
Portfolio Overview
Asset Allocation
Equity: 90.44%Others: 9.56%
Market Cap
Mid Cap: 59.99%Equity: 9.77%Small Cap: 15.74%Large Cap: 4.94%
Number of stocks
137
Top 10 Holdings
58.36% of portfolio
Market Cap of Equity
Mid Cap
59.99%
Equity
9.77%
Small Cap
15.74%
Large Cap
4.94%
As of August 31, 2025
Companies Allocation of Equity
Max Financial Services Ltd7.37%
Bharti Hexacom Ltd6.85%
Muthoot Finance Ltd6.84%
Persistent Systems Ltd6.59%
Fortis Healthcare Ltd5.98%
Coforge Ltd5.68%
The Federal Bank Ltd5.13%
PB Fintech Ltd4.90%
Tube Investments of India Ltd Ordinary Shares4.68%
Hitachi Energy India Ltd Ordinary Shares4.32%
Sector Allocation of Equity
Financial Services22.19%
Communication Services4.80%
Technology9.39%
Healthcare14.50%
Industrials18.01%
Real Estate3.73%
Consumer Cyclical8.26%
Basic Materials4.91%
Energy2.48%
Consumer Defensive1.95%
Utilities0.21%
SIP Amount
₹
Monthly SIP Date
WhiteOak Capital Mid Cap Fund Regular Plan IDCW


Is This Mutual Fund Right for You?
+10k investors used our Suitability Test to get better returns
Fund Suitability Test
Let's Get Started.
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.