Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option - Portfolio Analysis
- Hybrid
- Dynamic Asset Allocation
- Status: Open
Portfolio Overview
As of February 28, 2026
Asset Allocation
Equity: 62.48%Others: 37.52%
Market Cap
Small Cap: 10.26%Large Cap: 31.45%Others: 10.37%Mid Cap: 10.40%
Number of stocks
19
Top 10 Holdings
108.38% of portfolio
Market Cap of Equity
Small Cap
10.2611%
Large Cap
31.4493%
Others
10.3725%
Mid Cap
10.3952%
Companies Allocation of Equity
Shaily Engineering Plastics Ltd17.33%
Bharti Airtel Ltd15.54%
ICICI Bank Ltd14.35%
Eternal Ltd12.47%
Coforge Ltd12.34%
Kalyan Jewellers India Ltd10.67%
Ellenbarrie Industrial Gases Ltd9.09%
IndusInd Bank Ltd6.96%
ICICI Prudential Asset Management Co Ltd5.19%
Axis Bank Ltd4.45%
Sector Allocation of Equity
Basic Materials13.21%
Communication Services7.77%
Financial Services17.30%
Consumer Cyclical13.17%
Technology6.17%
Utilities2.22%
Industrials7.41%
Healthcare0.00%
Equity-4.77%
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.