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 ESG Best-In-Class Strategy Fund-Reg (G) - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 91.60%Others: 7.02%Debt: 1.38%

Market Cap

Large Cap: 60.96%Mid Cap: 15.56%Small Cap: 15.08%

Number of stocks

Top 10 Holdings

86.18% of portfolio

Market Cap of Equity

Large Cap

60.9600%

Mid Cap

15.5600%

Small Cap

15.0800%

Companies Allocation of Equity

HDFC BANK LIMITED EQ NEW FV RE. 1/-19.08%

ICICI BANK LIMITED EQ NEW FV RS. 2/-17.16%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.58.98%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-8.40%

KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-6.68%

TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-5.72%

ZOMATO LIMITED EQ5.30%

Persistent Systems Ltd5.22%

TITAN COMPANY LIMITED EQ NEW Re.1/-5.02%

MUTHOOT FINANCE LIMITED EQ4.62%

Sector Allocation of Equity

Banks22.85%

Automobiles6.60%

Telecom - Services6.13%

IT - Software6.90%

Retailing4.83%

Consumer Durables5.26%

Finance7.40%

Aerospace & Defense2.29%

IT - Services2.01%

Food Products1.99%

Chemicals & Petrochemicals3.21%

Insurance2.19%

Power1.67%

Electrical Equipment1.36%

Non - Ferrous Metals1.19%

Auto Components1.95%

Pharmaceuticals & Biotechnology3.43%

Healthcare Equipment & Supplies1.06%

Household Products0.96%

Transport Services0.92%

Financial Technology (Fintech)0.81%

Healthcare Services2.41%

Realty0.76%

Industrial Products1.94%

Personal Products1.00%

Commercial Services & Supplies0.44%

Capital Markets0.04%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

WhiteOak Capital ESG Best-In-Class Strategy Fund-Reg (G)

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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.