ECONOMIC PORTFOLIO

Motilal Oswal Midcap Fund

Motilal Oswal Mutual Fund · 2022-12-31 — 2023-01-31

Latest equity holdings

Company	Quantity
CG Power and Industrial Solutions Limited	14,250,000
The Indian Hotels Company Limited	5,000,000
Campus Activewear Limited	4,971,000
The Phoenix Mills Limited	2,625,000
Max Healthcare Institute Limited	2,500,000
Max Financial Services Limited	2,350,000
GUJARAT ENERGY LIMITED	2,269,122
AU Small Finance Bank Limited	1,700,000
Cholamandalam Investment and Finance Company Limited	1,400,965
Tube Investments of India Limited	1,400,000
Voltas Limited	1,400,000
Aditya Birla Fashion and Retail Limited	1,247,000
Ambuja Cements Limited	1,240,000
Vedant Fashions Limited	950,000
KPIT Technologies Limited	800,000
IPCA Laboratories Limited	650,000
Deepak Nitrite Limited	525,000
Cohance Lifesciences Limited	500,000
Global Health Limited	450,000
DCX Systems Limited	362,304
Syngene International Limited	350,000
Fusion Finance Limited	312,500
Trent Limited	299,865
Clean Science and Technology Limited	289,511
Astral Limited	247,500
Godrej Properties Limited	200,000
APL Apollo Tubes Limited	200,000
Prudent Corporate Advisory Services Limited	200,000
Persistent Systems Limited	180,000
AIA Engineering Limited	150,000
PI Industries Limited	150,000
Navin Fluorine International Limited	150,000
JK Cement Limited	50,000

Month	Company	State	Adjusted change
2023-01-31	The Indian Hotels Company Limited	ADD	+3,250,000
2023-01-31	Ambuja Cements Limited	REDUCE	-2,100,311
2023-01-31	Electronics Mart India Limited	EXIT	-1,389,730
2023-01-31	KPIT Technologies Limited	NEW	+800,000
2023-01-31	Campus Activewear Limited	REDUCE	-529,000
2023-01-31	GUJARAT ENERGY LIMITED	REDUCE	-520,762
2023-01-31	Vedant Fashions Limited	ADD	+498,241
2023-01-31	Trent Limited	REDUCE	-400,135
2023-01-31	Max Healthcare Institute Limited	ADD	+350,000
2023-01-31	Syngene International Limited	NEW	+350,000
2023-01-31	DCX Systems Limited	REDUCE	-200,156
2023-01-31	IPCA Laboratories Limited	ADD	+200,000
2023-01-31	Persistent Systems Limited	NEW	+180,000
2023-01-31	Cholamandalam Investment and Finance Company Limited	ADD	+150,965
2023-01-31	Max Financial Services Limited	ADD	+150,000
2023-01-31	AIA Engineering Limited	NEW	+150,000
2023-01-31	Asian Paints Limited	EXIT	-120,000
2023-01-31	APL Apollo Tubes Limited	ADD	+100,000
2023-01-31	Bajaj Finance Limited	EXIT	-50,000
2023-01-31	The Phoenix Mills Limited	REDUCE	-50,000
2023-01-31	Tube Investments of India Limited	ADD	+50,000
2023-01-31	Global Health Limited	ADD	+18,245
2023-01-31	Prudent Corporate Advisory Services Limited	REDUCE	-1,710