Motilal Oswal Balanced Advantage Fund holds 33 instruments (68.5% equity), led by Kotak Mahindra Bank Limited (4.35%), Coforge Limited (4.06%) and ETERNAL LIMITED (3.55%), as of its 30 September 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of Motilal Oswal Balanced Advantage Fund, managed by Motilal Oswal Mutual Fund, based on its monthly portfolio disclosure dated 30 September 2026. The fund holds 33 instruments with an equity allocation of 68.5%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
Motilal Oswal Balanced Advantage Fund's top 10 holdings account for 34.79% of its portfolio, more concentrated than the Hybrid category average of 27.4%. Consumer Discretionary is its largest sector exposure at 20.55% of net assets, spread across 8 sectors in total. Since its 31 August 2026 disclosure, the fund added 3 new positions and exited 3 positions, with Shriram Finance Limited seeing the largest move (-1.78pp to 1.82%).
Equity holdings grouped by sector, % to NAV. "Other" covers debt, cash and other non-equity instruments, plus any equity holding without a classified sector.
Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.
| Stock | Weight | Change |
|---|---|---|
| Kotak Mahindra Bank Limited | 3.45% → 4.35% | ▲ +0.9 |
| Axis Bank Limited | 3.01% → 3.45% | ▲ +0.44 |
| Varun Beverages Limited | 2.41% → 2.72% | ▲ +0.31 |
| Lenskart Solutions Limited | 3.03% → 3.28% | ▲ +0.25 |
| ICICI Prudential Asset Management Company Limited | 3.28% → 3.51% | ▲ +0.23 |
| KUSUMGAR LTD | 2.71% → 2.93% | ▲ +0.22 |
| Diamond Power Infrastructure Limited | 3.09% → 3.29% | ▲ +0.2 |
| LG Electronics India Limited | 2.32% → 2.46% | ▲ +0.14 |
| Stock | Weight | Change |
|---|---|---|
| Shriram Finance Limited | 3.6% → 1.82% | ▼ -1.78 |
| MANIPAL HEALTH ENTERPRISES L | 2.66% → 1.59% | ▼ -1.07 |
| Coforge Limited | 4.41% → 4.06% | ▼ -0.35 |
| IndusInd Bank Limited | 3.45% → 3.2% | ▼ -0.25 |
| ABB India Limited | 2.3% → 2.13% | ▼ -0.17 |
| SHIPROCKET LTD | 1.73% → 1.56% | ▼ -0.17 |
| United Spirits Limited | 2.65% → 2.51% | ▼ -0.14 |
| Titan Company Limited | 2.23% → 2.1% | ▼ -0.13 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Sept 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | Triparty Repotreps | — | 8.79% |
| 2 | Net Receivables / (Payables)other | — | 5.42% |
| 3 | Kotak Mahindra Bank Limited | Financial Services | 4.35% |
| 4 | Coforge Limited | Information Technology | 4.06% |
| 5 | ETERNAL LIMITED | Consumer Discretionary | 3.55% |
| 6 | ICICI Prudential Asset Management Company Limited | Financial Services | 3.51% |
| 7 | 7.3763% Bajaj Finance Limited 2028bond | — | 3.47% |
| 8 | 7.4091% HDB Financial Services Limited 2028bond | — | 3.47% |
| 9 | 7.1554% Kotak Mah Prim Ltd NCD (MD19/06/28)bond | — | 3.46% |
| 10 | Axis Bank Limited | Financial Services | 3.45% |
| 11 | 7.88% Muthoot Finance Ltd 45-B OpI (MD )bond | — | 3.45% |
| 12 | 7.12% Tata Capital Ltd NCD Op II (MD )bond | — | 3.44% |
| 13 | Diamond Power Infrastructure Limited | Industrials | 3.29% |
| 14 | Lenskart Solutions Limited | Consumer Discretionary | 3.28% |
| 15 | IndusInd Bank Limited | Financial Services | 3.2% |
| 16 | Torrent Pharmaceuticals Limited | Healthcare | 3.15% |
| 17 | Shaily Engineering Plastics Limited | Consumer Discretionary | 2.95% |
| 18 | KUSUMGAR LTD | Consumer Discretionary | 2.93% |
| 19 | Larsen & Toubro Limited | Industrials | 2.8% |
| 20 | Varun Beverages Limited | Consumer Staples | 2.72% |
| 21 | KANOHAR ELECTRICALS LTD | Industrials | 2.67% |
| 22 | United Spirits Limited | Consumer Staples | 2.51% |
| 23 | LG Electronics India Limited | Consumer Discretionary | 2.46% |
| 24 | ABB India Limited | Industrials | 2.13% |
| 25 | Billionbrains Garage Ventures Limited | Financial Services | 2.11% |
| 26 | Titan Company Limited | Consumer Discretionary | 2.1% |
| 27 | Shriram Finance Limited | Financial Services | 1.82% |
| 28 | Samvardhana Motherson International Limited | Consumer Discretionary | 1.69% |
| 29 | JINDAL STEEL LIMITED | Materials | 1.67% |
| 30 | MANIPAL HEALTH ENTERPRISES L | Healthcare | 1.59% |
| 31 | Bosch Limited | Consumer Discretionary | 1.59% |
| 32 | SHIPROCKET LTD | Services | 1.56% |
| 33 | Mankind Pharma Limited | Healthcare | 1.36% |
New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.
Source: Motilal Oswal Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 30 September 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.