Balanced advantage funds increased their net equity exposure between September 2024 and August 2026. Data showed the average allocation rose from 52.65% to 64.98% during this period. Many schemes got more aggressive as 30 out of 34 funds increased their holdings. Experts said, "A fund’s net equity allocation is a useful starting point."
Since the Nifty 500 peaked in September 2024, balanced advantage funds have steadily increased their net equity exposure between September 2024 and August 2026. Here is a detailed breakdown of top 10 funds with highest net equity holding, as reported by ETWealth.
According to data available with PrimeInvestor and fund house factsheets, the average net equity allocation of 34 balanced advantage and dynamic asset allocation funds with a track record of at least two years rose from 52.65% in September 2024 to 64.98% in August 2026. That is a rise of 12.33 percentage points at the category level. Further, 30 of the 34 schemes increased their net equity exposure over this period.
A fund’s net equity allocation at month-end is a useful starting point. It is not a complete account. The net figure reflects the difference between gross equity and hedged equity, but it does not reveal what sits inside the equity portion.