← WhiteOak Capital Mutual Fund

WhiteOak Capital Digital Bharat Fund Direct Plan Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
32
Aug 2026
Equity Holdings
₹456.05 Cr
Equity only, excl. debt & cash
AAUM
₹413.19 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
38.8%
Moderate
Top 10 Weight
55.6%
Moderate
Changes
30
0 new · 0 exits
Top Sector
IT - Software
28.9% 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 Among existing holdings, Infosys Limited saw the biggest increase — now at 4.10% of the portfolio. Bharti Airtel Limited was trimmed the most, now at 16.73%. Bharti Airtel Limited remains the top holding with IT - Software the dominant sector at 28.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
IT - Software 22.4% 28.9% +6.5%
Telecom - Services 19.5% 18.3% -1.2%
Retailing 16.5% 17.9% +1.4%
Commercial Services & Supplies 6.4% 6.0% -0.4%
Financial Technology (Fintech) 4.0% 4.8% +0.8%
IT - Services 3.5% 3.5% +0.1%
Industrial Products 1.6% 2.0% +0.5%
Leisure Services 1.9% 2.0% +0.1%
Personal Products 1.8% 1.9% +0.1%
Capital Markets 2.0% 1.7% -0.3%
Biggest Add
Infosys Limited
+3.92% · now 4.10%
Biggest Trim
Bharti Airtel Limited
-1.12% · now 16.73%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 17 Increased ↓ 13 Decreased
#StockSectorJul 2026Aug 2026Change
1
Infosys Limited
₹21.34 Cr
IT - Software 0.18% 4.10% +3.92%
2
Persistent Systems Limited
₹18.58 Cr
IT - Software 1.13% 3.57% +2.44%
3
PB Fintech Limited
₹25.07 Cr
Financial Technology (Fintech) 4.01% 4.81% +0.80%
4
Lenskart Solutions Limited
₹10.51 Cr
Retailing 1.25% 2.02% +0.77%
5
Coforge Limited
₹28.62 Cr
IT - Software 4.92% 5.49% +0.57%
6
KRN Heat Exchanger & Refrigeration Ltd
₹10.61 Cr
Industrial Products 1.59% 2.04% +0.45%
7
Eternal Limited
₹39.60 Cr
Retailing 7.31% 7.60% +0.29%
8
Oracle Financial Services Software Limited
₹14.86 Cr
IT - Software 2.63% 2.85% +0.22%
9
TBO Tek Limited
₹8.49 Cr
Leisure Services 1.48% 1.63% +0.15%
10
Info Edge (India) Limited
₹21.69 Cr
Retailing 4.02% 4.16% +0.14%
#StockSectorJul 2026Aug 2026Change
1
Bharti Airtel Limited
₹87.12 Cr
Telecom - Services 17.85% 16.73% -1.12%
2
Firstsource Solutions Limited
₹14.32 Cr
Commercial Services & Supplies 3.24% 2.75% -0.49%
3
Billionbrains Garage Ventures Ltd
₹8.99 Cr
Capital Markets 2.02% 1.73% -0.29%
4
Latent View Analytics Limited
₹4.23 Cr
IT - Software 0.98% 0.81% -0.17%
5
Intellect Design Arena Limited
₹9.51 Cr
IT - Software 1.99% 1.83% -0.16%
6
HCL Technologies Limited
₹11.19 Cr
IT - Software 2.28% 2.15% -0.13%
7
Bharti Hexacom Limited
₹7.99 Cr
Telecom - Services 1.65% 1.53% -0.12%
8
Newgen Software Technologies Limited
₹5.90 Cr
IT - Software 1.23% 1.13% -0.10%
9
Mastek Limited
₹4.26 Cr
IT - Software 0.91% 0.82% -0.09%
10
Le Travenues Technology Ltd
₹1.92 Cr
Leisure Services 0.46% 0.37% -0.09%

What Stocks Does This Fund Hold?

32 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹87.12 Cr
Telecom - Services
16.73%
2
₹39.60 Cr
Retailing
7.60%
3
₹28.62 Cr
IT - Software
5.49%
4
₹25.07 Cr
Financial Technology (Fintech)
4.81%
5
₹21.69 Cr
Retailing
4.16%
6
₹21.34 Cr
IT - Software
4.10%
7
₹18.58 Cr
IT - Software
3.57%
8
₹17.03 Cr
Commercial Services & Supplies
3.27%
9
₹15.83 Cr
IT - Software
3.04%
10
₹14.86 Cr
IT - Software
2.85%
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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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