Fund Overview

NAV (19 Jun 26)

9.93

AUM (in Cr)

-

3 Months Returns

% 8.47

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
WhiteOak Capital Consumption Opportunities Fund
3.57
8.47
Sectoral/Thematic
3.71
12.35
2.43
7.35
17.39
15.39

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

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