- Home
- Mutual Funds
- WhiteOak Capital Mutual Fund
- Whiteoak Capital Consumption Opportunities Fund Regular - Growth
Fund Overview of Whiteoak Capital Consumption Opportunities Fund Regular - Growth
-
₹8.80NAV
-
2.36%Expense Ratio
-
EquityFund Category
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.
Asset Allocation
equities
94.22%debt instruments
6.33%Whiteoak Capital Consumption Opportunities Fund Regular - 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. The expense ratio stands at 2.36%.About Whiteoak Capital Consumption Opportunities Fund Regular - Growth
The portfolio allocation consists of 94.22% in equities, 6.33% in debt instruments.it has delivered a return of 0.00% in the last year, a total return since inception of -11.98%.
To make informed investment decisions it helps to also review best sip in india suited to long-term goals.
Fund Details
|
|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Bharat Consumption Fund Direct - Growth  |
₹3,200 | -9.40% | -13.44% | -4.22% | 13.63% | 14.22% |
| Canara Robeco Consumer Trends Fund Direct-growth |
₹1,912 | -10.92% | -14.46% | -4.78% | 14.01% | 13.26% |
| ICICI Prudential Bharat Consumption Fund - Growth |
₹3,200 | -9.45% | -13.60% | -5.04% | 12.66% | 13.15% |
| Aditya Birla Sun Life Consumption Direct Fund-growth |
₹6,239 | -10.12% | -13.87% | -3.69% | 13.24% | 12.72% |
| Canara Robeco Consumer Trends Fund Regular-growth |
₹1,912 | -11.01% | -14.73% | -5.97% | 12.59% | 11.81% |
| Aditya Birla Sun Life Consumption Fund Regular-growth |
₹6,239 | -10.19% | -14.09% | -4.70% | 12.04% | 11.47% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y ReturnsMutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Consumption Direct Fund-growth |
₹6,239 | ₹216.93 | 13.24% | 12.72% | 15.20% |
| Aditya Birla Sun Life Consumption Fund Regular-growth |
₹6,239 | ₹188.35 | 12.04% | 11.47% | 13.90% |
| ICICI Prudential Bharat Consumption Fund Direct - Growth |
₹3,200 | ₹23.82 | 13.63% | 14.22% | - |
| ICICI Prudential Bharat Consumption Fund - Growth |
₹3,200 | ₹22.04 | 12.66% | 13.15% | - |
| Canara Robeco Consumer Trends Fund Direct-growth |
₹1,912 | ₹110.41 | 14.01% | 13.26% | 16.59% |
| Canara Robeco Consumer Trends Fund Regular-growth |
₹1,912 | ₹95.21 | 12.59% | 11.81% | 15.15% |
| ICICI Prudential Nifty India Consumption Etf - Growth |
₹64 | ₹108.76 | 14.75% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | 6.55% | ₹6.16 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 6.47% | ₹6.08 Cr |
| Titan Company Ltd | Consumer Discretionary | 6.06% | ₹5.70 Cr |
| Nestle India Ltd | Consumer Staples | 5.99% | ₹5.64 Cr |
| Zomato Ltd | Technology | 5.67% | ₹5.34 Cr |
| Others Cblo | Unspecified | 4.76% | ₹4.47 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 3.92% | ₹3.69 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 3.80% | ₹3.58 Cr |
| Nexus Select Trust | Industrials | 3.76% | ₹3.54 Cr |
| National Stock Exchange Of India Ltd Index Id | Financial | 3.33% | ₹3.13 Cr |
| Godrej Consumer Products Ltd | Consumer Staples | 2.51% | ₹2.36 Cr |
| Interglobe Aviation Ltd | Industrials | 2.50% | ₹2.35 Cr |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | 2.11% | ₹1.98 Cr |
| Vishal Mega Mart Ltd. | Consumer Staples | 2.02% | ₹1.90 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 2.01% | ₹1.89 Cr |
| Eureka Forbes Ltd | Consumer Discretionary | 1.99% | ₹1.88 Cr |
| Ather Energy Ltd. | Consumer Discretionary | 1.99% | ₹1.87 Cr |
| Icici Bank Ltd | Financial | 1.96% | ₹1.84 Cr |
| Max Healthcare Institute Ltd | Healthcare | 1.96% | ₹1.84 Cr |
| Marico Ltd | Consumer Staples | 1.94% | ₹1.83 Cr |
| Gillette India Ltd | Consumer Staples | 1.83% | ₹1.72 Cr |
| Kotak Mahindra Bank Ltd | Financial | 1.82% | ₹1.71 Cr |
| Orkla India Ltd. | 1.61% | ₹1.52 Cr | |
| Pidilite Industries Ltd | Materials | 1.61% | ₹1.51 Cr |
| Timex Group India Ltd | Consumer Discretionary | 1.53% | ₹1.44 Cr |
| Doms Industries Ltd. | Industrials | 1.52% | ₹1.43 Cr |
| Meesho Ltd. | 1.52% | ₹1.43 Cr | |
| Schloss Bangalore Ltd. | Consumer Discretionary | 1.50% | ₹1.41 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 1.49% | ₹1.40 Cr |
| International Gemmological Institute (india) Ltd. | Consumer Discretionary | 1.47% | ₹1.38 Cr |
| Corona Remedies Ltd. | 1.45% | ₹1.36 Cr | |
| Cartrade Tech Ltd | Consumer Discretionary | 1.43% | ₹1.34 Cr |
| Britannia Industries Ltd | Consumer Staples | 1.40% | ₹1.32 Cr |
| Government Of India 35967 364 Days Tbill 07my26 Fv Rs 100 | Financial | 1.05% | ₹0.99 Cr |
| Jyothy Labs Ltd | Consumer Staples | 1.05% | ₹0.99 Cr |
| Travel Food Services Ltd. | Consumer Discretionary | 0.99% | ₹0.93 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 0.98% | ₹0.92 Cr |
| Indigo Paints Ltd | Materials | 0.97% | ₹0.91 Cr |
| Honasa Consumer Ltd. | Consumer Staples | 0.97% | ₹0.91 Cr |
| Arvind Fashions Ltd | Consumer Discretionary | 0.96% | ₹0.91 Cr |
| Vedant Fashions Ltd | Consumer Discretionary | 0.92% | ₹0.87 Cr |
| Tbo Tek Ltd. | Consumer Discretionary | 0.87% | ₹0.82 Cr |
| Campus Activewear Ltd | Consumer Discretionary | 0.73% | ₹0.68 Cr |
| Heritage Foods Ltd | Consumer Staples | 0.58% | ₹0.54 Cr |
| Dodla Dairy Ltd | Consumer Staples | 0.57% | ₹0.54 Cr |
| Government Of India 37086 091 Days Tbill 22my26 Fv Rs 100 | Financial | 0.53% | ₹0.49 Cr |
| Hindustan Unilever Ltd Futures | Consumer Staples | 0.37% | ₹0.35 Cr |
| Mahindra & Mahindra Ltd Futures | Consumer Discretionary | 0.36% | ₹0.34 Cr |
| Zomato Ltd | Technology | 0.32% | ₹0.30 Cr |
| Maruti Suzuki India Ltd Futures | Consumer Discretionary | 0.32% | ₹0.30 Cr |
| Bharti Airtel Ltd Futures | Technology | 0.29% | ₹0.27 Cr |
| Net Payables | Unspecified | -4.32% | ₹-4.06 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Bharat Consumption Fund Direct - Growth |
₹23.82 | 13.63% | 14.22% | - |
| Canara Robeco Consumer Trends Fund Direct-growth |
₹110.41 | 14.01% | 13.26% | - |
| ICICI Prudential Bharat Consumption Fund - Growth |
₹22.04 | 12.66% | 13.15% | - |
| Aditya Birla Sun Life Consumption Direct Fund-growth |
₹216.93 | 13.24% | 12.72% | - |
| Canara Robeco Consumer Trends Fund Regular-growth |
₹95.21 | 12.59% | 11.81% | - |
| Aditya Birla Sun Life Consumption Fund Regular-growth |
₹188.35 | 12.04% | 11.47% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Whiteoak Capital Consumption Opportunities Fund Regular - Growth
What is the portfolio composition of Whiteoak Capital Consumption Opportunities Fund Regular - Growth?
Equity: 94.22%, Debt: 6.33%, Others: -4.32%.
What is the market-cap allocation of Whiteoak Capital Consumption Opportunities Fund Regular - Growth?
Large Cap: 60.19%, Mid Cap: 6.14%, Small Cap: 33.66%.
Which are the top companies Whiteoak Capital Consumption Opportunities Fund Regular - Growth has invested in?
- Bharti Airtel Ltd – 6.55% of the fund's portfolio
- Mahindra & Mahindra Ltd – 6.47% of the fund's portfolio
- Titan Company Ltd – 6.06% of the fund's portfolio
- Nestle India Ltd – 5.99% of the fund's portfolio
- Zomato Ltd – 5.67% of the fund's portfolio
Which are the major sectors Whiteoak Capital Consumption Opportunities Fund Regular - Growth focuses on?
- Consumer Discretionary – 32.50% of the fund's portfolio
- Consumer Staples – 24.53% of the fund's portfolio
- Technology – 12.83% of the fund's portfolio
- Financial – 8.68% of the fund's portfolio
- Industrials – 7.79% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
