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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.
EquityBenchmark · Nifty India Consumption TRITER · 2.47%Inception · 20-01-2026
NAV
₹10.17
+0.33% · as of 15-07-2026
Since inception
1.66%
CAGR
Benchmark (inception)
14.01%
CAGR
Fund size
₹113 Cr
AUM
Expense ratio
2.47%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +1.66% CAGR vs benchmark +14.01%.
Portfolio
Where the money is invested
Top holdings
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-7.56%
Nestle India Ltd7.20%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.56.44%
ZOMATO LIMITED EQ5.31%
TITAN COMPANY LIMITED EQ NEW Re.1/-4.69%
MARUTI SUZUKI INDIA LIMITED EQ3.57%
Nexus Select Trust3.43%
TATA CONSUMER PRODUCTS LIMITED EQ NEW F.V. RE.1/-3.14%
Clearing Corporation of India Ltd3.04%
VISHAL MEGA MART PRIVATE LIMITED EQ2.75%
Sector allocation
Fast Moving Consumer Goods24.05%
Consumer Services19.12%
Consumer Durables13.65%
Automobile and Auto Components11.85%
Telecommunication7.56%
Healthcare7.18%
Financial Services2.70%
Services2.24%
Chemicals1.41%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 1.7% p.a.₹10,000
10 years
Projected value
₹13,06,173
Invested: ₹12,00,000
Gained: ₹1,06,173
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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