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WhiteOak Capital Balanced Hybrid Fund

WhiteOak Capital As of 2026-05-31
Holdings
143
Well diversified
Top 10 weight
33%
Concentration
Active share
-
Style
Equity
-
Asset allocation

Portfolio

41Sectors 8High-conviction bets 18%Top sector wt. -Cash

Market-cap allocation

Large cap32%
Mid cap6%
Small cap11%

Asset allocation

Asset mix not available.

Top holdings

AI Smart summary

Pros

  • Well-diversified across 143 holdings.
  • Low top-10 concentration (33%).

Cons

  • Concentrated in CRISIL AAA - watch sector risk.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in this category.

No peers found in this category.

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

CRISIL AAA17.9%
Banks11.5%
Sovereign8.2%
CRISIL AA+4.2%
Realty4.1%
Finance3.5%
IT - Software3.3%
ICRA AA+3.2%
Automobiles2.8%
Pharmaceuticals & Biotechnology2.6%
Telecom - Services2.5%
Retailing2.4%
CRISIL A1+2.1%
Consumer Durables2.0%