BALANCED-ALLOCATION Mutual Funds
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AUM ₹818 Cr •
Expense 0.6%
AUM ₹157 Cr •
Expense 0.65%
WhiteOak Capital Balanced Hybrid Fund Direct Growth Leads AUM Growth in the Balanced Allocation Category
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 ₹21.06 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: 157.08 Cr | ₹21.06 Cr | Invest |
 360 ONE Balanced Hybrid Fund Direct Growth Current AUM: 818.4 Cr | ₹13 Cr | Invest |
Sona BLW Precision Forgings Ltd added by 1 Balanced Allocation Mutual Funds
Over the last six months, 1 Balanced Allocation Mutual Funds have added Sona BLW Precision Forgings Ltd to their portfolio. This move highlights the stock’s growing appeal in the segment as a promising investment.
Axis Bank Ltd Sees Exit from 2 Balanced Allocation Mutual Funds
In contrast, Axis Bank 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.
Financial Services Sector tops in Balanced Allocation Funds
Over the last 6 months, Balanced Allocation category has seen increased allocation towards Health, Consumer Defensive, Financial Services sectors and allocation in Energy, Utilities, Real Estate sectors has decreased
Sector | AUM |
|---|---|
 Financial Services Increased by 19.04%, in last 6M | 297.07 Cr |
 Consumer Cyclical Increased by 1.53%, in last 6M | 175.88 Cr |
 Tech Increased by 3.79%, in last 6M | 143.38 Cr |
 Industrial Decreased by 4.83%, in last 6M | 127.31 Cr |
 Health Increased by 24.51%, in last 6M | 82.68 Cr |
 Communication Decreased by 10.53%, in last 6M | 69.3 Cr |
 Basic Materials Decreased by 2.43%, in last 6M | 39.59 Cr |
 Consumer Defensive Increased by 19.93%, in last 6M | 22.23 Cr |
 Utilities Decreased by 49.29%, in last 6M | 12 Cr |
 Energy Decreased by 72.01%, in last 6M | 5.39 Cr |
 Real Estate Decreased by 23.68%, in last 6M | 0.66 Cr |
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