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 Multi Cap Fund - Regular (G) - Portfolio Analysis

Equity
Multi Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 88.47%Others: 8.65%Debt: 2.88%

Market Cap

Large Cap: 32.10%Mid Cap: 26.39%Small Cap: 29.98%

Number of stocks

188

Top 10 Holdings

45.62% of portfolio

Market Cap of Equity

Large Cap

32.1000%

Mid Cap

26.3900%

Small Cap

29.9800%

Companies Allocation of Equity

ICICI BANK LIMITED EQ NEW FV RS. 2/-8.78%

HDFC BANK LIMITED EQ NEW FV RE. 1/-8.74%

Bharti Hexacom Limited4.00%

Persistent Systems Ltd3.86%

ZOMATO LIMITED EQ3.84%

STATE BANK OF INDIA EQ NEW RE. 1/-3.46%

MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-3.38%

THE PHOENIX MILLS LIMITED EQ NEW RS.2/-3.34%

MUTHOOT FINANCE LIMITED EQ3.12%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.53.10%

Sector Allocation of Equity

Banks14.37%

Telecom - Services3.81%

IT - Software5.08%

Retailing4.07%

Insurance1.88%

Realty1.93%

Finance6.38%

Automobiles3.87%

Aerospace & Defense1.74%

Petroleum Products1.70%

Healthcare Services2.93%

Pharmaceuticals & Biotechnology6.97%

Capital Markets4.43%

Healthcare Equipment & Supplies1.00%

Food Products0.88%

Financial Technology (Fintech)0.81%

Industrial Manufacturing1.71%

Leisure Services2.35%

IT - Services1.16%

Electrical Equipment2.08%

Consumer Durables3.81%

Agricultural, Commercial & Construction Vehicles0.68%

Commercial Services & Supplies2.09%

Auto Components2.10%

Non - Ferrous Metals1.15%

Industrial Products2.41%

Household Products0.56%

Chemicals & Petrochemicals1.12%

Ferrous Metals0.84%

Construction0.44%

Oil0.69%

Gas0.37%

Cement & Cement Products0.45%

Transport Services0.57%

Personal Products0.81%

Minerals & Mining0.31%

Diversified Metals0.29%

Diversified0.26%

Power0.26%

Fertilizers & Agrochemicals0.09%

Other Consumer Services0.02%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

WhiteOak Capital Multi Cap Fund - Regular (G)

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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.