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WhiteOak Capital Consumption Opportunities Fund-Reg Growth

Last Updated NAV Date: 30 Sep 2026

3 Year Returns

N/A

NAV (₹)

9.9170

1 Day NAV Change

-0.72%

WhiteOak Capital Consumption Opportunities Fund-Reg Growth is a scheme from WhiteOak Capital Mutual Fund AMC, launched on 10 Feb 2026 and currently managing ₹ 140.01 Cr in assets. It sits in the very high risk category on the riskometer, with a minimum SIP of ₹100 and a lump sum of ₹500. The sections below cover its latest NAV, historical returns, portfolio holdings, and expense ratio.

No chart data available for this period.

WhiteOak Capital Consumption Opportunities Fund-Reg Growth Fund Details

Min. SIP Amount₹ 100
Min. Lumpsum Amount₹ 500
AUM₹ 140.01 Cr
Expense Ratio2.77%
Lock-in PeriodNo Lock-in Period
Inception Date10 Feb 2026
Fund Age0 Yrs

Exit Load

Nil

Fund’s Investment Objective

To provide long-term capital appreciation by investing predominantly in equity and 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. There is no assurance that the investment objective of the Scheme will be achieved.

Calculate Your Mutual Fund Returns

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

₹4,12,432

Invested Amount

₹3,00,000

Est. Returns

₹1,12,432

Scheme’s Historical Return

1 Month Return-4.73%
3 Month Return1.02%
6 Month Return13.40%

Asset Allocation

AUM

₹140.01 Cr

Cash Holdings

4.36%

Equity

90.23%

Cash

4.36%

Debt

2.49%

Other

2.92%

WhiteOak Capital Consumption Opportunities Fund-Reg Growth Sector Holdings

Last Updated: 31 Aug 2026
SectorsAllocationWeightageValue (in Cr.)
FMCG
21.70%₹ 30.382
Automobile
13.76%₹ 19.268
E-Commerce/App based Aggregator
9.98%₹ 13.976
Telecom-Service
8.16%₹ 11.429
Others
7.58%₹ 10.608
Diamond, Gems and Jewellery
6.62%₹ 9.266
Paints/Varnish
4.69%₹ 6.57
Consumer Durables
4.49%₹ 6.284
Retail
4.33%₹ 6.057
Healthcare
3.97%₹ 5.563

WhiteOak Capital Consumption Opportunities Fund-Reg Growth Stock Holdings

Last Updated: 31 Aug 2026
NameAllocationWeightageValue (in Cr.)Sector
Bharti Airtel
7.59%₹ 10.633Telecom-Service
Nestle India
7.06%₹ 9.885FMCG
Eternal
6.87%₹ 9.622E-Commerce/App based Aggregator
M & M
6.84%₹ 9.582Automobile
Titan Company
5.23%₹ 7.328Diamond, Gems and Jewellery
C C I
4.36%₹ 6.105Debt Others
Maruti Suzuki
3.47%₹ 4.854Automobile
Timex Group
3.20%₹ 4.475Consumer Durables
Marico
2.85%₹ 3.993FMCG
Nexus Select
2.82%₹ 3.945Debt Others

Fund Manager Details

Mr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA.Prior to joining BOI AXA, he has worked with Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011). Bachelor of Engineering, PGDBM, CFA(USA)

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

WhiteOak Capital Mutual Fund

Funds Managed

23

Assets Managed

₹ 37,389.00 Cr

Contact Details

Registered Address

Unit No. B, 1th Floor, Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai-400025

Managing Director

N/A

Chief Executive Officer

Aashish P Somaiyaa

Compliance Officer

Sampada Mohite

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

You can withdraw your investment from WhiteOak Capital Consumption Opportunities Fund-Reg Growth through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for WhiteOak Capital Consumption Opportunities Fund-Reg Growth is ₹ 500 for Lumpsum and ₹ 100 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
WhiteOak Capital Consumption Opportunities Fund-Reg Growth has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of WhiteOak Capital Consumption Opportunities Fund-Reg Growth over the past three years is N/A.
The current NAV of WhiteOak Capital Consumption Opportunities Fund-Reg Growth is 9.9170.
The Expense ratio of WhiteOak Capital Consumption Opportunities Fund-Reg Growth is 2.77%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the WhiteOak Capital Consumption Opportunities Fund-Reg Growth fund is ₹ 140.01 Cr. It represents the total assets held and managed by the fund.
The exit load for WhiteOak Capital Consumption Opportunities Fund-Reg Growth is Nil.
The fund managers of the WhiteOak Capital Consumption Opportunities Fund-Reg Growth are Piyush Baranwal, Ashish Agarwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak. However, with management's discretion, the fund manager could also change during the tenure.
WhiteOak Capital Consumption Opportunities Fund-Reg Growth was launched on 10 Feb 2026. Since then, the fund has formed an NAV (Net Asset Value) of 9.9170.

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