BALANCED-ALLOCATION Mutual Funds
Sort by
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 ₹29.64 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 | ₹29.64 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, Communication sectors and allocation in Real Estate, Consumer Defensive, Tech sectors has decreased
Sector | AUM |
|---|---|
 Financial Services Increased by 13.84%, in last 6M | 313.73 Cr |
 Industrial Increased by 30.60%, in last 6M | 174.18 Cr |
 Consumer Cyclical Decreased by 15.12%, in last 6M | 155.52 Cr |
 Tech Decreased by 26.35%, in last 6M | 132.59 Cr |
 Communication Increased by 21.89%, in last 6M | 78.4 Cr |
 Health Decreased by 21.44%, in last 6M | 70.23 Cr |
 Energy Increased by 786.53%, in last 6M | 52.51 Cr |
 Basic Materials Increased by 19.15%, in last 6M | 46.65 Cr |
 Consumer Defensive Decreased by 64.96%, in last 6M | 10.54 Cr |
 Utilities Decreased by 24.07%, in last 6M | 9.24 Cr |
 Real Estate Decreased by 100.00%, in last 6M | 0 Cr |
Mutual Fund Calculators
Calculate your Mutual Funds Lumpsum & SIP Returns for free with INDmoney Calculators
Calculate returns on your SIP investments
Calculate returns on your one-time investments
Regular vs. Direct Mutual Fund Calculator
Calculate commissions saved by investing in direct mutual funds