← WhiteOak Capital Mutual Fund

WhiteOak Capital Digital Bharat Fund Direct Plan Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
32
Jul 2026
Equity Holdings
₹404.53 Cr
Equity only, excl. debt & cash
AAUM
₹413.19 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
38.1%
Moderate
Top 10 Weight
52.9%
Moderate
Changes
36
2 new · 8 exits
Top Sector
IT - Software
22.4% of portfolio
Launch Date
20 Sep 2024
2 years old

AAUM (Average Assets Under Management) of ₹413.19 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 Digital Bharat Fund Direct Plan Growth made 2 new additions and exited 8 stocks this month. The biggest new buy was Fractal Analytics Ltd (IT - Software) at 2.64% weight. Aditya Infotech Limited was the biggest exit (Industrial Manufacturing), which was held at 1.71%. Among existing holdings, Bharti Airtel Limited saw the biggest increase — now at 17.85% of the portfolio. Eternal Limited was trimmed the most, now at 7.31%. Bharti Airtel Limited remains the top holding with IT - Software the dominant sector at 22.4%. ↓ 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
Retailing 19.8% 22.4% +2.6%
IT - Software 20.6% 16.5% -4.0%
Telecom - Services 14.1% 13.9% -0.1%
Financial Technology (Fintech) 5.8% 5.4% -0.3%
Commercial Services & Supplies 4.7% 4.2% -0.5%
Capital Markets 3.3% 3.6% +0.3%
Leisure Services 2.8% 3.0% +0.2%
Personal Products 2.5% 2.8% +0.3%
Industrial Products 0.7% 2.0% +1.3%
Industrial Manufacturing 2.5% 1.7% -0.8%
Jun 2026 Jul 2026
Sector Prev Curr Delta
IT - Software 16.5% 22.4% +5.9%
Telecom - Services 13.9% 19.5% +5.6%
Retailing 22.4% 16.5% -5.8%
Commercial Services & Supplies 4.2% 6.4% +2.2%
Financial Technology (Fintech) 5.4% 4.0% -1.4%
IT - Services 1.6% 3.5% +1.9%
Capital Markets 3.6% 2.0% -1.6%
Leisure Services 3.0% 1.9% -1.1%
Personal Products 2.8% 1.8% -1.0%
Industrial Products 2.0% 1.6% -0.4%
🟢
Biggest New Buy
Fractal Analytics Ltd
2.64% weight · IT - Software
🔴
Biggest Exit
Aditya Infotech Limited
1.71% was held · Industrial Manufacturing
Biggest Add
Bharti Airtel Limited
+5.73% · now 17.85%
Biggest Trim
Eternal Limited
-1.94% · now 7.31%
🤝 Other funds also bought this month
HCL Technologies Limited 32 funds
HCL Technologies Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
👋 Other funds also exited
Multi Commodity Exchange of India Limited 36 funds
Multi Commodity Exchange of India Limited
Groww Nifty Capital Markets ETF FOF
Edelweiss BSE Capital Markets & Insurance ETF - Growth
Groww Nifty 500 Momentum 50 ETF FOF + more
KPIT Technologies Limited 22 funds
KPIT Technologies Limited
Groww Nifty EV & New Age Automotive ETF FOF
LIC MF Technology Fund-Direct Plan-Growth
Invesco India Technology Fund - Direct Plan - Growth + more
Delhivery Limited 20 funds
Delhivery Limited
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option
Mirae Asset Multicap Fund - Direct Plan - Growth
Invesco India Consumption Fund - Direct Plan - Growth + more
Computer Age Management Services Limited 15 funds
Computer Age Management Services Limited
Groww Nifty Smallcap250 ETF
Groww Nifty Capital Markets ETF FOF
Edelweiss BSE Capital Markets & Insurance ETF - Growth + more
Aditya Infotech Limited 12 funds
Aditya Infotech Limited
Groww Nifty Smallcap250 ETF
Invesco India Consumption Fund - Direct Plan - Growth
Invesco India Large & Mid Cap Fund - Direct Plan - Growth + more
Meesho Ltd 11 funds
Meesho Ltd
Groww Nifty Smallcap250 ETF
Invesco India Midcap Fund - Direct Plan - Growth Option
Invesco India Technology Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 2 New Entries 🔴 8 Exits ↑ 10 Increased ↓ 16 Decreased
#StockSectorWeight (Jul 2026)
1
Fractal Analytics Ltd
₹13.31 Cr
IT - Software 2.64%
2
HCL Technologies Limited
₹11.49 Cr
IT - Software 2.28%
#StockSectorLast Weight (Jun 2026)
1
Aditya Infotech Limited
₹7.30 Cr
Industrial Manufacturing 1.71%
2
Delhivery Limited
₹4.36 Cr
Transport Services 1.02%
3
OnEMI Technology Solutions Limited
₹4.07 Cr
N.A. 0.95%
4
Multi Commodity Exchange of India Limited
₹3.39 Cr
Capital Markets 0.79%
5
Meesho Ltd
₹3.08 Cr
Retailing 0.72%
6
Computer Age Management Services Limited
₹2.47 Cr
Capital Markets 0.58%
7
Nucleus Software Exports Limited
₹2.00 Cr
IT - Software 0.47%
8
KPIT Technologies Limited
₹25.23 L
IT - Software 0.06%
#StockSectorJun 2026Jul 2026Change
1
Bharti Airtel Limited
₹90.03 Cr
Telecom - Services 12.12% 17.85% +5.73%
2
Sagility Limited
₹13.50 Cr
IT - Services 0.70% 2.68% +1.98%
3
eClerx Services Limited
₹15.90 Cr
Commercial Services & Supplies 2.05% 3.15% +1.10%
4
Firstsource Solutions Limited
₹16.34 Cr
Commercial Services & Supplies 2.18% 3.24% +1.06%
5
Coforge Limited
₹24.81 Cr
IT - Software 4.04% 4.92% +0.88%
6
Persistent Systems Limited
₹5.68 Cr
IT - Software 0.28% 1.13% +0.85%
7
Info Edge (India) Limited
₹20.26 Cr
Retailing 3.51% 4.02% +0.51%
8
LTIMindtree Limited
₹2.23 Cr
IT - Software 0.00% 0.44% +0.44%
9
Oracle Financial Services Software Limited
₹13.26 Cr
IT - Software 2.43% 2.63% +0.20%
10
Infosys Limited
₹92.69 L
IT - Software 0.04% 0.18% +0.14%
#StockSectorJun 2026Jul 2026Change
1
Eternal Limited
₹36.87 Cr
Retailing 9.25% 7.31% -1.94%
2
CarTrade Tech Limited
₹8.79 Cr
Retailing 3.51% 1.74% -1.77%
3
Lenskart Solutions Limited
₹6.29 Cr
Retailing 2.95% 1.25% -1.70%
4
PB Fintech Limited
₹20.24 Cr
Financial Technology (Fintech) 5.42% 4.01% -1.41%
5
Honasa Consumer Limited
₹9.20 Cr
Personal Products 2.81% 1.82% -0.99%
6
TBO Tek Limited
₹7.45 Cr
Leisure Services 2.46% 1.48% -0.98%
7
TIPS MUSIC LIMITED
₹2.47 Cr
Entertainment 1.32% 0.49% -0.83%
8
Latent View Analytics Limited
₹4.95 Cr
IT - Software 1.58% 0.98% -0.60%
9
KRN Heat Exchanger & Refrigeration Ltd
₹8.02 Cr
Industrial Products 2.00% 1.59% -0.41%
10
Intellect Design Arena Limited
₹10.06 Cr
IT - Software 2.34% 1.99% -0.35%

What Stocks Does This Fund Hold?

32 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹90.03 Cr
Telecom - Services
17.85%
2
₹36.87 Cr
Retailing
7.31%
3
₹24.81 Cr
IT - Software
4.92%
4
₹20.26 Cr
Retailing
4.02%
5
₹20.24 Cr
Financial Technology (Fintech)
4.01%
6
₹16.34 Cr
Commercial Services & Supplies
3.24%
7
₹15.90 Cr
Commercial Services & Supplies
3.15%
8
₹15.61 Cr
IT - Software
3.09%
9
₹13.50 Cr
IT - Services
2.68%
10
₹13.31 Cr
IT - Software
2.64%
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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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