📊 AMC Portfolio · RightAdvise

WhiteOak Capital Mutual Fund — Portfolio, Holdings & Monthly Changes

Complete fund-by-fund holdings, monthly portfolio changes, conviction stocks and sector shifts. Data as of Apr 2026. Data sourced from monthly portfolio disclosures submitted by each AMC to AMFI, as mandated by SEBI.

16
Active Funds
281
Unique Stocks
18
Fresh Entries
9
Complete Exits
✓ Copied!
🏆 Conviction 🟢 Fresh Entries 🔴 Complete Exits 📈 Adding 📉 Reducing 📋 Active Funds (16)

WhiteOak Capital Mutual Fund is one of India's registered mutual fund houses. Like most AMCs, it may run schemes across multiple categories — equity, debt, hybrid, international, or others. This page tracks only the equity segment: 16 actively managed equity funds, based on official AMFI portfolio disclosures as mandated by SEBI. Other scheme types, if any, are not covered here.

Within the active equity funds, stocks held across five or more funds simultaneously indicate high conviction — a shared view among multiple fund managers within WhiteOak Capital Mutual Fund. As of Apr 2026, ICICI Bank Limited is the most widely held stock, present in 13 active funds. The dominant sector exposure is Banks, followed by Pharmaceuticals & Biotechnology.

This page compares portfolio holdings month on month to surface active decisions. Between Mar 2026 and Apr 2026, WhiteOak Capital Mutual Fund's active equity funds made 18 fresh stock entries and fully exited 9 stocks. Only active fund changes are tracked here — index and ETF changes are benchmark-driven and not shown.

High Conviction

🏆 Stocks Held in 5 or More Funds

Stocks held across multiple WhiteOak Capital Mutual Fund funds simultaneously.

#StockSectorNo. of FundsCombined ValueHeld By
1
ICICI Bank Limited
Banks
 Banks 13 funds ₹1,597.2 Cr Large Cap, Flexi Cap, ELSS, Equity, Balanced Advantage, Mid Cap, Multi Cap, Multi Asset
2
Bharti Airtel Limited
Telecom - Services
 Telecom - Services 13 funds ₹936.6 Cr Equity, Large Cap, Flexi Cap, ELSS, Balanced Advantage, Multi Asset, Mid Cap, Multi Cap
3
Eternal Limited
Retailing
 Retailing 13 funds ₹536.8 Cr Large Cap, Equity, Flexi Cap, ELSS, Mid Cap, Balanced Advantage, Multi Cap, Multi Asset
4
Max Financial Services Limited
Insurance
 Insurance 13 funds ₹431.8 Cr Mid Cap, Multi Cap, ELSS, Equity, Flexi Cap, Large Cap, Balanced Advantage, Multi Asset
5
Coforge Limited
IT - Software
 IT - Software 13 funds ₹276.3 Cr Mid Cap, Equity, Flexi Cap, Multi Cap, Large Cap, ELSS, Multi Asset, Balanced Advantage
6
Muthoot Finance Limited
Finance
 Finance 13 funds ₹264.1 Cr Mid Cap, Large Cap, ELSS, Equity, Balanced Advantage, Multi Asset, Flexi Cap, Multi Cap
7
Navin Fluorine International Limited
Chemicals & Petrochemicals
 Chemicals & Petrochemicals 13 funds ₹170.7 Cr Equity, ELSS, Large Cap, Flexi Cap, Mid Cap, Multi Cap, Balanced Advantage, Multi Asset
8
Nestle India Limited
Food Products
 Food Products 12 funds ₹690.6 Cr Large Cap, ELSS, Mid Cap, Flexi Cap, Balanced Advantage, Multi Cap, Equity, Multi Asset
9
Mahindra & Mahindra Limited
Automobiles
 Automobiles 12 funds ₹482.6 Cr Large Cap, ELSS, Flexi Cap, Balanced Advantage, Mid Cap, Equity, Multi Cap, Multi Asset
10
Titan Company Limited
Consumer Durables
 Consumer Durables 12 funds ₹357.2 Cr Equity, Large Cap, ELSS, Flexi Cap, Mid Cap, Balanced Advantage, Multi Cap, Multi Asset
Portfolio Changes — Active Funds Only

Monthly Portfolio Changes — Entries & Exits

Mar 2026 → Apr 2026

Index/ETF funds excluded — they track benchmarks mechanically and do not reflect active stock selection.

#StockSectorFundsAvg WeightValue
1
Vedanta Aluminium Metal Limited
Metals & Minerals Trading
 NEW 9 funds 0.28% ₹59.1 Cr
2
Malco Energy Limited
Power
 NEW 9 funds 0.04% ₹9.5 Cr
3
Vedanta Iron And Steel Limited
Metals & Minerals Trading
 NEW 9 funds 0.01% ₹1.6 Cr
4
Talwandi Sabo Power Limited
Power
 NEW 9 funds 0.01% ₹1.9 Cr
5
Aye Finance Limited
Finance
 NEW 6 funds 0.21% ₹16.7 Cr
6
Kansai Nerolac Paints Limited
Consumer Durables
 NEW 3 funds 0.75% ₹10.0 Cr
7
Godrej Properties Limited
Realty
 NEW 3 funds 0.64% ₹82.2 Cr
8
OnEMI Technology Solutions Limited
N.A.
 NEW 2 funds 0.54% ₹10.0 Cr
9
Onesource Specialty Pharma Limited
Pharmaceuticals & Biotechnology
 NEW 1 fund 1.32% ₹8.0 Cr
10
Senores Pharmaceuticals Ltd
Pharmaceuticals & Biotechnology
 NEW 1 fund 0.85% ₹5.1 Cr
#StockSectorFundsWas WeightValue
1
Vedanta Limited
Diversified Metals
 EXITED 9 funds 0.68% ₹123.5 Cr
2
Sagility Limited
IT - Services
 EXITED 5 funds 0.11% ₹14.2 Cr
3
Emmvee Photovoltaic Power Ltd
Electrical Equipment
 EXITED 4 funds 0.21% ₹30.1 Cr
4
Coal India Limited
Consumable Fuels
 EXITED 1 fund 1.21% ₹15.9 Cr
5
Dr. Reddy's Laboratories Limited
Pharmaceuticals & Biotechnology
 EXITED 1 fund 0.74% ₹4.1 Cr
6
Kaynes Technology India Limited
Industrial Manufacturing
 EXITED 1 fund 0.41% ₹8.1 Cr
7
RBL Bank Limited
Banks
 EXITED 1 fund 0.21% ₹1.1 Cr
8
Senco Gold Limited
Consumer Durables
 EXITED 1 fund 0.10% ₹3.0 Cr
9
DAM Capital Advisors Ltd
Capital Markets
 EXITED 1 fund 0.02% ₹47.0 L
#StockSectorFundsMar 2026Apr 2026ChangeValue
1
Meesho Ltd
Retailing
 Retailing 2 0.70% 1.87% +1.17% ₹10.1 Cr
2
Nestle India Limited
Food Products
 Food Products 12 2.61% 3.72% +1.11% ₹690.6 Cr
3
HDFC Bank Limited
Banks
 Banks 11 5.00% 6.07% +1.07% ₹1,361.1 Cr
4
MTAR Technologies Limited
Aerospace & Defense
 Aerospace & Defense 1 0.43% 1.44% +1.01% ₹22.1 Cr
5
Indian Bank
Banks
 Banks 3 0.23% 1.19% +0.96% ₹137.8 Cr
6
Deepak Fertilizers and Petrochemicals Corporation Limited
Chemicals & Petrochemicals
 Chemicals & Petrochemicals 1 0.44% 1.29% +0.85% ₹19.8 Cr
7
BSE Limited
Capital Markets
 Capital Markets 2 0.77% 1.61% +0.84% ₹34.3 Cr
8
Persistent Systems Limited
IT - Software
 IT - Software 12 0.25% 1.09% +0.84% ₹294.8 Cr
9
Shadowfax Technologies Ltd.
Transport Services
 Transport Services 1 0.32% 1.01% +0.69% ₹15.5 Cr
10
Apar Industries Limited
Electrical Equipment
 Electrical Equipment 1 0.49% 1.16% +0.67% ₹17.8 Cr
#StockSectorFundsMar 2026Apr 2026ChangeValue
1
Aether Industries Limited
Chemicals & Petrochemicals
 Chemicals & Petrochemicals 7 1.38% 0.36% -1.02% ₹42.8 Cr
2
Tata Consultancy Services Limited
IT - Software
 IT - Software 11 1.10% 0.13% -0.97% ₹8.5 Cr
3
Lupin Limited
Pharmaceuticals & Biotechnology
 Pharmaceuticals & Biotechnology 4 1.94% 1.17% -0.77% ₹92.1 Cr
4
Axis Bank Limited
Banks
 Banks 10 1.53% 0.99% -0.54% ₹171.4 Cr
5
JB Chemicals & Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
 Pharmaceuticals & Biotechnology 12 2.06% 1.57% -0.49% ₹262.7 Cr
6
Reliance Industries Limited
Petroleum Products
 Petroleum Products 9 2.55% 2.09% -0.46% ₹492.5 Cr
7
IPCA Laboratories Limited
Pharmaceuticals & Biotechnology
 Pharmaceuticals & Biotechnology 4 1.32% 0.89% -0.43% ₹108.2 Cr
8
Aditya Birla Capital Limited
Finance
 Finance 1 2.47% 2.06% -0.41% ₹12.2 Cr
9
Hindustan Unilever Limited
Diversified FMCG
 Diversified FMCG 2 2.59% 2.23% -0.36% ₹13.9 Cr
10
Nuvoco Vistas Corporation Limited
Cement & Cement Products
 Cement & Cement Products 3 0.78% 0.43% -0.35% ₹37.9 Cr
Sector Exposure

Top Sectors — Apr 2026

Average sector allocation across all active funds. Index/ETF excluded.

Banks
16.8%
14 funds
Pharmaceuticals & Biotechnology
8.8%
14 funds
Finance
7.6%
13 funds
Retailing
5.7%
13 funds
Telecom - Services
4.9%
14 funds
Automobiles
4.6%
13 funds
IT - Software
4.1%
13 funds
Consumer Durables
4.1%
14 funds
Active Funds

16 Active Equity Funds — Apr 2026

Click any fund to see full portfolio analysis, NAV history, drawdown and rolling returns.

WhiteOak Capital Balanced Advantage Fund Direct Plan Growth WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth WhiteOak Capital Banking & Financial Services Fund - Direct Growth WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth WhiteOak Capital Digital Bharat Fund Direct Plan Growth WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Plan Growth WhiteOak Capital Flexi Cap Fund Direct Plan-Growth Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth WhiteOak Capital Large Cap Fund Direct Plan Growth WhiteOak Capital Mid Cap Fund Direct Plan Growth WhiteOak Capital Multi Asset Allocation Fund Direct Plan Growth WhiteOak Capital Multi Cap Fund Direct Plan Growth WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth WhiteOak Capital Quality Equity Fund Direct Plan Growth WhiteOak Capital Special Opportunities Fund - Direct Growth
Stock Search

🔍 Search Any Stock

Search any stock to see which WhiteOak Capital Mutual Fund active funds hold it.

Frequently Asked Questions

About WhiteOak Capital Mutual Fund — FAQs

How many equity funds does WhiteOak Capital Mutual Fund have?

WhiteOak Capital Mutual Fund manages 16 active equity mutual fund schemes across SEBI categories including Large Cap, Mid Cap, Small Cap, Flexi Cap, ELSS and others. Portfolio holdings are updated monthly from official AMFI disclosures.

What stocks does WhiteOak Capital Mutual Fund hold across its funds?

You can search any stock in the search box above to see which WhiteOak Capital Mutual Fund funds hold it and at what portfolio weight. The top stocks held across 5 or more funds are shown in the Holdings section above.

Which stocks did WhiteOak Capital Mutual Fund buy or sell recently?

The Monthly Portfolio Changes section on this page shows stocks that WhiteOak Capital Mutual Fund funds newly entered or exited in the most recent month compared to the previous month — reflecting the latest investment decisions by fund managers.

How often does WhiteOak Capital Mutual Fund disclose its portfolio?

SEBI requires all AMCs including WhiteOak Capital Mutual Fund to disclose their complete portfolio within 10 days of each month end. RightAdvise updates this data monthly from official AMFI portfolio disclosures.

⚠️ Disclaimer: Data sourced from monthly portfolio disclosures submitted by each AMC to AMFI as per SEBI regulations. This is for educational purposes only and does not constitute investment advice. RightAdvise is NOT SEBI registered. Consult a SEBI-registered advisor before investing. Equity Holdings Value shown per fund is calculated from stock holdings only and excludes cash, CBLO, debt instruments, derivatives and net receivables/payables. Actual total fund AUM will be higher. For exact fund AUM refer to the respective AMC website.