
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%
As of July 31, 2025
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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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.