Aeterna Wealth
Sectoral/Thematic · Direct plan · Growth

WhiteOak Capital Consumption Opportunities Fund (Direct)

WhiteOak Capital Mutual Fund · benchmark Nifty India Consumption TRI · 0.7 years old · AMFI code 154161

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Track-record rating

Not rated yet: a rating needs at least 3 years of history (1 year for index funds).

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months8.7%3.7%+5.0%4 / 25
1 year––––
3 years (a year)––––
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Portfolio

Bharti Airtel Limited7.8%
Nestle India Limited7.6%
Eternal Limited7.5%
Mahindra & Mahindra Limited6.4%
Titan Company Limited4.9%
TIMEX GROUP INDIA LIMITED3.5%
Maruti Suzuki India Limited3.4%
Marico Limited2.8%
Indigo Paints Limited2.4%
Vishal Mega Mart Limited2.3%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of WhiteOak Capital Consumption Opportunities Fund (Direct plan)?

₹10.51 on 5 Nov 2026 (Growth option).

What is the expense ratio of WhiteOak Capital Consumption Opportunities Fund (Direct)?

1.08% a year; the Regular plan's is 2.74%.

What does WhiteOak Capital Consumption Opportunities Fund invest in?

Its largest holdings are Bharti Airtel Limited, Nestle India Limited, Eternal Limited, with 43 stocks in all (September 2026 portfolio).

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from WhiteOak Capital Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.