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: 2.36% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 86.67 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: 0.18% | Exit Load: 1.00% (of applicable NAV); if Units are redeemed/ switched-out within 1 month from the date of allotment. Nil thereafter |
9.823
0.05 (0.5294%)
-1.85%
Benchmark: 14.12%
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 | - | - | - | - | - |
| Kotak Consumption Fund - Regular plan - Growth Option | 16-11-2023 | 8.14 | 10.34 | - | - | - |
| Tata India Consumer Fund-Regular Plan-Growth | 05-12-2015 | 8.04 | 8.36 | 17.29 | 15.96 | 16.55 |
| HSBC Consumption Fund - Regular Growth | 31-08-2023 | 7.48 | 7.2 | - | - | - |
| Bank of India Consumption Fund - Regular - Growth | 20-12-2024 | 7.06 | - | - | - | - |
| ITI Bharat Consumption Fund - Regular Plan Plan - Growth | 28-02-2025 | 4.2 | - | - | - | - |
| UTI India Consumer Fund - Regular Plan - Growth Option | 30-07-2007 | 3.04 | 3.87 | 12.91 | 12.08 | 11.67 |
| Edelweiss Consumption Fund - Regular - Growth | 20-02-2025 | 2.93 | - | - | - | - |
| ICICI Prudential Bharat Consumption Fund - Growth Option | 09-04-2019 | 2.51 | 3.59 | 14.38 | 15.15 | - |
| Mirae Asset Great Consumer Fund - Regular Plan - Growth option | 29-03-2011 | 2.22 | 4.41 | 13.51 | 14.55 | 15.78 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
32.66%
Others
9.44%
Large Cap
51.35%
Mid Cap
6.55%
