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 ELSS Tax Saver Fund Regular Plan Growth - Portfolio Analysis

Equity
ELSS
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 97.74%Others: 2.26%

Market Cap

Large Cap: 53.32%Mid Cap: 11.31%Small Cap: 33.11%

Number of stocks

140

Top 10 Holdings

69.32% of portfolio

Market Cap of Equity

Large Cap

53.3200%

Mid Cap

11.3100%

Small Cap

33.1100%

Companies Allocation of Equity

ICICI BANK LIMITED EQ NEW FV RS. 2/-15.26%

HDFC BANK LIMITED EQ NEW FV RE. 1/-14.18%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-6.12%

MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.55.54%

KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-5.16%

RELIANCE INDUSTRIES LIMITED EQ4.96%

ZOMATO LIMITED EQ4.92%

BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-4.60%

MARUTI SUZUKI INDIA LIMITED EQ4.46%

STATE BANK OF INDIA EQ NEW RE. 1/-4.12%

Sector Allocation of Equity

Banks21.02%

Telecom - Services4.76%

Automobiles5.00%

Petroleum Products2.48%

Retailing4.06%

Aerospace & Defense2.59%

IT - Software6.08%

Food Products1.49%

Finance6.87%

Consumer Durables4.03%

Pharmaceuticals & Biotechnology5.79%

IT - Services1.61%

Insurance1.39%

Non - Ferrous Metals1.26%

Ferrous Metals0.86%

Realty1.07%

Healthcare Equipment & Supplies1.68%

Cement & Cement Products0.82%

Industrial Manufacturing1.83%

Electrical Equipment2.38%

Construction0.75%

Auto Components2.51%

Capital Markets3.28%

Chemicals & Petrochemicals2.23%

Leisure Services2.46%

Commercial Services & Supplies1.86%

Household Products0.64%

Agricultural, Commercial & Construction Vehicles0.63%

Personal Products0.69%

Industrial Products1.88%

Transport Services0.47%

Oil0.62%

Healthcare Services1.59%

Diversified Metals0.35%

Financial Technology (Fintech)0.34%

Power0.24%

Minerals & Mining0.10%

Other Consumer Services0.03%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth

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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.