Whiteoak Capital Quality Equity Fund

WhiteOak Capital Mutual Fund · FM: Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal · INF03VN01977 · Direct

NAV ₹10.90 AUM ₹622 Cr as of 07 Aug 2026

Latest available portfolio · Retrieved: 8-Aug-2026 11:47 PM IST · Disclosure date not provided

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Returns

1D1M3M6M1Y3Y5YRank (1Y)TER
Fund -0.3% +5.2% +7.0% +4.3% +4.4% 164/236
Equity allocation
99.27%
Debt allocation
0.00%
Cash / Liquid
0.73%
Other
0.00%

All Equity Holdings (59) latest available

# Company Value (₹ Cr) % of AUM
1 ICICI Bank Ltd 60.7 9.76%
2 Nestle India Ltd 40.2 6.46%
3 Bharti Airtel Ltd 38.2 6.15%
4 Mahindra & Mahindra Ltd 24.0 3.86%
5 J.B. Chemicals & Pharmaceuticals Ltd 22.3 3.58%
6 Titan Co Ltd 20.6 3.32%
7 Nexus Select Trust Reits 18.4 2.96%
8 Marico Ltd 18.2 2.93%
9 Maruti Suzuki India Ltd 17.6 2.83%
10 Pidilite Industries Ltd 14.9 2.39%
11 Eternal Ltd 13.6 2.19%
12 Global Health Ltd 12.0 1.93%
13 Info Edge (India) Ltd 11.3 1.82%
14 Max Healthcare Institute Ltd Ordinary Shares 10.6 1.70%
15 Krishna Institute of Medical Sciences Ltd 10.3 1.65%
16 Aadhar Housing Finance Ltd 10.3 1.65%
17 Phoenix Mills Ltd 9.8 1.58%
18 Muthoot Finance Ltd 9.0 1.45%
19 DOMS Industries Ltd 8.8 1.42%
20 Tube Investments of India Ltd Ordinary Shares 8.3 1.34%
21 Tata Consumer Products Ltd 8.0 1.29%
22 Poly Medicure Ltd 8.0 1.29%
23 Eureka Forbes Ltd 8.0 1.28%
24 Max Financial Services Ltd 7.7 1.24%
25 Asian Paints Ltd 7.7 1.23%
26 Abbott India Ltd 7.6 1.22%
27 Gillette India Ltd 7.6 1.22%
28 Rainbow Childrens Medicare Ltd 7.2 1.16%
29 India Shelter Finance Corporation Ltd 7.0 1.13%
30 Godrej Consumer Products Ltd 7.0 1.13%
31 CARE Ratings Ltd 7.0 1.12%
32 Cipla Ltd 7.0 1.12%
33 Leela Palaces Hotels and Resorts Ltd 6.7 1.07%
34 Embassy Office Parks REIT 6.5 1.05%
35 Ajax Engineering Ltd 6.0 0.96%
36 Navin Fluorine International Ltd 5.9 0.95%
37 Persistent Systems Ltd 5.7 0.91%
38 Vertis Infrastructure Trust Unit 5.5 0.88%
39 Indigo Paints Ltd Ordinary Shares 5.1 0.82%
40 Colgate-Palmolive (India) Ltd 5.1 0.82%
41 Kotak Mahindra Bank Ltd 4.9 0.79%
42 Bajaj Finserv Ltd 4.9 0.79%
43 Hindustan Unilever Ltd 4.8 0.78%
44 TBO Tek Ltd 4.6 0.74%
45 Coforge Ltd 4.4 0.70%
46 Safari Industries (India) Ltd 4.3 0.68%
47 Vijaya Diagnostic Centre Ltd 4.2 0.68%
48 Torrent Pharmaceuticals Ltd 4.2 0.67%
49 Procter & Gamble Hygiene and Health Care Ltd 3.3 0.54%
50 SBI Life Insurance Co Ltd 2.5 0.40%
51 Newgen Software Technologies Ltd 1.7 0.27%
52 Jyothy Labs Ltd 1.4 0.22%
53 Tata Consultancy Services Ltd 0.7 0.10%
54 Tech Mahindra Ltd 0.3 0.04%
55 Kwality Walls India Ltd 0.2 0.03%
56 ICICI Prudential Asset Management Co Ltd 0.2 0.03%
57 Infosys Ltd 0.1 0.02%
58 LTM Ltd 0.1 0.01%
59 Trent Ltd 0.0 0.01%

All disclosed equity positions are shown.