Fund Overview of Whiteoak Capital Consumption Opportunities Fund Regular-growth
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₹103.3 CrAUM
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₹9.57NAV
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2.47%Expense Ratio
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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.
Returns of Whiteoak Capital Consumption Opportunities Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -2.32% | NA | 5.85% |
Asset Allocation
equities
95.41%debt instruments
5.76%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. It manages assets worth ₹103.3 crore as on Thu Apr 30, 2026. The expense ratio stands at 2.47%.About Whiteoak Capital Consumption Opportunities Fund Regular-growth
The portfolio allocation consists of 95.41% in equities, 5.76% in debt instruments.it has delivered a return of 0.00% in the last year, a total return since inception of -4.33%.
To make informed investment decisions it helps to also review best sip in india suited to long-term goals.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| Tata India Consumer Fund Direct-growth |
₹2,591 | 4.13% | 2.90% | 2.86% | 17.49% | 16.79% |
| Tata India Consumer Fund Direct-idcw |
₹2,591 | 4.13% | 2.90% | 2.86% | 17.49% | 16.79% |
| Nippon India Consumption Fund Direct-growth |
₹2,443 | 1.29% | -3.26% | -5.76% | 13.45% | 16.50% |
| Nippon India Consumption Fund Direct-idcw |
₹2,443 | 1.29% | -3.26% | -5.76% | 13.45% | 16.50% |
| SBI Consumption Opportunities Fund Direct-growth |
₹2,933 | -0.26% | -3.35% | -7.19% | 10.74% | 15.91% |
| SBI Consumption Opportunities Fund Direct-idcw |
₹2,933 | -0.26% | -3.35% | -7.19% | 10.74% | 15.91% |
| ICICI Prudential Bharat Consumption Fund Direct-growth |
₹3,065 | 1.69% | -2.56% | -1.89% | 14.03% | 15.69% |
| ICICI Prudential Bharat Consumption Fund Direct-idcw |
₹3,065 | 1.69% | -2.56% | -1.89% | 14.03% | 15.69% |
| Mirae Asset Great Consumer Fund Direct-growth |
₹4,455 | 0.22% | -4.18% | -2.32% | 13.65% | 15.60% |
| Mirae Asset Great Consumer Fund Direct-idcw |
₹4,455 | 0.22% | -4.18% | -2.32% | 13.65% | 15.60% |
More funds from WhiteOak Capital Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Whiteoak Capital Consumption Opportunities Fund Direct-growth
|
₹103 | 1.97% | -1.92% | - | - | - |
Mutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Consumption Fund Regular-growth |
₹5,996 | ₹199.33 | 10.80% | 12.39% | 13.79% |
| Aditya Birla Sun Life Consumption Direct Fund-growth |
₹5,996 | ₹229.92 | 11.98% | 13.65% | 15.09% |
| Aditya Birla Sun Life Consumption Fund Regular-idcw |
₹5,996 | ₹37.16 | 10.80% | 12.39% | 13.79% |
| Aditya Birla Sun Life Consumption Direct Fund-idcw |
₹5,996 | ₹47.54 | 11.98% | 13.65% | 15.09% |
| Mirae Asset Great Consumer Fund Direct-growth |
₹4,455 | ₹105.06 | 13.65% | 15.60% | 17.00% |
| Mirae Asset Great Consumer Fund Regular-growth |
₹4,455 | ₹87.14 | 12.04% | 13.90% | 15.29% |
| Mirae Asset Great Consumer Fund Regular-idcw |
₹4,455 | ₹24.41 | 12.04% | 13.90% | 15.29% |
| Mirae Asset Great Consumer Fund Direct-idcw |
₹4,455 | ₹63.08 | 13.65% | 15.60% | 17.00% |
| ICICI Prudential Bharat Consumption Fund Direct-growth |
₹3,065 | ₹25.91 | 14.03% | 15.69% | - |
| ICICI Prudential Bharat Consumption Fund-growth |
₹3,065 | ₹23.94 | 13.01% | 14.62% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | 7.61% | ₹7.86 Cr |
| Nestle India Ltd | Consumer Staples | 7.60% | ₹7.85 Cr |
| Bharti Airtel Ltd | Technology | 7.76% | ₹6.77 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 6.07% | ₹6.27 Cr |
| Bharti Airtel Ltd | Technology | 6.55% | ₹6.16 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 6.47% | ₹6.08 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 6.54% | ₹5.70 Cr |
| Titan Company Ltd | Consumer Discretionary | 6.06% | ₹5.70 Cr |
| Nestle India Ltd | Consumer Staples | 5.99% | ₹5.64 Cr |
| Zomato Ltd | Technology | 5.39% | ₹5.57 Cr |
| Titan Company Ltd | Consumer Discretionary | 5.20% | ₹5.37 Cr |
| Zomato Ltd | Technology | 5.67% | ₹5.34 Cr |
| Zomato Ltd | Technology | 6.03% | ₹5.26 Cr |
| Nestle India Ltd | Consumer Staples | 5.83% | ₹5.08 Cr |
| Titan Company Ltd | Consumer Discretionary | 5.55% | ₹4.84 Cr |
| Others Cblo | Unspecified | 4.76% | ₹4.47 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 4.52% | ₹3.94 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 3.73% | ₹3.85 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 3.92% | ₹3.69 Cr |
| Nexus Select Trust | Industrials | 3.54% | ₹3.65 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 3.80% | ₹3.58 Cr |
| Nexus Select Trust | Industrials | 3.76% | ₹3.54 Cr |
| Others Cblo | Unspecified | 3.34% | ₹3.45 Cr |
| Nexus Select Trust | Industrials | 3.78% | ₹3.30 Cr |
| National Stock Exchange Of India Ltd Index Id | Financial | 3.33% | ₹3.13 Cr |
| Vishal Mega Mart Ltd. | Consumer Staples | 2.84% | ₹2.93 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 3.32% | ₹2.89 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 2.59% | ₹2.68 Cr |
| Vishal Mega Mart Ltd. | Consumer Staples | 2.90% | ₹2.53 Cr |
| Gillette India Ltd | Consumer Staples | 2.41% | ₹2.49 Cr |
| Godrej Consumer Products Ltd | Consumer Staples | 2.51% | ₹2.36 Cr |
| Interglobe Aviation Ltd | Industrials | 2.50% | ₹2.35 Cr |
| Jyothy Labs Ltd | Consumer Staples | 2.02% | ₹2.09 Cr |
| Eureka Forbes Ltd | Consumer Discretionary | 2.01% | ₹2.07 Cr |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | 1.99% | ₹2.06 Cr |
| Timex Group India Ltd | Consumer Discretionary | 1.98% | ₹2.04 Cr |
| Max Healthcare Institute Ltd | Healthcare | 1.98% | ₹2.04 Cr |
| Indigo Paints Ltd | Materials | 1.97% | ₹2.04 Cr |
| Marico Ltd | Consumer Staples | 1.97% | ₹2.03 Cr |
| Schloss Bangalore Ltd. | Consumer Discretionary | 1.93% | ₹2.00 Cr |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | 2.11% | ₹1.98 Cr |
| Max Healthcare Institute Ltd | Healthcare | 2.27% | ₹1.98 Cr |
| Marico Ltd | Consumer Staples | 2.21% | ₹1.93 Cr |
| Ather Energy Ltd. | Consumer Discretionary | 1.84% | ₹1.90 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 |
| Eureka Forbes Ltd | Consumer Discretionary | 2.10% | ₹1.83 Cr |
| Godrej Consumer Products Ltd | Consumer Staples | 1.77% | ₹1.83 Cr |
| Marico Ltd | Consumer Staples | 1.94% | ₹1.83 Cr |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | 2.09% | ₹1.82 Cr |
| Kansai Nerolac Paints Ltd | Materials | 1.76% | ₹1.82 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 1.70% | ₹1.76 Cr |
| Meesho Ltd. | 1.67% | ₹1.73 Cr | |
| Gillette India Ltd | Consumer Staples | 1.83% | ₹1.72 Cr |
| Gillette India Ltd | Consumer Staples | 1.96% | ₹1.71 Cr |
| Kotak Mahindra Bank Ltd | Financial | 1.82% | ₹1.71 Cr |
| Icici Bank Ltd | Financial | 1.64% | ₹1.69 Cr |
| Honasa Consumer Ltd. | Consumer Staples | 1.64% | ₹1.69 Cr |
| Godrej Consumer Products Ltd | Consumer Staples | 1.93% | ₹1.69 Cr |
| Indigo Paints Ltd | Materials | 1.93% | ₹1.68 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 1.91% | ₹1.67 Cr |
| Jb Chemicals & Pharmaceuticals Ltd | Healthcare | 1.60% | ₹1.65 Cr |
| Orkla India Ltd. | 1.60% | ₹1.65 Cr | |
| Icici Bank Ltd | Financial | 1.85% | ₹1.61 Cr |
| Corona Remedies Ltd. | 1.53% | ₹1.59 Cr | |
| International Gemmological Institute (india) Ltd. | Consumer Discretionary | 1.50% | ₹1.54 Cr |
| Ather Energy Ltd. | Consumer Discretionary | 1.76% | ₹1.53 Cr |
| Orkla India Ltd. | 1.61% | ₹1.52 Cr | |
| Orkla India Ltd. | 1.73% | ₹1.51 Cr | |
| Pidilite Industries Ltd | Materials | 1.61% | ₹1.51 Cr |
| Vedant Fashions Ltd | Consumer Discretionary | 1.45% | ₹1.49 Cr |
| Bank Nifty Index | Financial | 1.44% | ₹1.49 Cr |
| Britannia Industries Ltd | Consumer Staples | 1.44% | ₹1.49 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 | |
| Tbo Tek Ltd. | Consumer Discretionary | 1.38% | ₹1.43 Cr |
| International Gemmological Institute (india) Ltd. | Consumer Discretionary | 1.63% | ₹1.42 Cr |
| Doms Industries Ltd. | Industrials | 1.62% | ₹1.41 Cr |
| Schloss Bangalore Ltd. | Consumer Discretionary | 1.50% | ₹1.41 Cr |
| Britannia Industries Ltd | Consumer Staples | 1.61% | ₹1.41 Cr |
| Doms Industries Ltd. | Industrials | 1.36% | ₹1.41 Cr |
| Tata Consumer Products Ltd | Consumer Staples | 1.49% | ₹1.40 Cr |
| Pidilite Industries Ltd | Materials | 1.35% | ₹1.39 Cr |
| International Gemmological Institute (india) Ltd. | Consumer Discretionary | 1.47% | ₹1.38 Cr |
| Schloss Bangalore Ltd. | Consumer Discretionary | 1.57% | ₹1.37 Cr |
| Corona Remedies Ltd. | 1.45% | ₹1.36 Cr | |
| Cartrade Tech Ltd | Consumer Discretionary | 1.43% | ₹1.34 Cr |
| Jyothy Labs Ltd | Consumer Staples | 1.53% | ₹1.34 Cr |
| Corona Remedies Ltd. | 1.53% | ₹1.33 Cr | |
| Britannia Industries Ltd | Consumer Staples | 1.40% | ₹1.32 Cr |
| Pidilite Industries Ltd | Materials | 1.49% | ₹1.30 Cr |
| Meesho Ltd. | 1.44% | ₹1.26 Cr | |
| Tata Consumer Products Ltd | Consumer Staples | 1.43% | ₹1.25 Cr |
| Timex Group India Ltd | Consumer Discretionary | 1.42% | ₹1.24 Cr |
| Cartrade Tech Ltd | Consumer Discretionary | 1.41% | ₹1.23 Cr |
| Vedant Fashions Ltd | Consumer Discretionary | 1.41% | ₹1.23 Cr |
| Bank Nifty Index | Financial | 1.39% | ₹1.22 Cr |
| Cartrade Tech Ltd | Consumer Discretionary | 1.17% | ₹1.21 Cr |
| Interglobe Aviation Ltd | Industrials | 1.22% | ₹1.06 Cr |
| Honasa Consumer Ltd. | Consumer Staples | 1.20% | ₹1.05 Cr |
| Varun Beverages Ltd | Consumer Staples | 1.01% | ₹1.05 Cr |
| Others Cblo | Unspecified | 1.15% | ₹1.00 Cr |
| Government Of India 35967 364 Days Tbill 07my26 Fv Rs 100 | Financial | 0.97% | ₹1.00 Cr |
| Government Of India 35967 364 Days Tbill 07my26 Fv Rs 100 | Financial | 1.14% | ₹0.99 Cr |
| Tbo Tek Ltd. | Consumer Discretionary | 1.14% | ₹0.99 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 | 1.09% | ₹0.95 Cr |
| Travel Food Services Ltd. | Consumer Discretionary | 0.92% | ₹0.95 Cr |
| Travel Food Services Ltd. | Consumer Discretionary | 0.99% | ₹0.93 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 0.98% | ₹0.92 Cr |
| Interglobe Aviation Ltd | Industrials | 0.89% | ₹0.92 Cr |
| Indigo Paints Ltd | Materials | 0.97% | ₹0.91 Cr |
| Arvind Fashions Ltd | Consumer Discretionary | 0.88% | ₹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 |
| Arvind Fashions Ltd | Consumer Discretionary | 0.95% | ₹0.83 Cr |
| Tbo Tek Ltd. | Consumer Discretionary | 0.87% | ₹0.82 Cr |
| Campus Activewear Ltd | Consumer Discretionary | 0.77% | ₹0.80 Cr |
| Dodla Dairy Ltd | Consumer Staples | 0.73% | ₹0.75 Cr |
| Campus Activewear Ltd | Consumer Discretionary | 0.81% | ₹0.71 Cr |
| Campus Activewear Ltd | Consumer Discretionary | 0.73% | ₹0.68 Cr |
| Dodla Dairy Ltd | Consumer Staples | 0.76% | ₹0.67 Cr |
| Heritage Foods Ltd | Consumer Staples | 0.59% | ₹0.61 Cr |
| Nestle India Ltd Futures | Consumer Staples | 0.57% | ₹0.58 Cr |
| Heritage Foods Ltd | Consumer Staples | 0.58% | ₹0.54 Cr |
| Dodla Dairy Ltd | Consumer Staples | 0.57% | ₹0.54 Cr |
| Heritage Foods Ltd | Consumer Staples | 0.57% | ₹0.50 Cr |
| Government Of India 37086 091 Days Tbill 22my26 Fv Rs 100 | Financial | 0.48% | ₹0.50 Cr |
| Government Of India 36789 182 Days Tbill 04ju26 Fv Rs 100 | Financial | 0.48% | ₹0.50 Cr |
| Government Of India 37175 091 Days Tbill 04ju26 Fv Rs 100 | Financial | 0.48% | ₹0.50 Cr |
| Government Of India 37086 091 Days Tbill 22my26 Fv Rs 100 | Financial | 0.57% | ₹0.50 Cr |
| Government Of India 36789 182 Days Tbill 04ju26 Fv Rs 100 | Financial | 0.57% | ₹0.50 Cr |
| Government Of India 37175 091 Days Tbill 04ju26 Fv Rs 100 | Financial | 0.57% | ₹0.50 Cr |
| Government Of India 37086 091 Days Tbill 22my26 Fv Rs 100 | Financial | 0.53% | ₹0.49 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 0.54% | ₹0.47 Cr |
| Safari Industries (india) Ltd | Consumer Discretionary | 0.45% | ₹0.47 Cr |
| Hindustan Unilever Ltd Futures | Consumer Staples | 0.37% | ₹0.35 Cr |
| Mahindra & Mahindra Ltd Futures | Consumer Discretionary | 0.36% | ₹0.34 Cr |
| Hindustan Unilever Ltd Futures | Consumer Staples | 0.33% | ₹0.34 Cr |
| Mahindra & Mahindra Ltd Futures | Consumer Discretionary | 0.30% | ₹0.31 Cr |
| Hindustan Unilever Ltd Futures | Consumer Staples | 0.35% | ₹0.31 Cr |
| Zomato Ltd | Technology | 0.29% | ₹0.30 Cr |
| Zomato Ltd | Technology | 0.32% | ₹0.30 Cr |
| Maruti Suzuki India Ltd Futures | Consumer Discretionary | 0.32% | ₹0.30 Cr |
| Mahindra & Mahindra Ltd Futures | Consumer Discretionary | 0.34% | ₹0.30 Cr |
| Zomato Ltd | Technology | 0.32% | ₹0.28 Cr |
| Bharti Airtel Ltd Futures | Technology | 0.26% | ₹0.27 Cr |
| Bharti Airtel Ltd Futures | Technology | 0.29% | ₹0.27 Cr |
| Maruti Suzuki India Ltd Futures | Consumer Discretionary | 0.26% | ₹0.27 Cr |
| Bharti Airtel Ltd Futures | Technology | 0.29% | ₹0.26 Cr |
| Maruti Suzuki India Ltd Futures | Consumer Discretionary | 0.28% | ₹0.25 Cr |
| Net Payables | Unspecified | -1.32% | ₹-1.15 Cr |
| Net Payables | Unspecified | -4.32% | ₹-4.06 Cr |
| Net Payables | Unspecified | -4.70% | ₹-4.85 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Tata India Consumer Fund Direct-growth |
₹51.22 | 17.49% | 16.79% | - |
| Tata India Consumer Fund Direct-idcw |
₹49.64 | 17.49% | 16.79% | - |
| Nippon India Consumption Fund Direct-growth |
₹207.76 | 13.45% | 16.50% | - |
| Nippon India Consumption Fund Direct-idcw |
₹50.89 | 13.45% | 16.50% | - |
| SBI Consumption Opportunities Fund Direct-growth |
₹326.92 | 10.74% | 15.91% | - |
| SBI Consumption Opportunities Fund Direct-idcw |
₹230.15 | 10.74% | 15.91% | - |
| ICICI Prudential Bharat Consumption Fund Direct-growth |
₹25.91 | 14.03% | 15.69% | - |
| ICICI Prudential Bharat Consumption Fund Direct-idcw |
₹16.63 | 14.03% | 15.69% | - |
| Mirae Asset Great Consumer Fund Direct-growth |
₹105.06 | 13.65% | 15.60% | - |
| Mirae Asset Great Consumer Fund Direct-idcw |
₹63.08 | 13.65% | 15.60% | - |
Frequently Asked Questions
Whiteoak Capital Consumption Opportunities Fund Regular-growth
What is the current AUM of Whiteoak Capital Consumption Opportunities Fund Regular-growth?
As of Thu Apr 30, 2026, Whiteoak Capital Consumption Opportunities Fund Regular-growth manages assets worth ₹103.3 crore
What is the portfolio composition of Whiteoak Capital Consumption Opportunities Fund Regular-growth?
Equity: 95.41%, Debt: 5.76%, Others: -4.70%.
What is the market-cap allocation of Whiteoak Capital Consumption Opportunities Fund Regular-growth?
Large Cap: 53.84%, Mid Cap: 7.13%, Small Cap: 39.04%.
Which are the top companies Whiteoak Capital Consumption Opportunities Fund Regular-growth has invested in?
- Bharti Airtel Ltd – 7.61% of the fund's portfolio
- Nestle India Ltd – 7.60% of the fund's portfolio
- Bharti Airtel Ltd – 7.76% of the fund's portfolio
- Mahindra & Mahindra Ltd – 6.07% of the fund's portfolio
- Bharti Airtel Ltd – 6.55% of the fund's portfolio
Which are the major sectors Whiteoak Capital Consumption Opportunities Fund Regular-growth focuses on?
- Consumer Discretionary – 97.40% of the fund's portfolio
- Consumer Staples – 79.35% of the fund's portfolio
- Technology – 40.79% of the fund's portfolio
- Financial – 20.27% of the fund's portfolio
- Industrials – 20.20% of the fund's portfolio
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^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.





