BALANCED-ALLOCATION Mutual Funds
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AUM ₹860 Cr •
Expense 0.45%
AUM ₹184 Cr •
Expense 0.68%
How is the AUM of Balanced Allocation Mutual Funds Growing?
In the past six months, the WhiteOak Capital Balanced Hybrid Fund Direct Growth has emerged as the leader in AUM growth, witnessing an impressive addition of ₹36.84 crore. This positions it as one of the top-performing Balanced Allocation mutual funds in terms of investor interest and fund growth.
Fund | 6M change | |
|---|---|---|
 WhiteOak Capital Balanced Hybrid Fund Direct Growth Current AUM: 183.69 Cr | ₹36.84 Cr | Invest |
 360 ONE Balanced Hybrid Fund Direct Growth Current AUM: 859.92 Cr | ₹-0.15 Cr | Invest |
Stocks Added by Best Balanced Allocation Mutual Funds
Over the last six months, 1 Balanced Allocation Mutual Funds have added Colgate-Palmolive (India) Ltd to their portfolio. This move highlights the stock’s growing appeal in the segment as a promising investment.
Top Exits from Balanced Allocation Mutual Funds
In contrast, Angel One Ltd has been exited by 2 of 2 Balanced Allocation Mutual Funds in the last six months. This shift underscores a cautious approach by fund managers toward the stock, reflecting changing market dynamics.
Balanced Allocation Funds’ Sector allocation
Over the last 6 months, Balanced Allocation category has seen increased allocation towards Energy, Industrial, Consumer Defensive sectors and allocation in Real Estate, Utilities, Tech sectors has decreased
Sector | AUM |
|---|---|
 Financial Services Increased by 10.33%, in last 6M | 307.7 Cr |
 Industrial Increased by 24.65%, in last 6M | 177.01 Cr |
 Consumer Cyclical Decreased by 4.24%, in last 6M | 161.92 Cr |
 Tech Decreased by 21.30%, in last 6M | 131.35 Cr |
 Communication Increased by 7.07%, in last 6M | 79.41 Cr |
 Health Decreased by 10.71%, in last 6M | 68.33 Cr |
 Basic Materials Increased by 14.91%, in last 6M | 46.57 Cr |
 Energy Increased by 134.15%, in last 6M | 39.46 Cr |
 Consumer Defensive Increased by 24.05%, in last 6M | 22.55 Cr |
 Utilities Decreased by 59.43%, in last 6M | 9.31 Cr |
 Real Estate Decreased by 100.00%, in last 6M | 0 Cr |
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