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WhiteOak Capital Mutual Fund · Equity: Thematic-Consumption
WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth
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. There is no assurance that the investment objective of the Scheme will be achieved.
Benchmark · NIFTY India Consumption TRITER · 2.47%Inception · 20-01-2026
NAV
₹9.60
-1.12% · as of 29-05-2026
Since inception
-4.05%
CAGR
Benchmark (inception)
13.90%
CAGR
Fund size
₹103 Cr
AUM
Expense ratio
2.47%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +-4.05% CAGR vs benchmark +13.90%.
Portfolio
Where the money is invested
Top holdings
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-7.76%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.56.54%
ZOMATO LIMITED EQ6.03%
Nestle India Ltd5.83%
TITAN COMPANY LIMITED EQ NEW Re.1/-5.55%
MARUTI SUZUKI INDIA LIMITED EQ4.52%
Nexus Select Trust REIT3.78%
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 13.32%
VISHAL MEGA MART PRIVATE LIMITED EQ2.90%
MAX HEALTHCARE INSTITUTE LIMITED EQ2.27%
Sector allocation
Fast Moving Consumer Goods25.70%
Consumer Services17.94%
Automobile and Auto Components12.82%
Consumer Durables12.35%
Healthcare7.80%
Telecommunication7.76%
Services2.85%
Financial Services1.85%
Chemicals1.49%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -4.0% p.a.₹10,000
10 years
Projected value
₹9,84,754
Invested: ₹12,00,000
Gained: -₹2,15,246
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Ramesh Mantri, Ms. Trupti Agarwal, Mr. Dheeresh Pathak, Mr. Piyush Baranwal, Mr. Ashish Agrawal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
154162
ISIN (Growth)
INF03VN01AE1
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Consumption funds
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