Fund Overview

NAV (09 Jun 26)

9.54

AUM (in Cr)

-

3 Months Returns

% 2.57

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
WhiteOak Capital Consumption Opportunities Fund
-3.30
2.57
Sectoral/Thematic
-2.02
5.34
-0.28
1.55
13.56
11.28

Scheme Information

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.

Expense Ratio
% 2.47
Benchmark
-
AUM
-
Inception Date
20 Jan 2026
Turnover Ratio
-
Exit Load
Nil
Asset Class
Equity

Total AUM

₹ 33023.59

No. of Schemes under this AMC

19

Phone

69187607

Email

customerservice@whiteoakinvestors.com

Incorporation Date

7/3/2018

Address

Unit No. B4, 6th Floor, Cnergy,, Appasaheb Marathe Marg,, Prabhadevi,

Mumbai - 400025

Connect with an
Expertquotes
Personalized investment strategies from leading experts