WhiteOak Capital Consumption Opp Fund
The scheme seeks 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.
Growthvine rating: 1/5 — ranked #165 of 186 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹9.53 (as of 2026-10-23) |
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| AUM | ₹140 Cr |
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| Expense ratio | 2.10% |
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| Riskometer | Very High |
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| Fund manager | Ramesh Mantri |
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| Exit load | 0 |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −13.81% |
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| Alpha | 0 |
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| Beta | 0 |
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Market cap allocation
| Large cap | 49.5% |
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| Mid cap | 13.9% |
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| Small cap | 36.6% |
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Concentration
| Top 5 holdings | 34.2% |
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| Top 10 holdings | 49.2% |
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| Total holdings | 44 |
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Top holdings
- Bharti Airtel Ltd. — 7.8%
- Nestle India Ltd. — 7.6%
- Eternal Limited — 7.5%
- Mahindra & Mahindra Ltd. — 6.4%
- Titan Company Limited — 4.9%
- Clearing Corporation of India Ltd — 4.5%
- Timex Group India Ltd — 3.5%
- Maruti Suzuki India Ltd. — 3.4%
- Nexus Select Trust — 2.9%
- Marico Limited — 2.8%
Top sectors
- Retail — 21.9%
- Consumer Durables — 17.4%
- Food Beverage & Tobacco — 11.0%
Calendar-year track record
No calendar-year history.