Sector Allocation of the of WhiteOak Capital Balanced Advantage Fund

Here is the most recent list of holdings in sectors in the WhiteOak Capital Balanced Advantage Fund's portfolio as of 31 Dec 2025. The fund's AUM is 821.7 crores, of which equity holdings constitute 66.17%.

Name of the SectorHolding Percentage
N/A 33.83%
Others 27.13%
Financial 23.02%
Financial Services 21.56%
Sovereign 13.37%
Information Technology 6.90%
Automobile and Auto Components 4.66%
Consumer Staples 4.64%
Healthcare 4.44%
Capital Goods 4.43%
Technology 4.33%
Chemicals 4.01%
Telecommunication 3.99%
Consumer Services 3.38%
Energy 2.78%
Oil, Gas & Consumable Fuels 2.63%
Consumer Durables 2.59%
Automobile 2.28%
Consumer Discretionary 2.23%
Fast Moving Consumer Goods 2.10%
Insurance 1.71%
Materials 1.54%
Metals & Mining 1.46%
Services 1.45%
Construction 0.90%
Textiles 0.84%
Power 0.62%
Construction Materials 0.62%
Realty 0.43%
Others -83.87%