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WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth
TopFund Score: 54/100 · Average
How this score is calculated
- Star rating (35%)—
- 3Y CAGR (30%)—
- Expense ratio (20%)1.1%
- AUM (15%)₹131 Cr
Not investment advice — an analytical read of public fund data. Methodology →
WhiteOak Capital Mutual Fund · Equity · Thematic
₹10.41
AUM: ₹131 Cr
NAV updated 21 days ago
Plan
Regular
Option
Growth
Risk
Very High
Expense Ratio
1.1%
Exit Load
Nil
Fund Manager
Piyush Baranwal
Inception
Feb 2026
Benchmark
NIFTY India Consumption Total Return Index
Sharpe Ratio
-0.07
Std Dev (1Y)
15.08%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.17%
3m
+8.15%
6m
+12.26%
1y
—
3y
—
5y
—
10y
—
since inception
+3.04%
TopFund's Take on WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth
WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth sits in the middle of the pack for Thematic funds. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 54/100.
Cost: At 1.1%, the expense ratio runs 11% above the Thematic category average of 0.99%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.07 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 15.08% is fairly typical for Thematic funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth
The current NAV (Net Asset Value) of WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth is ₹10.41. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio of WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth is 1.1% per annum. This is the annual fee charged by the fund to manage your investment.
WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth is managed by Piyush Baranwal at WhiteOak Capital Mutual Fund.
WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth is ₹131 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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