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WhiteOak Capital Balanced Hybrid Fund

WhiteOak Capital Mutual FundBalanced Hybrid FundActiveAs of 2026-07-31

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Holdings

146

Broad portfolio

Top 10 weight

32%

Concentration

Strategy

Active

Portfolio style

Equity

63%

Asset allocation

Portfolio

39Sectors2Large positions12.3%Top: Banks0.0%Cash

Market-cap allocation

Large cap33%

Mid cap6%

Small cap11%

Asset allocation

Equity63%

Top holdings

ICICI Bank LimitedEQUITY5.6%

6.94% Government of India (11/05/2036)DEBT5.1%

8.06% Bajaj Finance Limited (15/05/2029) **DEBT3.4%

HDFC Bank LimitedEQUITY3.3%

Net Receivables / (Payables)DERIVATIVE3.0%

HDFC Bank Limited (21/09/2026) #DEBT2.7%

Bharti Airtel LimitedEQUITY2.6%

7.57% LIC Housing Finance Limited (23/11/2029)DEBT2.4%

Nexus Select Trust - REITEQUITY2.0%

Nestle India LimitedEQUITY2.0%

Portfolio insights

Portfolio read

63% equity.
Large-cap exposure is 33%.
Largest equity sector is Banks at 12.3%.

Watchpoints

Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Balanced Hybrid Fund.

Explore comparable funds →

Sector exposure

Showing top sectors from the current portfolio.

Banks12.3%

Finance3.7%

IT - Software3.5%

ICRA AA+3.1%

Automobiles2.9%