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WhiteOak Capital Mid Cap Fund Direct Plan Growth

Mid Cap Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
125
Jun 2026
Equity Holdings
₹5,240.64 Cr
Equity only, excl. debt & cash
Top 5 Weight
14.5%
Diversified
Top 10 Weight
24.5%
Diversified
Changes
102
7 new · 0 exits
Top Sector
Pharmaceuticals & Biotechnology
10.3% of portfolio
📋 What Happened This Month WhiteOak Capital Mid Cap Fund Direct Plan Growth added 7 new stocks to its portfolio this month. The biggest new buy was Max Healthcare Institute Limited (Healthcare Services) at 1.21% weight. Among existing holdings, Indian Bank saw the biggest increase — now at 0.72% of the portfolio. Coforge Limited was trimmed the most, now at 0.59%. The Phoenix Mills Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 10.3%. ↓ 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
Pharmaceuticals & Biotechnology 9.5% 9.5% 0.0%
Electrical Equipment 7.8% 8.0% +0.3%
Retailing 6.4% 6.6% +0.2%
Finance 6.7% 5.4% -1.2%
Capital Markets 4.0% 5.1% +1.2%
Realty 4.8% 4.4% -0.4%
Industrial Products 3.8% 4.1% +0.3%
IT - Software 4.6% 3.6% -1.0%
Healthcare Services 3.7% 3.5% -0.2%
Auto Components 3.5% 3.4% -0.1%
May 2026 Jun 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 9.5% 10.3% +0.8%
Finance 5.4% 7.1% +1.7%
Retailing 6.6% 6.8% +0.2%
Electrical Equipment 8.0% 5.7% -2.4%
Healthcare Services 3.5% 4.6% +1.1%
Capital Markets 5.1% 4.6% -0.6%
Realty 4.4% 4.4% +0.0%
Industrial Products 4.1% 4.2% +0.1%
Banks 3.1% 4.1% +1.0%
Insurance 3.3% 3.4% +0.1%
🟢
Biggest New Buy
Max Healthcare Institute Limited
1.21% weight · Healthcare Services
Biggest Add
Indian Bank
+0.57% · now 0.72%
Biggest Trim
Coforge Limited
-1.91% · now 0.59%
🤝 Other funds also bought this month
JSW Infrastructure Ltd 54 funds
JSW Infrastructure Ltd
SBI Flexicap Fund - DIRECT PLAN - Growth Option
HDFC Transportation and Logistics Fund
HDFC Focused Fund - Growth Option - Direct Plan + more
Oracle Financial Services Software Limited 32 funds
Oracle Financial Services Software Limited
LIC MF Value Fund-Direct Plan-Growth
LIC MF Focused Fund-Direct Plan-Growth
WhiteOak Capital Digital Bharat Fund Direct Plan Growth + more
Max Healthcare Institute Limited 25 funds
Max Healthcare Institute Limited
Groww BSE Hospitals ETF FOF
quant Dynamic Asset Allocation Fund
quant Aggressive Hybrid Fund-Growth Option-Direct Plan + more
Anthem Biosciences Limited 22 funds
Anthem Biosciences Limited
SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - Growth
Edelweiss Large Cap Fund - Direct Plan-Growth option
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth + more
Aditya Birla Capital Limited 18 funds
Aditya Birla Capital Limited
Axis Momentum Fund - Direct Plan - Growth Option
TRUSTMF MID CAP FUND -DIRECT -GROWTH
Groww Nifty 500 Momentum 50 ETF FOF + more
Doms Industries Limited 16 funds
Doms Industries Limited
Mirae Asset Small Cap Fund - Direct Plan - Growth
UTI - MNC Fund - Growth Option - Direct
Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 7 New Entries ↑ 39 Increased ↓ 56 Decreased
#StockSectorWeight (Jun 2026)
1
Max Healthcare Institute Limited
₹74.46 Cr
Healthcare Services 1.21%
2
JSW Infrastructure Ltd
₹63.96 Cr
Transport Infrastructure 1.04%
3
Aditya Birla Capital Limited
₹56.13 Cr
Finance 0.91%
4
One 97 Communications Limited
₹30.92 Cr
Financial Technology (Fintech) 0.50%
5
Anthem Biosciences Limited
₹20.24 Cr
Pharmaceuticals & Biotechnology 0.33%
6
Doms Industries Limited
₹15.30 Cr
Household Products 0.25%
7
Oracle Financial Services Software Limited
₹7.86 Cr
IT - Software 0.13%
#StockSectorMay 2026Jun 2026Change
1
Indian Bank
₹44.61 Cr
Banks 0.15% 0.72% +0.57%
2
Muthoot Finance Limited
₹86.29 Cr
Finance 0.90% 1.40% +0.50%
3
The Federal Bank Limited
₹171.40 Cr
Banks 2.36% 2.78% +0.42%
4
KRN Heat Exchanger & Refrigeration Ltd
₹39.60 Cr
Industrial Products 0.34% 0.64% +0.30%
5
Billionbrains Garage Ventures Ltd
₹40.77 Cr
Capital Markets 0.46% 0.66% +0.20%
6
Sai Life Sciences Limited
₹30.49 Cr
Pharmaceuticals & Biotechnology 0.30% 0.49% +0.19%
7
FSN E-Commerce Ventures Limited
₹57.54 Cr
Retailing 0.76% 0.93% +0.17%
8
Cholamandalam Financial Holdings Limited
₹18.19 Cr
Finance 0.14% 0.29% +0.15%
9
AIA Engineering Limited
₹100.37 Cr
Industrial Products 1.50% 1.63% +0.13%
10
Alkem Laboratories Limited
₹85.32 Cr
Pharmaceuticals & Biotechnology 1.26% 1.38% +0.12%
#StockSectorMay 2026Jun 2026Change
1
Coforge Limited
₹36.43 Cr
IT - Software 2.50% 0.59% -1.91%
2
Hitachi Energy India Limited
₹77.54 Cr
Electrical Equipment 2.36% 1.26% -1.10%
3
Multi Commodity Exchange of India Limited
₹4.18 Cr
Capital Markets 0.84% 0.07% -0.77%
4
Persistent Systems Limited
₹1.55 Cr
IT - Software 0.80% 0.03% -0.77%
5
GE Vernova T&D India Limited
₹75.62 Cr
Electrical Equipment 1.90% 1.23% -0.67%
6
National Aluminium Company Limited
₹84.39 Cr
Non - Ferrous Metals 1.84% 1.37% -0.47%
7
TD Power Systems Limited
₹28.70 Cr
Electrical Equipment 0.78% 0.47% -0.31%
8
Cummins India Limited
₹55.76 Cr
Industrial Products 1.18% 0.90% -0.28%
9
Oil India Limited
₹85.22 Cr
Oil 1.57% 1.38% -0.19%
10
Bharat Heavy Electricals Limited
₹124.92 Cr
Electrical Equipment 2.19% 2.02% -0.17%

What Stocks Does This Fund Hold?

125 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹197.76 Cr
Realty
3.20%
2
₹193.67 Cr
Insurance
3.14%
3
₹175.34 Cr
Telecom - Services
2.84%
4
₹171.40 Cr
Banks
2.78%
5
₹154.75 Cr
Healthcare Services
2.51%
6
₹142.83 Cr
Financial Technology (Fintech)
2.31%
7
₹139.77 Cr
Pharmaceuticals & Biotechnology
2.26%
8
₹124.92 Cr
Electrical Equipment
2.02%
9
₹106.94 Cr
Retailing
1.73%
10
₹102.68 Cr
Agricultural Food & other Products
1.66%
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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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