WhiteOak Capital Banking & Financial Services Fund
Holdings
61
Broad portfolio
Top 10 weight
52%
Concentration
Strategy
Active
Portfolio style
Equity
91%
Asset allocation
Portfolio
5Sectors3Large positions43.5%Top: Banks0.0%Cash
Market-cap allocation
Large cap46%
Mid cap11%
Small cap23%
Asset allocation
Equity91%
Top holdings
ICICI Bank LimitedEQUITY12.8%
HDFC Bank LimitedEQUITY10.6%
Kotak Mahindra Bank LimitedEQUITY6.1%
Clearing Corporation of India LtdDERIVATIVE4.7%
Bajaj Finance LimitedEQUITY3.6%
Bajaj Finserv LimitedEQUITY3.3%
Axis Bank LimitedEQUITY3.1%
Five Star Business Finance LimitedEQUITY2.8%
State Bank of IndiaEQUITY2.8%
IIFL Finance LimitedEQUITY2.5%
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Portfolio read
- 91% equity.
- Large-cap exposure is 46%.
- Largest equity sector is Banks at 43.5%.
Watchpoints
- Sector concentration is elevated: Banks represents 44%.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Sectoral Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks43.5%
Finance35.2%
Insurance6.0%
Capital Markets5.4%