What WhiteOak Capital Balanced Advantage Fund bought and sold in September 2026
This compares the fund's portfolio at the end of September 2026 with the month before. Both come from the monthly portfolio statement of WhiteOak Capital Mutual Fund.
WhiteOak Capital Balanced Advantage Fund Stocks Bought and Sold
All changes are between August 2026 and September 2026
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| ICICI Bank Limited | Added | +5.8% | 6.97% |
|---|---|---|---|
| HDFC Bank Limited | Added | +15.9% | 3.93% |
| Nestle India Limited | Added | +22.1% | 2.51% |
| State Bank of India | Added | +8.3% | 1.90% |
| Max Financial Services Limited | Reduced | −13.0% | 0.40% |
| Divi's Laboratories Limited | Added | +65.9% | 0.50% |
| National Stock Exchange Of India Ltd | New | New | 0.49% |
| Azad Engineering Ltd | Reduced | −12.7% | 0.43% |
| HCL Technologies Limited | New | New | 0.44% |
| LTM Limited | Reduced | −83.1% | 0.06% |
| Aditya Infotech Limited | Reduced | −24.0% | 0.30% |
| The Phoenix Mills Limited | Reduced | −11.8% | 0.29% |
| TBO Tek Limited | Reduced | −9.6% | 0.27% |
| Bharat Heavy Electricals Limited | New | New | 0.30% |
| Manipal Health Enterprises Ltd | Reduced | −50.0% | 0.12% |
| SS Retail Limited | New | New | 0.16% |
| Nucleus Software Exports Limited | Sold out | −100% | was 0.08% |
| Skyways Air Services Ltd | Sold out | −100% | was 0.07% |
| Tempsens Instruments (India) Limited | Sold out | −100% | was 0.06% |
| Moneyview Limited | New | New | 0.03% |
| Onemi Technology Solutions Limited | Sold out | −100% | was 0.03% |
| Symbiotec Pharmalab Limited | Sold out | −100% | was 0.02% |
| Molbio Diagnostics Limited | Sold out | −100% | was 0.01% |
No stocks in this group for September 2026.
A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.
Frequently Asked Questions
Which new stocks did WhiteOak Capital Balanced Advantage Fund buy in September 2026?
It bought 5 new stocks: National Stock Exchange Of India Ltd (0.49%), HCL Technologies Limited (0.44%), Bharat Heavy Electricals Limited (0.30%), SS Retail Limited (0.16%) and Moneyview Limited (0.03%). Each figure is the stock's share of the fund at the end of September 2026.
Which stocks did WhiteOak Capital Balanced Advantage Fund sell completely in September 2026?
It sold all its shares in Nucleus Software Exports Limited (0.08%), Skyways Air Services Ltd (0.07%), Tempsens Instruments (India) Limited (0.06%), Onemi Technology Solutions Limited (0.03%), Symbiotec Pharmalab Limited (0.02%) and Molbio Diagnostics Limited (0.01%). Each figure is the stock's share of the fund at the end of August 2026.
Which stocks did WhiteOak Capital Balanced Advantage Fund buy more of in September 2026?
The largest increases in shares held were Divi's Laboratories Limited (+65.9%), Nestle India Limited (+22.1%), HDFC Bank Limited (+15.9%), State Bank of India (+8.3%) and ICICI Bank Limited (+5.8%).
Which stocks did WhiteOak Capital Balanced Advantage Fund sell part of in September 2026?
The largest cuts in shares held were LTM Limited (−83.1%), Manipal Health Enterprises Ltd (−50.0%), Aditya Infotech Limited (−24.0%), Max Financial Services Limited (−13.0%) and Azad Engineering Ltd (−12.7%). It reduced 2 more.
How are these changes worked out?
WealthGamma compares the number of shares WhiteOak Capital Balanced Advantage Fund held on 30-09-2026 with 31-08-2026. Both figures come from the monthly portfolio statement of WhiteOak Capital Mutual Fund. A change in share price alone does not count as buying or selling.
See NAV, expense ratio and full holdings of WhiteOak Capital Balanced Advantage Fund
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.