Fund Overview

NAV (21 Apr 26)

9.65

AUM (in Cr)

-

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
WhiteOak Capital Consumption Opportunities Fund
7.09
Sectoral/Thematic
8.51
3.10
-1.28
8.82
16.37
13.59

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
% 2.36
Benchmark
-
AUM
-
Inception Date
20 Jan 2026
Turnover Ratio
-
Exit Load
In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 1 month from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment.
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