← WhiteOak Capital Mutual Fund

WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth

Equity Data as of Jul 2026 Comparing May 2026 → Jul 2026
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Stocks Held
41
Jul 2026
Equity Holdings
₹117.45 Cr
Equity only, excl. debt & cash
AAUM
₹104.39 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
34.0%
Moderate
Top 10 Weight
48.4%
Moderate
Changes
46
4 new · 5 exits
Top Sector
Consumer Durables
15.1% of portfolio
Launch Date
20 Jan 2026
0 years old

AAUM (Average Assets Under Management) of ₹104.39 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 Consumption Opportunities Fund Direct Plan Growth made 4 new additions and exited 5 stocks this month. The biggest new buy was Torrent Pharmaceuticals Limited (Pharmaceuticals & Biotechnology) at 1.90% weight. JB Chemicals & Pharmaceuticals Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 1.65%. Among existing holdings, Eternal Limited saw the biggest increase — now at 6.50% of the portfolio. Tata Consumer Products Limited was trimmed the most, now at 1.51%. Mahindra & Mahindra Limited remains the top holding with Consumer Durables the dominant sector at 15.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
Retailing 13.4% 14.9% +1.5%
Consumer Durables 14.1% 13.7% -0.5%
Automobiles 11.6% 11.9% +0.2%
Food Products 12.0% 9.9% -2.1%
Telecom - Services 7.6% 7.6% -0.1%
Personal Products 5.8% 6.8% +0.9%
Agricultural Food & other Products 3.7% 5.2% +1.5%
Leisure Services 4.2% 4.3% +0.0%
Healthcare Services 4.0% 4.1% +0.1%
Pharmaceuticals & Biotechnology 3.1% 3.1% 0.0%
May 2026 Jul 2026
Sector Prev Curr Delta
Consumer Durables 13.7% 15.1% +1.5%
Retailing 14.9% 15.1% +0.2%
Automobiles 11.9% 13.4% +1.5%
Food Products 9.9% 9.9% -0.1%
Telecom - Services 7.6% 7.2% -0.4%
Personal Products 6.8% 5.1% -1.6%
Agricultural Food & other Products 5.2% 4.5% -0.7%
Leisure Services 4.3% 4.3% +0.1%
Healthcare Services 4.1% 3.9% -0.2%
Pharmaceuticals & Biotechnology 3.1% 3.5% +0.4%
🟢
Biggest New Buy
Torrent Pharmaceuticals Limited
1.90% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
JB Chemicals & Pharmaceuticals Limited
1.65% was held · Pharmaceuticals & Biotechnology
Biggest Add
Eternal Limited
+1.19% · now 6.50%
Biggest Trim
Tata Consumer Products Limited
-1.63% · now 1.51%
🤝 Other funds also bought this month
Torrent Pharmaceuticals Limited 106 funds
Torrent Pharmaceuticals Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund
Kotak Healthcare Fund - Direct Plan - Growth Option + more
FSN E-Commerce Ventures Limited 31 funds
FSN E-Commerce Ventures Limited
Invesco India Technology Fund
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH + more
Berger Paints (I) Limited 15 funds
Berger Paints (I) Limited
SBI Resurgent India Opportunities Scheme
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth)
DSP Nifty Midcap 150 Qlty 50 Index Fund + more
Manorama Industries Ltd 9 funds
Manorama Industries Ltd
JM Small Cap Fund (Direct) - Growth Option
Baroda BNP Paribas Aggressive Hybrid Fund- DIRECT PLAN - GROWTH OPTION
Baroda BNP Paribas Multi Asset Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 147 funds
JB Chemicals & Pharmaceuticals Limited
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
PGIM India Healthcare Fund - Direct Plan - Growth Option
Mirae Asset Healthcare Fund Direct Growth + more
InterGlobe Aviation Limited 78 funds
InterGlobe Aviation Limited
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option
Invesco India Midcap Fund - Direct Plan - Growth Option + more
Campus Activewear Limited 10 funds
Campus Activewear Limited
Mirae Asset Multicap Fund - Direct Plan - Growth
Union Midcap Fund - Direct Plan - Growth Option
ICICI Prudential Active Momentum Fund - Direct Plan - Growth + more
OnEMI Technology Solutions Limited 4 funds
OnEMI Technology Solutions Limited
WhiteOak Capital Special Opportunities Fund - Direct Growth
WhiteOak Capital Digital Bharat Fund Direct Plan Growth
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth + more
HERITAGE FOODS LTD 2 funds
HERITAGE FOODS LTD
Kotak Multicap Fund-Direct Plan-Growth
Mirae Asset Nifty Total Market Index Fund

What Changed in the Portfolio This Month?

Comparing May 2026 → Jul 2026

May 2026 Jul 2026
🟢 4 New Entries 🔴 5 Exits ↑ 17 Increased ↓ 20 Decreased
#StockSectorWeight (Jul 2026)
1
Torrent Pharmaceuticals Limited
₹2.49 Cr
Pharmaceuticals & Biotechnology 1.90%
2
Manorama Industries Ltd
₹1.09 Cr
Food Products 0.83%
3
Berger Paints (I) Limited
₹1.04 Cr
Consumer Durables 0.79%
4
FSN E-Commerce Ventures Limited
₹62.98 L
Retailing 0.48%
#StockSectorLast Weight (May 2026)
1
JB Chemicals & Pharmaceuticals Limited
₹1.75 Cr
Pharmaceuticals & Biotechnology 1.65%
2
OnEMI Technology Solutions Limited
₹1.19 Cr
N.A. 1.12%
3
Campus Activewear Limited
₹1.14 Cr
Consumer Durables 1.07%
4
InterGlobe Aviation Limited
₹72.81 L
Transport Services 0.68%
5
HERITAGE FOODS LTD
₹54.72 L
Food Products 0.51%
#StockSectorMay 2026Jul 2026Change
1
Eternal Limited
₹8.54 Cr
Retailing 5.31% 6.50% +1.19%
2
Mahindra & Mahindra Limited
₹9.92 Cr
Automobiles 6.44% 7.55% +1.11%
3
Indigo Paints Limited
₹3.22 Cr
Consumer Durables 1.45% 2.45% +1.00%
4
Marico Limited
₹3.89 Cr
Agricultural Food & other Products 2.02% 2.96% +0.94%
5
Safari Industries India Ltd
₹1.87 Cr
Consumer Durables 0.71% 1.42% +0.71%
6
Hindustan Unilever Limited
₹2.21 Cr
Diversified FMCG 0.98% 1.68% +0.70%
7
Titan Company Limited
₹7.00 Cr
Consumer Durables 4.69% 5.33% +0.64%
8
Max Healthcare Institute Limited
₹3.22 Cr
Healthcare Services 1.87% 2.45% +0.58%
9
Doms Industries Limited
₹2.18 Cr
Household Products 1.26% 1.66% +0.40%
10
CarTrade Tech Limited
₹2.03 Cr
Retailing 1.22% 1.54% +0.32%
#StockSectorMay 2026Jul 2026Change
1
Tata Consumer Products Limited
₹1.98 Cr
Agricultural Food & other Products 3.14% 1.51% -1.63%
2
Lenskart Solutions Limited
₹1.56 Cr
Retailing 2.07% 1.18% -0.89%
3
Gillette India Limited
₹1.94 Cr
Personal Products 2.36% 1.48% -0.88%
4
Krishna Institute Of Medical Sciences Limited
₹1.90 Cr
Healthcare Services 2.21% 1.45% -0.76%
5
Kansai Nerolac Paints Limited
₹1.82 Cr
Consumer Durables 1.89% 1.38% -0.51%
6
Orkla India Ltd
₹1.44 Cr
Food Products 1.49% 1.10% -0.39%
7
Procter & Gamble Hygiene and Health Care Limited
₹1.34 Cr
Personal Products 1.41% 1.02% -0.39%
8
Bharti Airtel Limited
₹9.48 Cr
Telecom - Services 7.56% 7.21% -0.35%
9
Arvind Fashions Limited
₹1.24 Cr
Retailing 1.19% 0.94% -0.25%
10
Vishal Mega Mart Limited
₹3.30 Cr
Retailing 2.75% 2.51% -0.24%

What Stocks Does This Fund Hold?

41 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹9.92 Cr
Automobiles
7.55%
2
₹9.69 Cr
Food Products
7.38%
3
₹9.48 Cr
Telecom - Services
7.21%
4
₹8.54 Cr
Retailing
6.50%
5
₹7.00 Cr
Consumer Durables
5.33%
6
₹5.10 Cr
Automobiles
3.88%
7
₹3.89 Cr
Agricultural Food & other Products
2.96%
8
₹3.50 Cr
Consumer Durables
2.67%
9
₹3.30 Cr
Retailing
2.51%
10
₹3.22 Cr
Healthcare Services
2.45%
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🏦 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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