Positive impactCompany
Motilal Oswal’s Q2 bets: Adds Meesho, PhysicsWallah; reallocates 400 bps to SMIDs
The Financial Express 3 hrs ago·7 Oct 2026, 6:00 am
Motilal Oswal Mutual Fund has made notable adjustments to its portfolio for the second quarter, reallocating 400 basis points to small and mid-cap stocks while adding Meesho and PhysicsWallah to its holdings. This shift signals a strategic move towards higher-growth segments within the equity market, moving away from a pure large-cap focus.
For investors, this development highlights the fund manager's confidence in the long-term potential of emerging companies. By increasing exposure to small and mid-cap stocks, the fund aims to capture growth opportunities that are often less correlated with large-cap indices. This change could influence how the fund performs relative to broader market benchmarks in the near term.
What to watch next includes the performance of the newly added stocks and the broader small and mid-cap market trends. Investors should monitor how these bets play out as the fund continues to navigate the evolving market landscape.
Affected stocks
Bullish1 stock
Bull / bear label is derived from the article's AI sentiment — indicative, not advice. Prices may be delayed.
Key takeaways
- Concerns Physicswallah (PWL).
- Category: Company.
- AI reads the tone as positive (potentially bullish) for the stock.
Why it matters
A routine update for Physicswallah. The tone is positive — historically associated with upward pressure, though not predictive. Use the price and stock snapshot to gauge how the market is responding.
