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Motilal Oswal Balance Advantage Fund - Regular Growth

Hybrid Generate Income and create wealth

Dynamic Asset Allocation

Category Rank

Rating

Its expense ratio is higher than most other funds in the category
It's ability to generate return by taking relatively lower risk is lower than other funds in the category

Fund

Since this is a low rated equity scheme, RANK MF research recommends that Investors should look for alternative better Equity schemes

Time to Invest

NAV

Rs.18.1818 (09/05/2025)

	L 52Wk H
17.03		23.32

Asset Allocation for Motilal Oswal Balance Advantage Fund - Regular Growth Fund Growth

Top 10 Holdings of Motilal Oswal Balance Advantage Fund - Regular Growth

86.06 % of total assets

Net Receivables / (Payables)(26.00%)

Coforge Limited(10.06%)

Shaily Engineering Plastics Limited(8.46%)

Persistent Systems Limited(7.95%)

Bharti Airtel Limited(7.22%)

Polycab India Limited(7.02%)

Trent Limited(5.72%)

ICICI Bank Limited(4.74%)

Bajaj Holdings & Investment Limited(4.64%)

HDFC Bank Limited(4.26%)

Detailed Portfolio of Motilal Oswal Balance Advantage Fund - Regular Growth

                    Portfolio Date -30 Apr 2025 

                    Equity Holdings -15 

                    Debt Holdings -6 

                    Other Holdings -3

Equity Holdings
Debt Holdings
Other Holdings

Holdings	% Weight	Value	Sahi Hai/Nahi
Coforge Limited	10.06%	90.980 Cr
Shaily Engineering Plastics Limited	8.46%	76.465 Cr
Persistent Systems Limited	7.95%	71.840 Cr
Bharti Airtel Limited	7.22%	65.258 Cr
Polycab India Limited	7.02%	63.480 Cr
Trent Limited	5.72%	51.725 Cr
ICICI Bank Limited	4.74%	42.810 Cr
Bajaj Holdings & Investment Limited	4.64%	41.928 Cr
HDFC Bank Limited	4.26%	38.500 Cr
Kotak Mahindra Bank Limited	3.91%	35.330 Cr
Onesource Specialty Pharma Limited	3.52%	31.845 Cr
Sun Pharmaceutical Industries Limited	2.03%	18.323 Cr
CG Power and Industrial Solutions Limited	1.28%	11.569 Cr
Kalyan Jewellers India Limited	0.21%	1.882 Cr
PG Electroplast Limited	0.12%	1.117 Cr

Holdings	% Weight	Value	Sahi Hai/Nahi
Government of India	3.41%	30.808 Cr
HDB Financial Services Limited	3.27%	29.552 Cr
Cholamandalam Investment and Finance Company Ltd	2.76%	24.981 Cr
Indian Oil Corporation Limited	1.64%	14.852 Cr
HDB Financial Services Limited	1.11%	10.065 Cr
HDFC Bank Limited	0.55%	4.942 Cr

Holdings	% Weight	Value	Sahi Hai/Nahi
Net Receivables / (Payables)	26.00%	235.036 Cr	-
Trent Limited May 2025 Future	-4.56%	-41.197 Cr
NIFTY May 2025 Future	-10.45%	-94.499 Cr	-

Insight on the composition of the Motilal Oswal Balance Advantage Fund - Regular Growth

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