WhiteOak Capital Consumption Opportunities Fund Direct Growth
3Y Annualised
N/A
% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.83%
0.00% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
NA
8 years 11 months
9 years 7 months
Fund info
Fund size
₹131.39 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹500
Exit load
0%
NIL
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Sundaram Consumption Fund Institutional Reinvestment of Income Distr cum Capital Wtdrwl
2nd
Sundaram Consumption Fund Institutional Payout of Income Distribution cum Capital Wtdrwl
3rd
Quant Consumption Fund Direct Growth
4th
Quant Consumption Fund Direct Reinvestment Inc Dist cum Cap Wdrl
5th
Quant Consumption Fund Direct Payout Inc Dist cum Cap Wdrl
44th
WhiteOak Capital Consumption Opportunities Fund Direct Growth
Fund Managers
About WhiteOak Capital Consumption Opportunities Fund Direct Growth
WhiteOak Capital Consumption Opportunities Fund Direct Growth is a Equity mutual fund scheme from WhiteOak Capital Asset Management Limited. This fund has been in existence for 0 years, having been launched on 2026-02-10. WhiteOak Capital Consumption Opportunities Fund Direct Growth has ₹131.39 Cr worth of assets under management (AUM) as of Fri Sep 04 2026. The latest Net Asset Value (NAV) of WhiteOak Capital Consumption Opportunities Fund Direct Growth as of Thu Sep 03 2026 is ₹10.482. The fund has an expense ratio of 1.1%, which is medium comparable to most other Equity funds.
WhiteOak Capital Consumption Opportunities Fund Direct Growth returns for the last 1 year are NA%. Since launch, it has delivered 4.82% average annual returns.
The WhiteOak Capital Consumption Opportunities Fund Direct Growth has the majority of its money invested in Consumer Cyclical, Consumer Defensive, Communication Services, Real Estate sectors.
Top 5 Holdings of WhiteOak Capital Consumption Opportunities Fund Direct Growth.
- Mahindra & Mahindra Ltd: 7.55%
- Nestle India Ltd: 7.38%
- Bharti Airtel Ltd: 7.21%
- Eternal Ltd: 6.50%
- Titan Co Ltd: 5.33%
AMC Information
| Name | WhiteOak Capital Asset Management Limited |
|---|---|
| Founding Date | 2026-02-10 |
| Phone | +91 180030003060 |
| Website | http://mf.whiteoakamc.com |
| Address | 602B, 6th Floor,Indiabulls Finance Centre(IFC),1&2 Senapati Bapat Marg, Elphinstone Road (West) Mumbai Mumbai City |
Tax Implications of WhiteOak Capital Consumption Opportunities Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from WhiteOak Capital Asset Management Limited
Capital PreservationLiquid
3Y CAGR
6.78%
expense ratio
0.23%
fund size
₹672.30 Cr
Capital PreservationLiquid
3Y CAGR
6.89%
expense ratio
0.14%
fund size
₹672.30 Cr
Fixed IncomeUltra Short Duration
3Y CAGR
7.07%
expense ratio
0.34%
fund size
₹551.52 Cr
Fixed IncomeUltra Short Duration
3Y CAGR
6.49%
expense ratio
0.81%
fund size
₹551.52 Cr
EquityLarge-Cap
3Y CAGR
12.59%
expense ratio
2.51%
fund size
₹1259.74 Cr
Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0

