BALANCED-ADVANTAGE Mutual Funds
AUM Growth of Balanced Allocation Mutual Funds - May 2026
In the past one month, the WhiteOak Capital Balanced Hybrid Fund Direct Growth has emerged as the leader in net AUM growth, witnessing an impressive addition of ₹2.74 crore. This positions it as one of the top-performing Balanced Allocation mutual funds in terms of investor interest and fund growth.
Fund | 1M Net Flow | 1M Net Flow % | Action |
|---|---|---|---|
 WhiteOak Capital Balanced Hybrid Fund Current AUM: 259.85 Cr | +₹2.74 Cr | 1.02% | Invest |
 360 ONE Balanced Hybrid Fund Current AUM: 714.19 Cr | -₹16.37 Cr | -2.10% | Invest |
Top Stock added by Balanced Allocation Mutual Funds - May 2026
Over the last month, Bharti Airtel Ltd has been added to the portfolios of 1 out of 3 Balanced Allocation mutual funds. This signals growing confidence in the stock’s long-term growth prospects among Balanced Allocation fund managers.
Fund | 1M Net Flow | Action |
|---|---|---|
WhiteOak Capital Balanced Hybrid Fund Increased shares by 48.29% | +₹1.86 Cr | Invest |
Top Stock sold by Balanced Allocation Mutual Funds - May 2026
In contrast, Bajaj Finance Ltd has been sold by 1 of 3 Balanced Allocation mutual funds in the last one month. This shift underscores a cautious approach by fund managers toward the stock, reflecting changing market dynamics.
Fund | 1M Net Flow | Action |
|---|---|---|
360 ONE Balanced Hybrid Fund Decreased shares by 29.53% | -₹4.5 Cr | Invest |
Sector allocation of Balanced Allocation mutual funds - May 2026
Over the last 6 months, Balanced Allocation category has seen increased allocation towards Real Estate, Consumer Defensive, Consumer Cyclical sectors and allocation in Tech, Industrial, Basic Materials sectors has decreased
Sector | AUM |
|---|---|
 Financial Services Decreased by 17.76%, in last 6M | 284.65 Cr |
 Consumer Cyclical Increased by 10.24%, in last 6M | 171.84 Cr |
 Industrial Decreased by 31.30%, in last 6M | 150.51 Cr |
 Tech Decreased by 36.53%, in last 6M | 81.3 Cr |
 Communication Decreased by 10.72%, in last 6M | 60.34 Cr |
 Health Decreased by 10.46%, in last 6M | 55.8 Cr |
 Consumer Defensive Increased by 385.78%, in last 6M | 55.61 Cr |
 Energy Decreased by 15.66%, in last 6M | 49.87 Cr |
 Basic Materials Decreased by 26.89%, in last 6M | 35.64 Cr |
 Real Estate Increased by 719.19%, in last 6M | 18.89 Cr |
 Utilities Decreased by 1.90%, in last 6M | 9.59 Cr |
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