BALANCED-ALLOCATION Mutual Funds

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2 Mutual Funds
5Y return

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 ₹24.01 crore. This positions it as one of the top-performing Balanced Allocation mutual funds in terms of investor interest and fund growth.

Stocks Added by Best 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.

Top Exits from Balanced Allocation Mutual Funds

In contrast, Medi Assist Healthcare Services Ltd has been exited by 1 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 Basic Materials, Financial Services, Consumer Defensive sectors and allocation in Real Estate, Energy, Utilities sectors has decreased

Sectoral allocation of Balanced Allocation Funds
As of 29 Apr 2025
Sector
AUM
Financial Services
Financial Services

Increased by 19.61%, in last 6M

308.79 Cr
Consumer Cyclical
Consumer Cyclical

Increased by 6.07%, in last 6M

179.54 Cr
Industrial
Industrial

Increased by 0.83%, in last 6M

145 Cr
Tech
Tech

Decreased by 10.93%, in last 6M

131.9 Cr
Communication
Communication

Decreased by 0.42%, in last 6M

74.61 Cr
Health
Health

Increased by 1.20%, in last 6M

73.16 Cr
Basic Materials
Basic Materials

Increased by 24.77%, in last 6M

51.96 Cr
Consumer Defensive
Consumer Defensive

Increased by 9.92%, in last 6M

22.49 Cr
Utilities
Utilities

Decreased by 50.05%, in last 6M

12.69 Cr
Energy
Energy

Decreased by 69.76%, in last 6M

5.82 Cr
Real Estate
Real Estate

Decreased by 100.00%, in last 6M

0 Cr