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Motilal Oswal Business Cycle Fund (Jul to Sep 2024)

Nav 1: 12.8142

Date : 05-Dec-2024

Average AUM : 3544.52

Stock Name Sector Value Mn % of Total Holdings More Details
HFCLTelecom - infrastructure14839.35%
ITCDiversified fmcg301.12.63%
Motherson Sumi SystemsAuto components & equipments10746.77%
Bajaj Finance : Futures NearNon banking financial company (nbfc)922.15.81%
Aurobindo PharmaPharmaceuticals84.81.51%
Jio Financial ServicesNon banking financial company (nbfc)896.10.00%
Britannia IndustriesPackaged foods71.70.44%
Life Insurance Corporation Of IndiaLife insurance761.44.80%
SP ApparelsGarments & apparels124.91.09%
Sun TV NetworkTv broadcasting & software production640.34.04%
Larsen & Toubro : Futures NearCivil construction6374.02%
Kovai Medical Center & HospitalHospital476.23.00%
Grasim Industries : Futures NearCement & cement products468.62.95%
HDFC Life Insurance CompanyLife insurance372.82.65%
Hindustan UnileverDiversified fmcg322.32.81%
Glenmark Life SciencesPharmaceuticals52.40.94%
Zydus WellnessPackaged foods367.22.32%
Container Corporation Of IndiaLogistics solution provider3592.26%
Dr Reddys LaboratoriesPharmaceuticals351.62.22%
Aditya Birla Fashion and RetailSpeciality retail311.71.97%
Strides Pharma SciencePharmaceuticals288.11.82%
HDFC Life Insurance Company : Futures NearLife insurance245.21.55%
Piramal EnterprisesOther financial services144.41.26%
Aarti PharmalabsPharmaceuticals230.71.45%
Suven Life SciencesHealthcare research, analytics & technology206.91.30%
Jamna Auto IndsAuto components & equipments144.60.91%
Ipca LaboratoriesPharmaceuticals636.80.55%
BROOKS LaboratoriesPharmaceuticals124.30.78%
Divis LaboratoriesPharmaceuticals266.92.33%
United SpiritsBreweries & distilleries213.91.52%
Steel Authority Of IndiaIron & steel products144.70.00%
Tata Consumer ProductsTea & coffee166.20.00%
NBCC (India)Civil construction440.30.00%
Titan CompanyGems, jewellery and watches131.30.00%
Tata Power CoIntegrated power utilities666.60.00%
ICICI BankPrivate sector bank254.44.55%
Bharti HexacomTelecom - equipment & accessories117.72.10%
HDFC BankPrivate sector bank849.45.16%
Axis BankPrivate sector bank526.63.24%
Maruti Suzuki IndiaPassenger cars & utility vehicles78.40.48%
ZomatoE-retail/ e-commerce170.50.00%
Bharat ForgeCastings & forgings129.90.80%
InfosysComputers - software & consulting500.53.08%
Reliance IndustriesRefineries & marketing287.21.77%
Sun Pharmaceutical IndustriesPharmaceuticals109.31.95%
Larsen & ToubroCivil construction323.51.99%
Godrej Consumer ProductsPersonal care137.70.85%
Century Plyboards IndiaPlywood boards/ laminates668.82.46%
Vijaya Diagnostic CentreHealthcare service provider6612.43%
Avenue SupermartsDiversified retail322.30.28%
Minda IndustriesAuto components & equipments623.22.29%
SBI Life Insurance CoLife insurance162.51.00%
Brigade EnterprisesResidential, commercial projects602.32.22%
Aster DM HealthcareHospital559.12.06%
Krishna Institute of Medical SciencesHospital554.12.04%
Ultratech CementCement & cement products86.30.53%
Oberoi RealtyResidential, commercial projects15.50.00%
Cholamandalam Investment & Finance CoNon banking financial company (nbfc)65.51.17%
Bansal Wire IndustriesIron & steel products495.41.82%
Ambuja CementsCement & cement products5210.45%
ICICI Lombard General Insurance CoGeneral insurance481.91.77%
Carborundum UniversalAbrasives & bearings121.21.06%
Mankind PharmaPharmaceuticals125.32.24%
Indusind BankPrivate sector bank182.71.13%
Blue StarHousehold appliances462.91.70%
National Thermal Power CorporationPower generation357.22.20%
BoschAuto components & equipments118.60.84%
Mahindra Lifespace DevelopersResidential, commercial projects442.31.63%
Rolex RingsAuto components & equipments418.91.54%
Cms Info SystemsDiversified commercial services354.21.30%
Happy ForgingsCastings & forgings348.91.28%
Indian BankPublic sector bank341.41.26%
Tech MahindraComputers - software & consulting119.52.13%
Medi Assist Healthcare ServicesHealthcare service provider310.61.14%
Brainbees SolutionsE-retail/ e-commerce302.81.11%
Dabur IndiaPersonal care286.71.06%
Cummins IndiaCompressors, pumps & diesel engines56.21.00%
Elin ElectronicsHousehold appliances222.70.82%
Inox IndiaEngineering87.40.00%
Power Finance CorporationFinancial institution1090.95%
Azad EngineeringAerospace & defense180.40.66%
Sansera EngineeringAuto components & equipments150.30.55%
Premier EnergiesOther electrical equipment1032.16.27%
Kotak Mahindra BankPrivate sector bank291.91.80%
Minda CorporationAuto components & equipments76.30.00%
TBO TEKTour, travel related services157.60.00%
Honeywell Automation IndiaIndustrial products524.40.00%
Whirlpool Of IndiaHousehold appliances692.30.00%
Indus TowersTelecom - infrastructure991.77%
State Bank Of IndiaPublic sector bank299.41.84%
Oil & Natural Gas CorporationOil exploration & production84.31.51%
Grasim IndustriesCement & cement products532.80.46%
Tata Consultancy ServicesComputers - software & consulting234.31.44%
GAIL (India)Gas transmission/marketing203.31.77%
MphasisComputers - software & consulting82.30.00%
CescIntegrated power utilities184.31.61%
Bharat Petroleum CorporationRefineries & marketing620.38%
Hindustan Petroleum CorporationRefineries & marketing2097.91.82%
Bharat BijleeOther electrical equipment163.71.43%
Granules IndiaPharmaceuticals159.10.98%
Triveni Engineering & IndustriesSugar157.31.37%
Gujarat State PetronetGas transmission/marketing92.40.57%
Indraprastha GasLpg/cng/png/lng supplier29.10.18%
Anant Raj IndustriesResidential, commercial projects1491.30%
Coal IndiaCoal148.71.30%
Sarda Energy & MineralsIron & steel products148.41.29%
Century Textile & IndustriesPaper & paper products142.31.24%
Hindalco IndustriesAluminium347.52.47%
Emcure PharmaceuticalsPharmaceuticals1411.23%
Firstsource SolutionsIt enabled services137.51.20%
GlaxoSmithKline PharmaceuticalsPharmaceuticals137.31.20%
Tata SteelIron & steel products136.21.19%
Kirloskar BrothersCompressors, pumps & diesel engines58.20.36%
Balrampur Chini MillsSugar134.71.17%
Coromandel InternationalFertilizers260.81.61%
WiproComputers - software & consulting284.51.75%
Bata IndiaFootwear119.11.04%
EmamiPersonal care117.91.03%
Asahi India GlassAuto components & equipments117.21.02%
Technocraft Industires (India)Spinning-cotton/blended116.31.01%
Lakshmi Machine WorksIndustrial products115.11.00%
Piramal PharmaPharmaceuticals114.41.00%
Aadhar Housing FinanceHousing finance company110.70.97%
ISGEC Heavy EngineeringCivil construction109.40.95%
Hero Motocorp2/3 wheelers216.81.34%
VIP IndustriesPlastic products - consumer107.10.93%
MOILIndustrial minerals104.10.91%
RBL BankPrivate sector bank101.80.89%
Kirloskar Ferrous IndustriesPig iron100.60.88%
NocilSpecialty chemicals98.90.86%
Archean Chemical IndustriesSpecialty chemicals98.10.86%
DB CorpPrint media90.50.79%
L&T Finance HoldingsInvestment company89.80.78%
JK PaperPaper & paper products82.20.72%
LTIMindtreeComputers - software & consulting135.42.42%
Bharti AirtelTelecom - cellular & fixed line services650.53.95%
Xtrackers Harvest CSI 300 China A-Shares ETFForeign equity3146.72.73%
InterGlobe AviationAirline200.21.23%
LupinPharmaceuticals127.72.28%
Tata MotorsPassenger cars & utility vehicles275.81.96%
ICICI Prudential Life Insurance CoLife insurance2000.91.73%
DLFResidential, commercial projects1775.31.54%
Power Grid Corporation of IndiaPower - transmission13991.21%
Shree CementCement & cement products1358.71.18%
HDFC Asset Management CoAsset management company1285.11.11%
SiemensHeavy electrical equipment1269.81.10%
VedantaDiversified metals1147.70.99%
Gujarat Pipavav PortPort & port services1052.50.91%
Max Financial ServicesLife insurance955.80.83%
Nippon Life India Asset ManagementAsset management company675.50.59%
Page IndustriesGarments & apparels548.10.48%
Timken IndiaAbrasives & bearings515.70.45%
Birla CorporationCement & cement products506.10.44%
Syngene InternationalHealthcare research, analytics & technology488.50.42%
Graphite IndiaElectrodes & refractories114.80.82%
Affle IndiaIt enabled services227.51.62%
TVS HoldingsAuto components & equipments422.60.37%
ICICI SecuritiesStockbroking & allied398.60.35%
TrentSpeciality retail1294.57.87%
Alkem LaboratoriesPharmaceuticals361.50.31%
Schaeffler IndiaAuto components & equipments336.60.29%
Zydus LifesciencesPharmaceuticals144.50.89%
Prestige Estates ProjectsResidential, commercial projects303.70.26%
JM FinancialInvestment company278.90.24%
Vodafone Group PlcForeign equity270.40.23%
Gujarat GasGas transmission/marketing251.80.22%
Bank Of BarodaPublic sector bank208.31.28%
Heidelberg Cement IndiaCement & cement products213.30.18%
City Union BankPrivate sector bank103.50.64%
Hindustan AeronauticsAerospace & defense80.80.00%
3M IndiaDiversified49.90.89%
Muthoot FinanceNon banking financial company (nbfc)151.60.93%
Sagar CementsCement & cement products18.20.02%
Grasim Industries - Partly Paid UpCement & cement products11.80.01%
Star CementCement & cement products11.50.01%
Zee Entertainment EnterprisesTv broadcasting & software production130.40.00%
Tata Motors - A ClassPassenger cars & utility vehicles2143.50.00%
Sapphire Foods IndiaRestaurants460.13.28%
Amber Enterprises IndiaHousehold appliances435.83.10%
Multi Commodity Exchange Of IndiaExchange and data platform333.32.37%
Jubilant FoodworksRestaurants323.42.30%
Narayana HrudayalayaHospital306.12.18%
Bajaj Auto2/3 wheelers196.70.00%
Kalyan Jewellers IndiaGems, jewellery and watches1006.26.12%
Kirloskar Pneumatic CoCompressors, pumps & diesel engines283.42.02%
Rategain Travel TechnologiesComputers - software & consulting259.31.85%
PB FintechFinancial technology (fintech)42.20.26%
Ola Electric Mobility2/3 wheelers232.81.66%
Computer Age Management ServicesDepositories, clearing houses and other intermediaries15.50.00%
CyientIt enabled services202.81.44%
360 ONE WAMOther financial services167.41.03%
FSN E-Commerce VenturesE-retail/ e-commerce179.11.27%
Suzlon EnergyHeavy electrical equipment178.21.27%
Craftsman AutomationAuto components & equipments174.41.24%
DR LAL PATHLABSHealthcare service provider169.61.21%
Amara Raja BatteriesAuto components & equipments153.41.09%
United BreweriesBreweries & distilleries149.61.07%
Deepak NitriteSpecialty chemicals146.91.05%
Praj IndustriesIndustrial products140.21.00%
Cello WorldHousehold appliances137.80.98%
Electronics Mart lndiaSpeciality retail124.80.89%
DelhiveryLogistics solution provider113.10.81%
Metropolis HealthcareHealthcare service provider105.10.65%
SJS EnterprisesAuto components & equipments81.40.58%
CG Power and Industrial SolutionsHeavy electrical equipment670.48%
Safari Industries (India)Plastic products - consumer660.47%
Greaves CottonCompressors, pumps & diesel engines45.30.32%
Bharat ElectronicsAerospace & defense82.20.51%
Info Edge (India)Internet & catalogue retail95.20.59%
Pidilite IndustriesSpecialty chemicals137.42.46%
V-Mart RetailDiversified retail126.22.25%
TVS Motor Company2/3 wheelers1212.16%
Shriram FinanceNon banking financial company (nbfc)151.10.93%
Cera SanitarywareSanitary ware106.91.91%
Home First Finance Company IndiaHousing finance company981.75%
Supreme IndustriesPlastic products - industrial931.66%
Greenply IndustriesPlywood boards/ laminates84.81.51%
EscortsTractors80.91.45%
Rural Electrification CorporationFinancial institution272.81.68%
Sanghvi MoversIndustrial equipment62.91.12%
Sudarshan Chemical IndustriesDyes and pigments621.11%
CiplaPharmaceuticals241.81.49%
Crompton Greaves Consumer ElectricalsHousehold appliances57.31.02%
I T D Cementation IndiaCivil construction85.40.53%
GE T&D IndiaHeavy electrical equipment252.20.00%
KFIN TechnologiesFinancial technology (fintech)54.50.97%
Kirloskar Oil EnginesCompressors, pumps & diesel engines53.40.95%
KSBCompressors, pumps & diesel engines49.30.88%
Vinati OrganicsSpecialty chemicals49.30.88%
Central Depository Services (India)Depositories, clearing houses and other intermediaries47.20.84%
Aarti IndustriesSpecialty chemicals470.84%
Tube Investments Of IndiaAuto components & equipments42.40.76%
Oil IndiaOil exploration & production29.60.53%
Solar Industries IndiaExplosives26.80.48%
JSW InfrastructureEngineering, designing, construction22.70.41%
Sanofi Consumer Healthcare IndiaPharmaceuticals14.70.26%
Jindal Steel & PowerIron & steel products190.31.17%
Balkrishna IndustriesTyres & rubber products79.80.00%
Godrej PropertiesResidential, commercial projects208.71.29%
National Aluminium CoAluminium38.80.00%
Happiest Minds TechnologiesComputers - software & consulting51.20.00%
Shaily Engineering PlasticsPlastic products - industrial1424.98.66%
CoforgeComputers - software & consulting1652.810.05%
Bharti Airtel - Partly PaidTelecom - cellular & fixed line services899.45.47%
Deepak Fertilisers & Petrochemicals CorpCommodity chemicals837.50.00%
Polycab IndiaCables - electricals1509.59.18%
KPIT TechnologiesComputers - software & consulting232.80.00%
Tata ElxsiComputers - software & consulting120.50.00%
Bajaj Housing FinanceHousing finance company48.90.00%
Baazar Style RetailSpeciality retail105.50.65%
Ecos India Mobility and HospitalityRoad assets–toll, annuity, hybrid-annuity25.90.00%
KEC InternationalHeavy electrical equipment208.21.28%
Fortis HealthcareHospital1560.96%
Bajaj FinanceNon banking financial company (nbfc)465.92.87%
Can Fin HomesHousing finance company228.51.41%
Religare EnterprisesInvestment company650.40%
GPT InfraprojectsCivil construction45.60.28%
Tata TechnologiesComputers - software & consulting104.30.64%
Orient CementCement & cement products11.40.00%
One 97 CommunicationsFinancial technology (fintech)387.92.36%
Greenpanel IndustriesPlywood boards/ laminates25.20.15%
Sundaram Clayton DCDCastings & forgings344.12.12%
Adani Ports And Special Economic ZonePort & port services278.51.72%
Sundaram Clayton DCDCastings & forgings3582.17%
Adani Ports And Special Economic ZonePort & port services348.62.11%
EpigralSpecialty chemicals176.41.09%
EpigralSpecialty chemicals202.31.22%
GMR Airports InfrastructureAirport & airport services153.50.95%
Federal BankPrivate sector bank312.21.92%
GMR Airports InfrastructureAirport & airport services167.51.01%
Federal BankPrivate sector bank164.30.99%
Macrotech DevelopersResidential, commercial projects146.20.90%
Macrotech DevelopersResidential, commercial projects146.40.89%
Texmaco Rail & EngineeringIndustrial products117.70.73%
Texmaco Rail & EngineeringIndustrial products127.60.77%
J S W EnergyPower generation77.30.48%
Hi-Tech PipesCommodities69.80.43%
Arvind FashionsSpeciality retail103.50.64%
Angel OneStockbroking & allied72.30.45%
J S W EnergyPower generation103.20.62%
Hi-Tech PipesCommodities980.59%
Arvind FashionsSpeciality retail97.50.59%
Angel OneStockbroking & allied94.10.57%
Canara BankPublic sector bank208.11.28%
Canara BankPublic sector bank87.90.53%
Varun BeveragesOther beverages75.20.46%
Varun BeveragesOther beverages83.70.51%
Eicher Motors2/3 wheelers135.10.83%
Laurus LabsPharmaceuticals96.80.60%
Eicher Motors2/3 wheelers82.40.50%
Laurus LabsPharmaceuticals81.40.49%
Ashok LeylandCommercial vehicles106.20.65%
Ashok LeylandCommercial vehicles75.90.46%
Jindal SawSteel products147.10.91%
Bharat Heavy ElectricalsHeavy electrical equipment62.50.38%
Jindal SawSteel products72.20.44%
Bharat Heavy ElectricalsHeavy electrical equipment71.80.43%
PNC InfratechCivil construction116.50.72%
Elecon Engineering CoIndustrial products60.70.37%
Power Mech ProjectsCivil construction154.60.95%
Torrent PowerIntegrated power utilities1410.87%
HG Infra EngineeringCivil construction550.34%
PNC InfratechCivil construction66.90.40%
Elecon Engineering CoIndustrial products65.60.40%
Power Mech ProjectsCivil construction63.30.38%
Torrent PowerIntegrated power utilities58.40.35%
HG Infra EngineeringCivil construction58.30.35%
Hyundai Motor IndiaPassenger cars & utility vehicles49.70.31%
Hyundai Motor IndiaPassenger cars & utility vehicles540.33%
PTC India Financial ServicesNon banking financial company (nbfc)175.61.08%
Teamlease ServicesDiversified commercial services61.20.38%
PTC India Financial ServicesNon banking financial company (nbfc)46.30.28%
Teamlease ServicesDiversified commercial services45.10.27%
Chalet HotelsHotels & resorts39.30.00%
Bharat DynamicsAerospace & defense40.70.00%
Aether IndustriesSpecialty chemicals34.70.21%
Dhanuka AgritechPesticides & agrochemicals42.20.26%
Kolte-Patil DevelopersResidential, commercial projects25.20.16%
Mahindra & MahindraPassenger cars & utility vehicles375.90.00%
Himadri Speciality ChemicalSpecialty chemicals20.60.13%
Chalet HotelsHotels & resorts38.50.23%
Bharat DynamicsAerospace & defense38.50.23%
Aether IndustriesSpecialty chemicals35.70.22%
Dhanuka AgritechPesticides & agrochemicals32.70.20%
Kolte-Patil DevelopersResidential, commercial projects32.50.20%
Mahindra & MahindraPassenger cars & utility vehicles29.70.18%
Himadri Speciality ChemicalSpecialty chemicals23.90.14%
Jubilant IngreviaSpecialty chemicals16.70.10%
Jubilant IngreviaSpecialty chemicals15.70.10%
Equitas Small Finance BankOther bank12.10.00%
Equitas Small Finance BankOther bank13.60.08%
Sky GoldGems, jewellery and watches404.22.46%
Healthcare Global EnterprisesHospital895.75.44%
Waaree EnergiesOther electrical equipment106.10.00%
Sky GoldGems, jewellery and watches587.75.17%
Healthcare Global EnterprisesHospital472.44.16%
Waaree EnergiesOther electrical equipment202.31.78%
TREPSOther240.10.00%
WockhardtPharmaceuticals3592.21%
SwiggyE-retail/ e-commerce2671.64%
UPLPesticides & agrochemicals411.12.53%
Acme Solar HoldingsHolding company185.21.14%
NTPC Green EnergyPower generation159.60.98%
KEI IndustriesCables - electricals160.80.00%
JK CementCement & cement products1240.76%
IRB Infrastructure DevelopersCivil construction28.70.18%
UPL -RightsPesticides & agrochemicals6.90.00%
Tega IndustriesIndustrial products27.30.17%
SBFC FinanceNon banking financial company (nbfc)5.20.03%
WockhardtPharmaceuticals355.82.09%
SwiggyE-retail/ e-commerce302.11.78%
UPLPesticides & agrochemicals246.41.45%
Acme Solar HoldingsHolding company236.11.39%
NTPC Green EnergyPower generation173.41.02%
KEI IndustriesCables - electricals160.80.95%
JK CementCement & cement products109.80.65%
IRB Infrastructure DevelopersCivil construction84.10.49%
UPL -RightsPesticides & agrochemicals6.90.04%
Tega IndustriesIndustrial products5.80.03%
SBFC FinanceNon banking financial company (nbfc)5.30.03%
PG ElectroplastConsumer electronics978.15.95%
Oracle Financial Services SoftwareSoftware products639.50.00%
Unimech Aerospace And ManufacturingAerospace & defense79.90.49%
Sanathan TextilesOther textile products450.28%
Mahanagar GasLpg/cng/png/lng supplier57.40.35%
UPL - Partly PaidPesticides & agrochemicals15.90.10%
BirlasoftComputers - software & consulting39.50.24%
ArvindGarments & apparels35.40.22%
Fusion Micro FinanceMicrofinance institutions2.60.02%
BirlasoftComputers - software & consulting39.50.24%
ArvindGarments & apparels35.40.22%
Fusion Micro FinanceMicrofinance institutions2.60.02%
Persistent SystemsComputers - software & consulting904.95.50%
Dixon Technologies (India)Consumer electronics374.72.28%
Bajaj Holdings & InvestmentHolding company360.42.19%
Coforge : Futures NearComputers - software & consulting-778-4.73%