Motilal Oswal Balanced Advantage Fund
Motilal Oswal Mutual Fund
Dynamic Asset Allocation Fund As of 2026-06-30
Holdings
26
Concentrated
Top 10 weight
50%
Concentration
Strategy data
N/A
Not reported
Equity
67%
Asset allocation
Portfolio
14Sectors
2Large positions
10.3%Top: Banks
16.2%Cash
Market-cap allocation
Large cap48%
Mid cap8%
Small cap7%
Asset allocation
Equity67%
Debt17%
Cash16%
Top holdings
Triparty RepoCASH
9.6%6.6%
Eternal LimitedEQUITY
5.0%Coforge LimitedEQUITY
4.5%Bharti Airtel LimitedEQUITY
4.5%4.4%
4.0%
3.9%
NTPC LimitedEQUITY
3.8%Kotak Mahindra Bank LtdEQUITY
3.8%IndusInd Bank LimitedEQUITY
3.6%3.6%
Larsen & Toubro LimitedEQUITY
3.5%Shriram Finance LimitedEQUITY
3.4%Axis Bank LimitedEQUITY
2.9%ABB India LimitedEQUITY
2.7%2.3%
Eicher Motors LimitedEQUITY
1.4%AI Smart summary
Portfolio read
- 67% equity, 17% debt, 16% cash.
- 26 disclosed positions across 14 classified equity sectors.
- Largest equity sector is Banks at 10.3% of the portfolio.
Watchpoints
- Cash and cash equivalents are 16%, which can create performance drag when markets rise.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Dynamic Asset Allocation Fund.
HDFC Balanced Advantage Fund320 holdings · 31% top 10
ICICI Prudential Balanced Advantage Fund210 holdings · 32% top 10
Aditya Birla Sun Life Balanced Advantage Fund161 holdings · 24% top 10
Axis Balanced Advantage Fund156 holdings · 41% top 10
NJ Balanced Advantage Fund154 holdings · 35% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
10.3%
8.7%
8.6%
4.5%
4.5%
4.4%
4.0%
3.9%
3.8%
3.6%
3.5%
3.4%
2.3%
1.4%