WhiteOak Capital Consumption Opportunities Fund Growth

WhiteOak Capital Consumption Opportunities Fund Growth

1M
All
NAV: 10 Jun '26
₹9.53
Min. for SIP
₹100
Fund size (AUM)
₹106.32 Cr
Expense ratio
2.91%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,308
+2.05%

Holdings (56)

NameSectorInstrumentsAssets
Bharti Airtel LtdTechnologyEquity7.61%
Nestle India LtdConsumer StaplesEquity7.60%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity6.07%
Zomato LtdTechnologyEquity5.39%
Titan Company LtdConsumer DiscretionaryEquity5.20%
Maruti Suzuki India LtdConsumer DiscretionaryEquity3.73%
Nexus Select TrustIndustrialsReal Estate Investment Trusts3.54%
Others CBLOUnspecifiedCBLO3.34%
Vishal Mega Mart Ltd.Consumer StaplesEquity2.84%
Hindustan Unilever LtdConsumer StaplesEquity2.59%
Gillette India LtdConsumer StaplesEquity2.41%
Jyothy Labs LtdConsumer StaplesEquity2.02%
Eureka Forbes LtdConsumer DiscretionaryEquity2.01%
Krishna Institute Of Medical Sciences LtdHealthcareEquity1.99%
Timex Group India LtdConsumer DiscretionaryEquity1.98%
Max Healthcare Institute LtdHealthcareEquity1.98%
Indigo Paints LtdMaterialsEquity1.97%
Marico LtdConsumer StaplesEquity1.97%
Schloss Bangalore Ltd.Consumer DiscretionaryEquity1.93%
Ather Energy Ltd.Consumer DiscretionaryEquity1.84%
Godrej Consumer Products LtdConsumer StaplesEquity1.77%
Kansai Nerolac Paints LtdMaterialsEquity1.76%
Tata Consumer Products LtdConsumer StaplesEquity1.70%
Meesho Ltd.Consumer DiscretionaryEquity1.67%
ICICI Bank LtdFinancialEquity1.64%
Honasa Consumer Ltd.Consumer StaplesEquity1.64%
JB Chemicals & Pharmaceuticals LtdHealthcareEquity1.60%
Orkla India Ltd.Consumer StaplesEquity1.60%
CORONA Remedies Ltd.HealthcareEquity1.53%
International Gemmological Institute (India) Ltd.Consumer DiscretionaryEquity1.50%
Vedant Fashions LtdConsumer DiscretionaryEquity1.45%
Bank Nifty IndexFinancialIndex Derivatives1.44%
Britannia Industries LtdConsumer StaplesEquity1.44%
TBO Tek Ltd.Consumer DiscretionaryEquity1.38%
DOMS Industries Ltd.IndustrialsEquity1.36%
Pidilite Industries LtdMaterialsEquity1.35%
CarTrade Tech LtdConsumer DiscretionaryEquity1.17%
Varun Beverages LtdConsumer StaplesFutures1.01%
GOVERNMENT OF INDIA 35967 364 DAYS TBILL 07MY26 FV RS 100FinancialTreasury Bills0.97%
Travel Food Services Ltd.Consumer DiscretionaryEquity0.92%
Interglobe Aviation LtdIndustrialsEquity0.89%
Arvind Fashions LtdConsumer DiscretionaryEquity0.88%
Campus Activewear LtdConsumer DiscretionaryEquity0.77%
Dodla Dairy LtdConsumer StaplesEquity0.73%
Heritage Foods LtdConsumer StaplesEquity0.59%
Nestle India Ltd FuturesConsumer StaplesFutures0.57%
GOVERNMENT OF INDIA 37086 091 DAYS TBILL 22MY26 FV RS 100FinancialTreasury Bills0.48%
GOVERNMENT OF INDIA 36789 182 DAYS TBILL 04JU26 FV RS 100FinancialTreasury Bills0.48%
GOVERNMENT OF INDIA 37175 091 DAYS TBILL 04JU26 FV RS 100FinancialTreasury Bills0.48%
Safari Industries (India) LtdConsumer DiscretionaryEquity0.45%
Hindustan Unilever Ltd FuturesConsumer StaplesFutures0.33%
Mahindra & Mahindra Ltd FuturesConsumer DiscretionaryFutures0.30%
Zomato LtdTechnologyFutures0.29%
Bharti Airtel Ltd FuturesTechnologyFutures0.26%
Maruti Suzuki India Ltd FuturesConsumer DiscretionaryFutures0.26%
Net PayablesUnspecifiedNet Payables-4.70%
See All

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3M3M6MAll
Fund returns+2.4%+2.4%---4.3%
Category average (Equity Thematic)--------
Rank (Equity Thematic)55----

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

About WhiteOak Capital Consumption Opportunities Fund Growth

WhiteOak Capital Consumption Opportunities Fund Growth is a Equity Mutual Fund Scheme launched by WhiteOak Capital Mutual Fund. This scheme was made available to investors on 03 Jul 2018. Piyush Baranwal is the Current Fund Manager of WhiteOak Capital Consumption Opportunities Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹36,503 Cr and the Latest NAV as of 10 Jun 2026 is ₹9.53. The WhiteOak Capital Consumption Opportunities Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. ;

Investment Objective

The scheme seeks 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.
Fund benchmarkNIFTY India Consumption Total Return Index

Fund house

Rank (total assets)--
Total AUM₹36,502.59 Cr
Date of Incorporation03 Jul 2018
Phone1800 266 3060
E-mail--
Launch Date03 Jul 2018
AddressUnit No. B4, 6th Floor,Cnergy, Appasaheb Marathe Marg,Prabhadevi Mumbai 400025
CustodianDeutsche Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,