Motilal Oswal Contra Fund holds 32 instruments (90.2% equity), led by VA Tech Wabag Limited (5.79%), ICICI Bank Limited (5.6%) and Schneider Electric Infrastructure Limited (5.12%), as of its 30 June 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of Motilal Oswal Contra Fund, managed by Motilal Oswal Mutual Fund, based on its monthly portfolio disclosure dated 30 June 2026. The fund holds 32 instruments with an equity allocation of 90.2%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
Motilal Oswal Contra Fund's top 10 holdings account for 47.26% of its portfolio, more concentrated than the Equity category average of 37.5%. Industrials is its largest sector exposure at 22.72% of net assets, spread across 10 sectors in total. Since its 31 May 2026 disclosure, the fund added 4 new positions and exited 2 positions, with ICICI Bank Limited seeing the largest move (+4.07pp to 5.6%).
Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.
| Stock | Weight | Change |
|---|---|---|
| ICICI Bank Limited | 1.53% → 5.6% | ▲ +4.07 |
| VA Tech Wabag Limited | 1.84% → 5.79% | ▲ +3.95 |
| PNB Housing Finance Limited | 0.26% → 4.03% | ▲ +3.77 |
| ABB India Limited | 1.1% → 4.8% | ▲ +3.7 |
| Schneider Electric Infrastructure Limited | 1.89% → 5.12% | ▲ +3.23 |
| HDFC Asset Management Company Limited | 1.89% → 4.94% | ▲ +3.05 |
| Sun Pharmaceutical Industries Limited | 2.29% → 4.99% | ▲ +2.7 |
| Solar Industries India Limited | 1.87% → 4.47% | ▲ +2.6 |
| Power Grid Corporation of India Limited | 1.93% → 3.85% | ▲ +1.92 |
| Britannia Industries Limited | 0.99% → 2.83% | ▲ +1.84 |
% to NAV of the fund's current top holdings over its last 2 monthly disclosures (May – Jun 2026).
New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.
Source: Motilal Oswal Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 30 June 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.