White Oak Capital - Consumption Opportunities Fund · Direct · Growth
NAV
₹10.0210
as of 30 Sept 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +0.21%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +4.68%
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 —.
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Retailing16.93%
- Consumer Durables15.99%
- Automobiles12.80%
- Food Products9.87%
- Telecom - Services7.59%
- Agricultural Food & other Products4.68%
- Personal Products4.08%
- Leisure Services3.81%
- Healthcare Services3.70%
- Pharmaceuticals & Biotechnology3.19%
- Chemicals & Petrochemicals1.72%
- Household Products1.54%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth
- 1Bharti Airtel Limited7.59%
- 2Nestle India Limited7.06%
- 3Eternal Limited6.87%
- 4Mahindra & Mahindra Limited6.84%
- 5Titan Company Limited5.23%
- 6Maruti Suzuki India Limited3.47%
- 7Timex Group India Limited3.20%
- 8Marico Limited2.85%
- 9Nexus Select Trust - Reit2.82%
- 10Ather Energy Limited2.49%
What this fund does
White Oak Capital - Consumption Opportunities Fund · Direct · 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 · Direct · Growth is a Sectoral / Thematic mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 0 years.