What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option - Portfolio Analysis

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 64.90%Others: 18.28%Debt: 16.82%

Market Cap

Large Cap: 39.24%Others: 13.81%Small Cap: 3.05%Mid Cap: 8.79%

Number of stocks

Top 10 Holdings

66.97% of portfolio

Market Cap of Equity

Large Cap

39.24%

Others

13.81%

Small Cap

3.05%

Mid Cap

8.79%

Companies Allocation of Equity

ICICI Bank Ltd6.881%

Eternal Ltd5.569%

Coforge Ltd5.555%

Shaily Engineering Plastics Ltd5.118%

NTPC Ltd4.847%

Bharti Airtel Ltd4.579%

IndusInd Bank Ltd3.597%

Torrent Pharmaceuticals Ltd3.530%

ICICI Prudential Asset Management Co Ltd3.404%

Reliance Industries Ltd3.018%

CG Power & Industrial Solutions Ltd2.970%

Axis Bank Ltd2.915%

Ellenbarrie Industrial Gases Ltd2.670%

Kalyan Jewellers India Ltd2.641%

Apollo Hospitals Enterprise Ltd2.556%

UltraTech Cement Ltd2.493%

Larsen & Toubro Ltd2.440%

Shriram Finance Ltd2.183%

Sector Allocation of Equity

Financial Services18.98%

Consumer Cyclical8.21%

Technology5.55%

Basic Materials10.28%

Utilities4.85%

Communication Services4.58%

Healthcare6.09%

Energy3.02%

Industrials5.41%

Equity-2.07%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

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Everything You Need To Know To Get Started With Confidence

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.