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WhiteOak Capital Multi Cap Fund Direct Plan Growth

Multi Cap Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
180
Apr 2026
Equity Holdings
₹2,982.74 Cr
Equity only, excl. debt & cash
Top 5 Weight
15.2%
Diversified
Top 10 Weight
22.6%
Diversified
Changes
173
16 new · 12 exits
Top Sector
Banks
16.0% of portfolio
📋 What Happened This Month WhiteOak Capital Multi Cap Fund Direct Plan Growth made 16 new additions and exited 12 stocks this month. The biggest new buy was Bharat Heavy Electricals Limited (Electrical Equipment) at 0.79% weight. Vedanta Limited was the biggest exit (Diversified Metals), which was held at 0.35%. Among existing holdings, Persistent Systems Limited saw the biggest increase — now at 1.23% of the portfolio. Info Edge (India) Limited was trimmed the most, now at 0.53%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 16.0%. ↓ 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
Banks 15.5% 15.3% -0.2%
Pharmaceuticals & Biotechnology 6.6% 7.1% +0.5%
Finance 6.5% 5.1% -1.5%
Retailing 3.5% 4.8% +1.3%
Consumer Durables 3.9% 3.8% -0.1%
Automobiles 3.6% 3.3% -0.4%
Electrical Equipment 3.2% 3.2% 0.0%
Telecom - Services 2.2% 3.2% +1.0%
Healthcare Services 3.0% 3.1% +0.1%
Capital Markets 3.7% 3.0% -0.7%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 15.3% 16.0% +0.7%
Pharmaceuticals & Biotechnology 7.1% 6.4% -0.8%
Finance 5.1% 5.9% +0.8%
Electrical Equipment 3.2% 4.4% +1.2%
Retailing 4.8% 4.2% -0.6%
Consumer Durables 3.8% 3.8% 0.0%
Telecom - Services 3.2% 3.4% +0.2%
IT - Software 2.4% 3.2% +0.9%
Healthcare Services 3.1% 3.2% +0.1%
Automobiles 3.3% 2.7% -0.6%
🟢
Biggest New Buy
Bharat Heavy Electricals Limited
0.79% weight · Electrical Equipment
🔴
Biggest Exit
Vedanta Limited
0.35% was held · Diversified Metals
Biggest Add
Persistent Systems Limited
+1.19% · now 1.23%
Biggest Trim
Info Edge (India) Limited
-0.37% · now 0.53%
🤝 Other funds also bought this month
Talwandi Sabo Power Limited 183 funds
Talwandi Sabo Power Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Vedanta Aluminium Metal Limited 183 funds
Vedanta Aluminium Metal Limited
Nippon India ETF Nifty Next 50 Junior BeES
Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct Growth
Aditya Birla Sunlife Nifty Next 50 ETF + more
Vedanta Iron And Steel Limited 183 funds
Vedanta Iron And Steel Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Malco Energy Limited 176 funds
Malco Energy Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Bharat Heavy Electricals Limited 33 funds
Bharat Heavy Electricals Limited
CANARA ROBECO MANUFACTURING FUND
quant Dynamic Asset Allocation Fund
quant Momentum Fund - Growth Option - Direct Plan + more
Ather Energy Limited 24 funds
Ather Energy Limited
HSBC Large & Mid Cap Fund - Direct Growth
Invesco India Largecap Fund - Direct Plan - Growth
Mirae Asset BSE Select IPO ETF + more
👋 Other funds also exited
Vedanta Limited 72 funds
Vedanta Limited
SBI Quant Fund- Direct Plan- Growth
UTI Nifty Next 50 Index Fund - Direct Plan - Growth Option
Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth + more
ICICI Lombard General Insurance Company Limited 21 funds
ICICI Lombard General Insurance Company Limited
ICICI Prudential Nifty Alpha Low- Volatility 30 ETF
ICICI Prudential Banking and Financial Services Fund - Direct Plan - Growth
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND - Direct Plan Growth + more
Inventurus Knowledge Solutions Limited 10 funds
Inventurus Knowledge Solutions Limited
BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option
Union ELSS Tax Saver Fund - Direct Plan - Growth Option
HDFC Business Cycle Fund - Growth Option - Direct Plan + more
Sagility Limited 9 funds
Sagility Limited
Axis Momentum Fund - Direct Plan - Growth Option
TRUSTMF MID CAP FUND -DIRECT -GROWTH
Mirae Asset Healthcare Fund Direct Growth + more
MTAR Technologies Limited 8 funds
MTAR Technologies Limited
BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH
Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH + more
KPIT Technologies Limited 6 funds
KPIT Technologies Limited
Sundaram Business Cycle Fund Direct Plan Growth
LIC MF Flexi Cap Fund-Direct Plan-Growth
ICICI Prudential Nifty Midcap 150 Index Fund - Direct Plan - Growth + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 16 New Entries 🔴 12 Exits ↑ 59 Increased ↓ 86 Decreased
#StockSectorWeight (Apr 2026)
1
Bharat Heavy Electricals Limited
₹26.97 Cr
Electrical Equipment 0.79%
2
Godrej Properties Limited
₹14.13 Cr
Realty 0.41%
3
Nuvoco Vistas Corporation Limited
₹10.01 Cr
Cement & Cement Products 0.29%
4
Tenneco Clean Air India Limited
₹8.43 Cr
Auto Components 0.25%
5
Corona Remedies Limited
₹7.33 Cr
Pharmaceuticals & Biotechnology 0.21%
6
Kansai Nerolac Paints Limited
₹6.84 Cr
Consumer Durables 0.20%
7
Vedanta Aluminium Metal Limited
₹6.17 Cr
Metals & Minerals Trading 0.18%
8
Ather Energy Limited
₹5.71 Cr
Automobiles 0.17%
9
Aether Industries Limited
₹5.68 Cr
Chemicals & Petrochemicals 0.17%
10
Aye Finance Limited
₹1.07 Cr
Finance 0.03%
#StockSectorLast Weight (Mar 2026)
1
Vedanta Limited
₹10.40 Cr
Diversified Metals 0.35%
2
Inventurus Knowledge Solutions Limited
₹8.03 Cr
IT - Services 0.27%
3
Le Travenues Technology Ltd
₹6.93 Cr
Leisure Services 0.24%
4
Emmvee Photovoltaic Power Ltd
₹5.83 Cr
Electrical Equipment 0.20%
5
ICICI Lombard General Insurance Company Limited
₹4.94 Cr
Insurance 0.17%
6
MTAR Technologies Limited
₹4.06 Cr
Aerospace & Defense 0.14%
7
Shivalik Bimetal Controls Ltd
₹3.51 Cr
Industrial Products 0.12%
8
Senco Gold Limited
₹2.96 Cr
Consumer Durables 0.10%
9
Sagility Limited
₹1.29 Cr
IT - Services 0.04%
10
Arvind Fashions Limited
₹81.32 L
Retailing 0.03%
#StockSectorMar 2026Apr 2026Change
1
Persistent Systems Limited
₹41.99 Cr
IT - Software 0.04% 1.23% +1.19%
2
Nestle India Limited
₹76.64 Cr
Food Products 1.40% 2.24% +0.84%
3
HDFC Bank Limited
₹161.11 Cr
Banks 3.90% 4.71% +0.81%
4
Indian Bank
₹26.05 Cr
Banks 0.02% 0.76% +0.74%
5
Tube Investments of India Limited
₹21.99 Cr
Auto Components 0.05% 0.64% +0.59%
6
Cummins India Limited
₹21.39 Cr
Industrial Products 0.18% 0.63% +0.45%
7
Bharti Airtel Limited
₹63.95 Cr
Telecom - Services 1.50% 1.87% +0.37%
8
Credit Analysis And Research Ltd.
₹25.16 Cr
Capital Markets 0.43% 0.74% +0.31%
9
Gillette India Limited
₹17.74 Cr
Personal Products 0.23% 0.52% +0.29%
10
Leela Palaces Hotels & Resorts Limited
₹24.49 Cr
Leisure Services 0.47% 0.72% +0.25%
#StockSectorMar 2026Apr 2026Change
1
Info Edge (India) Limited
₹18.26 Cr
Retailing 0.90% 0.53% -0.37%
2
Axis Bank Limited
₹10.31 Cr
Banks 0.64% 0.30% -0.34%
3
Computer Age Management Services Limited
₹49.62 L
Capital Markets 0.35% 0.01% -0.34%
4
Force Motors Limited
₹16.72 L
Automobiles 0.34% 0.00% -0.34%
5
Mankind Pharma Limited
₹1.02 Cr
Pharmaceuticals & Biotechnology 0.36% 0.03% -0.33%
6
ICICI Bank Limited
₹161.22 Cr
Banks 4.99% 4.71% -0.28%
7
Tata Consultancy Services Limited
₹45.84 L
IT - Software 0.28% 0.01% -0.27%
8
Nippon Life India Asset Management Limited
₹19.35 Cr
Capital Markets 0.79% 0.57% -0.22%
9
JB Chemicals & Pharmaceuticals Limited
₹37.66 Cr
Pharmaceuticals & Biotechnology 1.30% 1.10% -0.20%
10
Maruti Suzuki India Limited
₹32.23 Cr
Automobiles 1.12% 0.94% -0.18%

Full Portfolio

180 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹161.22 Cr
Banks
4.71%
2
₹161.11 Cr
Banks
4.71%
3
₹76.64 Cr
Food Products
2.24%
4
₹63.95 Cr
Telecom - Services
1.87%
5
₹56.51 Cr
Retailing
1.65%
6
₹53.78 Cr
Telecom - Services
1.57%
7
₹53.51 Cr
Realty
1.56%
8
₹51.72 Cr
Insurance
1.51%
9
₹48.78 Cr
Petroleum Products
1.43%
10
₹47.23 Cr
Aerospace & Defense
1.38%
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🏦 WhiteOak Capital Mutual Fund — Portfolio & Holdings
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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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