Portfolio Overview
As of March 31, 2026
Asset Allocation
Equity: 99.12%Debt: 5.50%
Market Cap
Mid Cap: 54.44%Small Cap: 28.15%Others: 12.02%Large Cap: 4.51%
Number of stocks
127
Top 10 Holdings
97.81% of portfolio
Market Cap of Equity
Mid Cap
54.44%
Small Cap
28.15%
Others
12.02%
Large Cap
4.51%
Companies Allocation of Equity
Max Financial Services Ltd3.441%
Persistent Systems Limited3.340%
Phoenix Mills Ltd3.176%
The Federal Bank Ltd3.000%
Bharti Hexacom Ltd2.918%
Fortis Healthcare Ltd2.863%
PB Fintech Ltd2.424%
Info Edge (India) Ltd2.368%
Coforge Ltd2.297%
National Aluminium Co Ltd2.077%
Laurus Labs Ltd2.036%
Kei Industries Limited2.016%
Marico Ltd2.012%
Vishal Mega Mart Ltd2.010%
Hitachi Energy India Ltd Ordinary Shares1.897%
Alkem Laboratories Ltd1.869%
Nippon Life India Asset Management Ltd Ordinary Shares1.827%
Tube Investments of India Ltd Ordinary Shares1.712%
Oil India Limited1.708%
GE Vernova T&D India Ltd1.662%
Ipca Laboratories Ltd1.648%
Bank Nifty Index1.475%
Mankind Pharma Ltd1.474%
Nexus Select Trust Reits1.308%
Berger Paints India Ltd1.296%
FSN E-Commerce Ventures Ltd1.294%
Lupin Ltd1.225%
Abbott India Ltd1.208%
Muthoot Finance Ltd1.193%
Cummins India Ltd1.153%
Hero MotoCorp Ltd1.147%
REC Ltd1.142%
Muthoot Finance Limited1.137%
Coromandel International Ltd1.123%
Sona BLW Precision Forgings Ltd1.103%
360 One Wam Ltd Ordinary Shares0.998%
Petronet Lng Limited0.984%
Eternal Ltd0.970%
AIA Engineering Ltd0.959%
Aadhar Housing Finance Ltd0.910%
Multi Commodity Exchange of India Ltd0.869%
Jindal Stainless Ltd0.854%
Ajanta Pharma Ltd0.800%
Acutaas Chemicals Ltd0.798%
Narayana Hrudayalaya Ltd0.783%
Aditya Infotech Ltd0.713%
Supreme Industries Ltd0.710%
Future on Colgate-Palmolive (India) Ltd0.676%
India Shelter Finance Corporation Ltd0.666%
TD Power Systems Ltd0.644%
Motilal Oswal Financial Services Ltd0.620%
Indian Bank0.609%
ICICI Lombard General Insurance Co Ltd0.608%
Navin Fluorine International Ltd0.605%
Hindustan Petroleum Corporation Limited0.598%
Bharat Heavy Electricals Ltd0.591%
NMDC Ltd0.566%
Godrej Industries Ltd0.563%
Azad Engineering Ltd0.550%
Cigniti Technologies Ltd0.516%
Dynamatic Technologies Ltd0.506%
Vertis Infrastructure Trust Unit0.487%
Embassy Office Parks REIT0.485%
Five-Star Business Finance Ltd0.482%
Blue Star Limited0.442%
Endurance Technologies Ltd0.442%
Poly Medicure Ltd0.412%
The South Indian Bank Ltd0.389%
Leela Palaces Hotels and Resorts Ltd0.388%
Kirloskar Oil Engines Ltd0.386%
Eureka Forbes Ltd0.375%
KRN Heat Exchanger and Refrigeration Ltd0.374%
Dalmia Bharat Ltd0.353%
Ajax Engineering Ltd0.348%
PNB Housing Finance Ltd0.346%
Lenskart Solutions Ltd0.346%
TBO Tek Ltd0.340%
CARE Ratings Ltd0.322%
Metro Brands Ltd0.311%
Travel Food Services Ltd0.303%
Neuland Laboratories Ltd0.296%
Hindustan Petroleum Corp Ltd0.257%
International Gemmological Institute (India) Ltd0.248%
Repco Home Finance Ltd0.244%
Safari Industries (India) Ltd0.232%
Carraro India Ltd0.230%
Ather Energy Ltd0.228%
Shilpa Medicare Ltd0.227%
Intellect Design Arena Ltd0.216%
AU Small Finance Bank Ltd0.214%
Emmvee Photovoltaic Power Ltd0.200%
Nifty0.192%
Sobha Ltd0.191%
3M India Ltd0.191%
CarTrade Tech Ltd0.190%
Bharat Bijlee Ltd0.188%
Lemon Tree Hotels Ltd0.186%
Wework India Management Ltd0.183%
Omnitech Engineering Ltd0.182%
Cholamandalam Financial Holdings Ltd0.159%
Krishna Institute of Medical Sciences Ltd0.158%
Awfis Space Solutions Ltd0.153%
KPIT Technologies Ltd0.149%
Orkla India Ltd0.139%
Colgate-Palmolive (India) Ltd0.135%
Page Industries Limited0.130%
Epack Prefab Technologies Ltd0.120%
Indiqube Spaces Ltd0.111%
Fine Organic Industries Ltd Ordinary Shares0.107%
ICICI Prudential Life Insurance Co Ltd0.095%
Brigade Enterprises Ltd0.092%
National Securities Depository Ltd0.092%
Newgen Software Technologies Ltd0.088%
Shivalik Bimetal Controls Ltd0.088%
Xpro India Ltd0.085%
EMA Partners India Ltd0.059%
SJS Enterprises Ltd0.057%
Kpit Technologies Limited0.056%
Dixon Technologies (India) Ltd0.039%
Indigo Paints Ltd Ordinary Shares0.028%
Sector Allocation of Equity
Financial Services20.65%
Equity14.05%
Real Estate6.03%
Communication Services5.29%
Healthcare15.35%
Technology3.88%
Basic Materials8.14%
Consumer Defensive2.29%
Consumer Cyclical10.31%
Industrials12.87%
Energy0.26%
SIP Amount
Monthly SIP Date
WhiteOak Capital Mid Cap Fund Regular Plan Growth
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