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Mutual Funds

WhiteOak Capital Consumption Opportunities Fund

Wh

WhiteOak Capital Consumption Opportunities Fund

Thematic-Consumption
Not Rated

NAV (2026-07-14)

10.14

AUM

₹119.32 Cr

Exp. Ratio: 2.75%

RISK LEVEL

Very High

Returns & Performance

1 Year----
3 Year----
5 Year----
Since Launch1.40%--

Fund vs Category Average

Pros & Cons

Pros

Outperforms category avg on 1Y returns
No lock-in period

Cons

3Y returns below category average
Higher expense ratio (2.75%)
ISININF03VN01AE1
NAV₹10.14
NAV Date2026-07-14
AUM₹119.32 Cr
Expense Ratio2.75%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Piyush Baranwal

Mr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA.

Prior to joining WhiteOak Capital Mutual Fund he has worked with BOI AXA, Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).

Top Holdings

Holdings data not available for this scheme