What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

WhiteOak Capital Mid Cap Fund Regular Plan IDCW - Portfolio Analysis

Equity
Mid Cap
Status: Open

Portfolio Overview

As of January 31, 2026

Asset Allocation

Equity: 87.67%Others: 8.28%Debt: 4.05%

Market Cap

Mid Cap: 65.58%Large Cap: 7.82%Small Cap: 14.27%

Number of stocks

116

Top 10 Holdings

58.04% of portfolio

Market Cap of Equity

Mid Cap

65.5800%

Large Cap

7.8200%

Small Cap

14.2700%

Companies Allocation of Equity

Persistent Systems Ltd7.84%

MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-7.00%

THE PHOENIX MILLS LIMITED EQ NEW RS.2/-6.56%

FORTIS HEALTHCARE LIMITED. EQ5.96%

Bharti Hexacom Limited5.80%

EQ - INFO-EDGE (INDIA) LTD.5.68%

MUTHOOT FINANCE LIMITED EQ5.34%

Coforge Limited5.08%

PB FINTECH LIMITED EQ NEW FV RS. 2/-4.76%

ALKEM LABORATORIES LIMITED EQ4.02%

Sector Allocation of Equity

IT - Software6.99%

Insurance3.63%

Realty3.62%

Healthcare Services4.00%

Telecom - Services2.90%

Retailing5.36%

Finance5.68%

Financial Technology (Fintech)2.38%

Pharmaceuticals & Biotechnology11.43%

Banks3.63%

Capital Markets5.66%

Agricultural Food & other Products1.86%

Non - Ferrous Metals1.80%

Oil1.58%

Consumer Durables3.08%

Auto Components3.14%

Fertilizers & Agrochemicals1.35%

Automobiles1.26%

Electrical Equipment3.72%

Gas1.13%

Petroleum Products1.09%

Industrial Products3.33%

Ferrous Metals0.99%

Diversified0.96%

IT - Services0.66%

Minerals & Mining0.61%

Chemicals & Petrochemicals0.72%

Personal Products0.54%

Healthcare Equipment & Supplies0.53%

Industrial Manufacturing1.20%

Leisure Services1.29%

Cement & Cement Products0.41%

Agricultural, Commercial & Construction Vehicles0.39%

Commercial Services & Supplies0.75%

Monthly SIP

One Time

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.

Is This Mutual Fund Right for You?

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

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

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.