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WhiteOak Capital Balanced Advantage Fund Direct Plan Growth

Balanced Advantage Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
109
Jul 2026
Equity Holdings
₹1,527.83 Cr
Equity only, excl. debt & cash
AAUM
₹2,151.88 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.2%
Diversified
Top 10 Weight
28.8%
Diversified
Changes
88
9 new · 3 exits
Top Sector
Banks
15.4% of portfolio
Launch Date
20 Jan 2023
3 years old

AAUM (Average Assets Under Management) of ₹2,151.88 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month WhiteOak Capital Balanced Advantage Fund Direct Plan Growth made 9 new additions and exited 3 stocks this month. The biggest new buy was Adani Enterprises Limited (Metals & Minerals Trading) at 1.31% weight. JB Chemicals & Pharmaceuticals Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 0.73%. Among existing holdings, Torrent Pharmaceuticals Limited saw the biggest increase — now at 1.48% of the portfolio. HDFC Bank Limited was trimmed the most, now at 4.00%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 15.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 17.2% 18.2% +1.0%
IT - Software 4.7% 5.4% +0.7%
Finance 4.8% 5.0% +0.2%
Pharmaceuticals & Biotechnology 3.4% 3.6% +0.2%
Telecom - Services 3.5% 3.6% +0.1%
Automobiles 3.5% 3.6% +0.0%
Retailing 2.9% 2.9% +0.1%
Consumer Durables 2.6% 2.6% 0.0%
Food Products 2.2% 2.2% -0.1%
Petroleum Products 2.0% 2.0% -0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 18.2% 15.4% -2.8%
IT - Software 5.4% 6.0% +0.6%
Pharmaceuticals & Biotechnology 3.6% 4.2% +0.6%
Finance 5.0% 4.1% -0.8%
Automobiles 3.6% 3.7% +0.1%
Telecom - Services 3.6% 3.2% -0.4%
Consumer Durables 2.6% 2.8% +0.2%
Retailing 2.9% 2.8% -0.2%
Food Products 2.2% 2.6% +0.4%
Power 1.4% 2.3% +0.9%
🟢
Biggest New Buy
Adani Enterprises Limited
1.31% weight · Metals & Minerals Trading
🔴
Biggest Exit
JB Chemicals & Pharmaceuticals Limited
0.73% was held · Pharmaceuticals & Biotechnology
Biggest Add
Torrent Pharmaceuticals Limited
+0.95% · now 1.48%
Biggest Trim
HDFC Bank Limited
-1.90% · now 4.00%
🤝 Other funds also bought this month
Indo-MIM Limited 89 funds
Indo-MIM Limited
LIC MF Value Fund-Direct Plan-Growth
Kotak Transportation & Logistics Fund-Direct Growth
LIC MF Infrastructure Fund-Direct Plan-Growth + more
SBI Funds Management Limited 89 funds
SBI Funds Management Limited
Helios Financial Services Fund - Direct Plan - Growth Option
quant BFSI Fund - Growth Option - Direct Plan
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth + more
Adani Enterprises Limited 73 funds
Adani Enterprises Limited
quant Dynamic Asset Allocation Fund
quant ESG Integration Strategy Fund
Samco Active Momentum Fund + more
Manipal Health Enterprises Ltd 43 funds
Manipal Health Enterprises Ltd
Motilal Oswal Active Momentum Fund- Direct-Growth
JM Multi Asset Allocation Fund
DSP Healthcare Fund - Direct Plan - Growth + more
Biocon Limited 40 funds
Biocon Limited
Motilal Oswal Asset Management Company Limited
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option + more
Kusumgar Limited 28 funds
Kusumgar Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option
SBI Long Term Advantage Fund - Series IV - Direct Plan - Growth + more
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more
Trent Limited 42 funds
Trent Limited
Groww Nifty 50 ETF
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco India Consumption Fund - Direct Plan - Growth + more
Ambuja Cements Limited 31 funds
Ambuja Cements Limited
Axis ESG Integration Strategy Fund - Direct Plan - Growth Option
BANK OF INDIA ELSS Tax Saver -Direct Plan- Growth
Tata Large & MId Cap Fund -Direct Plan- Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 9 New Entries 🔴 3 Exits ↑ 29 Increased ↓ 47 Decreased
#StockSectorWeight (Jul 2026)
1
Adani Enterprises Limited
₹29.75 Cr
Metals & Minerals Trading 1.31%
2
Kusumgar Limited
₹24.24 Cr
Textiles & Apparels 1.07%
3
Juniper Green Energy Limited
₹21.00 Cr
Power 0.93%
4
Biocon Limited
₹7.98 Cr
Pharmaceuticals & Biotechnology 0.35%
5
Solar Industries India Limited
₹5.47 Cr
Chemicals & Petrochemicals 0.24%
6
Manorama Industries Ltd
₹4.80 Cr
Food Products 0.21%
7
Manipal Health Enterprises Ltd
₹4.50 Cr
Healthcare Services 0.20%
8
SBI Funds Management Limited
₹1.29 Cr
Capital Markets 0.06%
9
Indo-MIM Limited
₹1.02 Cr
Industrial Manufacturing 0.04%
#StockSectorLast Weight (Jun 2026)
1
JB Chemicals & Pharmaceuticals Limited
₹16.12 Cr
Pharmaceuticals & Biotechnology 0.73%
2
Ambuja Cements Limited
₹6.28 Cr
Cement & Cement Products 0.29%
3
Trent Limited
₹4.86 Cr
Retailing 0.22%
#StockSectorJun 2026Jul 2026Change
1
Torrent Pharmaceuticals Limited
₹33.52 Cr
Pharmaceuticals & Biotechnology 0.53% 1.48% +0.95%
2
Infosys Limited
₹18.16 Cr
IT - Software 0.00% 0.80% +0.80%
3
State Bank of India
₹39.86 Cr
Banks 1.36% 1.76% +0.40%
4
Nestle India Limited
₹53.53 Cr
Food Products 2.17% 2.36% +0.19%
5
Titan Company Limited
₹32.28 Cr
Consumer Durables 1.26% 1.43% +0.17%
6
Mahindra & Mahindra Limited
₹50.28 Cr
Automobiles 2.06% 2.22% +0.16%
7
Persistent Systems Limited
₹17.93 Cr
IT - Software 0.64% 0.79% +0.15%
8
Bajaj Finance Limited
₹14.98 Cr
Finance 0.54% 0.66% +0.12%
9
Tech Mahindra Limited
₹15.11 Cr
IT - Software 0.58% 0.67% +0.09%
10
Tata Consultancy Services Limited
₹15.01 Cr
IT - Software 0.59% 0.66% +0.07%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹90.62 Cr
Banks 5.90% 4.00% -1.90%
2
ICICI Bank Limited
₹163.71 Cr
Banks 8.44% 7.23% -1.21%
3
Cholamandalam Investment and Finance Company Ltd
₹10.40 Cr
Finance 1.42% 0.46% -0.96%
4
Coforge Limited
₹54.80 Cr
IT - Software 2.97% 2.42% -0.55%
5
Bharat Electronics Limited
₹27.77 Cr
Aerospace & Defense 1.69% 1.23% -0.46%
6
Bharti Airtel Limited
₹72.75 Cr
Telecom - Services 3.59% 3.21% -0.38%
7
CG Power and Industrial Solutions Limited
₹9.54 Cr
Electrical Equipment 0.65% 0.42% -0.23%
8
The Phoenix Mills Limited
₹7.32 Cr
Realty 0.44% 0.32% -0.12%
9
Axis Bank Limited
₹12.08 Cr
Banks 0.60% 0.53% -0.07%
10
Krishna Institute Of Medical Sciences Limited
₹8.19 Cr
Healthcare Services 0.43% 0.36% -0.07%

What Stocks Does This Fund Hold?

109 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹163.71 Cr
Banks
7.23%
2
₹90.62 Cr
Banks
4.00%
3
₹72.75 Cr
Telecom - Services
3.21%
4
₹54.80 Cr
IT - Software
2.42%
5
₹53.53 Cr
Food Products
2.36%
6
₹50.28 Cr
Automobiles
2.22%
7
₹43.56 Cr
Petroleum Products
1.92%
8
₹42.40 Cr
Retailing
1.87%
9
₹41.73 Cr
Banks
1.84%
10
₹39.86 Cr
Banks
1.76%
🏆 Top stocks held by Balanced Advantage funds
See which stocks all active Balanced Advantage fund managers are buying — ranked by total value invested
🏦 WhiteOak Capital Mutual Fund — Portfolio & Holdings
See all funds managed by WhiteOak Capital Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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