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Motilal Oswal’s Q2 bets: Adds Meesho, PhysicsWallah; reallocates 400 bps to SMIDs

Posted on October 7, 2026
By Financial Express
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Motilal Oswal’s Q2 bets: Adds Meesho, PhysicsWallah; reallocates 400 bps to SMIDs

Motilal Oswal is shifting 400 basis points from large caps to mid- and small-caps, while adding Meesho and PhysicsWallah to its model portfolio as Q2FY27 earnings growth strengthens.