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

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MF	May-2025					Apr-2025		Mar-2025
MF	AUM (Cr)	AUM %	Shares Held	Month Change	Month Change %	Shares Held	Month Change %	Shares Held	Month Change %
Nippon India Nifty Midcap 150 Index Fund	6.03	0.35%	74,513	1,155	1.57%	73,358	0.74%	72,816	100%
HSBC Midcap Fund	0.33	0.00%	4,102	0	0%	4,102	0%	4,102	0%
Nippon India ETF Nifty Midcap 150	7.70	0.35%	95,069	992	1.05%	94,077	2.19%	92,065	100%
Nippon India Nifty Smallcap 250 Index Fund	-	-%	-	-	-%	-	-%	0	-100%
LIC MF Nifty Midcap 100 ETF	3.11	0.44%	38,449	0	0%	38,449	0%	38,449	100%
TrustMF Flexi Cap Fund	16.75	1.51%	206,780	27,174	15.13%	179,606	68.97%	106,293	100%
Axis Nifty 500 Index Fund	0.18	0.06%	2,247	219	10.80%	2,028	4.21%	1,946	9.76%
Nippon India Nifty 500 Equal Weight Index Fund	1.00	0.24%	12,371	-401	-3.14%	12,772	4.89%	12,177	31.86%
Nippon India Nifty 500 Momentum 50 Index Fund	8.20	0.94%	101,190	5,695	5.96%	95,495	8.92%	87,671	6.34%
Axis Nifty500 Momentum 50 Index Fund	0.64	0.93%	7,852	681	9.50%	7,171	10.26%	6,504	11.50%
UTI Retirement Fund	22.02	0.47%	271,873	0	0%	271,873	8.57%	250,414	9.20%
Motilal Oswal Nifty Smallcap 250 Index Fund	-	-%	-	-	-%	-	-%	0	-100%
Motilal Oswal Nifty Midcap 150 Index Fund	7.98	0.35%	98,577	2,261	2.35%	96,316	3.00%	93,508	100%
Motilal Oswal Nifty 500 Fund	1.50	0.06%	18,498	609	3.40%	17,889	1.45%	17,634	2.72%
Motilal Oswal Nifty Midcap 100 ETF	2.82	0.44%	34,766	1,336	4.00%	33,430	2.66%	32,564	100%
Motilal Oswal Nifty 500 ETF	0.09	0.06%	1,054	36	3.54%	1,018	3.56%	983	0.31%
UTI Nifty Midcap 150 Index Fund	0.18	0.34%	2,244	52	2.37%	2,192	2.05%	2,148	100%
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund	0.45	0.83%	5,577	586	11.74%	4,991	8.17%	4,614	-7.27%
Motilal Oswal Nifty Smallcap 250 ETF	-	-%	-	-	-%	-	-%	0	-100%
UTI Large & Mid Cap Fund	63.04	1.39%	778,343	0	0%	778,343	7.85%	721,684	6.70%
UTI Aggressive Hybrid Fund	46.01	0.74%	568,133	0	0%	568,133	9.34%	519,624	22.35%
UTI Nifty Midcap 150 ETF	0.03	0.34%	417	0	0%	417	-0.24%	418	100%
Motilal Oswal Nifty 500 Momentum 50 Index Fund	6.20	0.94%	76,493	3,272	4.47%	73,221	6.57%	68,710	5.70%
Motilal Oswal Nifty 500 Momentum 50 ETF	1.69	0.95%	20,886	1,802	9.44%	19,084	12.44%	16,972	16.53%
Motilal Oswal Nifty Capital Market ETF	0.54	3.62%	6,718	3,863	135.31%	2,855	-4.74%	2,997	100%
Bandhan Small Cap Fund	125.11	1.07%	1,544,725	15,000	0.98%	1,529,725	12.44%	1,360,511	0%
Bandhan Nifty Smallcap 250 Index Fund	-	-%	-	-	-%	-	-%	0	-100%
Bandhan Nifty 500 Momentum 50 Index Fund	0.22	0.94%	2,757	91	3.41%	2,666	6.68%	2,499	7.76%
Bandhan Nifty Alpha 50 Index Fund	12.71	2.84%	156,965	6,301	4.18%	150,664	6.55%	141,397	-10.62%
Bandhan Nifty Total Market Index Fund	0.02	0.06%	302	3	1.00%	299	2.75%	291	0%
Bandhan Nifty Midcap 150 Index Fund	0.09	0.35%	1,064	14	1.33%	1,050	0.48%	1,045	100%
Edelweiss NIFTY Large Midcap 250 Index Fund	0.49	0.18%	6,037	119	2.01%	5,918	3.68%	5,708	100%
Edelweiss Nifty Smallcap 250 Index Fund	-	-%	-	-	-%	-	-%	0	-100%
DSP Nifty Smallcap250 Quality 50 Index Fund	7.22	2.83%	89,177	3,521	4.11%	85,656	6.93%	80,104	25.46%
TrustMF Small Cap Fund	-	-%	-	-	-%	0	-100%	123,563	100%
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund	2.58	1.09%	31,794	1,814	6.05%	29,980	13.17%	26,491	-5.09%
Edelweiss Nifty500 Multicap Momentum Quality 50 ETF	0.30	1.10%	3,649	-224	-5.78%	3,873	5.22%	3,681	-2.26%
Edelweiss BSE Capital Markets & Insurance ETF	0.39	2.60%	4,841	738	17.99%	4,103	-6.86%	4,405	11.94%
WhiteOak Capital Large & Mid Cap Fund	11.65	0.70%	143,897	-31,182	-17.81%	175,079	-20.42%	220,006	0%
Groww Nifty Smallcap 250 Index Fund	-	-%	-	-	-%	-	-%	0	-100%
Kotak Nifty Alpha 50 ETF	18.58	2.84%	229,383	4,906	2.19%	224,477	4.21%	215,409	-12.85%
WhiteOak Capital Balanced Hybrid Fund	-	-%	-	-	-%	0	-100%	8,686	0%
Parag Parikh ELSS Tax Saver Fund	21.19	0.40%	261,589	-165,609	-38.77%	427,198	-21.16%	541,877	-2.29%
WhiteOak Capital Flexi Cap Fund	28.64	0.57%	353,631	-70,066	-16.54%	423,697	-23.72%	555,441	0%
WhiteOak Capital ELSS Tax Saver Fund	1.72	0.45%	21,189	-6,990	-24.81%	28,179	-34.72%	43,164	0%
WhiteOak Capital Mid Cap Fund	34.26	1.07%	422,987	-39,405	-8.52%	462,392	-26.04%	625,166	0%
Kotak Quant Fund	0	-%	0	-33,669	-100%	33,669	-66.20%	99,610	-11.42%
WhiteOak Capital Multi Cap Fund	10.48	0.55%	129,437	0	0%	129,437	-26.76%	176,740	0%
Groww Nifty Total Market Index Fund	0.19	0.06%	2,290	19	0.84%	2,271	2.30%	2,220	3.06%
WhiteOak Capital Banking & Financial Services Fund	2.26	0.54%	27,936	0	0%	27,936	11.57%	25,040	100%
Groww Banking & Financial Services Fund	1.61	2.97%	19,820	7,246	57.63%	12,574	120.67%	5,698	0%
Tata Value Fund	309.28	3.64%	3,818,710	75,000	2.00%	3,743,710	2.98%	3,635,540	8.30%
Kotak Large & Midcap Fund	372.55	1.38%	4,600,000	0	0%	4,600,000	0%	4,600,000	0%
Edelweiss Aggressive Hybrid Fund	-	-%	-	-	-%	0	-100%	0	-100%
Parag Parikh Flexi Cap Fund	436.75	0.42%	5,392,631	-3,193,318	-37.19%	8,585,949	-21.33%	10,913,294	-9.46%
ICICI Prudential Nifty Smallcap 250 Index Fund	-	-%	-	-	-%	-	-%	0	-100%
WhiteOak Capital Balanced Advantage Fund	-	-%	-	-	-%	0	-100%	59,929	0%
HDFC BSE 500 ETF	0.01	0.07%	135	0	0%	135	0%	135	0%
HDFC Nifty Smallcap 250 ETF	-	-%	-	-	-%	-	-%	0	-100%
HDFC NIFTY Midcap 150 ETF	0.31	0.35%	3,784	95	2.58%	3,689	3.54%	3,563	100%
ICICI Prudential BSE 500 ETF	0.22	0.07%	2,768	-245	-8.13%	3,013	2.34%	2,944	0.03%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF	3.00	0.83%	37,071	1,238	3.45%	35,833	3.58%	34,595	-15.47%
Mirae Asset Nifty Total Market Index Fund	0.03	0.06%	315	7	2.27%	308	5.48%	292	6.18%
Kotak Nifty Smallcap 250 Index Fund	-	-%	-	-	-%	-	-%	0	-100%
Groww Nifty 200 ETF	0.01	0.08%	114	12	11.76%	102	-21.54%	130	100%
HDFC Multi Cap Fund	88.11	0.50%	1,087,900	0	0%	1,087,900	0%	1,087,900	0%
Mirae Asset Nifty LargeMidcap 250 Index Fund	0.03	0.18%	429	15	3.62%	414	9.81%	377	100%
HDFC Large and Mid Cap Fund	150.38	0.59%	1,856,728	0	0%	1,856,728	0%	1,856,728	0%
ICICI Prudential Nifty Midcap 150 ETF	1.61	0.35%	19,840	198	1.01%	19,642	1.15%	19,419	100%
Samco Flexi Cap Fund	0	-%	0	-133,852	-100%	133,852	-44.27%	240,158	0%
Navi Nifty Midcap 150 Index Fund	0.99	0.34%	12,162	1,722	16.49%	-	-%	10,440	100%
Mirae Asset Nifty Midcap 150 ETF	3.70	0.34%	45,691	729	1.62%	44,962	2.93%	43,683	100%
SBI Nifty Smallcap 250 Index Fund	-	-%	-	-	-%	-	-%	0	-100%
Samco ELSS Tax Saver Fund	8.48	6.97%	104,732	0	0%	104,732	0%	104,732	0%
HDFC Nifty Midcap 150 Index Fund	1.19	0.34%	14,722	422	2.95%	14,300	5.32%	13,578	100%
HDFC BSE 500 Index Fund	0.16	0.07%	1,915	52	2.79%	1,863	4.14%	1,789	1.71%
HDFC NIFTY Smallcap 250 Index Fund	-	-%	-	-	-%	-	-%	0	-100%
ICICI Prudential Nifty LargeMidcap 250 Index Fund	0.37	0.18%	4,587	23	0.50%	4,564	2.15%	4,468	100%
Helios Financial Services Fund	4.40	2.55%	54,297	0	0%	54,297	0%	54,297	0%
Navi Nifty 500 Multicap 50:25:25 Index Fund	0.02	0.09%	305	38	14.23%	-	-%	267	-40.40%
Mirae Asset Nifty500 Multicap 50:25:25 ETF	0.04	0.09%	510	-10	-1.92%	520	0%	520	-40.77%
HDFC Nifty LargeMidcap 250 Index Fund	0.85	0.18%	10,521	-67	-0.63%	10,588	1.31%	10,451	100%
Tata Nifty Capital Markets Index Fund	8.70	3.67%	107,384	18,171	20.37%	89,213	10.50%	80,738	11.11%
ICICI Prudential Nifty 500 Index Fund	0.02	0.06%	196	18	10.11%	178	6.59%	167	13.61%
Mirae Asset Nifty India New Age Consumption ETF	0.14	0.53%	1,716	-3	-0.17%	1,719	-4.98%	1,809	11.94%
ICICI Prudential Nifty Midcap 150 Index Fund	2.52	0.34%	31,156	941	3.11%	30,215	2.42%	29,501	100%
SBI Nifty Midcap 150 Index Fund	2.92	0.34%	36,084	1,326	3.81%	34,758	1.68%	34,185	100%
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF	10.03	1.62%	123,790	-1,080	-0.86%	124,870	-9.76%	138,373	-18.87%
SBI Nifty 500 Index Fund	0.55	0.06%	6,798	-18	-0.26%	6,816	0.35%	6,792	0.46%
Kotak Nifty Midcap 150 ETF	0.01	0.35%	71	32	82.05%	39	2.63%	38	100%
Helios Balanced Advantage Fund	-	-%	-	-	-%	0	-100%	42,891	0%
Navi Nifty Smallcap250 Momentum Quality 100 Index Fund	-	-%	-	-	-%	-	-%	1,827	100%
Samco Special Opportunities Fund	-	-%	-	-	-%	0	-100%	63,101	0%
Helios Large & Mid Cap Fund	7.98	2.51%	98,567	21,500	27.90%	77,067	0%	77,067	0%
WhiteOak Capital Multi Asset Allocation Fund	-	-%	-	-	-%	0	-100%	20,962	0%
Helios Flexi Cap Fund	58.67	1.83%	724,410	0	0%	724,410	0%	724,410	23.26%
Samco Multi Cap Fund	5.14	1.40%	63,523	0	0%	63,523	36.98%	46,373	0%
Motilal Oswal Nifty Capital Market Index Fund	7.42	3.61%	91,572	14,569	18.92%	77,003	29.02%	59,685	16.91%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund	1.23	0.34%	15,214	242	1.62%	14,972	0.79%	14,855	100%
Helios Mid Cap Fund	2.35	2.41%	29,016	5,260	22.14%	23,756	6.19%	22,372	100%
Baroda BNP Paribas NIFTY Midcap 150 Index Fund	0.03	0.34%	388	-5	-1.27%	393	4.52%	376	100%
Angel One Nifty Total Market Index Fund	0.02	0.06%	282	12	4.44%	270	7.57%	251	100%
Angel One Nifty Total Market ETF	0.01	0.06%	165	30	22.22%	135	0%	135	100%
HSBC Large & Mid Cap Fund	0.03	0.00%	425	0	0%	425	0%	425	0%
ICICI-Smallcap 250 Momentum Quality 100 Index Fund	3.99	1.60%	49,314	1,815	3.82%	47,498	2.33%	46,417	8.32%
Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund	0.36	0.18%	4,454	209	4.92%	4,245	100%	-	-%
Zerodha Nifty LargeMidcap 250 Index Fund	1.69	0.18%	20,912	710	3.51%	20,202	100%	-	-%
JM Value Fund	24.56	2.26%	303,220	83,020	37.70%	220,200	100%	-	-%
JM Midcap Fund	40.72	2.92%	502,768	218,431	76.82%	284,337	100%	-	-%
JM Small Cap Fund	20.94	2.91%	258,577	48,577	23.13%	210,000	100%	-	-%
Zerodha Nifty Midcap 150 ETF	0.28	0.34%	3,468	204	6.25%	3,264	100%	-	-%
Samco Multi Asset Allocation Fund	1.12	0.40%	13,773	1,854	15.55%	11,919	100%	-	-%
Groww Nifty 500 Momentum 50 ETF	0.14	0.95%	1,701	-938	-35.54%	2,639	100%	-	-%
HSBC Multi Cap Fund	25.03	0.53%	309,000	309,000	100%	-	-%	-	-%
HSBC Small Cap Fund	178.64	1.11%	2,205,734	2,205,734	100%	-	-%	-	-%
Edelweiss BSE Internet Economy Index Fund	0.72	2.40%	8,835	8,835	100%	-	-%	-	-%
JM Flexicap Fund	121.93	2.06%	1,505,492	1,505,492	100%	-	-%	-	-%
Nippon India Nifty 500 Quality 50 Index Fund	0.55	1.69%	6,766	6,766	100%	-	-%	-	-%
HSBC Flexi Cap Fund	40.15	0.81%	495,800	495,800	100%	-	-%	-	-%
Total:			29,970,060	1,440,522		28,518,830		30,535,024

83.46% Gain from 52W Low

HSBC Small Cap Fund Fund Regular Growth was the highest buyer of 2,205,734 shares in May 2025 constituting 0.37% of the paid up equity of the company.

Parag Parikh Flexi Cap Regular Growth was the highest seller of 3,193,318 shares in May 2025 constituting 0.53% of the paid up equity of the company.

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83.46% Gain from 52W Low

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

65 MFs bought and 18 MFs sold Motilal Oswal Financial Services Ltd. in the month of May 2025 for a net change of 1,440,522 stocks

HSBC Small Cap Fund Fund Regular Growth was the highest buyer of 2,205,734 shares in May 2025 constituting 0.37% of the paid up equity of the company.

Parag Parikh Flexi Cap Regular Growth was the highest seller of 3,193,318 shares in May 2025 constituting 0.53% of the paid up equity of the company.

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