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

Balanced Advantage Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
18
Apr 2026
Equity Holdings
₹491.80 Cr
Equity only, excl. debt & cash
Top 5 Weight
28.0%
Moderate
Top 10 Weight
46.1%
Moderate
Changes
20
2 new · 2 exits
Top Sector
Banks
13.4% of portfolio
📋 What Happened This Month Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) made 2 new additions and exited 2 stocks this month. The biggest new buy was UltraTech Cement Limited (Cement & Cement Products) at 2.49% weight. Bharat Heavy Electricals Limited was the biggest exit (Electrical Equipment), which was held at 3.08%. Among existing holdings, Reliance Industries Limited saw the biggest increase — now at 3.02% of the portfolio. Bharti Airtel Limited was trimmed the most, now at 4.58%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 13.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Banks 12.9% 12.3% -0.6%
Telecom - Services 7.8% 8.1% +0.3%
IT - Software 6.2% 6.4% +0.2%
Retailing 6.2% 6.4% +0.1%
Electrical Equipment 3.7% 5.6% +1.9%
Consumer Durables 6.9% 5.4% -1.6%
Power 2.2% 4.5% +2.3%
Industrial Products 8.7% 4.3% -4.4%
Capital Markets 2.6% 3.0% +0.4%
Pharmaceuticals & Biotechnology 0.0% 2.5% +2.5%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 12.3% 13.4% +1.1%
Retailing 6.4% 5.6% -0.8%
IT - Software 6.4% 5.6% -0.8%
Industrial Products 4.3% 5.1% +0.9%
Power 4.5% 4.9% +0.4%
Telecom - Services 8.1% 4.6% -3.5%
Pharmaceuticals & Biotechnology 2.5% 3.5% +1.0%
Capital Markets 3.0% 3.4% +0.4%
Petroleum Products 2.0% 3.0% +1.1%
Electrical Equipment 5.6% 3.0% -2.6%
🟢
Biggest New Buy
UltraTech Cement Limited
2.49% weight · Cement & Cement Products
🔴
Biggest Exit
Bharat Heavy Electricals Limited
3.08% was held · Electrical Equipment
Biggest Add
Reliance Industries Limited
+1.07% · now 3.02%
Biggest Trim
Bharti Airtel Limited
-3.49% · now 4.58%
🤝 Other funds also bought this month
UltraTech Cement Limited 64 funds
UltraTech Cement Limited
ICICI Prudential Conglomerate Fund - Direct Plan - Growth
Mirae Asset Nifty India Infrastructure & Logistics ETF
HDFC Housing Opportunities Fund + more
Larsen & Toubro Limited 62 funds
Larsen & Toubro Limited
HDFC Housing Opportunities Fund
ICICI Prudential Nifty Top 15 Equal Weight ETF
HDFC NIFTY Top 20 Equal Weight Index Fund + more
👋 Other funds also exited
Bharat Electronics Limited 17 funds
Bharat Electronics Limited
Motilal Oswal Infrastructure Fund-Direct-Growth
ICICI Prudential Nifty 200 Momentum 30 ETF
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth + more
Bharat Heavy Electricals Limited 9 funds
Bharat Heavy Electricals Limited
Motilal Oswal Focused Fund - Direct Plan Growth Option
Mirae Asset Multicap Fund - Direct Plan - Growth
Navi ELSS Tax Saver Fund- Direct Plan- Growth Option + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 2 New Entries 🔴 2 Exits ↑ 12 Increased ↓ 4 Decreased
#StockSectorWeight (Apr 2026)
1
UltraTech Cement Limited
₹18.31 Cr
Cement & Cement Products 2.49%
2
Larsen & Toubro Limited
₹17.92 Cr
Construction 2.44%
#StockSectorLast Weight (Mar 2026)
1
Bharat Heavy Electricals Limited
₹21.63 Cr
Electrical Equipment 3.08%
2
Bharat Electronics Limited
₹14.72 Cr
Aerospace & Defense 2.10%
#StockSectorMar 2026Apr 2026Change
1
Reliance Industries Limited
₹22.16 Cr
Petroleum Products 1.95% 3.02% +1.07%
2
Torrent Pharmaceuticals Limited
₹25.93 Cr
Pharmaceuticals & Biotechnology 2.51% 3.53% +1.02%
3
Shaily Engineering Plastics Ltd
₹37.59 Cr
Industrial Products 4.26% 5.12% +0.86%
4
Ellenbarrie Industrial Gases Limited
₹19.61 Cr
Chemicals & Petrochemicals 2.06% 2.67% +0.61%
5
IndusInd Bank Limited
₹26.42 Cr
Banks 3.00% 3.60% +0.60%
6
Apollo Hospitals Enterprise Limited
₹18.77 Cr
Healthcare Services 2.05% 2.56% +0.51%
7
Axis Bank Limited
₹21.41 Cr
Banks 2.43% 2.92% +0.49%
8
CG Power and Industrial Solutions Limited
₹21.81 Cr
Electrical Equipment 2.50% 2.97% +0.47%
9
ICICI Prudential Asset Management Company Limited
₹25.00 Cr
Capital Markets 3.03% 3.40% +0.37%
10
NTPC Limited
₹35.59 Cr
Power 4.48% 4.85% +0.37%
#StockSectorMar 2026Apr 2026Change
1
Bharti Airtel Limited
₹33.62 Cr
Telecom - Services 8.07% 4.58% -3.49%
2
Kalyan Jewellers India Limited
₹19.40 Cr
Consumer Durables 5.36% 2.64% -2.72%
3
Coforge Limited
₹40.80 Cr
IT - Software 6.35% 5.56% -0.79%
4
Eternal Limited
₹40.90 Cr
Retailing 6.35% 5.57% -0.78%

Full Portfolio

18 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹50.54 Cr
Banks
6.88%
2
₹40.90 Cr
Retailing
5.57%
3
₹40.80 Cr
IT - Software
5.56%
4
₹37.59 Cr
Industrial Products
5.12%
5
₹35.59 Cr
Power
4.85%
6
₹33.62 Cr
Telecom - Services
4.58%
7
₹26.42 Cr
Banks
3.60%
8
₹25.93 Cr
Pharmaceuticals & Biotechnology
3.53%
9
₹25.00 Cr
Capital Markets
3.40%
10
₹22.16 Cr
Petroleum Products
3.02%
🏆 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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