WhiteOak Capital Special Opportunities Fund
WhiteOak Capital
Sectoral / Thematic Highly Differentiated As of 2026-05-31
Holdings
90
Well diversified
Top 10 weight
29%
Concentration
Active share
73%
Highly Differentiated
Equity
-
Asset allocation
Portfolio
33Sectors
10High-conviction bets
13%Top sector wt.
-Cash
Market-cap allocation
Large cap30%
Mid cap12%
Small cap40%
Asset allocation
Asset mix not available.
Top holdings
Clearing Corporation of India LtdCASH_EQUIVALENT
5.1%HDFC Bank LimitedEQUITY
4.6%ICICI Bank LimitedEQUITY
3.6%Bharti Airtel LimitedEQUITY
3.3%2.3%
Nestle India LimitedEQUITY
2.1%Coforge LimitedEQUITY
2.1%IIFL Finance LimitedEQUITY
2.0%State Bank of IndiaEQUITY
2.0%Titan Company LimitedEQUITY
2.0%1.9%
1.9%
Nexus Select Trust - REITREIT_INVIT
1.7%1.5%
1.5%
1.5%
1.5%
1.4%
1.4%
Aditya Infotech LimitedEQUITY
1.4%1.3%
Radico Khaitan LimitedEQUITY
1.3%1.3%
City Union Bank LimitedEQUITY
1.2%1.2%
1.2%
1.2%
Apar Industries LimitedEQUITY
1.2%1.1%
1.1%
CARE Ratings LimitedEQUITY
1.1%EID Parry India LimitedEQUITY
1.1%1.1%
Corona Remedies LimitedEQUITY
1.1%1.1%
1.0%
Sambhv Steel Tubes LtdEQUITY
1.0%Azad Engineering LtdEQUITY
1.0%Ather Energy LimitedEQUITY
1.0%TD Power Systems LimitedEQUITY
1.0%1.0%
0.9%
0.9%
AI Smart summary
Pros
- Well-diversified across 90 holdings.
- Low top-10 concentration (29%).
Cons
- Small-cap heavy (40%) - higher volatility.
- Concentrated in Banks - watch sector risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Sectoral / Thematic.
JioBlackRock Sector Rotation Fund290 holdings · 36% AS
Franklin India Multi-Factor Fund93 holdings · 84% AS
Bandhan Business Cycle Fund93 holdings · 65% AS
UTI Quant Fund89 holdings · 66% AS
Axis India Manufacturing Fund86 holdings · 73% AS
ICICI Prudential India Opportunities Fund84 holdings · 66% AS
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
13.5%
8.1%
7.5%
5.8%
4.3%
4.2%
4.0%
3.5%
3.3%
3.3%
3.2%
3.1%
3.0%
2.3%