Home / Discover / Fund

WhiteOak Capital Equity Savings Fund

WhiteOak Capital Equity Savings Active Stock Picker As of 2026-05-31
Holdings
136
Well diversified
Top 10 weight
40%
Concentration
Active share
59%
Active Stock Picker
Equity
-
Asset allocation

Portfolio

41Sectors 13High-conviction bets 21%Top sector wt. -Cash

Market-cap allocation

Large cap48%
Mid cap12%
Small cap4%

Asset allocation

Asset mix not available.

Top holdings

AI Smart summary

Pros

  • Well-diversified across 136 holdings.
  • Low top-10 concentration (40%).

Cons

  • Concentrated in Banks - watch sector risk.

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

Peer comparison

Other funds in Equity Savings.

Kotak Equity Savings Fund166 holdings · 65% AS
Mirae Asset Equity Savings Fund160 holdings · 51% AS
EDELWEISS EQUITY SAVINGS FUND134 holdings · 57% AS
HDFC Equity Savings Fund116 holdings · 55% AS
Axis Equity Savings Fund115 holdings · 57% AS

Sector exposure

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

Banks21.3%
Sovereign16.9%
Telecom - Services7.2%
Automobiles7.0%
Realty6.3%
Finance4.4%
Insurance3.2%
IT - Software2.9%
Transport Infrastructure2.4%
CRISIL AAA2.4%
Petroleum Products2.1%
Power1.8%
Pharmaceuticals & Biotechnology1.8%
Retailing1.5%