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Motilal Oswal Balanced Advantage Fund

Motilal Oswal Mutual Fund Dynamic Asset Allocation Fund Highly Differentiated As of 2026-04-30
Holdings
24
Concentrated
Top 10 weight
54%
Concentration
Active share
78%
Highly Differentiated
Equity
74%
Asset allocation

Portfolio

12Sectors 24High-conviction bets 47%Top sector wt. 18.3%Cash

Market-cap allocation

Large cap47%
Mid cap12%
Small cap8%

Asset allocation

Equity74%
Debt10%
Cash18%

Top holdings

TRP_040526CASH_EQUIVALENT
11.0%
7.3%
6.9%
5.6%
5.6%
NTPC LtdEQUITY
4.8%

AI Smart summary

Pros

  • Balanced across the metrics we track.

Cons

  • Compact 24-stock portfolio - higher single-stock impact.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Dynamic Asset Allocation Fund.

HDFC Balanced Advantage Fund305 holdings · 52% AS
Kotak Balanced Advantage Fund185 holdings · 53% AS
Axis Balanced Advantage Fund152 holdings · 52% AS

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Healthcare Services11.0%
Cash & Equivalent6.9%
Pharmaceuticals & Biotechnology4.6%
Banks3.4%
Capital Markets3.4%
Consumer Durables3.4%
Construction3.4%
IT - Software3.3%
Cement & Cement Products3.0%
Retailing2.7%
Finance2.6%