Motilal Oswal’s ‘MOSt Signature Model Portfolio’ has picked 20 stocks for August 2025. It allocates 50-80% of its investments to large-cap stocks for stability and steady growth, while 20-50% is directed towards mid- and small-cap stocks for higher growth potential.
Key characteristics of portfolio
Motilal Oswal curated the portfolio from its coverage of over 300 companies, ensuring that only the most high-conviction ideas, supported by research, are included.
For August 2025, the portfolio saw key adjustments:
Entries: HDFC Bank (Financials, Large Cap) was added due to anticipated gradual margin recovery, robust asset quality, and healthy loan growth. Paytm (Financials, Mid Cap) entered, driven by its steady progress towards profitability through a strategic shift to financial services and disciplined cost management. Vishal Mega Mart (Retail, Mid Cap) was included, positioned for growth, particularly in Tier 2 & 3 cities.
Exits: Punjab National Bank (Financials, Large Cap) was exited due to modest loan/deposit growth. CAMS (Financials, Mid Cap) was removed due to weak revenue and likely persistent yield compression. Trent (Retail, Large Cap) was exited due to continued growth deceleration.
Stock selection combines fundamental analysis with timely market insights from earnings, news, and event-driven triggers.
According to Motilal Oswal, it is a concentrated portfolio that holds 20 high-conviction stocks, with each typically receiving a 5% allocation to maximise potential upside while managing risk. The portfolio undergoes monthly rebalancing to adapt to new opportunities, earnings trends, and macroeconomic shifts, with the Nifty 200 Index serving as its benchmark.
Performance Highlights
Since its inception, that is, March 2025, the MOSt Signature portfolio has outperformed the benchmark index as of July 2025:
- 5-month absolute return: 17.1%, outperforming the Nifty 200’s 12.1%.
- 3-month absolute return: 5.5%, compared to the Nifty 200’s 2.6%.
- 1-month absolute return: -1.0%, also outperforming the Nifty 200’s -3.1%.
Current Holdings
As of August 2025, the portfolio comprises 20 stocks, which are:
| ICICI Bank | 5% | Largecap |
| HDFC Bank | 5% | Largecap |
| Shriram Finance | 5% | Largecap |
| Paytm | 5% | Midcap |
| Niva Bupa | 5% | Smallcap |
| Mahindra & Mahindra | 5% | Largecap |
| Divis Laboratories | 5% | Largecap |
| MAX Health | 5% | Largecap |
| Hindustan Aeronautics | 5% | Largecap |
| Kaynes Technologies | 5% | Midcap |
| JK Cement | 5% | Midcap |
| Polycab | 5% | Largecap |
| Time Techno | 5% | Smallcap |
| Coforge | 5% | Midcap |
| Vishal Mega Mart | 5% | Midcap |
| Radico | 5% | Midcap |
| SRF | 5% | Midcap |
| Bharti Airtel | 5% | Largecap |
| Prestige | 5% | Midcap |
| Zomato (Eternal) | 5% | Largecap |
Sector and market capitalisation allocation
The portfolio is diversified across sectors and market capitalisations. The brokerage has the highest allocation in two sectors, Banking and Finance, with 25% and Industrial with another 25%. The Healthcare sector carries a weightage of 10% of the portfolio, while consumption is also 10%. The IT, Automobile, Telecom, Realty, Digital, and Chemicals sectors have a weightage of 5% each in the portfolio.