White Oak Capital - Consumption Opportunities Fund · Regular · Growth
NAV
₹9.8400
as of 17 Jun 2026
Expense Ratio
2.35%
AUM
₹50 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- -1.60%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +12.89%
Returns calculated from 20 January 2026 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
This fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
ICICI Prudential Infrastructure Fund · Regular · Growth
SBI PSU Fund · Regular · Growth
LIC MF Infrastructure Fund · Regular · Growth
SIP since inception — what ₹100/month became
Real NAV backtest from day one
₹500
Invested
₹503
Value today
2.9%
XIRR (p.a.)
₹100/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹100 lumpsum at launch — value today
Invested on the fund's first NAV date
₹100
Invested
₹95
Value today
-12.2%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹6,13,596
Value today
+7.6%
vs lumpsum
STP beat direct lumpsum by 7.6% — reduced timing risk paid off
Model your own STP with real NAVPerformance Comparison
Thinking about White Oak Capital - Consumption Opportunities Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Available transactions
Investment Objective
White Oak Capital - Consumption Opportunities Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
White Oak Capital - Consumption Opportunities Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹50.4 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.35%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations