BALANCED-ALLOCATION Mutual Funds
AUM Growth of Balanced Allocation Mutual Funds - December 2025
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 ₹17.46 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 % | |
|---|---|---|---|
 WhiteOak Capital Balanced Hybrid Fund Current AUM: 248.31 Cr | +₹17.46 Cr | 8.12% | Invest |
 360 ONE Balanced Hybrid Fund Current AUM: 862.17 Cr | -₹24.58 Cr | -2.88% | Invest |
Top Stock added by Balanced Allocation Mutual Funds - December 2025
Over the last month, TML Commercial Vehicles 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 | |
|---|---|---|
360 ONE Balanced Hybrid Fund Increased shares by new position | +₹3.41 Cr | Invest |
Top Stock sold by Balanced Allocation Mutual Funds - December 2025
In contrast, Eternal 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 | |
|---|---|---|
360 ONE Balanced Hybrid Fund Decreased shares by 26.44% | -₹4.05 Cr | Invest |
Sector allocation of Balanced Allocation mutual funds - December 2025
Over the last 6 months, Balanced Allocation category has seen increased allocation towards Real Estate, Energy, Industrial sectors and allocation in Consumer Defensive, Communication, Consumer Cyclical sectors has decreased
Sector | AUM |
|---|---|
 Financial Services Increased by 13.29%, in last 6M | 341.84 Cr |
 Industrial Increased by 36.65%, in last 6M | 218.09 Cr |
 Consumer Cyclical Decreased by 6.23%, in last 6M | 164.85 Cr |
 Tech Decreased by 4.98%, in last 6M | 124.39 Cr |
 Communication Decreased by 8.04%, in last 6M | 70.28 Cr |
 Energy Increased by 95.84%, in last 6M | 58.61 Cr |
 Health Decreased by 3.92%, in last 6M | 57.27 Cr |
 Basic Materials Increased by 8.70%, in last 6M | 49.86 Cr |
 Utilities Increased by 19.51%, in last 6M | 11.53 Cr |
 Consumer Defensive Decreased by 51.38%, in last 6M | 11.45 Cr |
 Real Estate Increased by 100.00%, in last 6M | 2.31 Cr |
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