MarketsSuper InvestorsWHITEOAK CAPITAL FLEXI CAP FUND
WF

WHITEOAK CAPITAL FLEXI CAP FUND

Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹1,334 Cr
Today
+₹23.9 Cr +1.82%
Companies
13
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%+12.6%-4.4%JunSeptDecMarJun
This portfolio +12.6% NIFTY 50 -4.4%ahead of NIFTY by 17.0 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Capital Goods48.1%
Financial Services31.5%
Consumer Durables12.9%
Automobile and Auto Components5.9%
Information Technology1.6%
Portfolio X-ray
Top-5 weight
61%
Wtd P/E
59.6
Wtd ROE
14.6%
Holdings
13
By market cap
Large 19% Mid 55% Small 27%
Holdings · 13
CompanyStakeValueTodayQ/QP/EROE
Aadhar Housing Finance Ltd
AADHARHFC · Financial Services
1.16%₹248.2 Cr+3.23%▲ +0.09pp19.416%
TD Power Systems Ltd
TDPOWERSYS · Capital Goods
1.02%₹190.2 Cr+0.32%▼ -0.05pp78.325%
Azad Engineering Ltd
AZAD · Capital Goods
1.19%₹163 Cr-1.31%▲ +0.14pp102.69%
Dynamatic Technologies Ltd
DYNAMATECH · Capital Goods
1.48%₹106.5 Cr+4.24%▲ +0.47pp222.24%
CARE Ratings Ltd
CARERATING · Financial Services
2.05%₹101.8 Cr+1.56%▲ +0.03pp28.620%
AJAX Engineering Ltd
AJAXENGG · Capital Goods
1.57%₹98.5 Cr+0.19%▼ -0.11pp27.918%
Eureka Forbes Ltd
EUREKAFORB · Consumer Durables
1.04%₹91.9 Cr+4.35%NEW54.44%
Indigo Paints Ltd
INDIGOPNTS · Consumer Durables
1.69%₹80.8 Cr+1.01%▲ +0.57pp32.514%
S.J.S. Enterprises Ltd
SJS · Automobile and Auto Components
1.12%₹79.2 Cr+4.19%NEW41.022%
Repco Home Finance Ltd
REPCOHOME · Financial Services
2.86%₹70.1 Cr+2.61%▼ -0.41pp5.213%
Bharat Bijlee Limited
BBL · Capital Goods
1.38%₹43.5 Cr+0.51%▼ -0.04pp26.36%
Epack Prefab Technologies Ltd
EPACKPEB · Capital Goods
1.55%₹39.8 Cr+5.49%▼ -0.11pp27.613%
Nucleus Software Exports Ltd
NUCLEUS · Information Technology
1.07%₹20.8 Cr-1.51%▼ -0.11pp16.714%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
Aadhar Housing Finance Ltd1.161.07··
TD Power Systems Ltd1.021.071.311.16
Azad Engineering Ltd1.191.05··
Dynamatic Technologies Ltd1.48·1.01·
CARE Ratings Ltd2.052.022.021.62
AJAX Engineering Ltd1.571.681.511.34
Eureka Forbes Ltd1.04···
Indigo Paints Ltd1.691.12··
S.J.S. Enterprises Ltd1.12···
Repco Home Finance Ltd2.863.271.46·
Bharat Bijlee Limited1.381.421.541.54
Epack Prefab Technologies Ltd1.551.663.13·
Nucleus Software Exports Ltd1.071.181.331.35

Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.