WhiteOak Capital Consumption Opportunities Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

WhiteOak Capital Consumption Opportunities Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

103 Cr

Lock In Period

N/A

Expense Ratio

2.47

Exit Load

Nil

Benchmark

Nifty India Consumption Total Return

Summary

WhiteOak Capital Consumption Opportunities Fund Growth NAV is ₹9.625 as of 27 May, 2026. WhiteOak Capital Consumption Opportunities Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in WhiteOak Capital Consumption Opportunities Fund Growth is ₹100. The AUM of WhiteOak Capital Consumption Opportunities Fund Growth is ₹103 Cr. The expense ratio of the fund is 2.47%, and its benchmark is Nifty India Consumption Total Return. The current exit load of the fund is Nil. In the last 1M months, WhiteOak Capital Consumption Opportunities Fund Growth has delivered -0.99% returns.

WhiteOak Capital Consumption Opportunities Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.99-1.1811.46
6M0.000.35124.77
1Y0.003.12217.27
3Y0.0010.63361.91

Portfolio Analysis

  • Equity: 90.92%
  • Debt: 5.54%
  • Others
As on: 2026-04-30
View allocation % by

1. Nestle India Limited7.60%
2. Orkla India Limited1.60%
3. Britannia Industries Limited1.44%

1. Hindustan Uever Limited2.59%
2. Gillette India Limited2.41%
3. Jyothy Labs Limited2.02%
4. Godrej Consumer Products Limited1.77%
5. Honasa Consumer Limited1.64%

1. Mahindra & Mahindra Limited6.07%
2. Maruti Suzuki India Limited3.73%

1. Eternal Limited5.39%
2. Meesho Ltd1.67%
3. Cartrade Tech Limited1.17%

1. Bharti Airtel Limited7.61%

1. Titan Company Limited5.20%

1. Krishna Institute Of Medical Sciences Limited1.99%
2. Max Healthcare Institute Limited1.98%

1. Indigo Paints Limited1.97%
2. Kansai Nerolac Paints Limited1.76%

1. JB Chemicals & Pharmaceuticals Limited1.60%
2. Corona Remedies Limited1.53%

1. Leela Palaces Hotels & Resorts Limited1.93%
2. Travel Food Services Limited0.92%

1. Vishal Mega Mart Limited2.84%

1. Eureka Forbes Ltd2.01%

1. TIMEX GROUP INDIA LIMITED1.98%

1. Marico Limited1.97%

1. Ather Energy Limited1.84%

1. Tata Consumer Products Limited1.70%

1. ICICI Bank Limited1.64%

1. International Gemmological Institute India Ltd1.50%

1. Vedant Fashions Limited1.45%

1. TBO Tek Limited1.38%

1. Doms Industries Limited1.36%

1. Pidilite Industries Limited1.35%

1. Dodla Dairy Limited0.73%
2. Heritage Foods Limited0.59%

About Fund WhiteOak Capital Consumption Opportunities Fund Growth

WhiteOak Capital Consumption Opportunities Fund Growth managed by WhiteOak Capital Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹103 Crore. The fund benchmarks its performance against the Nifty India Consumption Total Return while maintaining an expense ratio of 2.47. 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 Name1Y3Y
This FundInvesco India Manufacturing Fund Growth6.5990
This FundCanara Robeco Banking And Financial Services Fund Growth00
This FundWhiteOak Capital Consumption Opportunities Fund Growth00
This FundICICI Prudential PSU Equity Fund Growth7.771897.9223
This FundNippon India Taiwan Equity Fund Growth212.9225343.1171

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 2.47. 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 : -0.99%
  • 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 ₹ 9.625 as on May 25,2026. 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 ₹103 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.