WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth

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NAV: ₹ 10.448 ↓ -0.76%
[as on 1 September, 2026]

NAV chart

SMA (Simple Moving Average)

  • 50 SMA
  • 100 SMA
  • 200 SMA
  • 400 SMA

Returns

CAGR returns till date

CAGR returns of WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth and its peers as on 1 September, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth- -0.76% -1.1% 0.92% 10.23%-----
Nippon India Consumption Fund-Growth Plan-Growth Option -2.2% -0.74% -2.53% -1.65% 8.85% -4.81% 9.19% 11.87% 17.6% 12.3%
Nippon India Japan Equity Fund- Growth Plan- Growth Option 24.59% -0.56% 0.06% 2.55% 2.79% 29.26% 19.95% 10.24% 11.86% 10.41%
Nippon India US Equity Opportunities Fund- Growth Plan- Growth Option 10.99% -1.54% -1.84% 2.28% 4.63% 16.47% 17.82% 10.87% 14.68% 14.9%
Nippon India Taiwan Equity fund- Regular Plan- Growth Option 98.17% 2.41% 7.38% 22.87% -5.31% 135.61% 59.29%---
Nippon India Active Momentum Fund - Regular Plan- Growth Option 8.35% -0.92% -1.31% 0.94% 9.55% 13.92%----

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns----------

Discrete returns (monthly)

MonthNov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026
Returns---- -9.99% 8.32% -0.77% 5.18% 2.55% 1.69%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
89.38% 2.28% (Arbitrage: 0.00%) 2.99% 0.00% 5.35%

Equity

NameSymbol / ISINSectorWeight %Other links
Mahindra & Mahindra LimitedM&M (INE101A01026)Automobiles7.55%DCF
Nestle India LimitedNESTLEIND (INE239A01024)Food Products7.38%
Bharti Airtel LimitedBHARTIARTL (INE397D01024)Telecom - Services7.21%DCF
Eternal LimitedETERNAL (INE758T01015)Retailing6.50%
Titan Company LimitedTITAN (INE280A01028)Consumer Durables5.33%
Maruti Suzuki India LimitedMARUTI (INE585B01010)Automobiles3.88%DCF
Marico LimitedMARICO (INE196A01026)Agricultural Food & other Products2.96%
TIMEX GROUP INDIA LIMITEDTIMEX (INE064A01026)Consumer Durables2.67%
Vishal Mega Mart LimitedVMM (INE01EA01019)Retailing2.51%
Indigo Paints LimitedINDIGOPNTS (INE09VQ01012)Consumer Durables2.45%
Max Healthcare Institute LimitedMAXHEALTH (INE027H01010)Healthcare Services2.45%
Leela Palaces Hotels & Resorts LimitedTHELEELA (INE0AQ201015)Leisure Services2.25%
Ather Energy LimitedATHERENERG (INE0LEZ01016)Automobiles1.95%
Torrent Pharmaceuticals LimitedTORNTPHARM (INE685A01028)Pharmaceuticals & Biotechnology1.90%
Honasa Consumer LimitedHONASA (INE0J5401028)Personal Products1.85%
Hindustan Unilever LimitedHINDUNILVR (INE030A01027)Diversified FMCG1.68%
Doms Industries LimitedDOMS (INE321T01012)Household Products1.66%
Corona Remedies LimitedCORONA (INE02ZQ01018)Pharmaceuticals & Biotechnology1.56%
ICICI Bank LimitedICICIBANK (INE090A01021)Banks1.55%DCF
Cartrade Tech LimitedCARTRADE (INE290S01011)Retailing1.54%
Tata Consumer Products LimitedTATACONSUM (INE192A01025)Agricultural Food & other Products1.51%
Gillette India LimitedGILLETTE (INE322A01010)Personal Products1.48%
Krishna Institute Of Medical Sciences LimitedKIMS (INE967H01025)Healthcare Services1.45%
Safari Industries (India) LimitedSAFARI (INE429E01023)Consumer Durables1.42%
Kansai Nerolac Paints LimitedKANSAINER (INE531A01024)Consumer Durables1.38%
International Gemological Institute LimitedIGIL (INE0Q9301021)Commercial Services & Supplies1.35%
TBO Tek LimitedTBOTEK (INE673O01025)Leisure Services1.33%
Pidilite Industries LimitedPIDILITIND (INE318A01026)Chemicals & Petrochemicals1.24%
Lenskart Solutions LimitedLENSKART (INE956O01016)Retailing1.18%
Vedant Fashions LimitedMANYAVAR (INE825V01034)Retailing1.10%
Orkla India LimitedORKLAINDIA (INE16NZ01023)Food Products1.10%
Eureka Forbes LtdEUREKAFORB (INE0KCE01017)Consumer Durables1.09%
Procter & Gamble Hygiene and Health Care LimitedPGHH (INE179A01014)Personal Products1.02%
Arvind Fashions LimitedARVINDFASN (INE955V01021)Retailing0.94%
Manorama Industries LimitedMANORAMA (INE00VM01036)Food Products0.83%
Meesho LtdMEESHO (INE0VDM01015)Retailing0.80%
Berger Paints (I) LimitedBERGEPAINT (INE463A01038)Consumer Durables0.79%
Godrej Consumer Products LimitedGODREJCP (INE102D01028)Personal Products0.77%
Travel Food Services LimitedTRAVELFOOD (INE103V01028)Leisure Services0.75%
Dodla Dairy LimitedDODLA (INE021O01019)Food Products0.54%
FSN E-Commerce Ventures LimitedNYKAA (INE388Y01029)Retailing0.48%

Debt

NameRatingWeight %
91 Days Tbill (MD 13/08/2026)Sovereign0.76%
91 Days Tbill (MD 20/08/2026)Sovereign0.76%
91 Days Tbill (MD 29/10/2026)Sovereign0.53%
91 Days Tbill (MD 22/10/2026)Sovereign0.23%
Portfolio data is as on date 31 July, 2026

NAV history

WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth - 30 days NAV (Net asset value) history

DateNAV% change
1 September, 202610.448 -0.76%
31 August, 202610.528 0.41%
28 August, 202610.485 0.03%
27 August, 202610.482 -0.2%
26 August, 202610.503 -0.58%
25 August, 202610.564 0.38%
24 August, 202610.524 -0.02%
21 August, 202610.526 0.26%
20 August, 202610.499 0.72%
19 August, 202610.424 -0.04%
18 August, 202610.428 -0.37%
17 August, 202610.467 -0.38%
14 August, 202610.507 0.14%
13 August, 202610.492 0.18%
12 August, 202610.473 -0.42%
11 August, 202610.517 -0.49%
10 August, 202610.569 0.13%
7 August, 202610.555 0.43%
6 August, 202610.510 -0.09%
5 August, 202610.519 0.2%
4 August, 202610.498 0.1%
3 August, 202610.488 1.3%
31 July, 202610.353 0.22%
30 July, 202610.330 0.02%
29 July, 202610.328 0.54%
28 July, 202610.273 0.2%
27 July, 202610.252 1.58%
24 July, 202610.093 -0.55%
23 July, 202610.149 -0.76%
22 July, 202610.227

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth?
    The latest NAV of WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth is 10.448 as on 1 September, 2026.
  • What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth?
    WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)
    Holding periodTax rate
    Less than 1 year (STCG)20%
    More than 1 year (LTCG)Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount.