WhiteOak Capital Mid Cap Fund Regular Plan IDCW

WhiteOak Capital Mid Cap Fund Regular Plan IDCW - Portfolio Analysis

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%

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

Suitabilty Test For Finding this Fund is Suitable or Not for User.Suitabilty Test For Finding this Fund is Suitable or Not for User.
Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

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.