WhiteOak Capital Balanced Hybrid Fund - Regular (G)

WhiteOak Capital Balanced Hybrid Fund - Regular (G) - Portfolio Analysis

Portfolio Overview

Asset Allocation

Equity: 53.78%Others: 46.22%

Market Cap

Large Cap: 35.36%Equity: 3.78%Mid Cap: 5.07%Small Cap: 9.58%

Number of stocks

119

Top 10 Holdings

44.98% of portfolio

Market Cap of Equity

Large Cap
35.36%
Equity
3.78%
Mid Cap
5.07%
Small Cap
9.58%

Companies Allocation of Equity

ICICI Bank Ltd10.56%
HDFC Bank Ltd8.74%
Bharti Airtel Ltd5.63%
Mahindra & Mahindra Ltd3.49%
State Bank of India3.22%
Eternal Ltd3.06%
Larsen & Toubro Ltd2.74%
Kotak Mahindra Bank Ltd2.54%
Bharat Electronics Ltd2.54%
Reliance Industries Ltd2.46%

Sector Allocation of Equity

Financial Services18.33%
Communication Services3.93%
Consumer Cyclical7.14%
Industrials6.97%
Energy1.86%
Consumer Defensive2.97%
Technology5.61%
Utilities0.72%
Healthcare3.98%
Basic Materials2.19%
Real Estate0.07%

SIP Amount

Monthly SIP Date

WhiteOak Capital Balanced Hybrid 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.