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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹87 Cr

Lock In Period

N/A

Expense Ratio

2.36

Benchmark

Nifty India Consumption Total Return

Exit Load

In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 1 month from the date of allotment.No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment.

Summary

Latest details for WhiteOak Capital Consumption Opportunities Fund Growth include a ₹9.661 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The WhiteOak Capital Consumption Opportunities Fund Growth AUM is ₹87 Cr, with a lock-in of N/A years, expense ratio of 2.36%, and benchmark Nifty India Consumption Total Return. Exit load is - In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 1 month from the date of allotment.No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 8.59% returns, against a category average of 1.33% and a category best of 23.39%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M8.591.3323.39
6M0.001.7895.07
1Y0.005.76265.59
3Y0.0014.02335.86

Portfolio Analysis

  • Equity: 90.56%
  • Debt: 5.66%
  • Others
As on: 2026-03-31
View allocation % by

1. Mahindra & Mahindra Limited6.54%
2. Maruti Suzuki India Limited4.52%

1. Hindustan Uever Limited3.32%
2. Gillette India Limited1.96%
3. Godrej Consumer Products Limited1.93%
4. Jyothy Labs Limited1.53%
5. Honasa Consumer Limited1.20%

1. Nestle India Limited5.83%
2. Orkla India Limited1.73%
3. Britannia Industries Limited1.61%

1. Eternal Limited6.03%
2. Meesho Ltd1.44%
3. Cartrade Tech Limited1.41%

1. Bharti Airtel Limited7.76%

1. Titan Company Limited5.55%

1. Max Healthcare Institute Limited2.27%
2. Krishna Institute Of Medical Sciences Limited2.09%

1. JB Chemicals & Pharmaceuticals Limited1.91%
2. Corona Remedies Limited1.53%

1. Vishal Mega Mart Limited2.90%

1. Leela Palaces Hotels & Resorts Limited1.57%
2. Travel Food Services Limited1.09%

1. Marico Limited2.21%

1. Eureka Forbes Ltd2.10%

1. Indigo Paints Limited1.93%

1. ICICI Bank Limited1.85%

1. Ather Energy Limited1.76%

1. International Gemmological Institute India Ltd1.63%

1. Doms Industries Limited1.62%

1. Pidilite Industries Limited1.49%

1. Tata Consumer Products Limited1.43%

1. TIMEX GROUP INDIA LIMITED1.42%

1. Vedant Fashions Limited1.41%

1. Dodla Dairy Limited0.76%
2. Heritage Foods Limited0.57%

1. InterGlobe Aviation Limited1.22%

1. TBO Tek Limited1.14%

About Fund

WhiteOak Capital Consumption Opportunities Fund Growth managed by WhiteOak Capital Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹87 Crore. The fund benchmarks its performance against the Nifty India Consumption Total Return while maintaining an expense ratio of 2.36. Under the expert guidance of Ramesh Mantri ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Ramesh Mantri

Mr. Ramesh Mantri holds MBA, CFA and CA. His prior assignments include White Oak Capital Management LLP, Ashoka Capital Advisers, Smith Management-Mumbai Office and CRISIL.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundSundaram Business Cycle Fund Growth01403.74 CR2.11
This FundBaroda BNP Paribas Health and Wellness Fund Growth0515.19 CR2.33
This FundWhiteOak Capital Consumption Opportunities Fund Growth087.23 CR2.36
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundSundaram Business Cycle Fund Growth-1.32620
This FundBaroda BNP Paribas Health and Wellness Fund Growth00
This FundWhiteOak Capital Consumption Opportunities Fund Growth00
This FundICICI Prudential PSU Equity Fund Growth10.7949112.0188
This FundNippon India Taiwan Equity Fund Growth260.5585318.1066

FAQs

WhiteOak Capital Consumption Opportunities Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of WhiteOak Capital Consumption Opportunities Fund Growth is 2.36. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

WhiteOak Capital Consumption Opportunities Fund Growth’s fund performance is as follows:
  • 1 Month : 8.59%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of WhiteOak Capital Consumption Opportunities Fund Growth are updated daily based on NAV of ₹ 9.661 as on Apr 22,2026. Since inception, the return has been 0.00%.

You can invest in WhiteOak Capital Consumption Opportunities Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of WhiteOak Capital Consumption Opportunities Fund Growth is ₹87 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in WhiteOak Capital Consumption Opportunities Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500