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Fund Overview of Whiteoak Capital Consumption Opportunities Fund Direct-Growth
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₹142.8 CrAUM
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₹10.51NAV
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1.08%Expense Ratio
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EquityFund Category
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
The total value of your investment
after 10 years will be
₹ 1,39,328.64
Whiteoak Capital Consumption Opportunities Fund Direct-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -0.88% | NA | 5.85% |
| 6 Months | 8.74% | NA | 13.74% |
As on Thu Nov 05, 2026
Asset Allocation of Whiteoak Capital Consumption Opportunities Fund Direct-Growth
equities
96.01%debt instruments
6.84%Large Cap: 51.15%
Mid Cap: 14.29%
Small Cap: 34.56%
Other: 0.00%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
Invest Now
Whiteoak Capital Consumption Opportunities Fund Direct-Growth is one Equity mutual fund offered by WhiteOak Capital Mutual Fund. Launched on 10 Feb 2026, the fund aims Long Term Capital Appreciation. Investment predominantly in equity & 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. It manages assets worth ₹142.8 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.08%.
About FundAbout Whiteoak Capital Consumption Opportunities Fund Direct-Growth
The portfolio allocation consists of 96.01% in equities, 6.84% in debt instruments.it has delivered a return of 0.00% in the last year, a total return since inception of 5.10%.
Depending on individual goals investors often review best sip plan during the long-term financial strategy.
Whiteoak Capital Consumption Opportunities Fund Direct-Growth Fund Details
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Whiteoak Capital Consumption Opportunities Fund Direct-Growth Fund Returns Comparison
Compare Whiteoak Capital Consumption Opportunities Fund Direct-Growth with other mutual funds in the same category
Whiteoak Capital Consumption Opportunities Fund Direct-Growth
Tata India Consumer Fund Direct-Growth
Tata India Consumer Fund Direct-IDCW
Compare more funds
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Tata India Consumer Fund Direct-Growth  |
₹2,723 | 5.00% | -1.70% | 4.37% | 14.85% | 13.67% |
| Tata India Consumer Fund Direct-IDCW |
₹2,723 | 5.00% | -1.70% | 4.37% | 14.85% | 13.67% |
| Mirae Asset Great Consumer Fund Direct-Growth |
₹4,455 | 6.31% | -2.21% | -1.55% | 11.85% | 12.28% |
| Mirae Asset Great Consumer Fund Direct-IDCW |
₹4,455 | 6.31% | -2.21% | -1.55% | 11.85% | 12.28% |
| Tata India Consumer Fund Regular-Growth |
₹2,723 | 4.89% | -2.01% | 3.08% | 13.41% | 12.24% |
| Tata India Consumer Fund Regular-IDCW |
₹2,723 | 4.89% | -2.01% | 3.08% | 13.41% | 12.24% |
| Nippon India Consumption Fund Direct-Growth |
₹2,255 | 5.81% | -4.66% | -4.64% | 10.38% | 11.89% |
| Nippon India Consumption Fund Direct-IDCW |
₹2,255 | 5.81% | -4.66% | -4.64% | 10.38% | 11.89% |
| ICICI Prudential Bharat Consumption Fund Direct-Growth |
₹3,049 | 6.36% | -3.56% | -3.42% | 10.28% | 11.79% |
| ICICI Prudential Bharat Consumption Fund Direct-IDCW |
₹3,049 | 6.36% | -3.56% | -3.42% | 10.28% | 11.79% |
View More
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from WhiteOak Capital Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Whiteoak Capital Consumption Opportunities Fund Regular-Growth
|
₹143 | 5.59% | -1.28% | 7.85% | - | - |
growth is based on 1-month returns of the fundsWhiteoak Capital Consumption Opportunities Fund Direct-Growth Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Pro Tip
Top 25% of investors consistently generate more than 12% return
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I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Consumption Fund Regular-Growth |
₹5,697 | ₹207.11 | 8.52% | 7.90% | 12.62% |
| Aditya Birla Sun Life Consumption Direct Fund-Growth |
₹5,697 | ₹240.03 | 9.67% | 9.09% | 13.90% |
| Aditya Birla Sun Life Consumption Fund Regular-IDCW |
₹5,697 | ₹35.93 | 8.52% | 7.90% | 12.62% |
| Aditya Birla Sun Life Consumption Direct Fund-IDCW |
₹5,697 | ₹46.18 | 9.67% | 9.09% | 13.90% |
| Mirae Asset Great Consumer Fund Regular-Growth |
₹4,455 | ₹93.35 | 10.28% | 10.65% | 14.50% |
| Mirae Asset Great Consumer Fund Direct-Growth |
₹4,455 | ₹113.30 | 11.85% | 12.28% | 16.20% |
| Mirae Asset Great Consumer Fund Direct-IDCW |
₹4,455 | ₹68.03 | 11.85% | 12.28% | 16.20% |
| Mirae Asset Great Consumer Fund Regular-IDCW |
₹4,455 | ₹26.15 | 10.28% | 10.65% | 14.50% |
| ICICI Prudential Bharat Consumption Fund Direct-Growth |
₹3,049 | ₹27.09 | 10.28% | 11.79% | - |
| ICICI Prudential Bharat Consumption Fund-Growth |
₹3,049 | ₹24.93 | 9.30% | 10.81% | - |
View More
Top funds are based on Fund AUM
Whiteoak Capital Consumption Opportunities Fund Direct-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | 7.59% | ₹10.63 Cr |
| Bharti Airtel Ltd | Technology | 7.59% | ₹10.63 Cr |
| Bharti Airtel Ltd | Technology | 7.59% | ₹10.63 Cr |
| Bharti Airtel Ltd | Technology | 7.59% | ₹10.63 Cr |
| Bharti Airtel Ltd | Technology | 7.59% | ₹10.63 Cr |
| Bharti Airtel Ltd | Technology | 7.32% | ₹10.45 Cr |
| Bharti Airtel Ltd | Technology | 7.32% | ₹10.45 Cr |
| Bharti Airtel Ltd | Technology | 7.32% | ₹10.45 Cr |
| Bharti Airtel Ltd | Technology | 7.32% | ₹10.45 Cr |
| Nestle India Ltd | Consumer Staples | 7.16% | ₹10.23 Cr |
| Nestle India Ltd | Consumer Staples | 7.16% | ₹10.23 Cr |
| Nestle India Ltd | Consumer Staples | 7.16% | ₹10.23 Cr |
| Nestle India Ltd | Consumer Staples | 7.16% | ₹10.23 Cr |
| Zomato Ltd | Technology | 7.09% | ₹10.13 Cr |
| Zomato Ltd | Technology | 7.09% | ₹10.13 Cr |
| Zomato Ltd | Technology | 7.09% | ₹10.13 Cr |
| Zomato Ltd | Technology | 7.09% | ₹10.13 Cr |
| Nestle India Ltd | Consumer Staples | 7.06% | ₹9.89 Cr |
| Nestle India Ltd | Consumer Staples | 7.06% | ₹9.89 Cr |
| Nestle India Ltd | Consumer Staples | 7.06% | ₹9.89 Cr |
View More
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Tata India Consumer Fund Direct-Growth |
₹55.53 | 14.85% | 13.67% | - |
| Tata India Consumer Fund Direct-IDCW |
₹53.82 | 14.85% | 13.67% | - |
| Mirae Asset Great Consumer Fund Direct-Growth |
₹113.30 | 11.85% | 12.28% | - |
| Mirae Asset Great Consumer Fund Direct-IDCW |
₹68.03 | 11.85% | 12.28% | - |
| Tata India Consumer Fund Regular-Growth |
₹47.48 | 13.41% | 12.24% | - |
| Tata India Consumer Fund Regular-IDCW |
₹42.08 | 13.41% | 12.24% | - |
| Nippon India Consumption Fund Direct-Growth |
₹217.54 | 10.38% | 11.89% | - |
| Nippon India Consumption Fund Direct-IDCW |
₹53.28 | 10.38% | 11.89% | - |
| ICICI Prudential Bharat Consumption Fund Direct-Growth |
₹27.09 | 10.28% | 11.79% | - |
| ICICI Prudential Bharat Consumption Fund Direct-IDCW |
₹15.58 | 10.28% | 11.79% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
Whiteoak Capital Consumption Opportunities Fund Direct-Growth
What is the current AUM of Whiteoak Capital Consumption Opportunities Fund Direct-Growth?
As of Wed Sep 30, 2026, Whiteoak Capital Consumption Opportunities Fund Direct-Growth manages assets worth ₹142.8 crore
How has Whiteoak Capital Consumption Opportunities Fund Direct-Growth performed recently?
- 3 Months: -0.88%
- 6 Months: 8.74%
What is the long-term performance of Whiteoak Capital Consumption Opportunities Fund Direct-Growth?
- Since Inception: 5.10%
What is the portfolio composition of Whiteoak Capital Consumption Opportunities Fund Direct-Growth?
Equity: 96.01%, Debt: 6.84%, Others: -5.67%.
What is the market-cap allocation of Whiteoak Capital Consumption Opportunities Fund Direct-Growth?
Large Cap: 51.15%, Mid Cap: 14.29%, Small Cap: 34.56%.
Which are the top companies Whiteoak Capital Consumption Opportunities Fund Direct-Growth has invested in?
- Bharti Airtel Ltd – 7.59% of the fund's portfolio
- Bharti Airtel Ltd – 7.59% of the fund's portfolio
- Bharti Airtel Ltd – 7.59% of the fund's portfolio
- Bharti Airtel Ltd – 7.59% of the fund's portfolio
- Bharti Airtel Ltd – 7.59% of the fund's portfolio
Which are the major sectors Whiteoak Capital Consumption Opportunities Fund Direct-Growth focuses on?
- Technology – 95.60% of the fund's portfolio
- Consumer Staples – 49.84% of the fund's portfolio
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