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: 99.29%Others: 0.71%
Market Cap
Others: 36.70%Mid Cap: 36.40%Small Cap: 22.23%Large Cap: 3.96%
Number of stocks
28
Top 10 Holdings
52.11% of portfolio
Market Cap of Equity
Others
36.70%
Mid Cap
36.40%
Small Cap
22.23%
Large Cap
3.96%
Companies Allocation of Equity
Multi Commodity Exchange of India Ltd7.80%
Piramal Finance Ltd6.00%
Jain Resource Recycling Ltd5.76%
Apar Industries Ltd5.37%
Waaree Energies Ltd4.92%
Amber Enterprises India Ltd Ordinary Shares4.56%
OneSource Specialty Pharma Ltd4.53%
Billionbrains Garage Ventures Ltd4.43%
Ather Energy Ltd4.37%
Muthoot Finance Ltd4.35%
Sector Allocation of Equity
Financial Services28.67%
Basic Materials11.92%
Industrials26.59%
Technology11.78%
Consumer Cyclical12.90%
Healthcare4.53%
Real Estate2.90%
Consumer Defensive0.00%
SIP Amount
Monthly SIP Date
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option
Is This Mutual Fund Right for You?
+10k investors used our Suitability Test to get better returns
Fund Suitability Test
Let's Get Started.
Frequently Asked Questions
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.