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Aug 09, 2025, 10:59:15 AM IST
Motilal Oswal’s MOSt Signature model portfolio continues to follow a high-conviction approach, investing in 20 carefully selected stocks—each with a 5% allocation. The idea is to strike the right balance between maximizing upside and managing risk. The portfolio is reviewed and rebalanced every month to adapt to changing macro trends and earnings updates, with the Nifty 200 Index serving as its benchmark.
Since its launch on March 7, 2025, the portfolio has delivered a solid 17.1% return over five months, beating the Nifty 200’s 12.1%. Over the last three months, it gained 5.5% compared to the benchmark’s 2.6%, while the one-month return stood at -1.0%, still ahead of the Nifty 200’s -3.1%. Here are the stocks included and excluded in August:
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HDFC Bank has been added to the model portfolio this month. It’s a large-cap stock from the financial sector. The inclusion comes on the back of improving margins, strong asset quality, and consistent loan growth, which have made it a compelling pick for the current environment.
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Paytm has made its way into the portfolio as a mid-cap financial name. The company has been showing steady progress towards profitability, thanks to a strategic shift toward financial services and tight cost control—factors that supported its entry.
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VMM, a mid-cap stock from the retail space, is another new entrant. Its addition is based on the belief that value retail is well-positioned to grow, especially in Tier 2 and Tier 3 cities where demand is holding up strong.
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PNB has been dropped from the portfolio this month. It’s a large-cap financial stock that has been showing modest growth in loans and deposits. Given the portfolio’s focus on stronger momentum plays, it made sense to make room elsewhere.
Agencies
CAMS, a mid-cap from the financial sector, has also been removed. The rationale behind the exit is its weak revenue performance and continued pressure on yields, which are expected to remain under stress.
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TRENT has been exited from the model portfolio. Despite adding new stores in the last quarter of FY25, the large-cap retail player continued to see growth slow down in Q1FY26, prompting a reassessment of its near-term prospects.
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
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