BALANCED-ALLOCATION Mutual Funds
AUM Growth of Balanced Allocation Mutual Funds - March 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 ₹5.57 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: 273.21 Cr | +₹5.57 Cr | 2.09% | Invest |
 360 ONE Balanced Hybrid Fund Current AUM: 780.04 Cr | -₹26.57 Cr | -3.17% | Invest |
Top Stock added by Balanced Allocation Mutual Funds - March 2026
Over the last month, Kotak Mahindra Bank Ltd has been added to the portfolios of 2 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 |
|---|---|---|
360 ONE Balanced Hybrid Fund Added new position | +₹10.28 Cr | Invest |
WhiteOak Capital Balanced Hybrid Fund Increased shares by 8.62% | +₹0.26 Cr | Invest |
Top Stock sold by Balanced Allocation Mutual Funds - March 2026
In contrast, Hindustan Aeronautics Ltd Ordinary Shares 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 100.00% | -₹8.19 Cr | Invest |
Sector allocation of Balanced Allocation mutual funds - March 2026
Over the last 6 months, Balanced Allocation category has seen increased allocation towards Real Estate, Utilities, Consumer Defensive sectors and allocation in Tech, Health, Industrial sectors has decreased
Sector | AUM |
|---|---|
 Financial Services Increased by 32.59%, in last 6M | 381.76 Cr |
 Consumer Cyclical Increased by 7.98%, in last 6M | 200.21 Cr |
 Industrial Decreased by 21.62%, in last 6M | 164.69 Cr |
 Tech Decreased by 24.07%, in last 6M | 98.23 Cr |
 Communication Decreased by 8.38%, in last 6M | 65.37 Cr |
 Basic Materials Increased by 36.35%, in last 6M | 61.16 Cr |
 Health Decreased by 22.99%, in last 6M | 57.27 Cr |
 Energy Increased by 7.25%, in last 6M | 53.33 Cr |
 Utilities Increased by 1628.58%, in last 6M | 46.21 Cr |
 Consumer Defensive Increased by 229.74%, in last 6M | 41.22 Cr |
 Real Estate Increased by 5448.13%, in last 6M | 16.13 Cr |
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