WhiteOak Capital Consumption Opportunities Fund
Open in live screener →Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -2.61% | -6.31% | -5.93% | -0.02% | – | – | – | – | – |
NAV history
About this fund
WhiteOak Capital Consumption Opportunities Fund is a sectoral/thematic equity fund offered by WhiteOak Capital Mutual Fund, classified under Equity as Sectoral/Thematic - Consumption. Because it concentrates on one sector or theme, it typically shows larger price swings than diversified equity funds. Its latest NAV is ₹9.69, with assets under management of about ₹104 Cr (April - June 2026).
Further reading: How much does the category decide, and how much the fund?
Performance analysis
WhiteOak Capital Consumption Opportunities Fund does not yet have a full one-year track record, so trailing returns are limited. The direct-plan base expense ratio is 0.70%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Canara Robeco Consumption Fund Sectoral/Thematic - Consumption | -5.57 | -5.50 | -4.01 | -10.44 | 8.72 | 9.63 | 14.37 | 0.69 |
| Nippon India Consumption Fund Sectoral/Thematic - Consumption | -7.62 | -8.46 | -5.46 | -13.62 | 7.04 | 10.34 | 11.98 | 0.58 |
| Mirae Asset Great Consumer Fund Sectoral/Thematic - Consumption | -7.07 | -6.41 | -3.41 | -11.61 | 8.22 | 10.63 | 14.90 | 0.42 |
| Aditya Birla Sun Life Consumption Fund Sectoral/Thematic - Consumption | -6.50 | -7.23 | -6.93 | -14.03 | 6.41 | 7.56 | 12.58 | 0.70 |
| Sundaram Consumption Fund Sectoral/Thematic - Consumption | -8.24 | -5.60 | -3.42 | -14.14 | 5.66 | 9.26 | 10.33 | 1.07 |
| SBI CONSUMPTION OPPORTUNITIES FUND Sectoral/Thematic - Consumption | -6.85 | -10.27 | -12.61 | -17.78 | 2.66 | 9.16 | 12.87 | 0.81 |
| UTI - India Consumer Fund Sectoral/Thematic - Consumption | -7.30 | -7.59 | -5.28 | -12.25 | 7.49 | 6.89 | 10.25 | 1.29 |
| Tata India Consumer Fund Sectoral/Thematic - Consumption | -6.49 | -5.33 | 0.03 | -4.24 | 11.60 | 12.09 | 15.88 | 0.62 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| WhiteOak Capital Ultra Short Term Fund Debt Scheme - Ultra Short Duration Fund | 0.23 | 1.42 | 3.02 | 6.19 | 6.93 | 6.33 | – | – |
| WhiteOak Capital Flexi Cap Fund Equity Scheme - Flexi Cap Fund | -4.66 | -4.66 | -0.12 | -3.41 | 12.83 | – | – | 0.47 |
| WhiteOak Capital Mid Cap Fund Equity Scheme - Mid Cap Fund | -7.03 | -5.27 | 2.20 | 3.46 | 19.07 | – | – | 0.44 |
| WhiteOak Capital ELSS Tax Saver Fund Equity Scheme - ELSS | -4.37 | -3.97 | 0.92 | -3.26 | 14.26 | – | – | 0.64 |
| WhiteOak Capital Large Cap Fund Equity Scheme - Large Cap Fund | -3.87 | -5.31 | -3.51 | -7.09 | 11.90 | – | – | 0.53 |
| WhiteOak Capital Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -3.17 | -2.59 | 0.29 | -1.45 | 10.68 | – | – | 0.52 |
| WhiteOak Capital Multi Asset Allocation Fund Hybrid Scheme - Multi Asset Allocation Fund | -2.69 | -1.26 | 1.04 | 5.24 | 15.73 | – | – | 0.38 |
| WhiteOak Capital Multi Cap Fund Equity Scheme - Multi Cap Fund | -5.18 | -4.60 | 1.28 | -0.74 | 16.35 | – | – | 0.49 |