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 May 31, 2026

Asset Allocation

Others: 43.55%Debt: 56.45%

Market Cap

Corporate Bond: 17.48%Cash And Equivalents: 25.79%Other: 0.28%

Number of stocks

Top 10 Holdings

39.18% of portfolio

Market Cap of Others

Corporate Bond

17.48%

Cash And Equivalents

25.79%

Other

0.28%

Companies Allocation of Others

Punjab National Bank Red8.739%

Bank Of Baroda8.088%

Clearing Corporation Of India Ltd4.492%

Cholamandalam Investment And Finance Company Ltd4.401%

Union Bank Of India4.369%

Canara Bank4.216%

HDFC Bank Limited2.623%

Bajaj Financial Securities Limited1.055%

Net Receivables / (Payables)0.915%

Corporate Debt Market Development Fund #0.279%

Sector Allocation of Others

Corporate Bond17.48%

Cash And Equivalents25.79%

Other0.28%

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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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.