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 Ultra Short Term Fund- Regular plan-Monthly Payout/ Reinvestment of Income Distribution cum capital withdrawal option (IDCW) - Portfolio Analysis

Portfolio Overview

As of September 30, 2026

Asset Allocation

Others: 68.61%Debt: 31.39%

Market Cap

Government Related: 8.87%Cash And Equivalents: 39.66% Corporate Bond: 19.79%Other: 0.29%

Number of stocks

Top 10 Holdings

64.21% of portfolio

Market Cap of Others

Government Related

8.87%

Cash And Equivalents

39.66%

Corporate Bond

19.79%

Other

0.29%

Companies Allocation of Others

National Bank For Agriculture And Rural Development8.870%

Bank Of Baroda8.488%

Clearing Corporation Of India Ltd5.532%

Small Industries Development Bank Of India4.446%

ICICI Bank Limited4.443%

Mahindra And Mahindra Financial Services Limited4.429%

Toyota Financial Services India Ltd.4.427%

Canara Bank4.424%

Rec Limited (19/03/2027)4.412%

Punjab National Bank4.093%

Cholamandalam Investment And Finance Company Limited3.556%

Union Bank Of India3.480%

Kotak Mahindra Bank Limited3.322%

Corporate Debt Market Development Fund #0.289%

Sector Allocation of Others

Government Related8.87%

Cash And Equivalents39.66%

Corporate Bond19.79%

Other0.29%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

WhiteOak Capital Ultra Short Term Fund- Regular plan-Monthly Payout/ Reinvestment of Income Distribution cum capital withdrawal option (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.

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