Motilal Oswal Innovation Opportunities Fund

Motilal Oswal Mutual FundThematicPortfolio as of 30 June 2026

Motilal Oswal Innovation Opportunities Fund holds 35 instruments (95.03% equity), led by Emmvee Photovoltaic Power Limited (5.33%), InterGlobe Aviation Limited (4.17%) and Le Travenues Technology Limited (4.04%), as of its 30 June 2026 SEBI-mandated monthly disclosure.

Holdings
35
Equity Allocation
95.03%
AMC
Motilal Oswal Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of Motilal Oswal Innovation Opportunities Fund, managed by Motilal Oswal Mutual Fund, based on its monthly portfolio disclosure dated 30 June 2026. The fund holds 35 instruments with an equity allocation of 95.03%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Motilal Oswal Innovation Opportunities Fund's top 10 holdings account for 39.21% of its portfolio, more diversified than the Thematic category average of 50.4%. Consumer Discretionary is its largest sector exposure at 27.2% of net assets, spread across 8 sectors in total. Since its 31 May 2026 disclosure, the fund added 4 new positions and exited 0 positions, with CG Power and Industrial Solutions Limited seeing the largest move (-0.97pp to 3.87%).

Top 10 Equity Holdings

What Changed: May 2026 → June 2026

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.

4 new entries7 increased10 reduced

Biggest Weight Increases

StockWeightChange
Amagi Media Labs Limited3.07% → 3.77%▲ +0.7
Le Travenues Technology Limited3.38% → 4.04%▲ +0.66
GNG Electronics Limited2.42% → 3.01%▲ +0.59
InterGlobe Aviation Limited3.92% → 4.17%▲ +0.25
Aditya Vision Limited2.97% → 3.19%▲ +0.22
Allied Blenders and Distillers Limited3.41% → 3.56%▲ +0.15
Syrma SGS Technology Limited3.76% → 3.89%▲ +0.13

Biggest Weight Reductions

StockWeightChange
CG Power and Industrial Solutions Limited4.84% → 3.87%▼ -0.97
Aditya Birla Sun Life AMC Limited3.83% → 2.92%▼ -0.91
Emmvee Photovoltaic Power Limited5.91% → 5.33%▼ -0.58
JM Financial Limited3.51% → 2.96%▼ -0.55
Clean Science and Technology Limited3.16% → 2.64%▼ -0.52
Avalon Technologies Limited4.12% → 3.6%▼ -0.52
BIRLASOFT LIMITED2.3% → 1.8%▼ -0.5
ABB India Limited3.13% → 2.66%▼ -0.47
Amber Enterprises India Limited2.97% → 2.57%▼ -0.4
Dixon Technologies (India) Limited3.91% → 3.54%▼ -0.37

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 5 monthly disclosures (Jan – Jun 2026).

Jan: 4.45%, Feb: 4.52%, Mar: 5.31%, May: 5.91%, Jun: 5.33%
5.33%
Jan: 3.7%, Feb: 4.86%, Mar: 4.25%, May: 3.92%, Jun: 4.17%
4.17%
Jan: 2.74%, Feb: 2.89%, Mar: 3.92%, May: 3.38%, Jun: 4.04%
4.04%
Jan: 3.33%, Feb: 3.59%, Mar: 3.62%, May: 3.76%, Jun: 3.89%
3.89%
Jan: 3.08%, Feb: 4.58%, Mar: 4.51%, May: 4.84%, Jun: 3.87%
3.87%

Full Portfolio (35 holdings)

#HoldingSector% to NAV
1Emmvee Photovoltaic Power LimitedIndustrials5.33%
2Triparty Repotreps4.83%
3InterGlobe Aviation LimitedServices4.17%
4Le Travenues Technology LimitedConsumer Discretionary4.04%
5Syrma SGS Technology LimitedIndustrials3.89%
6CG Power and Industrial Solutions LimitedIndustrials3.87%
7Amagi Media Labs LimitedInformation Technology3.77%
8Avalon Technologies LimitedIndustrials3.6%
9Allied Blenders and Distillers LimitedConsumer Staples3.56%
10Dixon Technologies (India) LimitedConsumer Discretionary3.54%
11Global Health LimitedHealthcare3.44%
12Aditya Vision LimitedConsumer Discretionary3.19%
13GNG Electronics LimitedInformation Technology3.01%
14Restaurant Brands Asia LimitedConsumer Discretionary2.99%
15JM Financial LimitedFinancial Services2.96%
16PG Electroplast LimitedConsumer Discretionary2.93%
17Aditya Birla Sun Life AMC LimitedFinancial Services2.92%
18Eris Lifesciences LimitedHealthcare2.72%
19Coforge LimitedInformation Technology2.68%
20ABB India LimitedIndustrials2.66%
21Clean Science and Technology LimitedMaterials2.64%
22Ola Electric Mobility LimitedConsumer Discretionary2.6%
23Amber Enterprises India LimitedConsumer Discretionary2.57%
24Chalet Hotels LimitedConsumer Discretionary2.55%
25Central Depository Services (India) LimitedFinancial Services2.51%
26UNO Minda LimitedConsumer Discretionary2.39%
27Bharat Heavy Electricals LimitedIndustrials2.38%
28Pine Labs LimitedFinancial Services2.28%
29Max Healthcare Institute LimitedHealthcare1.97%
30TANFAC Industries Ltd.Materials1.95%
31Fractal Analytics LimitedInformation Technology1.88%
32TD Power Systems LimitedIndustrials1.84%
33BIRLASOFT LIMITEDInformation Technology1.8%
34Entero Healthcare Solutions LimitedConsumer Discretionary0.4%
35Net Receivables / (Payables)other0.14%

Frequently Asked Questions

Yes. As of its 30 June 2026 disclosure, Emmvee Photovoltaic Power Limited is 5.33% of Motilal Oswal Innovation Opportunities Fund's net assets — its number 1 holding.
Yes. As of its 30 June 2026 disclosure, InterGlobe Aviation Limited is 4.17% of Motilal Oswal Innovation Opportunities Fund's net assets — its number 2 holding.
Yes. As of its 30 June 2026 disclosure, Le Travenues Technology Limited is 4.04% of Motilal Oswal Innovation Opportunities Fund's net assets — its number 3 holding.
Yes. As of its 30 June 2026 disclosure, Syrma SGS Technology Limited is 3.89% of Motilal Oswal Innovation Opportunities Fund's net assets — its number 4 holding.
Yes. As of its 30 June 2026 disclosure, CG Power and Industrial Solutions Limited is 3.87% of Motilal Oswal Innovation Opportunities Fund's net assets — its number 5 holding.

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.