What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth - Portfolio Analysis

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 67.88%Debt: 23.42%Others: 1.78%

Market Cap

Large Cap: 47.27%Small Cap: 11.91%Mid Cap: 8.70%

Number of stocks

137

Top 10 Holdings

57.58% of portfolio

Market Cap of Equity

Large Cap

47.2700%

Small Cap

11.9100%

Mid Cap

8.7000%

Companies Allocation of Equity

ICICI BANK LIMITED EQ NEW FV RS. 2/-11.82%

HDFC BANK LIMITED EQ NEW FV RE. 1/-10.86%

CIGNITI TECHNOLOGIES LIMITED EQ6.70%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.76%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.54.46%

UPL LIMITED EQ NEW FV RS.2/-4.38%

STATE BANK OF INDIA EQ NEW RE. 1/-3.90%

Nestle India Ltd3.66%

RELIANCE INDUSTRIES LIMITED EQ3.54%

BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-3.50%

Sector Allocation of Equity

Banks14.98%

IT - Services3.72%

Telecom - Services3.26%

Automobiles4.21%

Fertilizers & Agrochemicals2.19%

Food Products1.83%

Petroleum Products1.77%

Aerospace & Defense1.75%

Retailing2.64%

Finance4.69%

IT - Software4.75%

Consumer Durables2.51%

Construction0.79%

Oil1.17%

Non - Ferrous Metals0.95%

Power0.73%

Personal Products0.66%

Transport Services0.65%

Chemicals & Petrochemicals1.28%

Ferrous Metals0.62%

Insurance1.16%

Cement & Cement Products0.67%

Diversified Metals0.52%

Pharmaceuticals & Biotechnology3.29%

Electrical Equipment1.03%

Capital Markets1.33%

Realty0.39%

Industrial Manufacturing0.85%

Commercial Services & Supplies0.63%

Healthcare Equipment & Supplies0.33%

Healthcare Services0.73%

Household Products0.27%

Leisure Services0.55%

Agricultural, Commercial & Construction Vehicles0.24%

Industrial Products0.34%

Auto Components0.25%

Financial Technology (Fintech)0.15%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.