06 Oct 2025 | 5 Mins Read

Motilal Oswal makes major portfolio shifts

Flipitmoney

Motilal Oswal has updated its model portfolio with several changes across sectors. Key updates include upgrading Automobiles to Overweight citing improving macro conditions. Happy Forgings was added as a preferred stock in the auto ancillary space. The brokerage maintained an Overweight position in BFSI, added Max Financials replacing Angel One, and kept consumer discretionary names optimistic.