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Sectoral / Thematicregulargrowth📊 NIFTY 500 TRI(SEBI default)

WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth

WhiteOak Capital Mutual Fund

₹9.6030

₹0.11 (-1.11%)

NAV as of 29 May 2026

Option:Growth₹₹9.6030Growth₹₹9.6500
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Today's NAV — all variants

Regular · Growth

₹₹9.6030

₹0.11 (-1.11%)

29 May 2026

AMFI: 154162

Direct · Growth

₹₹9.6500

₹0.11 (-1.11%)

29 May 2026

AMFI: 154161

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-2.07%
1 Month+0.06%
3 Months-3.17%
6 Months—
1 Year—
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Jan 2026)-4.93%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP—
3 Year SIP—
5 Year SIP—
Since Inception (Jan 2026)-2.42%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹400

Invested

₹406

Value today

8.5%

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

₹96

Value today

-10.8%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹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

₹6,14,577

Value today

+6.7%

vs lumpsum

STP beat direct lumpsum by 6.7% — reduced timing risk paid off

Model your own STP with real NAV

This fund trailed its benchmark

Top performers in Sectoral / Thematic by 5Y CAGR

#1

DSP India T.I.G.E.R. Fund - Regular Plan - Growth

+24.40% (5Y)
#2

ICICI Prudential Infrastructure Fund - Growth

+24.33% (5Y)
#3

SBI PSU Fund - REGULAR PLAN -Growth

+24.27% (5Y)
View all Sectoral / Thematic funds

Fund Details

Fund HouseWhiteOak Capital Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹50.4 Cr
Expense Ratio2.35%
Min SIP₹100
Min Lumpsum₹100
BenchmarkNIFTY 500 TRI ✓
Launch Date20 Jan 2026
AMFI Code154162

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

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Investment Objective

WhiteOak Capital Consumption Opportunities Fund Regular Plan 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

WhiteOak Capital Consumption Opportunities Fund Regular Plan 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