Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option - Portfolio Analysis
- Hybrid
- Dynamic Asset Allocation
- Status: Open
Portfolio Overview
As of December 31, 2025
Asset Allocation
Equity: 69.10%Others: 30.90%
Market Cap
Large Cap: 23.51%Small Cap: 15.02%Mid Cap: 15.92%Equity: 14.65%
Number of stocks
10
Top 10 Holdings
138.20% of portfolio
Market Cap of Equity
Large Cap
23.5137%
Small Cap
15.0176%
Mid Cap
15.9198%
Equity
14.6504%
Companies Allocation of Equity
Bharti Airtel Ltd19.32%
Shaily Engineering Plastics Ltd18.65%
Persistent Systems Ltd17.98%
Eternal Ltd15.39%
Coforge Ltd15.26%
Ellenbarrie Industrial Gases Ltd14.04%
Kalyan Jewellers India Ltd13.86%
ICICI Bank Ltd12.32%
HealthCare Global Enterprises Ltd11.39%
Anthem Biosciences Ltd0.00%
Sector Allocation of Equity
Communication Services9.66%
Basic Materials16.35%
Technology16.62%
Consumer Cyclical14.62%
Financial Services6.16%
Healthcare5.69%
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.