WhiteOak Capital Consumption Opportunities Fund Growth

WhiteOak Capital Consumption Opportunities Fund Growth

1M
All
NAV: 21 May '26
₹9.55
Min. for SIP
₹100
Fund size (AUM)
₹103.27 Cr
Expense ratio
3.58%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,325
+2.17%

Holdings (53)

NameSectorInstrumentsAssets
Bharti Airtel Ltd.CommunicationEquity7.61%
Nestle India Ltd.Consumer StaplesEquity7.60%
Mahindra & Mahindra Ltd.AutomobileEquity6.07%
Eternal Ltd.ServicesEquity5.39%
Titan Company Ltd.Consumer DiscretionaryEquity5.20%
Maruti Suzuki India Ltd.AutomobileEquity3.73%
Nexus Select TrustConstructionREITs3.54%
Vishal Mega Mart Ltd.ServicesEquity2.84%
Hindustan Unilever Ltd.Consumer StaplesEquity2.59%
Gillette India Ltd.Consumer StaplesEquity2.41%
Jyothy Labs Ltd.Consumer StaplesEquity2.02%
Eureka Forbes Ltd.Metals & MiningEquity2.01%
Krishna Institute of Medical Sciences LtdHealthcareEquity1.99%
Timex Group India Ltd.Consumer DiscretionaryEquity1.98%
Max Healthcare Institute Ltd.HealthcareEquity1.98%
Indigo Paints Ltd.ChemicalsEquity1.97%
Marico Ltd.Consumer StaplesEquity1.97%
Leela Palaces Hotels & Resorts Ltd.ServicesEquity1.93%
Ather Energy Ltd.AutomobileEquity1.84%
Godrej Consumer Products Ltd.Consumer StaplesEquity1.77%
Kansai Nerolac Paints Ltd.ChemicalsEquity1.76%
Tata Consumer Products Ltd.Consumer StaplesEquity1.70%
Meesho Ltd.ServicesEquity1.67%
Honasa Consumer Ltd.Consumer StaplesEquity1.64%
ICICI Bank Ltd.FinancialEquity1.64%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity1.60%
Orkla India Ltd.Consumer StaplesEquity1.60%
CORONA Remedies Ltd.HealthcareEquity1.53%
International Gemological Institute Ltd.Consumer DiscretionaryEquity1.50%
Vedant Fashions Ltd.ServicesEquity1.45%
Nifty BankFinancialID1.44%
Britannia Industries Ltd.Consumer StaplesEquity1.44%
TBO Tek Ltd.ServicesEquity1.38%
DOMS Industries Ltd.Consumer StaplesEquity1.36%
Pidilite Industries Ltd.ChemicalsEquity1.35%
CarTrade Tech Ltd.ServicesEquity1.17%
Varun Beverages Ltd.Consumer StaplesFutures1.01%
Reserve Bank of IndiaFinancialT-Bills0.97%
Travel Food Services Ltd.ServicesEquity0.92%
Interglobe Aviation Ltd.ServicesEquity0.89%
Arvind Fashions Ltd.TextilesEquity0.88%
Campus Activewear Ltd.Consumer StaplesEquity0.77%
Dodla Dairy LtdConsumer StaplesEquity0.73%
Heritage Foods Ltd.Consumer StaplesEquity0.59%
Nestle India Ltd.Consumer StaplesFutures0.57%
Reserve Bank of IndiaFinancialT-Bills0.48%
Reserve Bank of IndiaFinancialT-Bills0.48%
Safari Industries (India) Ltd.Consumer DiscretionaryEquity0.45%
Hindustan Unilever Ltd.Consumer StaplesFutures0.33%
Mahindra & Mahindra Ltd.AutomobileFutures0.30%
Eternal Ltd.ServicesFutures0.29%
Bharti Airtel Ltd.CommunicationFutures0.26%
Maruti Suzuki India Ltd.AutomobileFutures0.26%
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-2.3%-2.3%---4.3%
Category average (Equity Thematic)--------
Rank (Equity Thematic)77----

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 21 May 2026 is ₹9.55. 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,