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WhiteOak Capital Mid Cap Fund

WhiteOak Capital Mutual FundActiveAs of 2026-07-31
Holdings
149
Broad portfolio
Top 10 weight
28%
Concentration
Strategy
Active
Portfolio style
Equity
88%
Asset allocation

Portfolio

39Sectors1Large positions9.9%Top: Pharmaceuticals & Biotechnology0.0%Cash

Market-cap allocation

Large cap4%
Mid cap60%
Small cap21%

Asset allocation

Equity88%

Top holdings

Coforge LimitedEQUITY2.4%
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Portfolio insights

Portfolio read

  • 88% equity.
  • Large-cap exposure is 4%.
  • Largest equity sector is Pharmaceuticals & Biotechnology at 9.9%.

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.

Banks6.1%
Realty4.8%
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