Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Portfolio Analysis

Q: What is Market cap allocation in the portfolio?

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.

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₹17.92 (-0.44%)
Current NAV 28-03-2025
-7.33%
Returns
Min. SIP ₹500

Min. Investment ₹500

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Asset Allocation (As on 28-Feb-2025)

Allocation of Equity and Debt Asset Classes.

Equity 69.79%
Debt 17.98%
Others 12.23%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category	Allocation
Large Cap	33.5
Mid Cap	17.36
Small Cap	16.23
Others	2.7

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Technology

18%

Industrials

15%

Financial Services

13%

Consumer Cyclical

11%

Basic Materials

Communication Services

Healthcare

Consumer Defensive

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

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Stocks	Market Cap	Sectors (PE Ratio) 28-Mar-2025	Holdings	PE Ratio 28-Mar-2025	1Y Return
Coforge Ltd	Mid Cap	Technology (32.3)	8.26%	69.93	47.28%
Trent Ltd	Large Cap	Consumer Cyclical (52.46)	8.17%	97.68	34.51%
CG Power & Industrial Solutions Ltd	Large Cap	Industrials (77.37)	6.43%	104.31	18.22%
Polycab India Ltd	Large Cap	Industrials (40.38)	5.94%	41.88	1.08%
Shaily Engineering Plastics Ltd	Small Cap	Basic Materials (35.54)	5.77%	99.85	243.85%
Bharti Airtel Ltd	Large Cap	Communication Services (181.87)	5%	40.81	40.84%
Fino Payments Bank Ltd	Small Cap	Financial Services (44.17)	3.33%	0	-2.32%
Dixon Technologies (India) Ltd	Mid Cap	Technology (200.95)	3.29%	100.25	76.18%
One97 Communications Ltd	Mid Cap	Technology (379.27)	3.21%	-74.77	94.55%
PG Electroplast Ltd	Small Cap	Technology	2.8%	-	0%

Showing 1 to 10 of 35 entries

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Market Cap Allocation Of Debt

Shows Distribution among Different Size Companies.

Category	Allocation
Others	17.98

Sector Allocation of Debt

Weightage of Portfolio Among Different Sectors.

18%

Current Stocks Holdings of Debt

Information on Stock Holdings in Portfolio

Stocks	Holdings	PE Ratio 01-Jan-1970	1Y Return
Muthoot Finance Limited	3.92%	-	0%
7.06% Govt Stock 2028	3.41%	-	0%
Hdb Financial Services Limited	3.29%	-	0%
Cholamandalam Investment And Finance Company Limited	2.78%	-	0%
Indian Oil Corporation Limited	1.65%	-	0%
07.61 MH Sdl 2029	1.27%	-	0%
Hdb Financial Services Limited	1.12%	-	0%
HDFC Bank Limited	0.55%	-	0%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category	Allocation
Others	12.23

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

12%

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks	Market Cap	Sectors (PE Ratio) 01-Jan-1970	Holdings	PE Ratio 01-Jan-1970	1Y Return
Net Receivables / (Payables)			8.98%	-	0%
Collateralized Borrowing & Lending Obligation			3.25%	-	0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

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.

Top 5 holdings for Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.