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AUM ₹838 Cr •
Expense 0.6%
AUM ₹168 Cr •
Expense 0.48%
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.
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.
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.
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
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