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

  • Hybrid
  • Dynamic Asset Allocation
  • Very High
  • Current NAV

    ₹19.61 0.0411%

  • Annual Returns


  • Min. SIP ₹500

    Min. Investment ₹500

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  • Equity 60.04%
  • Debt 17.15%
  • Others 22.78%

Market Cap

Mid Cap 36.56
Small Cap 21.51
Large Cap 19.5
Others -17.53

Sector Allocation






Capital Goods



Consumer Staples


Current Holdings

Stocks Market Cap Sectors (PE Ratio)
Holdings PE Ratio
1Y Return
Star Health and Allied Insurance Company Ltd. Mid Cap Insurance (44.24) 9.02% 0 -7.17%
FSN E-Commerce Ventures Ltd. Mid Cap Services (877.76) 6.94% 1752 38.94%
Samvardhana Motherson International Ltd. Mid Cap Automobile (101.61) 6.77% 42.47 83.54%
Religare Enterprises Ltd. Small Cap Financial (32.41) 6.34% 2.08 55.14%
Fino Payments Bank Ltd. Small Cap Financial (44.17) 5.8% 0 -2.32%
ZF Commercial Vehicle Control Systems India Ltd. Mid Cap Automobile (69.46) 4.98% 62.01 33.44%
BSE Ltd. Small Cap Services 4.94% 0%
Dreamfolks Services Ltd. Small Cap Services (0) 4.43% 0 0%
L&T Technology Services Ltd. Mid Cap Technology (45.54) 4.41% 44.19 50.6%
Piramal Enterprises Ltd. Mid Cap Healthcare (19.68) 4.02% -9.33 19.4%
Larsen & Toubro Ltd. Large Cap Construction (46.56) 2.82% 39.4 57.01%
Infosys Ltd. Large Cap Technology (32.73) 2.6% 24.08 1.88%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (54.52) 2.47% 41.38 53.01%
Bharti Airtel Ltd. Large Cap Communication (72.03) 2.45% 83.22 58.18%
Hindustan Aeronautics Ltd. Large Cap Capital Goods (29.93) 2.19% 40.51 32.61%
HDFC Life Insurance Co Ltd. Large Cap Insurance (25.21) 1.55% 85.25 13.64%
ITC Ltd. Large Cap Consumer Staples (28.17) 1.47% 25.93 7.71%
ICICI Bank Ltd. Large Cap Financial (24.57) 1.18% 17.67 18.72%
ABB India Ltd. Large Cap Capital Goods (109.34) 1.11% 0 106.34%
Tata Consultancy Services Ltd. Large Cap Technology (33.42) 1.1% 30.53 21.39%
HDFC Bank Ltd. Large Cap Financial (24.57) 0.56% 19.42 -10.86%
One97 Communications Ltd. Mid Cap Services (69.87) 0.42% -24.02 -39.9%
Nifty 50% 03/2024 Financial -17.53% 0%

Market Cap

Others 17.15

Sector Allocation






Current Holdings

Stocks Market Cap Sectors (PE Ratio)
Holdings PE Ratio
1Y Return
Others Others 3.61% 0%
6.75% Muthoot Finance Ltd. 05/05/2025 Financial 2.75% 0%
7.06% GOI 10/04/2028 Sovereign 2.41% 0%
7.32% Cholamandalam Investment and Finance Company Ltd. 28/04/2026 Financial 1.96% 0%
7.68% Gujarat State 15/02/2030 Construction 1.63% 0%
7.76% Karnataka State 13/12/2027 Others 1.22% 0%
5.84% Indian Oil Corporation Ltd. 19/04/2024 Energy 1.2% 0%
7.75% Muthoot Finance Ltd. 30/09/2025 Financial 1.19% 0%
REC Ltd.% 137-D 01/03/2024 Financial 0.8% 0%
HDFC Bank Ltd.% 29/05/2026 Financial 0.38% 0%

Market Cap

Others 22.78

Sector Allocation



Current Holdings

Stocks Market Cap Sectors (PE Ratio)
Holdings PE Ratio
1Y Return
Others Others 21.38% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

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.

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.

Top 5 holdings for Motilal Oswal Balance Advantage Fund (MOFDYNAMIC)?

The top holdings of this fund are Star Health and Allied Insurance Company Ltd., FSN E-Commerce Ventures Ltd., Samvardhana Motherson International Ltd., Religare Enterprises Ltd., Fino Payments Bank Ltd.

Top 5 Sector for Motilal Oswal Balance Advantage Fund (MOFDYNAMIC)?

The major sectors of this fund are Services, Automobile, Insurance, Technology, Healthcare.

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.

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