BALANCED-ALLOCATION Mutual Funds
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AUM ₹865 Cr •
Expense 0.45%
AUM ₹206 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 ₹48.65 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: 205.73 Cr | ₹48.65 Cr | Invest |
 360 ONE Balanced Hybrid Fund Direct Growth Current AUM: 864.65 Cr | ₹24.35 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, Sona BLW Precision Forgings 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, Communication sectors and allocation in Real Estate, Consumer Defensive, Utilities sectors has decreased
Sector | AUM |
|---|---|
 Financial Services Decreased by 0.80%, in last 6M | 299.1 Cr |
 Industrial Increased by 65.60%, in last 6M | 211.21 Cr |
 Consumer Cyclical Increased by 2.81%, in last 6M | 176.93 Cr |
 Tech Decreased by 17.38%, in last 6M | 126.85 Cr |
 Health Decreased by 11.99%, in last 6M | 77.44 Cr |
 Communication Increased by 2.92%, in last 6M | 72.16 Cr |
 Energy Increased by 792.62%, in last 6M | 50.87 Cr |
 Basic Materials Decreased by 17.83%, in last 6M | 34.39 Cr |
 Consumer Defensive Decreased by 52.29%, in last 6M | 11.37 Cr |
 Utilities Decreased by 20.89%, in last 6M | 9.77 Cr |
 Real Estate Decreased by 66.74%, in last 6M | 0.28 Cr |
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