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WhiteOak Capital ESG Best-In-Class Strategy Fund

WhiteOak Capital Mutual FundActiveAs of 2026-07-31
Holdings
56
Broad portfolio
Top 10 weight
51%
Concentration
Strategy
Active
Portfolio style
Equity
89%
Asset allocation

Portfolio

22Sectors5Large positions19.6%Top: Banks0.0%Cash

Market-cap allocation

Large cap59%
Mid cap12%
Small cap13%

Asset allocation

Equity89%

Top holdings

Eternal LimitedEQUITY2.8%
Coforge LimitedEQUITY2.6%
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Portfolio insights

Portfolio read

  • 89% equity.
  • Large-cap exposure is 59%.
  • Largest equity sector is Banks at 19.6%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in this category.

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Sector exposure

Showing top sectors from the current portfolio.

Banks19.6%
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