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WhiteOak Capital Mid Cap Fund Direct Plan Growth

Mid Cap Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
113
Apr 2026
Equity Holdings
₹4,659.52 Cr
Equity only, excl. debt & cash
Top 5 Weight
15.0%
Diversified
Top 10 Weight
25.9%
Diversified
Changes
105
5 new · 3 exits
Top Sector
Pharmaceuticals & Biotechnology
9.5% of portfolio
📋 What Happened This Month WhiteOak Capital Mid Cap Fund Direct Plan Growth made 5 new additions and exited 3 stocks this month. The biggest new buy was Godrej Properties Limited (Realty) at 1.14% weight. Emmvee Photovoltaic Power Ltd was the biggest exit (Electrical Equipment), which was held at 0.20%. Among existing holdings, Persistent Systems Limited saw the biggest increase — now at 2.25% of the portfolio. Nippon Life India Asset Management Limited was trimmed the most, now at 0.49%. The Phoenix Mills Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 9.5%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 10.2% 11.6% +1.4%
Retailing 6.2% 7.2% +1.0%
Electrical Equipment 4.7% 5.7% +1.1%
Finance 5.5% 5.1% -0.3%
Capital Markets 5.0% 4.7% -0.3%
Banks 6.3% 4.2% -2.0%
Insurance 4.0% 4.2% +0.2%
Healthcare Services 4.2% 3.8% -0.4%
Industrial Products 3.9% 3.8% -0.1%
Auto Components 3.7% 3.5% -0.2%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 11.6% 9.5% -2.1%
Electrical Equipment 5.7% 7.8% +2.0%
Finance 5.1% 6.7% +1.5%
Retailing 7.2% 6.4% -0.8%
Banks 4.2% 5.0% +0.8%
Realty 3.5% 4.8% +1.4%
IT - Software 2.8% 4.6% +1.8%
Capital Markets 4.7% 4.0% -0.8%
Industrial Products 3.8% 3.8% +0.0%
Healthcare Services 3.8% 3.7% -0.1%
🟢
Biggest New Buy
Godrej Properties Limited
1.14% weight · Realty
🔴
Biggest Exit
Emmvee Photovoltaic Power Ltd
0.20% was held · Electrical Equipment
Biggest Add
Persistent Systems Limited
+2.25% · now 2.25%
Biggest Trim
Nippon Life India Asset Management Limited
-1.34% · now 0.49%
🤝 Other funds also bought this month
Godrej Properties Limited 23 funds
Godrej Properties Limited
HDFC NIFTY REALTY INDEX FUND
Mirae Asset Nifty India New Age Consumption ETF
ICICI Prudential Conglomerate Fund - Direct Plan - Growth + more
Gillette India Limited 13 funds
Gillette India Limited
BAJAJ FINSERV CONSUMPTION FUND - DIRECT - GROWTH
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund Direct Plan - Growth)
Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth + more
Clean Max Enviro Energy Solutions Limited # 9 funds
Clean Max Enviro Energy Solutions Limited #
Union Value Fund - Direct Plan - Growth Option
HDFC Infrastructure Fund - Growth Option - Direct Plan
ICICI Prudential Multicap Fund - Direct Plan - Growth + more
Aether Industries Limited 8 funds
Aether Industries Limited
WhiteOak Capital Flexi Cap Fund Direct Plan-Growth
WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth
WhiteOak Capital Multi Cap Fund Direct Plan Growth + more
Aye Finance Limited 5 funds
Aye Finance Limited
WhiteOak Capital Banking & Financial Services Fund - Direct Growth
WhiteOak Capital Special Opportunities Fund - Direct Growth
WhiteOak Capital Multi Cap Fund Direct Plan Growth + more
👋 Other funds also exited
Dixon Technologies (India) Limited 27 funds
Dixon Technologies (India) Limited
ICICI Prudential Nifty 200 Momentum 30 ETF
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth
Invesco India Consumption Fund - Direct Plan - Growth + more
Shivalik Bimetal Controls Ltd 4 funds
Shivalik Bimetal Controls Ltd
Franklin India Small Cap Fund - Direct - Growth
WhiteOak Capital Flexi Cap Fund Direct Plan-Growth
WhiteOak Capital Multi Cap Fund Direct Plan Growth + more
Emmvee Photovoltaic Power Ltd 3 funds
Emmvee Photovoltaic Power Ltd
WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth
WhiteOak Capital Flexi Cap Fund Direct Plan-Growth
WhiteOak Capital Multi Cap Fund Direct Plan Growth

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 5 New Entries 🔴 3 Exits ↑ 47 Increased ↓ 50 Decreased
#StockSectorWeight (Apr 2026)
1
Godrej Properties Limited
₹60.19 Cr
Realty 1.14%
2
Gillette India Limited
₹13.44 Cr
Personal Products 0.25%
3
Aether Industries Limited
₹5.53 Cr
Chemicals & Petrochemicals 0.10%
4
Aye Finance Limited
₹1.67 Cr
Finance 0.03%
5
Clean Max Enviro Energy Solutions Limited #
₹58.70 L
Power 0.01%
#StockSectorLast Weight (Mar 2026)
1
Emmvee Photovoltaic Power Ltd
₹9.00 Cr
Electrical Equipment 0.20%
2
Shivalik Bimetal Controls Ltd
₹3.94 Cr
Industrial Products 0.09%
3
Dixon Technologies (India) Limited
₹1.74 Cr
Consumer Durables 0.04%
#StockSectorMar 2026Apr 2026Change
1
Persistent Systems Limited
₹119.33 Cr
IT - Software 0.00% 2.25% +2.25%
2
Oil India Limited
₹84.68 Cr
Oil 0.00% 1.60% +1.60%
3
Bharat Heavy Electricals Limited
₹106.31 Cr
Electrical Equipment 0.59% 2.01% +1.42%
4
Indian Bank
₹85.38 Cr
Banks 0.61% 1.61% +1.00%
5
Muthoot Finance Limited
₹103.24 Cr
Finance 1.19% 1.95% +0.76%
6
Hindustan Petroleum Corporation Limited
₹42.78 Cr
Petroleum Products 0.26% 0.81% +0.55%
7
360 One WAM Limited
₹74.96 Cr
Capital Markets 1.00% 1.42% +0.42%
8
REC Limited
₹80.69 Cr
Finance 1.14% 1.52% +0.38%
9
Hitachi Energy India Limited
₹117.95 Cr
Electrical Equipment 1.90% 2.23% +0.33%
10
The Phoenix Mills Limited
₹179.13 Cr
Realty 3.18% 3.38% +0.20%
#StockSectorMar 2026Apr 2026Change
1
Nippon Life India Asset Management Limited
₹26.11 Cr
Capital Markets 1.83% 0.49% -1.34%
2
Mankind Pharma Limited
₹30.08 Cr
Pharmaceuticals & Biotechnology 1.47% 0.57% -0.90%
3
Info Edge (India) Limited
₹95.44 Cr
Retailing 2.37% 1.80% -0.57%
4
Coforge Limited
₹95.25 Cr
IT - Software 2.30% 1.80% -0.50%
5
ICICI Lombard General Insurance Company Limited
₹11.09 Cr
Insurance 0.61% 0.21% -0.40%
6
Max Financial Services Limited
₹164.36 Cr
Insurance 3.44% 3.11% -0.33%
7
IPCA Laboratories Limited
₹70.77 Cr
Pharmaceuticals & Biotechnology 1.65% 1.34% -0.31%
8
National Aluminium Company Limited
₹96.45 Cr
Non - Ferrous Metals 2.08% 1.82% -0.26%
9
Alkem Laboratories Limited
₹85.55 Cr
Pharmaceuticals & Biotechnology 1.87% 1.62% -0.25%
10
Marico Limited
₹95.16 Cr
Agricultural Food & other Products 2.01% 1.80% -0.21%

Full Portfolio

113 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹179.13 Cr
Realty
3.38%
2
₹164.36 Cr
Insurance
3.11%
3
₹149.25 Cr
Healthcare Services
2.82%
4
₹149.04 Cr
Telecom - Services
2.82%
5
₹149.02 Cr
Banks
2.82%
6
₹132.82 Cr
Financial Technology (Fintech)
2.51%
7
₹119.33 Cr
IT - Software
2.25%
8
₹117.95 Cr
Electrical Equipment
2.23%
9
₹106.31 Cr
Electrical Equipment
2.01%
10
₹104.82 Cr
Retailing
1.98%
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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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