WhiteOak Capital Mid Cap Fund Regular Plan IDCW

WhiteOak Capital Mid Cap Fund Regular Plan IDCW - Portfolio Analysis

Portfolio Overview

Asset Allocation

Equity: 92.69%Others: 7.31%

Market Cap

Mid Cap: 61.87%Equity: 9.64%Small Cap: 15.86%Large Cap: 5.33%

Number of stocks

136

Top 10 Holdings

57.88% of portfolio

Market Cap of Equity

Mid Cap
61.87%
Equity
9.64%
Small Cap
15.86%
Large Cap
5.33%

Companies Allocation of Equity

Bharti Hexacom Ltd7.19%
Max Financial Services Ltd7.01%
Muthoot Finance Ltd6.71%
Persistent Systems Ltd6.46%
Coforge Ltd5.90%
The Federal Bank Ltd5.55%
PB Fintech Ltd5.13%
Fortis Healthcare Ltd4.69%
Hitachi Energy India Ltd Ordinary Shares4.65%
Tube Investments of India Ltd Ordinary Shares4.60%

Sector Allocation of Equity

Communication Services5.04%
Financial Services23.98%
Technology9.52%
Healthcare14.64%
Industrials18.02%
Basic Materials5.03%
Energy3.12%
Real Estate3.64%
Consumer Cyclical7.40%
Consumer Defensive2.06%
Utilities0.23%

SIP Amount

Monthly SIP Date

WhiteOak Capital Mid Cap Fund Regular Plan IDCW

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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.