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: 1.1% As on (31-07-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 131.39 Cr As on 31-07-2026(Source:AMFI) |
| Turn over: 1% | Exit Load: Nil |
10.617
0.03 (0.2543%)
6.07%
Benchmark: 14.13%
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 | 6.44 | 3.56 | 15.58 | 14.44 | 15.93 |
| HSBC Consumption Fund - Regular Growth | 31-08-2023 | 3.49 | 4.68 | - | - | - |
| ITI Bharat Consumption Fund - Regular Plan Plan - Growth | 28-02-2025 | 2.42 | - | - | - | - |
| Bank Of India Consumption Fund - Regular - Growth | 20-12-2024 | 1.98 | - | - | - | - |
| Quant Consumption Fund - Growth Option - Regular Plan | 05-01-2024 | 1.93 | -7.41 | - | - | - |
| Kotak Consumption Fund - Regular Plan - Growth Option | 16-11-2023 | 1.14 | 2.77 | - | - | - |
| UTI India Consumer Fund - Regular Plan - Growth Option | 30-07-2007 | 0.91 | -0.42 | 12.19 | 10.26 | 11.01 |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth Option | 29-03-2011 | -0.64 | -0.78 | 11.87 | 13.17 | 14.78 |
| Edelweiss Consumption Fund - Regular - Growth | 20-02-2025 | -0.99 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
34.46%
Others
10.69%
Large Cap
42.67%
Mid Cap
12.18%
