Whiteoak Capital - Consumption Opportunities Fund - Regular Plan - Growth
WhiteOak Capital Asset Management Limited
₹9.86 (+1.10%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
0.00% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- —
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Equity - Consumption
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,073
Invested ₹1,000
▲+7.29%1 year
₹1,000
Invested ₹1,000
▲+0.00%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | BSE 500 India TR INR |
|---|---|
| Secondary Index Name | BSE 500 India TR INR |
| Index Name | NIFTY India Consumption TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +0.00% | — | — | — |
| Cumulative returns (%) | +0.00% | — | — | — |
Fund Manager
| Manager | Ashish Agrawal |
|---|---|
| Role | Manager |
| Manager Tenure | 0.64 yrs |
About Fund
| Date of Incorporation | 10 Feb 2026 |
|---|---|
| Fund House | WhiteOak Capital Asset Management Limited |
| Custodian | Deutsche Bank AG |
| Registrar / Transfer Agent | WhiteOak Capital Asset Management Limited |
| Address | 1 Great Winchester Street |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Bharti Airtel Ltd | 7.59% |
| Nestle India Ltd | 7.06% |
| Eternal Ltd | 6.87% |
| Mahindra & Mahindra Ltd | 6.84% |
| Titan Co Ltd | 5.23% |
| Maruti Suzuki India Ltd | 3.47% |
| Timex Group India Ltd | 3.20% |
| Marico Ltd | 2.85% |
| Nexus Select Trust Reits | 2.82% |
| Vishal Mega Mart Ltd | 2.51% |
| Ather Energy Ltd | 2.49% |
Investment Strategy
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.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.