Coforge and Dixon Technologies Lead Motilal Oswal Mutual Fund's Top Holdings in January 2025

Motilal Oswal Mutual Fund's latest portfolio disclosures reveal Coforge Ltd. and Dixon Technologies (India) Ltd. as prominent holdings across multiple schemes. Coforge consistently appears as a top holding, with a 9.62% allocation in the Midcap Fund and 10% in the Business Cycle Fund. Dixon Technologies, recently added to the Business Cycle Fund, also features in the Midcap Fund's top holdings with a 6.12% allocation. Other notable top holdings include Persistent Systems Ltd., Kalyan Jewellers India Ltd., and Trent Ltd. These allocations reflect the fund house's focus on technology, consumer discretionary, and capital goods sectors. The fund's strategic positioning in these stocks aligns with its aim to capitalize on emerging market trends and growth opportunities.
Source: Motilal Oswal Mutual Fund Portfolio