Motilal Oswal portfolio shakeup: Autos upgraded, Lupin in, Sun Pharma out, Swiggy joins

Motilal Oswal, a domestic brokerage house, has revamped its model portfolio by increasing exposure to India-focused themes and reducing weight in global stocks. The firm predicts a gradual earnings recovery by FY26 and has made adjustments in various sector stocks, including upgrading autos to overweight and focusing on financials and consumer discretionary names.