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, Emmvee Photovoltaic Power 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 Added new position | +₹3.68 Cr | Invest |
Top Stock sold by Balanced Allocation Mutual Funds - December 2025
In contrast, APL Apollo Tubes 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 100.00% | -₹6.02 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, Health, Communication sectors has decreased
Sector | AUM |
|---|---|
 Financial Services Increased by 10.87%, in last 6M | 341.15 Cr |
 Industrial Increased by 24.12%, in last 6M | 219.7 Cr |
 Consumer Cyclical Decreased by 0.26%, in last 6M | 161.5 Cr |
 Tech Increased by 3.53%, in last 6M | 135.99 Cr |
 Communication Decreased by 12.90%, in last 6M | 69.17 Cr |
 Energy Increased by 47.67%, in last 6M | 58.27 Cr |
 Health Decreased by 16.85%, in last 6M | 56.82 Cr |
 Basic Materials Decreased by 12.43%, in last 6M | 40.78 Cr |
 Utilities Increased by 4.66%, in last 6M | 9.74 Cr |
 Consumer Defensive Decreased by 60.95%, in last 6M | 8.8 Cr |
 Real Estate Increased by 100.00%, in last 6M | 2.22 Cr |
Mutual Fund Calculators
Calculate your Mutual Funds Lumpsum & SIP Returns for free with INDmoney Calculators
Calculate returns on your SIP investments
Calculate returns on your one-time investments
Regular vs. Direct Mutual Fund Calculator
Calculate commissions saved by investing in direct mutual funds