WhiteOak Capital Consumption Opportunities Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | N/A | N/A | N/A |
| Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of WhiteOak Capital Consumption Opportunities Fund - Growth - Direct Plan is ₹9.28.
It is better to invest in a fund with a longer track record as WhiteOak Capital Consumption Opportunities Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 500, as the Funds portfolio is similar to its benchmark.
WhiteOak Capital Consumption Opportunities Fund - Growth - Direct Plan fund’s expense ratio is 0.67%
The process for redemption is
The AUM of WhiteOak Capital Consumption Opportunities Fund - Growth - Direct Plan is currently ₹87 Crores.
The Top three stocks are Bharti Airtel, Mahindra & Mahindra and Eternal and account for 20% of its portfolio. Top 5 and 10 stocks of fund account for 32% and 47% of fund’s portfolio respectively.
Top three sectors of WhiteOak Capital Consumption Opportunities Fund - Growth - Direct Plan fund are FMCG, Auto and Retail accounting for 48% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Sectoral Fund - Consumption it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of WhiteOak Capital Consumption Opportunities Fund - Growth - Direct Plan Fund is Equity - Sectoral Fund - Consumption.
Ramesh Mantri and Trupti Agrawal manage the WhiteOak Capital Consumption Opportunities Fund - Growth - Direct Plan Fund.
WhiteOak Capital Consumption Opportunities Fund - Growth - Direct Plan current PE ratio is 47.84 and PB ratio is 11.54
The asset allocation of WhiteOak Capital Consumption Opportunities Fund - Growth - Direct Plan is Stocks : 90.56%, Debt : 5.67% and Gold : 3.78%
The minimum SIP amount for WhiteOak Capital Consumption Opportunities Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹500.00
The exit load for WhiteOak Capital Consumption Opportunities Fund - Growth - Direct Plan is 1% on or before 1 months, Nil after 1 months
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