← WhiteOak Capital Mutual Fund

WhiteOak Capital Quality Equity Fund Direct Plan Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
51
Jul 2026
Equity Holdings
₹541.14 Cr
Equity only, excl. debt & cash
AAUM
₹609.22 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
31.4%
Moderate
Top 10 Weight
45.4%
Moderate
Changes
56
1 new · 6 exits
Top Sector
Banks
9.6% of portfolio
Launch Date
08 Jan 2025
1 years old

AAUM (Average Assets Under Management) of ₹609.22 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 Quality Equity Fund Direct Plan Growth made 1 new addition and exited 6 stocks this month. The biggest new buy was SBI Funds Management Limited (Capital Markets) at 1.48% weight. JB Chemicals & Pharmaceuticals Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 3.58%. Among existing holdings, Torrent Pharmaceuticals Limited saw the biggest increase — now at 4.33% of the portfolio. The Phoenix Mills Limited was trimmed the most, now at 0.79%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 9.6%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 9.9% 10.6% +0.7%
Consumer Durables 7.3% 7.3% +0.0%
Healthcare Services 6.6% 7.1% +0.5%
Automobiles 6.6% 6.7% +0.1%
Pharmaceuticals & Biotechnology 6.2% 6.6% +0.4%
Food Products 6.7% 6.5% -0.2%
Telecom - Services 6.2% 6.2% 0.0%
Finance 5.2% 5.0% -0.1%
Agricultural Food & other Products 4.4% 4.2% -0.2%
Retailing 4.0% 4.0% +0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 10.6% 9.6% -1.0%
Consumer Durables 7.3% 7.7% +0.3%
Automobiles 6.7% 7.0% +0.3%
Food Products 6.5% 6.8% +0.4%
Pharmaceuticals & Biotechnology 6.6% 6.8% +0.2%
Healthcare Services 7.1% 6.7% -0.4%
Telecom - Services 6.2% 6.4% +0.3%
Finance 5.0% 4.9% -0.1%
Retailing 4.0% 4.4% +0.4%
Agricultural Food & other Products 4.2% 4.3% +0.1%
🟢
Biggest New Buy
SBI Funds Management Limited
1.48% weight · Capital Markets
🔴
Biggest Exit
JB Chemicals & Pharmaceuticals Limited
3.58% was held · Pharmaceuticals & Biotechnology
Biggest Add
Torrent Pharmaceuticals Limited
+3.66% · now 4.33%
Biggest Trim
The Phoenix Mills Limited
-0.79% · now 0.79%
🤝 Other funds also bought this month
SBI Funds Management Limited 89 funds
SBI Funds Management Limited
Helios Financial Services Fund - Direct Plan - Growth Option
quant BFSI Fund - Growth Option - Direct Plan
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth + more
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more
Kotak Mahindra Bank Limited 67 funds
Kotak Mahindra Bank Limited
Mirae Asset Nifty Bank ETF
Mirae Asset Nifty Financial Services ETF
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option + more
Trent Limited 42 funds
Trent Limited
Groww Nifty 50 ETF
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco India Consumption Fund - Direct Plan - Growth + more
SBI Life Insurance Company Limited 40 funds
SBI Life Insurance Company Limited
Groww Nifty 50 ETF
Edelweiss BSE Capital Markets & Insurance ETF - Growth
Mirae Asset Nifty 100 Low Volatility 30 ETF + more
TBO Tek Limited 7 funds
TBO Tek Limited
Groww Nifty Smallcap250 ETF
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option
Groww Nifty India Internet ETF FOF + more
Jyothy Labs Limited 5 funds
Jyothy Labs Limited
Mirae Asset Multicap Fund - Direct Plan - Growth
Canara Robeco Value Fund - Direct Plan - Growth Option
Mirae Asset Small Cap Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry 🔴 6 Exits ↑ 23 Increased ↓ 26 Decreased
#StockSectorWeight (Jul 2026)
1
SBI Funds Management Limited
₹9.38 Cr
Capital Markets 1.48%
#StockSectorLast Weight (Jun 2026)
1
JB Chemicals & Pharmaceuticals Limited
₹22.27 Cr
Pharmaceuticals & Biotechnology 3.58%
2
Kotak Mahindra Bank Limited
₹4.94 Cr
Banks 0.79%
3
TBO Tek Limited
₹4.60 Cr
Leisure Services 0.74%
4
SBI Life Insurance Company Limited
₹2.52 Cr
Insurance 0.40%
5
Jyothy Labs Limited
₹1.39 Cr
Household Products 0.22%
6
Trent Limited
₹3.55 L
Retailing 0.01%
#StockSectorJun 2026Jul 2026Change
1
Torrent Pharmaceuticals Limited
₹27.40 Cr
Pharmaceuticals & Biotechnology 0.67% 4.33% +3.66%
2
Persistent Systems Limited
₹12.08 Cr
IT - Software 0.91% 1.91% +1.00%
3
Info Edge (India) Limited
₹14.19 Cr
Retailing 1.82% 2.24% +0.42%
4
Nestle India Limited
₹43.16 Cr
Food Products 6.46% 6.82% +0.36%
5
Mahindra & Mahindra Limited
₹26.55 Cr
Automobiles 3.86% 4.20% +0.34%
6
Bharti Airtel Limited
₹40.72 Cr
Telecom - Services 6.15% 6.44% +0.29%
7
Titan Company Limited
₹22.85 Cr
Consumer Durables 3.32% 3.61% +0.29%
8
Infosys Limited
₹1.06 Cr
IT - Software 0.02% 0.17% +0.15%
9
Global Health Limited
₹12.84 Cr
Healthcare Services 1.93% 2.03% +0.10%
10
Abbott India Limited
₹8.32 Cr
Pharmaceuticals & Biotechnology 1.22% 1.32% +0.10%
#StockSectorJun 2026Jul 2026Change
1
The Phoenix Mills Limited
₹4.99 Cr
Realty 1.58% 0.79% -0.79%
2
Krishna Institute Of Medical Sciences Limited
₹7.33 Cr
Healthcare Services 1.65% 1.16% -0.49%
3
Tube Investments of India Limited
₹5.71 Cr
Auto Components 1.34% 0.90% -0.44%
4
ICICI Bank Limited
₹60.49 Cr
Banks 9.76% 9.56% -0.20%
5
Colgate Palmolive (India) Limited
₹4.01 Cr
Personal Products 0.82% 0.63% -0.19%
6
Aadhar Housing Finance Limited
₹9.33 Cr
Finance 1.65% 1.47% -0.18%
7
Max Financial Services Limited
₹7.32 Cr
Insurance 1.24% 1.16% -0.08%
8
India Shelter Finance Corporation Limited
₹6.64 Cr
Finance 1.13% 1.05% -0.08%
9
Max Healthcare Institute Limited
₹10.29 Cr
Healthcare Services 1.70% 1.63% -0.07%
10
Coforge Limited
₹4.02 Cr
IT - Software 0.70% 0.64% -0.06%

What Stocks Does This Fund Hold?

51 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹60.49 Cr
Banks
9.56%
2
₹43.16 Cr
Food Products
6.82%
3
₹40.72 Cr
Telecom - Services
6.44%
4
₹27.40 Cr
Pharmaceuticals & Biotechnology
4.33%
5
₹26.55 Cr
Automobiles
4.20%
6
₹22.85 Cr
Consumer Durables
3.61%
7
₹18.98 Cr
Agricultural Food & other Products
3.00%
8
₹17.75 Cr
Automobiles
2.81%
9
₹15.03 Cr
Chemicals & Petrochemicals
2.38%
10
₹14.19 Cr
Retailing
2.24%
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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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