| Launch date | 20 Jan 2026 |
| Allotment date | 10 Feb 2026 |
| End date | 03 Feb 2026 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.80%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 1 month.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | ₹100 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Piyush BaranwalJan 2026 - PresentView details
Ashish AgrawalJan 2026 - PresentView details
Ramesh MantriJan 2026 - PresentView details
Trupti AgrawalJan 2026 - PresentView details
Dheeresh PathakJan 2026 - PresentView details
Fund house & investment objective
| Rank (total assets) | -- |
|---|---|
| Total AUM | ₹33,884.45Cr |
| Date of Incorporation | 03 Jul 2018 |
|---|
WhiteOak Capital Consumption Opportunities Fund Direct 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 Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹33,884 Cr and the Latest NAV as of 09 Apr 2026 is ₹9.21. The WhiteOak Capital Consumption Opportunities Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load of 1%, if redeemed within 1 month. ;
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 benchmark | NIFTY India Consumption Total Return Index |
|---|