ANOMALY WEALTH · MUTUAL FUND INTELLIGENCETrade Intelligence ↗

ECONOMIC PORTFOLIO

Motilal Oswal Business Cycle Fund

Motilal Oswal Mutual Fund · 2024-08-31 — 2026-08-31

Latest equity holdings

CompanyQuantity
IDFC First Bank Limited3,932,822
Urban Company Limited3,082,257
Ellenbarrie Industrial Gases Limited3,056,475
ETERNAL LIMITED2,559,863
Firstsource Solutions Limited1,670,662
Billionbrains Garage Ventures Limited1,589,704
RBL Bank Limited1,569,227
Belrise Industries Limited1,359,518
Emmvee Photovoltaic Power Limited1,231,662
Kalyan Jewellers India Limited1,072,286
Biocon Limited1,050,099
Healthcare Global Enterprises Limited905,247
CG Power and Industrial Solutions Limited543,028
IndusInd Bank Limited529,524
Max Healthcare Institute Limited500,879
PG Electroplast Limited482,784
WeWork India Management Limited471,160
AU Small Finance Bank Limited415,275
Coforge Limited384,938
Shriram Finance Limited383,636
UNO Minda Limited316,148
PNB Housing Finance Limited289,566
Ather Energy Limited281,031
Bharti Airtel Limited248,871
One 97 Communications Limited242,136
Prestige Estates Projects Limited199,396
BSE Limited120,819
Muthoot Finance Limited111,593
Persistent Systems Limited86,962
Apollo Hospitals Enterprise Limited57,179
ABB India Limited44,330

Recent comparable changes

MonthCompanyStateAdjusted change
2026-08-31Dr. Reddy's Laboratories LimitedEXIT-355,575
2026-08-31Coforge LimitedREDUCE-83,779
2026-08-31Healthcare Global Enterprises LimitedREDUCE-62,810
2026-08-31Diamond Power Infrastructure LimitedEXIT-31,863
2026-08-31BSE LimitedADD+19,629
2026-07-31IDFC First Bank LimitedNEW+3,932,822
2026-07-31ETERNAL LIMITEDREDUCE-2,631,169
2026-07-31Kalyan Jewellers India LimitedREDUCE-2,512,592
2026-07-31Ashok Leyland LimitedEXIT-2,257,893
2026-07-31Firstsource Solutions LimitedNEW+1,670,662
2026-07-31Belrise Industries LimitedNEW+1,359,518
2026-07-31Biocon LimitedNEW+1,050,099
2026-07-31HDFC Bank LimitedEXIT-893,522
2026-07-31RBL Bank LimitedADD+637,363
2026-07-31WeWork India Management LimitedNEW+471,160
2026-07-31PG Electroplast LimitedREDUCE-469,951
2026-07-31Thirumalai Chemicals LimitedEXIT-432,308
2026-07-31PNB Housing Finance LimitedNEW+289,566
2026-07-31One 97 Communications LimitedNEW+242,136
2026-07-31Prestige Estates Projects LimitedNEW+199,396
2026-07-31Shriram Finance LimitedADD+164,916
2026-07-31Persistent Systems LimitedREDUCE-164,124
2026-07-31Coforge LimitedREDUCE-83,480
2026-07-31Emmvee Photovoltaic Power LimitedADD+42,226
2026-07-31Diamond Power Infrastructure LimitedNEW+31,863
2026-07-31Ather Energy LimitedADD+26,990
2026-07-31Healthcare Global Enterprises LimitedREDUCE-92
2026-06-30Thirumalai Chemicals LimitedREDUCE-921,482
2026-06-30Kotak Mahindra Bank LimitedEXIT-584,186
2026-06-30PG Electroplast LimitedREDUCE-531,598
2026-06-30Max Healthcare Institute LimitedNEW+500,879
2026-06-30Emmvee Photovoltaic Power LimitedADD+463,688
2026-06-30Coforge LimitedREDUCE-397,803
2026-06-30Ather Energy LimitedNEW+254,041
2026-06-30CG Power and Industrial Solutions LimitedREDUCE-79,635
2026-06-30Bharti Airtel LimitedREDUCE-79,635
2026-06-30Ellenbarrie Industrial Gases LimitedADD+52,394
2026-06-30Kalyan Jewellers India LimitedADD+41,915
2026-06-30ABB India LimitedADD+10,402
2026-06-30Healthcare Global Enterprises LimitedREDUCE-889
2026-05-31Urban Company LimitedNEW+3,082,257
2026-05-31RBL Bank LimitedNEW+931,864
2026-05-31Healthcare Global Enterprises LimitedREDUCE-827,719
2026-05-31Emmvee Photovoltaic Power LimitedNEW+725,748
2026-05-31ICICI Bank LimitedEXIT-646,404
2026-05-31Kotak Mahindra Bank LimitedREDUCE-415,814
2026-05-31Shriram Finance LimitedNEW+218,720
2026-05-31Billionbrains Garage Ventures LimitedREDUCE-135,331
2026-05-31BSE LimitedNEW+101,190
2026-05-31ETERNAL LIMITEDADD+61,866
2026-05-31UNO Minda LimitedADD+55,886
2026-05-31Kalyan Jewellers India LimitedADD+42,963
2026-05-31Ellenbarrie Industrial Gases LimitedADD+41,056
2026-05-31CG Power and Industrial Solutions LimitedREDUCE-37,049
2026-05-31Neuland Laboratories LimitedEXIT-34,378
2026-05-31ABB India LimitedNEW+33,928
2026-05-31Persistent Systems LimitedREDUCE-31,189
2026-02-28Billionbrains Garage Ventures LimitedNEW+1,813,064
2026-02-28Jain Resource Recycling LimitedEXIT-1,250,000
2026-02-28Ashok Leyland LimitedNEW+1,153,528
2026-02-28HDFC Bank LimitedREDUCE-388,692
2026-02-28IndusInd Bank LimitedNEW+318,097
2026-02-28CG Power and Industrial Solutions LimitedNEW+317,959
2026-02-28Bharti Airtel LimitedREDUCE-300,729
2026-02-28Dr. Reddy's Laboratories LimitedNEW+293,858
2026-02-28Shaily Engineering Plastics LimitedREDUCE-208,004
2026-02-28AU Small Finance Bank LimitedREDUCE-182,979
2026-02-28UNO Minda LimitedADD+148,422
2026-02-28ICICI Bank LimitedREDUCE-103,596
2026-02-28Ellenbarrie Industrial Gases LimitedREDUCE-103,065
2026-02-28Muthoot Finance LimitedREDUCE-75,722
2026-02-28Apollo Hospitals Enterprise LimitedADD+42,471
2026-02-28Healthcare Global Enterprises LimitedREDUCE-35,095
2026-02-28PG Electroplast LimitedREDUCE-15,667
2026-01-31HDFC Bank LimitedNEW+1,548,116
2026-01-31Bharat Heavy Electricals LimitedEXIT-1,487,019
2026-01-31Supreme Petrochem LimitedEXIT-443,472
2026-01-31ETERNAL LIMITEDADD+313,572
2026-01-31ICICI Bank LimitedADD+250,000
2026-01-31Bharti Airtel LimitedREDUCE-192,133
2026-01-31Muthoot Finance LimitedREDUCE-62,685
2026-01-31Persistent Systems LimitedREDUCE-51,000
2026-01-31AU Small Finance Bank LimitedADD+26,598
2026-01-31UNO Minda LimitedNEW+16,374
2026-01-31Apollo Hospitals Enterprise LimitedNEW+4,264
2026-01-31Multi Commodity Exchange of India LimitedEXIT-3,125
2026-01-31Kalyan Jewellers India LimitedADD+679
2025-12-31ETERNAL LIMITEDREDUCE-1,813,472
2025-12-31PG Electroplast LimitedNEW+1,500,000
2025-12-31ICICI Bank LimitedNEW+500,000
2025-12-31Kalyan Jewellers India LimitedADD+400,000
2025-12-31Multi Commodity Exchange of India LimitedREDUCE-84,375
2025-12-31Persistent Systems LimitedADD+65,000
2025-12-31Coforge LimitedADD+62,553
2025-12-31Dixon Technologies (India) LimitedEXIT-59,791
2025-12-31Bharti Airtel LimitedADD+42,000
2025-12-31Shaily Engineering Plastics LimitedREDUCE-24,671
2025-12-31AU Small Finance Bank LimitedADD+21,656
2025-12-31Bharat Heavy Electricals LimitedREDUCE-12,981
2025-12-31Polycab India LimitedEXIT-121