Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Annual Dividend Payout Option - Portfolio Analysis
- Hybrid
- Dynamic Asset Allocation
- Status: Open
Portfolio Overview
As of April 30, 2026
Asset Allocation
Equity: 64.90%Others: 35.10%
Market Cap
Large Cap: 39.24%Others: 11.74%Small Cap: 5.12%Mid Cap: 8.79%
Number of stocks
25
Top 10 Holdings
46.10% of portfolio
Market Cap of Equity
Large Cap
39.24%
Others
11.74%
Small Cap
5.12%
Mid Cap
8.79%
Companies Allocation of Equity
ICICI Bank Ltd6.88%
Eternal Ltd5.57%
Coforge Ltd5.55%
Shaily Engineering Plastics Ltd5.12%
NTPC Ltd4.85%
Bharti Airtel Ltd4.58%
IndusInd Bank Ltd3.60%
Torrent Pharmaceuticals Ltd3.53%
ICICI Prudential Asset Management Co Ltd3.40%
Reliance Industries Ltd3.02%
Sector Allocation of Equity
Financial Services18.98%
Consumer Cyclical8.21%
Technology5.55%
Basic Materials10.28%
Utilities4.85%
Communication Services4.58%
Healthcare6.09%
Energy3.02%
Industrials5.41%
Equity-2.07%
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.
All-in-one Mutual Fund Investing app for everyone.
Start your Investing Journey Today.
