WhiteOak Capital Consumption Opportunities Fund

Equity

WhiteOak Mutual Fund

Equity - Consumption

Get the latest NAV of WhiteOak Capital Consumption Opportunities Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹8.99

▲2%1D

NAV as on 25 Mar 2026

-10.05%/per year

Since Inception

Absolute Gain%

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118 people have invested ₹ 4.1L in WhiteOak Capital Consumption Opportunities Fund in the last three months

WhiteOak Capital Consumption Opportunities Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (25-Mar-26)

The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period	1M	3M	6M	1Y	3Y	5Y
This Fund	-7.71%	--	--	--	--	--
Nifty 500	-8.77%	-10.05%	-5.82%	0.54%	14.42%	11.98%
Equity - Consumption Avg	-7.81%	-12.24%	-12.85%	-2.17%	13.48%	13.57%
Best in Equity - Consumption	-5.56%	-9.18%	-9.99%	5.1%	17.01%	16.28%
Worst in Equity - Consumption	-9.3%	-14.59%	-15.23%	-9.62%	12.17%	11.89%

Peer comparison

Fund Name	INDmoney Rank	AUM (in Crs.)	Expense Ratio	1Y Returns	3Y Returns	3Y Alpha	3Y Beta	3Y Sharpe	3Y Sortino	3Y Info Ratio
WhiteOak Capital Consumption Opportunities Fund	-	94Cr	0.67%	-	-	--	--	--	--	--
Canara Robeco Consumer Trends Fund	1/9	1,950Cr	0.82%	-2.11%	14.82%	1.44	1.00	0.82	1.29	0.27
Tata India Consumer Fund	2/9	2,491Cr	0.76%	0.9%	17.01%	1.39	0.89	0.83	1.25	0.02
Mirae Asset Great Consumer Fund	3/9	4,473Cr	0.44%	0.21%	15.52%	-0.42	1.01	0.76	1.13	-0.11

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WhiteOak Capital Consumption Opportunities Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

₹1L

₹10L

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SIP

Total Investment

Profit

Total Corpus

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WhiteOak Capital Consumption Opportunities Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap

54%

Small cap

30%

Mid cap

5.5%

WhiteOak Capital Consumption Opportunities Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

WhiteOak Capital Consumption Opportunities Fund Holdings Details

as on (28-Feb-26)

Holdings	Weight%	1M Change
Bharti Airtel Ltd	6.55%	0%
Mahindra & Mahindra Ltd	6.47%	0%
Titan Co Ltd	6.06%	0%
Nestle India Ltd	5.99%	0%
Eternal Ltd	5.67%	0%

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WhiteOak Capital Consumption Opportunities Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio	0.67%
Benchmark	NIFTY India Consumption TR INR
AUM	₹94 Cr
Inception Date	10 February, 2026
Min Lumpsum/SIP	₹100/₹100
Exit Load	1.0%
Lock In	No Lock-in
TurnOver	0%
Risk	Very High Risk

About WhiteOak Capital Consumption Opportunities Fund

WhiteOak Capital Consumption Opportunities Fund is an equity fund. This fund was started on 10 February, 2026. The fund is managed by Ramesh Mantri, Ashish Agrawal, Piyush Baranwal, Trupti Agrawal, Dheeresh Pathak. The fund could potentially beat inflation in the long-run.

Key Parameters

WhiteOak Capital Consumption Opportunities Fund has ₹94 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
The fund has an expense ratio 0.7.

Returns

WhiteOak Capital Consumption Opportunities Fund has given a CAGR return of -10.05% since inception.

Holdings

WhiteOak Capital Consumption Opportunities Fund has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Consumer Defensive, Health, Communication, Basic Materials, Industrial, Financial Services, Real Estate. Its top holdings are Bharti Airtel Ltd, Mahindra & Mahindra Ltd, Titan Co Ltd, Nestle India Ltd, Eternal Ltd

Taxation

As it is a equity - consumption mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of WhiteOak Capital Consumption Opportunities Fund

To provide long-term capital appreciation by investing predominantly in equity and equity related instruments of companies engaged in consumption and consumption related activities or allied sectors and/or are expected to benefit from the domestic consumption led demand. There is no assurance that the investment objective of the Scheme will be achieved.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. WhiteOak Capital Consumption Opportunities Fund has no lock in period.