Mutual Fund Mar 2025 share holdings and fund action in Motilal Oswal Financial Services Ltd.

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MF	Mar-2025					Feb-2025		Jan-2025
MF	AUM (Cr)	AUM %	Shares Held	Month Change	Month Change %	Shares Held	Month Change %	Shares Held	Month Change %
UTI Large & Mid Cap Fund	44.41	1.08%	721,684	45,303	6.70%	676,381	21.62%	556,160	38.26%
UTI Aggressive Hybrid Fund	31.98	0.54%	519,624	94,915	22.35%	424,709	7.47%	395,204	23.21%
UTI Retirement Fund	15.41	0.34%	250,414	21,101	9.20%	229,313	7.06%	214,185	20.46%
Motilal Oswal Nifty Smallcap 250 Index Fund	0	-%	0	-67,473	-100%	67,473	0.86%	66,898	2.66%
Motilal Oswal Nifty 500 Fund	1.09	0.05%	17,634	467	2.72%	17,167	1.75%	16,872	2.29%
Motilal Oswal Nifty 500 ETF	0.06	0.05%	983	3	0.31%	980	8.05%	907	13.66%
Motilal Oswal Nifty 500 Momentum 50 Index Fund	4.23	0.79%	68,710	3,706	5.70%	65,004	10.30%	58,932	15.41%
Motilal Oswal Nifty Capital Market Index Fund	3.67	3.42%	59,685	8,631	16.91%	51,054	10.75%	46,098	38.27%
SBI Nifty Smallcap 250 Index Fund	0	-%	0	-104,356	-100%	104,356	2.56%	101,756	4.24%
Motilal Oswal Nifty 500 Momentum 50 ETF	1.04	0.79%	16,972	2,408	16.53%	14,564	28.71%	11,315	58.96%
Shriram Aggresive Hybrid Fund	-	-%	-	-	-%	0	-100%	1,900	100%
Shriram Multi Asset Allocation Fund	-	-%	-	-	-%	0	-100%	6,200	100%
Helios Flexi Cap Fund	44.58	1.60%	724,410	136,711	23.26%	587,699	25.93%	466,681	-21.44%
TrustMF Flexi Cap Fund	6.54	0.72%	106,293	106,293	100%	-	-%	0	-100%
Helios Financial Services Fund	3.34	2.18%	54,297	0	0%	54,297	0%	54,297	-21.75%
SBI Nifty 500 Index Fund	0.42	0.05%	6,792	31	0.46%	6,761	0.70%	6,714	1.11%
Helios Large & Mid Cap Fund	4.74	1.75%	77,067	0	0%	77,067	13.59%	67,847	0%
TrustMF Small Cap Fund	7.60	0.93%	123,563	123,563	100%	-	-%	0	-100%
Shriram Flexi Cap Fund	-	-%	-	-	-%	0	-100%	18,300	-11.17%
Shriram ELSS Tax Saver Fund	-	-%	-	-	-%	0	-100%	7,100	-8.97%
Groww Nifty Total Market Index Fund	0.14	0.05%	2,220	66	3.06%	2,154	2.52%	2,101	4.06%
Groww Nifty Smallcap 250 Index Fund	0	-%	0	-8,044	-100%	8,044	4.10%	7,727	4.97%
Helios Balanced Advantage Fund	2.64	0.90%	42,891	0	0%	42,891	79.53%	23,891	-39.81%
Motilal Oswal Nifty Smallcap 250 ETF	0	-%	0	-6,847	-100%	6,847	25.36%	5,462	-12.27%
Groww Banking & Financial Services Fund	0.35	0.71%	5,698	0	0%	5,698	0%	5,698	-68.61%
Groww Multicap Fund	-	-%	-	-	-%	-	-%	0	-100%
JM Flexicap Fund	-	-%	-	-	-%	-	-%	0	-100%
JM Midcap Fund	-	-%	-	-	-%	-	-%	0	-100%
Tata Value Fund	223.71	2.80%	3,635,540	278,540	8.30%	3,357,000	4.19%	3,222,000	15.48%
HDFC Large and Mid Cap Fund	114.25	0.49%	1,856,728	0	0%	1,856,728	0%	1,856,728	0%
HDFC Multi Cap Fund	66.94	0.42%	1,087,900	0	0%	1,087,900	0%	1,087,900	0%
Samco ELSS Tax Saver Fund	6.44	6.03%	104,732	0	0%	104,732	0%	104,732	0%
HDFC NIFTY Smallcap 250 Index Fund	0	-%	0	-33,672	-100%	33,672	8.50%	31,033	5.24%
DSP Nifty Smallcap250 Quality 50 Index Fund	4.93	2.40%	80,104	16,254	25.46%	63,850	9.96%	58,065	20.80%
Bandhan Nifty Smallcap 250 Index Fund	0	-%	0	-3,861	-100%	3,861	4.21%	3,705	5.05%
Samco Special Opportunities Fund	3.88	2.63%	63,101	0	0%	63,101	-5.82%	67,000	0%
Axis Nifty 500 Index Fund	0.12	0.05%	1,946	173	9.76%	1,773	2.49%	1,730	0.70%
Tata Nifty Capital Markets Index Fund	4.97	3.35%	80,738	8,076	11.11%	72,662	7.76%	67,427	19.23%
Bandhan Nifty 500 Momentum 50 Index Fund	0.15	0.78%	2,499	180	7.76%	2,319	11.76%	2,075	22.85%
Bandhan Small Cap Fund	83.72	0.88%	1,360,511	0	0%	1,360,511	0%	1,360,511	12.48%
Samco Flexi Cap Fund	14.78	3.30%	240,158	0	0%	240,158	0%	240,158	-50.52%
Edelweiss Nifty Smallcap 250 Index Fund	0	-%	0	-8,858	-100%	8,858	6.33%	8,331	8.27%
HDFC BSE 500 ETF	0.01	0.05%	135	0	0%	135	0.75%	134	9.84%
HDFC Nifty Smallcap 250 ETF	0	-%	0	-78,371	-100%	78,371	15.22%	68,020	19.52%
HDFC BSE 500 Index Fund	0.11	0.05%	1,789	30	1.71%	1,759	-0.85%	1,774	6.80%
Bandhan Nifty Alpha 50 Index Fund	8.70	2.40%	141,397	-16,802	-10.62%	158,199	8.02%	146,447	8.61%
Bandhan Nifty Total Market Index Fund	0.02	0.05%	291	0	0%	291	2.46%	284	3.65%
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund	1.63	0.92%	26,491	-1,421	-5.09%	27,912	9.25%	25,549	16.33%
Edelweiss Aggressive Hybrid Fund	0	-%	0	-180,297	-100%	180,297	0%	180,297	0%
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF	8.51	1.56%	138,373	-32,176	-18.87%	170,549	11.89%	152,422	20.94%
Edelweiss BSE Capital Markets & Insurance ETF	0.27	2.30%	4,405	470	11.94%	3,935	6.96%	3,679	7.54%
HSBC Midcap Fund	0.25	0.00%	4,102	0	0%	4,102	0%	4,102	-99.68%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF	2.13	0.71%	34,595	-6,329	-15.47%	40,924	4.77%	39,061	7.33%
Mirae Asset Nifty500 Multicap 50:25:25 ETF	0.03	0.07%	520	-358	-40.77%	878	4.40%	841	17.46%
Nippon India Nifty Smallcap 250 Index Fund	0	-%	0	-164,005	-100%	164,005	2.74%	159,632	4.32%
Nippon India Nifty 500 Equal Weight Index Fund	0.75	0.20%	12,177	2,942	31.86%	9,235	1.31%	9,116	1.60%
Nippon India Nifty 500 Momentum 50 Index Fund	5.39	0.79%	87,671	5,224	6.34%	82,447	13.24%	72,806	13.43%
Edelweiss Business Cycle Fund	-	-%	-	-	-%	0	-100%	200,414	0%
Navi Nifty 500 Multicap 50:25:25 Index Fund	0.02	0.07%	267	-181	-40.40%	448	4.67%	428	21.94%
Mirae Asset Nifty Total Market Index Fund	0.02	0.05%	292	17	6.18%	275	6.59%	258	4.45%
Union Active Momentum Fund	-	-%	-	-	-%	-	-%	0	-100%
WhiteOak Capital Flexi Cap Fund	34.18	0.78%	555,441	0	0%	555,441	-20.05%	694,708	-17.66%
Kotak Large & Midcap Fund	283.06	1.14%	4,600,000	0	0%	4,600,000	0%	4,600,000	0%
Kotak Nifty Alpha 50 ETF	13.26	2.40%	215,409	-31,757	-12.85%	247,166	18.84%	207,980	21.34%
WhiteOak Capital ELSS Tax Saver Fund	2.66	0.78%	43,164	0	0%	43,164	-17.11%	52,073	-15.02%
WhiteOak Capital Mid Cap Fund	38.47	1.40%	625,166	0	0%	625,166	-10.41%	697,786	-24.25%
WhiteOak Capital Large Cap Fund	-	-%	-	-	-%	0	-100%	27,000	-54.04%
WhiteOak Capital Balanced Advantage Fund	3.69	0.27%	59,929	0	0%	59,929	-30.57%	86,313	-15.07%
Kotak Banking & Financial Services Fund	-	-%	-	-	-%	-	-%	0	-100%
WhiteOak Capital Multi Asset Allocation Fund	1.29	0.08%	20,962	0	0%	20,962	-34.62%	32,062	-17.92%
Kotak Quant Fund	6.13	0.91%	99,610	-12,844	-11.42%	112,454	-2.78%	115,673	-8.45%
WhiteOak Capital Multi Cap Fund	10.88	0.70%	176,740	0	0%	176,740	-19.22%	218,790	-16.52%
WhiteOak Capital Balanced Hybrid Fund	0.53	0.32%	8,686	0	0%	8,686	-33.88%	13,136	-12.00%
WhiteOak Capital Large & Mid Cap Fund	13.54	0.89%	220,006	0	0%	220,006	-16.13%	262,305	-5.84%
WhiteOak Capital Banking & Financial Services Fund	1.54	0.43%	25,040	25,040	100%	-	-%	0	-100%
WhiteOak Capital Special Opportunities Fund	-	-%	-	-	-%	-	-%	0	-100%
Samco Multi Cap Fund	2.85	0.83%	46,373	0	0%	46,373	0%	46,373	0%
Edelweiss Nifty500 Multicap Momentum Quality 50 ETF	0.23	0.92%	3,681	-85	-2.26%	3,766	26.29%	2,982	70.40%
Mirae Asset Nifty India New Age Consumption ETF	0.11	0.43%	1,809	193	11.94%	1,616	5.55%	1,531	310.46%
Kotak Nifty Smallcap 250 Index Fund	0	-%	0	-1,520	-100%	1,520	13.10%	1,344	100%
ICICI Prudential Nifty Smallcap 250 Index Fund	0	-%	0	-36,747	-100%	36,747	0.09%	36,714	4.61%
Samco Multi Asset Allocation Fund	-	-%	-	-	-%	-	-%	0	-100%
ICICI Prudential Nifty 500 Index Fund	0.01	0.05%	167	20	13.61%	147	9.70%	134	18.58%
ICICI Prudential BSE 500 ETF	0.18	0.05%	2,944	1	0.03%	2,943	0.17%	2,938	6.26%
Parag Parikh Flexi Cap Fund	671.55	0.72%	10,913,294	-1,140,585	-9.46%	12,053,879	0%	12,053,879	-9.80%
Parag Parikh ELSS Tax Saver Fund	33.34	0.68%	541,877	-12,692	-2.29%	554,569	0%	554,569	-8.74%
HSBC Large & Mid Cap Fund	0.03	0.00%	425	0	0%	425	0%	425	-99.87%
ICICI-Smallcap 250 Momentum Quality 100 Index Fund	2.85	1.35%	46,417	3,566	8.32%	42,851	100%	42,851	100%
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund	0.28	0.71%	4,614	-362	-7.27%	4,976	100%	-	-%
Axis Nifty500 Momentum 50 Index Fund	0.40	0.76%	6,504	671	11.50%	5,833	100%	-	-%
Nippon India Nifty Midcap 150 Index Fund	4.48	0.29%	72,816	72,816	100%	-	-%	-	-%
Nippon India ETF Nifty Midcap 150	5.67	0.29%	92,065	92,065	100%	-	-%	-	-%
LIC MF Nifty Midcap 100 ETF	2.37	0.37%	38,449	38,449	100%	-	-%	-	-%
Motilal Oswal Nifty Midcap 150 Index Fund	5.75	0.29%	93,508	93,508	100%	-	-%	-	-%
Motilal Oswal Nifty Midcap 100 ETF	2.00	0.37%	32,564	32,564	100%	-	-%	-	-%
UTI Nifty Midcap 150 Index Fund	0.13	0.29%	2,148	2,148	100%	-	-%	-	-%
UTI Nifty Midcap 150 ETF	0.03	0.29%	418	418	100%	-	-%	-	-%
Motilal Oswal Nifty Capital Market ETF	0.18	3.43%	2,997	2,997	100%	-	-%	-	-%
Bandhan Nifty Midcap 150 Index Fund	0.06	0.29%	1,045	1,045	100%	-	-%	-	-%
Edelweiss NIFTY Large Midcap 250 Index Fund	0.35	0.14%	5,708	5,708	100%	-	-%	-	-%
HDFC NIFTY Midcap 150 ETF	0.22	0.29%	3,563	3,563	100%	-	-%	-	-%
Groww Nifty 200 ETF	0.01	0.06%	130	130	100%	-	-%	-	-%
Mirae Asset Nifty LargeMidcap 250 Index Fund	0.02	0.15%	377	377	100%	-	-%	-	-%
ICICI Prudential Nifty Midcap 150 ETF	1.19	0.29%	19,419	19,419	100%	-	-%	-	-%
Navi Nifty Midcap 150 Index Fund	0.64	0.28%	10,440	10,440	100%	-	-%	-	-%
Mirae Asset Nifty Midcap 150 ETF	2.69	0.29%	43,683	43,683	100%	-	-%	-	-%
HDFC Nifty Midcap 150 Index Fund	0.84	0.29%	13,578	13,578	100%	-	-%	-	-%
ICICI Prudential Nifty LargeMidcap 250 Index Fund	0.27	0.15%	4,468	4,468	100%	-	-%	-	-%
HDFC Nifty LargeMidcap 250 Index Fund	0.64	0.14%	10,451	10,451	100%	-	-%	-	-%
ICICI Prudential Nifty Midcap 150 Index Fund	1.82	0.29%	29,501	29,501	100%	-	-%	-	-%
SBI Nifty Midcap 150 Index Fund	2.10	0.29%	34,185	34,185	100%	-	-%	-	-%
Kotak Nifty Midcap 150 ETF	0.00	0.28%	38	38	100%	-	-%	-	-%
Navi Nifty Smallcap250 Momentum Quality 100 Index Fund	0.11	1.55%	1,827	1,827	100%	-	-%	-	-%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund	0.91	0.29%	14,855	14,855	100%	-	-%	-	-%
Helios Mid Cap Fund	1.38	2.41%	22,372	22,372	100%	-	-%	-	-%
Baroda BNP Paribas NIFTY Midcap 150 Index Fund	0.02	0.28%	376	376	100%	-	-%	-	-%
Angel One Nifty Total Market Index Fund	0.02	0.05%	251	251	100%	-	-%	-	-%
Angel One Nifty Total Market ETF	0.01	0.05%	135	135	100%	-	-%	-	-%
Total:			30,535,024	-513,681		31,048,705		31,070,470

84.13% Gain from 52W Low

Tata Value Fund Regular Growth was the highest buyer of 278,540 shares in Mar 2025 constituting 0.05% of the paid up equity of the company.

Parag Parikh Flexi Cap Regular Growth was the highest seller of 1,140,585 shares in Mar 2025 constituting 0.19% of the paid up equity of the company.

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84.13% Gain from 52W Low

Mutual Fund Mar 2025 share holdings and fund action in Motilal Oswal Financial Services Ltd.

57 MFs bought and 24 MFs sold Motilal Oswal Financial Services Ltd. in the month of Mar 2025 for a net change of 513,681 stocks

Tata Value Fund Regular Growth was the highest buyer of 278,540 shares in Mar 2025 constituting 0.05% of the paid up equity of the company.

Parag Parikh Flexi Cap Regular Growth was the highest seller of 1,140,585 shares in Mar 2025 constituting 0.19% of the paid up equity of the company.

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