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performance

WhiteOak Capital Consumption Opportunities Fund Direct-Growth

Equity: Thematic-Consumption - Growth (Open ended)

WhiteOak Capital Consumption Opportunities Fund Direct-GrowthNAV: 10.41 as on 06 Sep, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: Very HighCategory: Equity: Thematic-ConsumptionBenchmark: NIFTY India Consumption Total Return IndexCheck Portfolio Overlap →

NAV: ₹10.41-0.36%

07 Sept 2026

Rolling Returns Analysis

Rolling annualized returns of WhiteOak Capital Consumption Opportunities Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns

Trailing Returns

Point-to-point returns of WhiteOak Capital Consumption Opportunities Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-5%

10%

-1.0%

-5.3%

YTD

-2.2%

-2.8%

-5.2%

1 M

12.3%

8.3%

3.9%

6 M

-2.9%

-6.3%

1 Y

11.1%

12.1%

3 Y

12.4%

11.5%

5 Y

14.8%

12.4%

10 Y

Fund

Equity: Thematic-Consumption

NIFTY India Consumption Total Return Index

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	-	-2.17%	12.26%	-	-	-	-	4.09%
Equity: Thematic-Consumption	-0.99%	-2.85%	8.30%	-2.90%	11.15%	12.40%	14.77%	-
NIFTY India Consumption Total Return Index	-5.25%	-5.21%	3.94%	-6.27%	12.07%	11.52%	12.36%	-
Rank in category	-	9	6	-	-	-	-	-
Funds in category	28	31	31	24	13	11	8	-

Period Returns

Calendar-year, quarterly and monthly return history of WhiteOak Capital Consumption Opportunities Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of WhiteOak Capital Consumption Opportunities Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of WhiteOak Capital Consumption Opportunities Fund Direct-Growth?

The 1-year return for WhiteOak Capital Consumption Opportunities Fund Direct-Growth is shown in the Trailing Returns section above.

What are the 3-year returns of WhiteOak Capital Consumption Opportunities Fund Direct-Growth?

The 3-year CAGR for WhiteOak Capital Consumption Opportunities Fund Direct-Growth is shown in the Trailing Returns section above.

What are the 5-year returns of WhiteOak Capital Consumption Opportunities Fund Direct-Growth?

The 5-year CAGR for WhiteOak Capital Consumption Opportunities Fund Direct-Growth is shown in the Trailing Returns section above.

What are the returns of WhiteOak Capital Consumption Opportunities Fund Direct-Growth since inception?

Since its launch on 11 Feb 2026, WhiteOak Capital Consumption Opportunities Fund Direct-Growth has delivered a CAGR of 4.09%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.

How has WhiteOak Capital Consumption Opportunities Fund Direct-Growth performed vs its category over the long term?

Category rank for WhiteOak Capital Consumption Opportunities Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.

What is the Sharpe ratio of WhiteOak Capital Consumption Opportunities Fund Direct-Growth?

The Sharpe ratio of WhiteOak Capital Consumption Opportunities Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the alpha of WhiteOak Capital Consumption Opportunities Fund Direct-Growth?

The alpha of WhiteOak Capital Consumption Opportunities Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of WhiteOak Capital Consumption Opportunities Fund Direct-Growth?

The beta of WhiteOak Capital Consumption Opportunities Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of WhiteOak Capital Consumption Opportunities Fund Direct-Growth?

Rolling returns for WhiteOak Capital Consumption Opportunities Fund Direct-Growth are shown in the Rolling Returns section above.

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Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

-2.17%

12.26%

4.09%

Equity: Thematic-Consumption

-0.99%

-2.85%

8.30%

-2.90%

11.15%

12.40%

14.77%

NIFTY India Consumption Total Return Index

-5.25%

-5.21%

3.94%

-6.27%

12.07%

11.52%

12.36%

Rank in category

Funds in category