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WhiteOak Capital Large & Mid Cap Fund

WhiteOak Capital Mutual FundLarge & Mid Cap FundActiveAs of 2026-07-31
Holdings
129
Broad portfolio
Top 10 weight
32%
Concentration
Strategy
Active
Portfolio style
Equity
90%
Asset allocation

Portfolio

36Sectors1Large positions18.5%Top: Banks0.0%Cash

Market-cap allocation

Large cap44%
Mid cap37%
Small cap5%

Asset allocation

Equity90%

Top holdings

Eternal LimitedEQUITY2.1%
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Portfolio insights

Portfolio read

  • 90% equity.
  • Large-cap exposure is 44%.
  • Largest equity sector is Banks at 18.5%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Large & Mid Cap Fund.

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Sector exposure

Showing top sectors from the current portfolio.

Banks18.5%
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