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WhiteOak Capital Large Cap Fund Direct Plan Growth

Large Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
62
Aug 2026
Equity Holdings
₹1,104.55 Cr
Equity only, excl. debt & cash
AAUM
₹1,164.04 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
29.4%
Moderate
Top 10 Weight
45.1%
Moderate
Changes
55
2 new · 0 exits
Top Sector
Banks
25.4% of portfolio
Launch Date
10 Nov 2022
4 years old

AAUM (Average Assets Under Management) of ₹1,164.04 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 Large Cap Fund Direct Plan Growth added 2 new stocks to its portfolio this month. The biggest new buy was Life Insurance Corporation Of India (Insurance) at 0.62% weight. Among existing holdings, Axis Bank Limited saw the biggest increase — now at 2.07% of the portfolio. HDFC Bank Limited was trimmed the most, now at 5.99%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 25.4%. ↓ 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
Banks 26.5% 25.1% -1.4%
Finance 6.8% 7.2% +0.4%
Automobiles 6.3% 6.4% +0.2%
Telecom - Services 5.2% 5.4% +0.2%
Food Products 4.1% 4.6% +0.5%
Retailing 4.5% 4.0% -0.5%
Consumer Durables 3.4% 3.8% +0.4%
Petroleum Products 3.3% 3.2% -0.1%
Pharmaceuticals & Biotechnology 2.3% 3.0% +0.7%
Chemicals & Petrochemicals 3.0% 2.7% -0.3%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 25.1% 25.4% +0.3%
Finance 7.2% 6.6% -0.7%
Automobiles 6.4% 6.1% -0.3%
Telecom - Services 5.4% 5.2% -0.2%
Food Products 4.6% 4.8% +0.2%
Retailing 4.0% 4.6% +0.7%
Consumer Durables 3.8% 3.8% +0.1%
Petroleum Products 3.2% 3.1% -0.1%
Chemicals & Petrochemicals 2.7% 2.9% +0.2%
Pharmaceuticals & Biotechnology 3.0% 2.9% -0.1%
🟢
Biggest New Buy
Life Insurance Corporation Of India
0.62% weight · Insurance
Biggest Add
Axis Bank Limited
+1.08% · now 2.07%
Biggest Trim
HDFC Bank Limited
-1.63% · now 5.99%
🤝 Other funds also bought this month
Life Insurance Corporation Of India 90 funds
Life Insurance Corporation Of India
quant PSU Fund - Growth Option - Direct Plan
quant BFSI Fund - Growth Option - Direct Plan
ICICI Prudential BSE Insurance ETF + more
JSW Steel Limited 34 funds
JSW Steel Limited
Bandhan Multi-Factor Fund - Direct Plan - Growth
Bandhan Nifty Alpha Low Volatility 30 Index Fund
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries ↑ 27 Increased ↓ 26 Decreased
#StockSectorWeight (Aug 2026)
1
Life Insurance Corporation Of India
₹7.90 Cr
Insurance 0.62%
2
JSW Steel Limited
₹6.39 Cr
Ferrous Metals 0.50%
#StockSectorJul 2026Aug 2026Change
1
Axis Bank Limited
₹26.43 Cr
Banks 0.99% 2.07% +1.08%
2
Lenskart Solutions Limited
₹8.11 Cr
Retailing 0.18% 0.64% +0.46%
3
State Bank of India
₹44.79 Cr
Banks 3.17% 3.51% +0.34%
4
Oil India Limited
₹7.07 Cr
Oil 0.22% 0.55% +0.33%
5
ICICI Bank Limited
₹127.75 Cr
Banks 9.70% 10.01% +0.31%
6
SBI Funds Management Limited
₹6.92 Cr
Capital Markets 0.29% 0.54% +0.25%
7
Max Healthcare Institute Limited
₹12.33 Cr
Healthcare Services 0.73% 0.97% +0.24%
8
Nestle India Limited
₹60.77 Cr
Food Products 4.58% 4.76% +0.18%
9
Kotak Mahindra Bank Limited
₹41.39 Cr
Banks 3.06% 3.24% +0.18%
10
Eternal Limited
₹40.68 Cr
Retailing 3.01% 3.19% +0.18%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹76.36 Cr
Banks 7.62% 5.99% -1.63%
2
Tata Steel Limited
₹5.59 Cr
Ferrous Metals 0.98% 0.44% -0.54%
3
Power Finance Corporation Limited
₹8.29 Cr
Finance 1.12% 0.65% -0.47%
4
Cummins India Limited
₹4.75 Cr
Industrial Products 0.78% 0.37% -0.41%
5
Billionbrains Garage Ventures Ltd
₹7.76 Cr
Capital Markets 0.98% 0.61% -0.37%
6
Adani Enterprises Limited
₹7.48 Cr
Metals & Minerals Trading 0.83% 0.59% -0.24%
7
Bharti Airtel Limited
₹65.80 Cr
Telecom - Services 5.38% 5.16% -0.22%
8
Mahindra & Mahindra Limited
₹43.93 Cr
Automobiles 3.61% 3.44% -0.17%
9
NTPC Limited
₹9.76 Cr
Power 0.93% 0.76% -0.17%
10
Maruti Suzuki India Limited
₹29.79 Cr
Automobiles 2.48% 2.33% -0.15%

What Stocks Does This Fund Hold?

62 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹127.75 Cr
Banks
10.01%
2
₹76.36 Cr
Banks
5.99%
3
₹65.80 Cr
Telecom - Services
5.16%
4
₹60.77 Cr
Food Products
4.76%
5
₹44.79 Cr
Banks
3.51%
6
₹43.93 Cr
Automobiles
3.44%
7
₹41.39 Cr
Banks
3.24%
8
₹40.68 Cr
Retailing
3.19%
9
₹38.94 Cr
Petroleum Products
3.05%
10
₹35.55 Cr
Consumer Durables
2.79%
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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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