INDmoney
BALANCED-ALLOCATION Mutual Funds
AUM Growth of Balanced Allocation Mutual Funds - February 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 ₹6.71 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: 268.86 Cr | +₹6.71 Cr | 2.70% | Invest |
 360 ONE Balanced Hybrid Fund Current AUM: 837.84 Cr | -₹12.96 Cr | -1.50% | Invest |
Top Stock added by Balanced Allocation Mutual Funds - February 2026
Over the last month, Shriram Finance 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 | +₹8.28 Cr | Invest |
Top Stock sold by Balanced Allocation Mutual Funds - February 2026
In contrast, InterGlobe Aviation Ltd has been sold by 2 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% | -₹10.05 Cr | Invest |
WhiteOak Capital Balanced Hybrid Fund Decreased shares by 18.15% | -₹0.44 Cr | Invest |
Sector allocation of Balanced Allocation mutual funds - February 2026
Over the last 6 months, Balanced Allocation category has seen increased allocation towards Consumer Defensive, Real Estate, Basic Materials sectors and allocation in Health, Industrial, Tech sectors has decreased
Sector | AUM |
|---|---|
 Financial Services Increased by 17.62%, in last 6M | 346.15 Cr |
 Consumer Cyclical Increased by 17.52%, in last 6M | 206.06 Cr |
 Industrial Decreased by 20.18%, in last 6M | 161.91 Cr |
 Tech Decreased by 16.75%, in last 6M | 107.45 Cr |
 Communication Decreased by 9.11%, in last 6M | 70.93 Cr |
 Energy Increased by 14.98%, in last 6M | 56.48 Cr |
 Basic Materials Increased by 53.11%, in last 6M | 54.38 Cr |
 Health Decreased by 28.51%, in last 6M | 53.52 Cr |
 Consumer Defensive Increased by 165.73%, in last 6M | 29.23 Cr |
 Utilities Increased by 12.35%, in last 6M | 10.92 Cr |
 Real Estate Increased by 100.00%, in last 6M | 9.67 Cr |
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