WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth
Fund House: WhiteOak Capital Mutual Fund| Category: Equity: Thematic-Consumption |
| Launch Date: 20-01-2026 |
| Asset Class: |
| Benchmark: NIFTY India Consumption TRI |
| TER: 2.47% As on (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 103.27 Cr As on 30-04-2026(Source:AMFI) |
| Turn over: 1% | Exit Load: 1.00% (of applicable NAV); if Units are redeemed/ switched-out within 1 month from the date of allotment. Nil thereafter |
9.575
0.03 (0.282%)
-4.33%
Benchmark: 13.86%
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 Regular Plan Growth | 20-01-2026 | - | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
35.48%
Others
9.08%
Large Cap
48.96%
Mid Cap
6.48%
