WhiteOak Capital Consumption Opportunities Fund Growth Return

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  • 1Y
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  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

WhiteOak Capital Consumption Opportunities Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹131 Cr

Lock In Period

N/A

Expense Ratio

2.75

Exit Load

Nil

Benchmark

Nifty India Consumption Total Return

WhiteOak Capital Consumption Opportunities Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.89-0.687.99
6M7.981.4426.81
1Y0.003.5022.28
3Y0.0011.61142.02

Portfolio Analysis

  • Equity: 89.38%
  • Debt: 7.63%
  • Others
As on: 2026-07-31
View allocation % by

1. Mahindra & Mahindra Limited7.55%
2. Maruti Suzuki India Limited3.88%

1. Eternal Limited6.50%
2. Cartrade Tech Limited1.54%
3. Meesho Ltd0.80%
4. FSN E-Commerce Ventures Limited0.48%

1. Nestle India Limited7.38%
2. Orkla India Limited1.10%

1. Bharti Airtel Limited7.21%

1. Honasa Consumer Limited1.85%
2. Hindustan Uever Limited1.68%
3. Gillette India Limited1.48%
4. Procter & Gamble Hygiene and Health Care Limited1.02%
5. Godrej Consumer Products Limited0.77%

1. Titan Company Limited5.33%

1. Indigo Paints Limited2.45%
2. Kansai Nerolac Paints Limited1.38%
3. Berger Paints (I) Limited0.79%

1. Max Healthcare Institute Limited2.45%
2. Krishna Institute Of Medical Sciences Limited1.45%

1. Marico Limited2.96%
2. Manorama Industries Limited0.83%

1. Torrent Pharmaceuticals Limited1.90%
2. Corona Remedies Limited1.56%

1. Leela Palaces Hotels & Resorts Limited2.25%
2. Travel Food Services Limited0.75%

1. TIMEX GROUP INDIA LIMITED2.67%

1. Vishal Mega Mart Limited2.51%

1. Ather Energy Limited1.95%

1. Doms Industries Limited1.66%

1. ICICI Bank Limited1.55%

1. Tata Consumer Products Limited1.51%

1. Safari Industries (India) Limited1.42%

1. International Gemological Institute Limited1.35%

1. TBO Tek Limited1.33%

1. Pidilite Industries Limited1.24%

1. Lenskart Solutions Limited1.18%

1. Vedant Fashions Limited1.10%

1. Eureka Forbes Ltd1.09%
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About Fund WhiteOak Capital Consumption Opportunities Fund Growth

WhiteOak Capital Consumption Opportunities Fund Growth managed by WhiteOak Capital Mutual Fund,is a Consumerscheme with Assets Under Management of ₹131 Crore. The fund benchmarks its performance against the Nifty India Consumption Total Return while maintaining an expense ratio of 2.75. 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
Bajaj Finserv Consumption Fund Growth0619 CR2.9
Bank of India Consumption Fund Growth0373 CR2.76
WhiteOak Capital Consumption Opportunities Fund Growth0131 CR2.75
UTI India Consumer Fund Growth1735 CR2.43
Tata India Consumer Fund Growth52,814 CR2.14
Fund Name1Y3Y
This FundBajaj Finserv Consumption Fund Growth-2.0220
This FundBank of India Consumption Fund Growth2.24820
This FundWhiteOak Capital Consumption Opportunities Fund Growth00
This FundUTI India Consumer Fund Growth1.03342.3148
This FundTata India Consumer Fund Growth5.903454.8339

WhiteOak Capital Consumption Opportunities Fund Growth 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 2.75. 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 : 2.89%
  • 6 Months : 7.98%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of WhiteOak Capital Consumption Opportunities Fund Growth are updated daily based on NAV of ₹ 10.499 as on Aug 20,2026. 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 ₹131 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.