Motilal Oswal Contra Fund holds 37 instruments (93.65% equity), led by Solar Industries India Limited (5.63%), ICICI Bank Limited (5.39%) and ABB India Limited (5.21%), as of its 30 September 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 September 2026. The fund holds 37 instruments with an equity allocation of 93.65%. 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 42.88% of its portfolio, more concentrated than the Equity category average of 37%. Financial Services is its largest sector exposure at 30.76% of net assets, spread across 7 sectors in total. Since its 31 August 2026 disclosure, the fund added 10 new positions and exited 13 positions, with ESDS SOFTWARE SOLUTION LTD seeing the largest move (+2.65pp to 3.55%).
Equity holdings grouped by sector, % to NAV. "Other" covers debt, cash and other non-equity instruments, plus any equity holding without a classified sector.
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 |
|---|---|---|
| ESDS SOFTWARE SOLUTION LTD | 0.9% → 3.55% | ▲ +2.65 |
| Divi's Laboratories Limited | 2.03% → 4.65% | ▲ +2.62 |
| ICICI Bank Limited | 2.93% → 5.39% | ▲ +2.46 |
| Solar Industries India Limited | 4.62% → 5.63% | ▲ +1.01 |
| Titan Company Limited | 1.7% → 2.67% | ▲ +0.97 |
| Meesho Limited | 2.12% → 3.09% | ▲ +0.97 |
| LUMINO INDUSTRIES LTD | 1.12% → 1.58% | ▲ +0.46 |
| RBL Bank Limited | 2.5% → 2.9% | ▲ +0.4 |
| VA Tech Wabag Limited | 2.26% → 2.58% | ▲ +0.32 |
| Anand Rathi Wealth Limited | 1.73% → 2.01% | ▲ +0.28 |
| Stock | Weight | Change |
|---|---|---|
| Bajaj Finance Limited | 3.97% → 1.98% | ▼ -1.99 |
| TEMPSENS INSTRUMENTS INDIA L | 4.03% → 2.06% | ▼ -1.97 |
| Schneider Electric Infrastructure Limited | 3.09% → 2.16% | ▼ -0.93 |
| ABB India Limited | 5.37% → 5.21% | ▼ -0.16 |
| PG Electroplast Limited | 2.05% → 1.9% | ▼ -0.15 |
% to NAV of the fund's current top holdings over its last 4 monthly disclosures (May – Sept 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | Triparty Repotreps | — | 5.99% |
| 2 | Solar Industries India Limited | Materials | 5.63% |
| 3 | ICICI Bank Limited | Financial Services | 5.39% |
| 4 | ABB India Limited | Industrials | 5.21% |
| 5 | Bosch Limited | Consumer Discretionary | 4.76% |
| 6 | Divi's Laboratories Limited | Healthcare | 4.65% |
| 7 | HDFC Bank Limited | Financial Services | 3.86% |
| 8 | UNO Minda Limited | Consumer Discretionary | 3.69% |
| 9 | ESDS SOFTWARE SOLUTION LTD | Information Technology | 3.55% |
| 10 | Meesho Limited | Consumer Discretionary | 3.09% |
| 11 | Kotak Mahindra Bank Limited | Financial Services | 3.05% |
| 12 | RBL Bank Limited | Financial Services | 2.9% |
| 13 | Garware Hi-Tech Films Limited | Industrials | 2.86% |
| 14 | Samvardhana Motherson International Limited | Consumer Discretionary | 2.81% |
| 15 | Titan Company Limited | Consumer Discretionary | 2.67% |
| 16 | VA Tech Wabag Limited | Utilities | 2.58% |
| 17 | Mankind Pharma Limited | Healthcare | 2.57% |
| 18 | Torrent Pharmaceuticals Limited | Healthcare | 2.46% |
| 19 | Tech Mahindra Limited | Information Technology | 2.25% |
| 20 | Schneider Electric Infrastructure Limited | Industrials | 2.16% |
| 21 | TEMPSENS INSTRUMENTS INDIA L | Industrials | 2.06% |
| 22 | Shriram Finance Limited | Financial Services | 2.01% |
| 23 | Anand Rathi Wealth Limited | Financial Services | 2.01% |
| 24 | Persistent Systems Limited | Information Technology | 2% |
| 25 | Bajaj Finance Limited | Financial Services | 1.98% |
| 26 | State Bank of India | Financial Services | 1.94% |
| 27 | Multi Commodity Exchange of India Limited | Financial Services | 1.91% |
| 28 | PG Electroplast Limited | Consumer Discretionary | 1.9% |
| 29 | BSE Limited | Financial Services | 1.72% |
| 30 | Asahi India Glass Limited | Consumer Discretionary | 1.67% |
| 31 | Kfin Technologies Limited | Financial Services | 1.59% |
| 32 | LUMINO INDUSTRIES LTD | Industrials | 1.58% |
| 33 | Jio Financial Services Limited | Financial Services | 1.57% |
| 34 | Ola Electric Mobility Limited | Consumer Discretionary | 1.47% |
| 35 | eClerx Services Limited | Industrials | 1.27% |
| 36 | OnEMI Technology Solutions Limited | Financial Services | 0.83% |
| 37 | Net Receivables / (Payables)other | — | 0.36% |
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 September 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.