Motilal Oswal Business Cycle Fund — Portfolio Holdings (Motilal Oswal Mutual Fund)

Equity positions

Portfolio coverage

100.00%

Latest month

Sep 2026

Top equity holdings

Stock	Value	% of AUM	MoM
ETERNAL · ETERNAL LIMITED	₹81.92 Cr	5.65%	→ Held
COFORGE · Coforge Limited	₹67.33 Cr	4.65%	→ Held
RBLBANK · RBL Bank Limited	₹63.29 Cr	4.37%	→ Held
KALYANKJIL · Kalyan Jewellers India Limited	₹59.31 Cr	4.09%	→ Held
PAYTM · One 97 Communications Limited	₹50.07 Cr	3.46%	▲ Added
MAXHEALTH · Max Healthcare Institute Limited	₹49.28 Cr	3.40%	▲ Added
URBANCO · Urban Company Limited	₹48.54 Cr	3.35%	→ Held
INDUSINDBK · IndusInd Bank Limited	₹47.73 Cr	3.29%	→ Held
PRESTIGE · Prestige Estates Projects Limited	₹46.93 Cr	3.24%	▲ Added
APOLLOHOSP · Apollo Hospitals Enterprise Limited	₹46.69 Cr	3.22%	→ Held
CGPOWER · CG Power and Industrial Solutions Limited	₹46.39 Cr	3.20%	→ Held
PERSISTENT · Persistent Systems Limited	₹45.91 Cr	3.17%	→ Held
EMMVEE · Emmvee Photovoltaic Power Limited	₹45.87 Cr	3.17%	▲ Added
ELLEN · Ellenbarrie Industrial Gases Limited	₹45.67 Cr	3.15%	▼ Trimmed
MOTHERSON · Samvardhana Motherson International Limited	₹44.46 Cr	3.07%	—

Showing the top 15 of 34 equity holdings. Access the full portfolio via the API →

Top 15 equity holdings by market value. Source: the fund house's monthly portfolio disclosures (via AMFI). Figures in Cr (crore).

Every holding, every month, plus quantity changes — via one REST API call.