AMFI - Registered Mutual Fund Distributor

Whiteoak Capital – Consumption Opportunities Fund – Regular Plan – Growth – Demat/Physical

Very High Risk | Equity

Fund Overview

Launch Date

20 Jan 2026

End Date

03 Feb 2026

Allotment Date

10 Feb 2026

NAV

₹10

Expense Ratio, Exit Load & Tax

Expense ratio

1.85%

Exit load

1%

Minimum Investment Amounts

Minimum Investment (Rs.)

₹500.00

Minimum Additional Investment (Rs.)

₹100.00

Minimum SIP Investment (Rs.)

₹100.00

Minimum Withdrawal (Rs.)

₹500.00

Fund Managment

Piyush Baranwal

Since Jan 2026

Education

Mr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.

Experience

He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA. Prior to joining WhiteOak Capital Mutual Fund he has worked with BOI AXA, Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).

Fund House & Investment Objective

Whiteoak Capital - Consumption Opportunities Fund - Regular Plan - Growth - Demat/Physical

The WhiteOak Capital Consumption Opportunities Fund - Regular Plan - Growth is an open-ended thematic equity scheme launched in January 2026, focused on investing in companies that benefit from India's domestic consumption trends.


Investment Objective

The scheme seeks 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.

Fund benchmark

NIFTY India Consumption Total Return Index

Fund House Contact Details

Address

Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai 400025.

Phone

+91 9987930201

Launch Fund Date

20 Jan 2026

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Launch Date19 Mar 2026

Closing Date25 Mar 2026

Allotment Date01 Jan 1970

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Closing Date23 Mar 2026

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Closing Date01 Apr 2026

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Closing Date24 Mar 2026

Allotment Date27 Mar 2026

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Hsbc Gold Etf – Demat Only

Very High Risk | Equity

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Closing Date18 Mar 2026

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Closing Date13 Mar 2026

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Very High Risk | Equity

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Dsp Nifty Midcap 150 Etf – Demat Only

Select Risk Level | Equity

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Closing Date08 Dec 2025

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Dsp Msci India Etf – Demat Only

Low To Moderate Risk | Equity

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Edelweiss Nifty 50 Etf – Demat Only

Very High Risk | Equity

Launch Date03 Nov 2025

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date13 Oct 2025

Closing Date15 Oct 2025

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Closing Date15 Oct 2025

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Closing Date20 Oct 2025

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Closing Date19 Jun 2025

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Launch Date13 Jun 2025

Closing Date27 Jun 2025

Allotment Date04 Jul 2025


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FAQ's

Frequenlty Asked Question

What is the typical duration of an NFO subscription period?

NFOs generally remain open for 7 to 15 days, after which the scheme is closed for subscription until listed.

How does KSquare ensure compliance with FEMA rules?

KSquare’s advisory follows all FEMA guidelines, helping NRIs invest safely while staying compliant with Indian regulations.

What is a Systematic Investment Plan (SIP)?

A SIP is a disciplined investment method where you invest a fixed amount regularly in mutual funds to build wealth over time.

Why should I choose KSquare for my SIP needs?

KSquare offers expert support, real-time tracking, flexible options, and a user-friendly platform to grow your wealth steadily.

What is a New Fund Offering (NFO) in mutual funds?

A New Fund Offering is the first-time subscription launch of a new mutual fund scheme by an asset management company.

Can NRIs invest in NFOs via KSquare?

Yes, most NFOs are open to NRIs subject to fund house guidelines. KSquare helps confirm eligibility for NRIs.

Will I get tax benefits through SIP investments?

Yes, SIPs in ELSS funds qualify for tax deductions under Section 80C up to ₹1.5 lakh annually.

How is SIP different from recurring deposits?

Unlike fixed-interest recurring deposits, SIP returns are market-linked and offer higher growth potential with some risk.

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