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Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option

Balanced Advantage Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
24
Jul 2026
Equity Holdings
₹511.97 Cr
Equity only, excl. debt & cash
AAUM
₹719.96 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
21.5%
Diversified
Top 10 Weight
38.1%
Diversified
Changes
28
9 new · 4 exits
Top Sector
Electrical Equipment
10.3% of portfolio
Launch Date
06 Sep 2016
10 years old

AAUM (Average Assets Under Management) of ₹719.96 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) made 9 new additions and exited 4 stocks this month. The biggest new buy was Kusumgar Limited (Textiles & Apparels) at 2.97% weight. NTPC Limited was the biggest exit (Power), which was held at 3.83%. Among existing holdings, Coforge Limited saw the biggest increase — now at 5.31% of the portfolio. Eternal Limited was trimmed the most, now at 3.26%. Coforge Limited remains the top holding with Electrical Equipment the dominant sector at 10.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 10.9% 10.3% -0.6%
Electrical Equipment 6.1% 8.7% +2.6%
Retailing 5.6% 8.6% +2.9%
IT - Software 4.4% 4.5% +0.2%
Telecom - Services 4.4% 4.5% +0.1%
Industrial Products 6.0% 4.4% -1.6%
Healthcare Services 3.7% 4.0% +0.3%
Pharmaceuticals & Biotechnology 3.7% 3.9% +0.2%
Power 4.7% 3.8% -0.9%
Capital Markets 3.8% 3.6% -0.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Electrical Equipment 8.7% 10.3% +1.7%
Banks 10.3% 9.3% -0.9%
Retailing 8.6% 5.9% -2.7%
Healthcare Services 4.0% 5.5% +1.5%
IT - Software 4.5% 5.3% +0.8%
Pharmaceuticals & Biotechnology 3.9% 4.3% +0.4%
Telecom - Services 4.5% 3.8% -0.7%
Finance 3.4% 3.4% +0.0%
Capital Markets 3.6% 3.4% -0.2%
Construction 3.5% 3.3% -0.2%
🟢
Biggest New Buy
Kusumgar Limited
2.97% weight · Textiles & Apparels
🔴
Biggest Exit
NTPC Limited
3.83% was held · Power
Biggest Add
Coforge Limited
+0.77% · now 5.31%
Biggest Trim
Eternal Limited
-1.69% · now 3.26%
🤝 Other funds also bought this month
Manipal Health Enterprises Ltd 43 funds
Manipal Health Enterprises Ltd
Motilal Oswal Active Momentum Fund- Direct-Growth
JM Multi Asset Allocation Fund
DSP Healthcare Fund - Direct Plan - Growth + more
Diamond Power Infrastructure Limited 38 funds
Diamond Power Infrastructure Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Active Momentum Fund- Direct-Growth
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option + more
Kusumgar Limited 28 funds
Kusumgar Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
SBI Long Term Advantage Fund - Series IV - Direct Plan - Growth
SBI Long Term Advantage Fund - Series V - Direct Plan - Growth + more
Titan Company Limited 25 funds
Titan Company Limited
Mirae Asset Nifty Top 20 Equal Weight ETF
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH + more
Ather Energy Limited 23 funds
Ather Energy Limited
Invesco India Focused Fund
Samco Active Momentum Fund
Motilal Oswal Asset Management Company Limited + more
Lenskart Solutions Limited 23 funds
Lenskart Solutions Limited
Sundaram Large and Midcap Fund Direct Plan - Growth
TRUSTMF Large & Mid Cap Fund
SBI Multicap Fund- Direct Plan- Growth option + more
👋 Other funds also exited
InterGlobe Aviation Limited 55 funds
InterGlobe Aviation Limited
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option
Invesco India Consumption Fund - Direct Plan - Growth + more
NTPC Limited 55 funds
NTPC Limited
Groww BSE Power ETF FOF
Groww Nifty PSE ETF FOF
Mirae Asset Nifty Energy ETF + more
Avenue Supermarts Limited 33 funds
Avenue Supermarts Limited
Mirae Asset Nifty Next 50 ETF
Aditya Birla Sunlife Nifty Next 50 ETF
BARODA BNP PARIBAS India Consumption Fund - Direct Plan - Growth Option + more
Eicher Motors Limited 33 funds
Eicher Motors Limited
Groww Nifty 50 ETF
Bandhan Multi-Factor Fund - Direct Plan - Growth
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 9 New Entries 🔴 4 Exits ↑ 5 Increased ↓ 10 Decreased
#StockSectorWeight (Jul 2026)
1
Kusumgar Limited
₹21.77 Cr
Textiles & Apparels 2.97%
2
Diamond Power Infrastructure Limited
₹21.41 Cr
Electrical Equipment 2.92%
3
Lenskart Solutions Limited
₹19.11 Cr
Retailing 2.60%
4
Titan Company Limited
₹15.88 Cr
Consumer Durables 2.16%
5
Ather Energy Limited
₹15.73 Cr
Automobiles 2.14%
6
United Spirits Limited
₹14.55 Cr
Beverages 1.98%
7
Samvardhana Motherson International Limited
₹11.10 Cr
Auto Components 1.51%
8
Manipal Health Enterprises Ltd
₹10.26 Cr
Healthcare Services 1.40%
9
Bosch Limited
₹9.06 Cr
Auto Components 1.23%
#StockSectorLast Weight (Jun 2026)
1
NTPC Limited
₹28.09 Cr
Power 3.83%
2
Avenue Supermarts Limited
₹26.49 Cr
Retailing 3.62%
3
InterGlobe Aviation Limited
₹16.86 Cr
Transport Services 2.30%
4
Eicher Motors Limited
₹9.93 Cr
Automobiles 1.36%
#StockSectorJun 2026Jul 2026Change
1
Coforge Limited
₹39.01 Cr
IT - Software 4.54% 5.31% +0.77%
2
Torrent Pharmaceuticals Limited
₹31.73 Cr
Pharmaceuticals & Biotechnology 3.91% 4.32% +0.41%
3
IndusInd Bank Limited
₹29.20 Cr
Banks 3.64% 3.98% +0.34%
4
Apollo Hospitals Enterprise Limited
₹29.89 Cr
Healthcare Services 3.96% 4.07% +0.11%
5
Shriram Finance Limited
₹25.27 Cr
Finance 3.43% 3.44% +0.01%
#StockSectorJun 2026Jul 2026Change
1
Eternal Limited
₹23.90 Cr
Retailing 4.95% 3.26% -1.69%
2
Shaily Engineering Plastics Ltd
₹23.55 Cr
Industrial Products 4.41% 3.21% -1.20%
3
Kotak Mahindra Bank Limited
₹20.20 Cr
Banks 3.78% 2.75% -1.03%
4
ABB India Limited
₹12.77 Cr
Electrical Equipment 2.66% 1.74% -0.92%
5
Bharti Airtel Limited
₹27.64 Cr
Telecom - Services 4.51% 3.77% -0.74%
6
CG Power and Industrial Solutions Limited
₹23.15 Cr
Electrical Equipment 3.49% 3.15% -0.34%
7
Axis Bank Limited
₹19.17 Cr
Banks 2.86% 2.61% -0.25%
8
ICICI Prudential Asset Management Company Limited
₹24.83 Cr
Capital Markets 3.61% 3.38% -0.23%
9
Larsen & Toubro Limited
₹24.46 Cr
Construction 3.51% 3.33% -0.18%
10
Schneider Electric Infrastructure Limited
₹18.34 Cr
Electrical Equipment 2.51% 2.50% -0.01%

What Stocks Does This Fund Hold?

24 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹39.01 Cr
IT - Software
5.31%
2
₹31.73 Cr
Pharmaceuticals & Biotechnology
4.32%
3
₹29.89 Cr
Healthcare Services
4.07%
4
₹29.20 Cr
Banks
3.98%
5
₹27.64 Cr
Telecom - Services
3.77%
6
₹25.27 Cr
Finance
3.44%
7
₹24.83 Cr
Capital Markets
3.38%
8
₹24.46 Cr
Construction
3.33%
9
₹23.90 Cr
Retailing
3.26%
10
₹23.55 Cr
Industrial Products
3.21%
🏆 Top stocks held by Balanced Advantage funds
See which stocks all active Balanced Advantage fund managers are buying — ranked by total value invested
🏦 Motilal Oswal Mutual Fund — Portfolio & Holdings
See all funds managed by Motilal Oswal Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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