Stock in focus Motilal Oswal Midcap Fund is buying

POWERINDIA

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POLYCAB

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TRENT

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MAZDOCK

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KALYANKJIL

Motilal Oswal Midcap Fund: Top 5 Buys – March 2025 Motilal Oswal's flagship midcap fund took decisive positions across sectors in March, indicating confidence in infrastructure, real estate, and consumption-driven themes: 1. Hitachi Energy (newly added) - Added to the portfolio amid rising demand for power infrastructure. - Plays into India’s growing investments in transmission and renewable energy projects. 2. Polycab India (increased holding by 27.14%) - Wire and cable sector gaining momentum with strong capital goods demand. - Company is a direct beneficiary of industrial capex and electrification push. 3. Trent (increased holding by 18.65%) - Rapid store expansion across formats like Zudio and Westside. - Supported by strong same-store sales and premium brand positioning. 4. Mazagon Dock (increased holding by 17.48%) - Defense and shipping PSU gaining from government expenditure and strong order pipeline. - Strategic long-term play in naval shipbuilding and maritime defense. 5. Prestige Estates (increased holding by 14.74%) - Backed by strong pre-sales growth in residential segment. - IPO plans for hotel business add potential value unlocking story. ### Fund Strategy View: The buying pattern signals the fund manager’s conviction in cyclical and structural growth themes such as: - Power and infra capex (Hitachi Energy, Polycab) - Consumption and retail expansion (Trent) - Defense and public sector capex (Mazagon Dock) - Real estate momentum and unlocking value via REITs/IPOs (Prestige Estates) Motilal Oswal Midcap Fund continues to follow a focused and high-conviction approach, concentrating on midcap leaders with scalability and strong execution visibility and now they are betting on high P/E stocks like

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