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 Flexi Cap Fund Regular Plan Growth - Portfolio Analysis

Equity
Flexi Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 89.30%Others: 8.49%Debt: 2.21%

Market Cap

Large Cap: 55.18%Mid Cap: 8.73%Small Cap: 25.39%

Number of stocks

147

Top 10 Holdings

72.68% of portfolio

Market Cap of Equity

Large Cap

55.1800%

Mid Cap

8.7300%

Small Cap

25.3900%

Companies Allocation of Equity

ICICI BANK LIMITED EQ NEW FV RS. 2/-15.28%

HDFC BANK LIMITED EQ NEW FV RE. 1/-15.06%

STATE BANK OF INDIA EQ NEW RE. 1/-5.80%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.55.50%

ZOMATO LIMITED EQ5.30%

MARUTI SUZUKI INDIA LIMITED EQ5.28%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.26%

KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-5.08%

RELIANCE INDUSTRIES LIMITED EQ5.06%

BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-5.06%

Sector Allocation of Equity

Banks21.58%

Automobiles5.87%

Retailing3.98%

Telecom - Services4.58%

Petroleum Products2.53%

Aerospace & Defense2.73%

IT - Software5.35%

Consumer Durables3.14%

Food Products1.40%

Pharmaceuticals & Biotechnology4.55%

Finance6.99%

Insurance1.22%

Non - Ferrous Metals1.21%

Ferrous Metals0.86%

Realty1.21%

Healthcare Equipment & Supplies0.83%

Capital Markets2.07%

IT - Services1.17%

Cement & Cement Products0.70%

Leisure Services2.00%

Construction0.69%

Electrical Equipment2.27%

Industrial Manufacturing1.42%

Agricultural, Commercial & Construction Vehicles0.57%

Chemicals & Petrochemicals1.41%

Personal Products0.70%

Transport Services0.54%

Commercial Services & Supplies1.86%

Oil0.52%

Household Products0.46%

Healthcare Services1.35%

Diversified Metals0.43%

Industrial Products1.45%

Financial Technology (Fintech)0.32%

Auto Components0.91%

Power0.31%

Minerals & Mining0.10%

Other Consumer Services0.02%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

WhiteOak Capital Flexi Cap 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.