds · 2 PMS
Total Disclosed Value
₹606.5 Cr
Across mutual fund portfolios
Average Portfolio Weight
0.59%
Mean weight across all holders
Highest Allocation
1.23%
Holders Category DistributionTop categories holding MOTILALOFS
PMS Strategy (2)
Equity Scheme - Mid Cap Fund (1)
Equity Scheme - Large & Mid Cap Fund (1)
Equity Schemes - Small Cap Fund (1)
Equity Schemes - Mid Cap Fund (1)
| ⚔️ | Scheme / Strategy Name | Type | Category | Provider / AMC | Portfolio Weight | Holding Value |
|---|---|---|---|---|---|---|
| Sundaram Mid Cap Fund | MF | Equity Scheme - Mid Cap Fund | Sundaram Mutual Fund | 1.23% | ₹172.9 Cr | |
| UTI Large & Mid Cap Fund | MF | Equity Scheme - Large & Mid Cap Fund | UTI Mutual Fund | 1.18% | ₹75.5 Cr | |
| UTI Small Cap Fund | MF | Equity Schemes - Small Cap Fund | UTI Mutual Fund | 1.08% | ₹56.7 Cr | |
| WhiteOak Capital Mid Cap Fund | MF | Equity Schemes - Mid Cap Fund | WhiteOak Capital Mutual Fund | 1.00% | ₹69.6 Cr | |
| HDFC Large & Mid Cap Fund | MF | Equity Schemes - Large & Mid Cap Fund | HDFC Mutual Fund | 0.60% | ₹176.6 Cr | |
| BANDHAN Small Cap Fund | MF | Equity Scheme - Small Cap Fund | Bandhan Mutual Fund | 0.15% | ₹45.5 Cr | |
| Nippon India Arbitrage Fund | MF | Hybrid Scheme - Arbitrage Fund | Nippon India Mutual Fund | 0.06% | ₹9.6 Cr | |
| — | S.E.L.F | PMS | PMS Strategy | PMS Provider | 0.00% | — |
| — | Negen Special Situations & Dynamic Allocation Strategy | PMS | PMS Strategy | PMS Provider | 0.00% | — |
Institutional Holding Data Source: Compiled from publicly disclosed monthly mutual fund portfolio statements and PMS factsheets in accordance with SEBI disclosure guidelines. For informational and analytical purposes only; does not constitute investment advice, equity research, or a recommendation to buy, sell, or hold any security.
Abundance Financial Services (ARN-251838, AMFI Registered Mutual Fund Distributor) · Atin Kumar Agrawal (APRN04279, APMI Registered PMS Distributor). Mutual Fund investments are subject to market risks, read all scheme related documents carefully.