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WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth is an equity scheme managed by WhiteOak Capital Mutual Fund. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.47% on assets of ₹103Cr. The fund is currently managed by Ms. Trupti Agarwal, appointed within the last year.
Lower is better.
This scheme classifies as Mid-Growth on the 3x3 equity style box, with 100% of its portfolio classified as of 2026-04-30.
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Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Krishna Institute Of Medical Sciences Limited | Healthcare | 1.99% |
| TIMEX GROUP INDIA LIMITED | Consumer Cyclical | 1.98% |
| JB Chemicals & Pharmaceuticals Limited | Healthcare | 1.60% |
| Orkla India Limited | Consumer Defensive | 1.60% |
| Travel Food Services Limited | Consumer Cyclical | 0.92% |
| Sector | Holdings | Weight |
|---|---|---|
| Consumer Durables | 1 | 14.14% |
| Retailing | 6 | 13.40% |
| Food Products | 1 | 11.96% |
| Automobiles | 3 | 11.64% |
| Telecom - Services | 1 | 7.61% |
| Personal Products | 3 | 5.82% |
| Leisure Services | 1 | 4.23% |
| Healthcare Services | 1 | 3.97% |
| Agricultural Food & other Products | 2 | 3.67% |
| Realty | 1 | 3.54% |
| Household Products | 2 | 3.38% |
| Pharmaceuticals & Biotechnology | 1 | 3.13% |
| Diversified FMCG | 1 | 2.59% |
| Banks | 1 | 1.64% |
| Commercial Services & Supplies | 1 | 1.50% |
| Chemicals & Petrochemicals | 1 | 1.35% |
| Transport Services | 1 | 0.89% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Top-10 weight 8.1% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
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