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 Quality Equity Fund - Regular (G) - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of March 31, 2026

Asset Allocation

Equity: 98.42%Debt: 3.72%

Market Cap

Large Cap: 42.92%Small Cap: 31.23%Others: 12.03%Mid Cap: 12.24%

Number of stocks

Top 10 Holdings

98.42% of portfolio

Market Cap of Equity

Large Cap

42.92%

Small Cap

31.23%

Others

12.03%

Mid Cap

12.24%

Companies Allocation of Equity

ICICI Bank Ltd6.327%

Bharti Airtel Ltd5.852%

Nestle India Ltd5.104%

Mahindra & Mahindra Ltd3.845%

J.B. Chemicals & Pharmaceuticals Ltd3.591%

Titan Co Ltd3.321%

Nexus Select Trust Reits3.054%

Marico Ltd2.877%

Maruti Suzuki India Ltd2.752%

Infosys Limited2.455%

Persistent Systems Limited2.442%

Pidilite Industries Ltd2.150%

Muthoot Finance Ltd2.134%

Eternal Ltd2.117%

Godrej Consumer Products Ltd2.014%

Hindustan Unilever Ltd1.846%

Coforge Ltd1.664%

Info Edge (India) Ltd1.664%

Aadhar Housing Finance Ltd1.604%

Global Health Ltd1.575%

DOMS Industries Ltd1.575%

Embassy Office Parks REIT1.562%

Kotak Mahindra Bank Ltd1.466%

Nifty1.438%

Tata Consultancy Services Ltd1.409%

Abbott India Ltd1.391%

Eureka Forbes Ltd1.373%

Phoenix Mills Ltd1.360%

Tech Mahindra Limited1.355%

SBI Life Insurance Co Ltd1.261%

Gillette India Ltd1.239%

India Shelter Finance Corporation Ltd1.237%

Krishna Institute of Medical Sciences Ltd1.229%

Jyothy Labs Ltd1.163%

Max Healthcare Institute Ltd Ordinary Shares1.152%

Asian Paints Ltd1.131%

Tube Investments of India Ltd Ordinary Shares1.072%

Rainbow Childrens Medicare Ltd1.065%

Max Financial Services Ltd1.057%

Poly Medicure Ltd1.012%

Vertis Infrastructure Trust Unit0.956%

Ltimindtree Limited0.899%

CARE Ratings Ltd0.895%

Navin Fluorine International Ltd0.854%

Bajaj Finserv Ltd0.808%

Ajax Engineering Ltd0.797%

Procter & Gamble Hygiene and Health Care Ltd0.785%

TBO Tek Ltd0.774%

Future on Colgate-Palmolive (India) Ltd0.754%

Cipla Ltd0.748%

Leela Palaces Hotels and Resorts Ltd0.709%

Safari Industries (India) Ltd0.685%

Torrent Pharmaceuticals Ltd0.680%

HDFC Bank Ltd0.680%

Trent Ltd0.442%

Vijaya Diagnostic Centre Ltd0.411%

TD Power Systems Ltd0.389%

Cigniti Technologies Ltd0.350%

Info Edge (India) Limited0.335%

Inventurus Knowledge Solutions Ltd0.316%

Indigo Paints Ltd Ordinary Shares0.272%

Newgen Software Technologies Ltd0.254%

InterGlobe Aviation Ltd0.254%

Tech Mahindra Ltd0.138%

Raajmarg Infra Investment Trust Units0.118%

Colgate-Palmolive (India) Ltd0.066%

Infosys Ltd0.030%

Persistent Systems Ltd0.029%

ICICI Prudential Asset Management Co Ltd0.025%

Kwality Walls India Ltd0.020%

LTM Ltd0.013%

Sector Allocation of Equity

Financial Services17.61%

Communication Services7.52%

Consumer Defensive15.11%

Consumer Cyclical16.02%

Healthcare13.17%

Real Estate6.93%

Equity9.68%

Basic Materials4.41%

Technology3.89%

Industrials4.09%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

WhiteOak Capital Quality Equity Fund - Regular (G)

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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.