RM
Ramesh MantriLead
Since Feb 2026
AUM managed
₹41,869.53Cr
Tenure
Since Feb 2026
Funds
20
WhiteOak Capital Consumption Opps Reg Gr
Sector - ConsumptionWhiteOak Capital Mutual Fund
NAV
₹10.07
-1.77% today
AUM
₹131.39 Cr
Fund size
Expense
2.75%
Regular plan
Min SIP
₹100
per month
Min Lumpsum
₹500
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNIFTY India Consumption TR INR (100%)
Number of holdings51
Inception10 Feb 2026
Exit load1.0
Risk metrics
Alpha0
Beta0
Sharpe ratio0
Standard deviation0.00%
Sortino ratio0
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About WhiteOak Capital Consumption Opps Reg Gr
WhiteOak Capital Consumption Opps Reg Gr is an open-ended Sector - Consumption mutual fund scheme offered by WhiteOak Capital Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹10.07 per unit and the scheme manages ₹131.39 Cr in assets under management. The fund charges an expense ratio of 2.75% and is benchmarked against NIFTY India Consumption TR INR (100%). SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
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.
Regular Plan · Growth option · NAV as of 15 Sept 2026
WhiteOak Capital Consumption Opps Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -4.15% | -3.81% |
| 3 months | +3.24% | +6.87% |
| 6 months | +14.59% | +8.84% |
| 1 year | 0.00% | -6.13% |
| 3 years | 0.00% | +9.02% |
| 5 years | 0.00% | +10.11% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | 0.00% | -0.19% |
| 3 months | +9.63% | +7.57% |
| 6 months | +9.54% | +5.65% |
| 1 year | 0.00% | -0.05% |
| 3 years | 0.00% | +39.20% |
| 5 years | 0.00% | +77.20% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
WhiteOak Capital Consumption Opps Reg Gr — frequently asked questions
What is the NAV of WhiteOak Capital Consumption Opps Reg Gr?
The latest net asset value (NAV) of WhiteOak Capital Consumption Opps Reg Gr is ₹10.07 per unit, -1.77% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What is the expense ratio of WhiteOak Capital Consumption Opps Reg Gr?
WhiteOak Capital Consumption Opps Reg Gr charges an expense ratio of 2.75% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is WhiteOak Capital Consumption Opps Reg Gr?
SEBI's riskometer classifies WhiteOak Capital Consumption Opps Reg Gr as Very High Risk, which is typical for a Sector - Consumption scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in WhiteOak Capital Consumption Opps Reg Gr?
You can start a SIP in WhiteOak Capital Consumption Opps Reg Gr from ₹100 per month, and the minimum lumpsum investment is ₹500.
Who manages WhiteOak Capital Consumption Opps Reg Gr?
WhiteOak Capital Consumption Opps Reg Gr is managed by WhiteOak Capital Mutual Fund, holds ₹131.39 Cr in assets under management and invests across 51 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- WhiteOak Capital Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sector - Consumption
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF03VN01AE1
- Scheme code
- FS0000KJPD
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