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WhiteOak Capital Quality Equity Fund

WhiteOak Capital Mutual FundActiveAs of 2026-07-31
Holdings
65
Broad portfolio
Top 10 weight
49%
Concentration
Strategy
Active
Portfolio style
Equity
89%
Asset allocation

Portfolio

23Sectors4Large positions9.6%Top: Banks0.0%Cash

Market-cap allocation

Large cap52%
Mid cap15%
Small cap17%

Asset allocation

Equity89%

Top holdings

Marico LimitedEQUITY3.0%
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Portfolio insights

Portfolio read

  • 89% equity.
  • Large-cap exposure is 52%.
  • Largest equity sector is Banks at 9.6%.

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.

Banks9.6%
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