BALANCED-ALLOCATION Mutual Funds
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AUM ₹853 Cr •
Expense 0.45%
AUM ₹215 Cr •
Expense 0.6%
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 ₹58.05 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: 215.12 Cr | ₹58.05 Cr | Invest |
 360 ONE Balanced Hybrid Fund Direct Growth Current AUM: 853.47 Cr | ₹35.07 Cr | Invest |
Stocks Added by Best Balanced Allocation Mutual Funds
Over the last six months, 2 Balanced Allocation Mutual Funds have added GE Vernova T&D 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, CMS Info Systems 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 Cyclical sectors and allocation in Utilities, Real Estate, Consumer Defensive sectors has decreased
Sector | AUM |
|---|---|
 Financial Services Decreased by 2.41%, in last 6M | 287.93 Cr |
 Industrial Increased by 68.58%, in last 6M | 210.11 Cr |
 Consumer Cyclical Increased by 10.25%, in last 6M | 185.41 Cr |
 Tech Decreased by 13.77%, in last 6M | 129.37 Cr |
 Health Decreased by 13.55%, in last 6M | 74.38 Cr |
 Communication Increased by 4.17%, in last 6M | 71.35 Cr |
 Energy Increased by 772.34%, in last 6M | 49.72 Cr |
 Basic Materials Increased by 9.59%, in last 6M | 44.86 Cr |
 Consumer Defensive Decreased by 46.78%, in last 6M | 12.5 Cr |
 Utilities Decreased by 77.91%, in last 6M | 2.67 Cr |
 Real Estate Decreased by 66.00%, in last 6M | 0.29 Cr |
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