Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option - Portfolio Analysis
- Hybrid
- Dynamic Asset Allocation
- Status: Open
Portfolio Overview
As of September 30, 2025
Asset Allocation
Equity: 96.26%Others: 3.74%
Market Cap
Large Cap: 26.96%Small Cap: 19.35%Equity: 21.14%Mid Cap: 28.81%
Number of stocks
15
Top 10 Holdings
153.56% of portfolio
Market Cap of Equity
Large Cap
26.9635%
Small Cap
19.3476%
Equity
21.1377%
Mid Cap
28.8147%
Companies Allocation of Equity
Eternal Ltd19.29%
Shaily Engineering Plastics Ltd18.76%
Coforge Ltd18.00%
Dixon Technologies (India) Ltd17.59%
Trent Ltd17.54%
Kalyan Jewellers India Ltd16.15%
Persistent Systems Ltd12.99%
Ellenbarrie Industrial Gases Ltd12.15%
One97 Communications Ltd10.90%
Poonawalla Fincorp Ltd10.19%
Sector Allocation of Equity
Consumer Cyclical28.62%
Basic Materials15.46%
Technology29.74%
Financial Services9.71%
Industrials3.93%
Healthcare6.02%
Equity2.78%
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.