Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option - Portfolio Analysis
- Hybrid
- Dynamic Asset Allocation
- Status: Open
Portfolio Overview
As of March 31, 2026
Asset Allocation
Equity: 60.21%Others: 39.79%
Market Cap
Large Cap: 37.27%Others: 5.18%Mid Cap: 13.49%Small Cap: 4.26%
Number of stocks
24
Top 10 Holdings
50.86% of portfolio
Market Cap of Equity
Large Cap
37.27%
Others
5.18%
Mid Cap
13.49%
Small Cap
4.26%
Companies Allocation of Equity
Bharti Airtel Ltd8.07%
ICICI Bank Ltd6.87%
Coforge Ltd6.35%
Eternal Ltd6.35%
Kalyan Jewellers India Ltd5.36%
NTPC Ltd4.48%
Shaily Engineering Plastics Ltd4.26%
Bharat Heavy Electricals Ltd3.08%
ICICI Prudential Asset Management Co Ltd3.03%
IndusInd Bank Ltd3.00%
Sector Allocation of Equity
Communication Services8.07%
Financial Services17.46%
Technology6.35%
Consumer Cyclical11.71%
Utilities4.48%
Basic Materials6.32%
Industrials7.68%
Healthcare4.57%
Energy1.95%
Equity-8.38%
SIP Amount
Monthly SIP Date
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option
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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.