Motilal Oswal Balance Advantage Fund
Holdings
31
Concentrated
Top 10 weight
45%
Concentration
Strategy data
N/A
Not reported
Equity
68%
Asset allocation
Portfolio
15Sectors
3Large positions
10.3%Top: Electrical Equipment
0.0%Cash
Market-cap allocation
Large cap38%
Mid cap14%
Small cap11%
Asset allocation
Equity68%
Debt18%
Top holdings
Triparty RepoDERIVATIVE
7.4%Net Receivables / (Payables)DERIVATIVE
6.0%Coforge LimitedEQUITY
5.3%4.3%
4.1%
IndusInd Bank LimitedEQUITY
4.0%Bharti Airtel LimitedEQUITY
3.8%Shriram Finance LimitedEQUITY
3.4%Larsen & Toubro LimitedEQUITY
3.3%Eternal LimitedEQUITY
3.3%3.2%
Kusumgar LimitedEQUITY
3.0%2.9%
Kotak Mahindra Bank LtdEQUITY
2.8%Axis Bank LimitedEQUITY
2.6%2.6%
Titan Company LimitedEQUITY
2.2%Ather Energy LimitedEQUITY
2.1%United Spirits LimitedEQUITY
2.0%ABB India LimitedEQUITY
1.7%1.4%
Bosch LimitedEQUITY
1.2%AI Smart summary
Portfolio read
- 68% equity, 18% debt.
- 31 disclosed positions across 15 classified equity sectors.
- Largest equity sector is Electrical Equipment at 10.3% of the portfolio.
Watchpoints
- No threshold-based concentration or allocation warning was triggered by the available portfolio data.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Dynamic Asset Allocation Fund.
HDFC Balanced Advantage Fund319 holdings · 31% top 10 · 52% AS
ICICI Prudential Balanced Advantage Fund221 holdings · 32% top 10 · 52% AS
Axis Balanced Advantage Fund213 holdings · 48% top 10 · 53% AS
Kotak Balanced Advantage Fund198 holdings · 34% top 10 · 53% AS
NJ Balanced Advantage Fund147 holdings · 37% top 10
WhiteOak Capital Balanced Advantage Fund140 holdings · 33% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
10.3%
9.3%
5.9%
5.4%
5.3%
4.3%
4.1%
3.8%
3.4%
3.4%
3.3%
3.0%
2.7%
2.1%
Other 1 sectors2.0%
2.0%