Whiteoak Capital Consumption Opportunities Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Whiteoak Capital Consumption Opportunities Growth Direct Plan

NAV
₹8.6710
-1.77%
(30 Mar)
AUM
94 Cr
TER
0.67%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+11.9%
+10.4%
+7.9%
+7.7%
NA
3Y
+32.8%
+29.6%
+29.8%
+28.5%
NA
5Y
+27.4%
+26.9%
+25.4%
NA
NA
ALL
+11.8%
+23.3%
+16.0%
+24.7%
-13.3%
VOL
20.0%
21.9%
19.7%
17.3%
21.5%
TER
0.8%
0.6%
0.9%
0.8%
0.7%
AUM
₹6,545 Cr
₹6,086 Cr
₹1,511 Cr
₹2,022 Cr
₹94 Cr
INFO
0.59
1.07
0.81
1.43
-0.62
See fund holdings as of 28th Feb
Top holdings
Bharti Airtel Ltd
6.6%
Mahindra & Mahindra Ltd
6.5%
Titan Co Ltd
6.1%
Nestle India Ltd
6.0%
Eternal Ltd
5.7%
Cash Offset For Derivatives
5.0%
Clearing Corporation Of India Ltd
4.8%
Maruti Suzuki India Ltd
3.9%
Hindustan Unilever Ltd
3.8%
Nexus Select Trust Reits
3.8%
Top industry exposure
Consumer Cyclical
39.6%
Consumer Defensive
23.7%
Healthcare
7.5%
Communication Services
6.6%
Basic Materials
4.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund 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.
Fund manager(s)
Piyush Baranwal
Ramesh Mantri
Trupti Agrawal
Dheeresh Pathak
Ashish Agrawal

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