WhiteOak Capital Consumption Opportunities Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is MAHINDRA AND MAHINDRA LTD with a portfolio weight of 7.55% .
The fund currently owns more than 48 stocks.
The top 10 holdings account for 51.90% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.70% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Consumer Discretionary |
7.55%
|
|
| 2 | Food Processing & Packaging |
7.38%
|
|
| 3 | Communication Services |
7.21%
|
|
| 4 | E-Commerce/E-Retail |
6.50%
|
|
| 5 |
5.43%
|
||
| 6 | Consumer Discretionary |
5.33%
|
|
| 7 | Consumer Discretionary |
3.88%
|
|
| 8 | Real Estate Investment Trusts (REIT) |
2.99%
|
|
| 9 | Consumer Staples |
2.96%
|
|
| 10 | Consumer Discretionary |
2.67%
|
|
| 11 | Retail - Departmental Stores |
2.51%
|
|
| 12 | Hospitals & Medical Services |
2.45%
|
AMC: WHITEOAKCAPITAL
Category: Equity • Sectoral/Thematic
Launch Date: 20 Jan 2026
Fund Manager: Mr. Ramesh Mantri
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Moderate Risk
WhiteOak Capital Consumption Opportunities Fund - Direct Plan is managed by WHITEOAKCAPITAL and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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