Motilal Oswal Manufacturing Fund

Portfolio Structure & Asset Allocation Analysis

is a Equity (Diversified) scheme managed by Motilal Oswal MF Mutual Fund. As of disclosures dated Aug 2026, the scheme holds 28 equity positions with an estimated equity AUM of ₹642 Cr. The portfolio is anchored by its top conviction bet on Solar Industries India, which commands a weight of 6.95%of the fund's total assets.

From a sector allocation perspective, the fund managers have concentrated their largest bet on Electrical Equipment, representing 20.88% of the equity portfolio. This is followed by Auto Components (17.47%) and Pharmaceuticals & Biotechnology (14.88%). Under SEBI's guidelines and based on its underlying assets, this scheme carries a Very High Risk risk classification.