WhiteOak Capital Balanced Advantage Fund
Holdings
140
Broad portfolio
Top 10 weight
33%
Concentration
Strategy
Active
Portfolio style
Equity
71%
Asset allocation
Portfolio
35Sectors1Large positions15.4%Top: Banks0.0%Cash
Market-cap allocation
Large cap46%
Mid cap8%
Small cap9%
Asset allocation
Equity71%
Top holdings
ICICI Bank LimitedEQUITY7.2%
Net Receivables / (Payables)DERIVATIVE4.5%
HDFC Bank LimitedEQUITY4.0%
Bharti Airtel LimitedEQUITY3.2%
Nexus Select Trust - REITEQUITY2.7%
Coforge LimitedEQUITY2.4%
Nestle India LimitedEQUITY2.4%
Embassy Office Parks REITREIT_INVIT2.4%
Mahindra & Mahindra LimitedEQUITY2.2%
Clearing Corporation of India LtdDERIVATIVE2.1%
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Portfolio read
- 71% equity.
- Large-cap exposure is 46%.
- Largest equity sector is Banks at 15.4%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Dynamic Asset Allocation Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks15.4%
IT - Software6.0%
Finance4.2%
Automobiles3.7%
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