WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
Fund House: WhiteOak Capital Mutual Fund| Category: Equity: Thematic-Consumption |
| Launch Date: 20-01-2026 |
| Asset Class: Equity |
| Benchmark: Nifty India Consumption TRI |
| TER: 1.13% As on (30-06-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 113.47 Cr As on 30-06-2026(Source:AMFI) |
| Turn over: 1% | Exit Load: Nil |
10.277
0.05 (0.5254%)
2.68%
Benchmark: 14.04%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth | 20-01-2026 | - | - | - | - | - |
| Tata India Consumer Fund-Regular Plan-Growth | 05-12-2015 | 5.05 | 4.99 | 14.1 | 14.33 | 15.79 |
| Kotak Consumption Fund - Regular Plan - Growth Option | 16-11-2023 | 3.42 | 4.74 | - | - | - |
| Bank Of India Consumption Fund - Regular - Growth | 20-12-2024 | 1.93 | - | - | - | - |
| ITI Bharat Consumption Fund - Regular Plan Plan - Growth | 28-02-2025 | 1.41 | - | - | - | - |
| HSBC Consumption Fund - Regular Growth | 31-08-2023 | 1.28 | 4.92 | - | - | - |
| UTI India Consumer Fund - Regular Plan - Growth Option | 30-07-2007 | 0.48 | -0.36 | 10.13 | 10.32 | 10.7 |
| Edelweiss Consumption Fund - Regular - Growth | 20-02-2025 | 0.06 | - | - | - | - |
| Quant Consumption Fund - Growth Option - Regular Plan | 05-01-2024 | -0.28 | -5.58 | - | - | - |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth Option | 29-03-2011 | -1.8 | -0.15 | 9.68 | 13.0 | 14.69 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
35.18%
Others
10.24%
Large Cap
45.34%
Mid Cap
9.24%
