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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 · 2.74%Inception · 20-01-2026
NAV
₹9.87
-0.09% · as of 14-10-2026
Since inception
-1.41%
CAGR
Benchmark (inception)
13.49%
CAGR
Fund size
₹135 Cr
AUM
Expense ratio
2.74%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +-1.41% CAGR vs benchmark +13.49%.
Portfolio
Where the money is invested
Top holdings
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-7.36%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.57.03%
Nestle India Ltd6.90%
ZOMATO LIMITED EQ5.26%
TITAN COMPANY LIMITED EQ NEW Re.1/-4.85%
MARUTI SUZUKI INDIA LIMITED EQ3.60%
Nexus Select Trust3.38%
TIMEX GROUP INDIA LIMITED EQ FV RE. 1/-2.78%
VISHAL MEGA MART PRIVATE LIMITED EQ2.49%
LENSKART SOLUTIONS PRIVATE LIMITED EQ2.23%
Sector allocation
Fast Moving Consumer Goods22.08%
Consumer Services20.18%
Consumer Durables14.58%
Automobile and Auto Components12.67%
Healthcare7.90%
Telecommunication7.36%
Financial Services1.72%
Chemicals1.42%
Services1.40%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -1.4% p.a.₹10,000
10 years
Projected value
₹11,18,537
Invested: ₹12,00,000
Gained: -₹81,463
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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