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Motilal Oswal Balance Advantage Fund

Motilal Oswal Mutual FundDynamic Asset Allocation FundActiveAs of 2026-07-31

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Holdings

Concentrated

Top 10 weight

45%

Concentration

Strategy

Active

Portfolio style

Equity

68%

Asset allocation

Portfolio

15Sectors3Large positions10.3%Top: Electrical Equipment0.0%Cash

Market-cap allocation

Large cap38%

Mid cap14%

Small cap11%

Asset allocation

Equity68%

Top holdings

Triparty RepoDERIVATIVE7.4%

Net Receivables / (Payables)DERIVATIVE6.0%

Coforge LimitedEQUITY5.3%

Torrent Pharmaceuticals LimitedEQUITY4.3%

Apollo Hospitals Enterprise LimitedEQUITY4.1%

IndusInd Bank LimitedEQUITY4.0%

Bharti Airtel LimitedEQUITY3.8%

Shriram Finance LimitedEQUITY3.4%

7.3763% Bajaj Finance Limited 2028 **DEBT3.4%

7.4091% HDB Financial Services Limited 2028 **DEBT3.4%

Portfolio insights

Portfolio read

68% equity.
Large-cap exposure is 38%.
Largest equity sector is Electrical Equipment at 10.3%.

Watchpoints

Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Dynamic Asset Allocation Fund.

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Sector exposure

Showing top sectors from the current portfolio.

Electrical Equipment10.3%

Banks9.3%

Retailing5.9%

Consumer Durables5.4%

IT - Software5.3%