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

Allotment Date01 Jan 1970

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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

Launch Date16 Mar 2026

Closing Date18 Mar 2026

Allotment Date23 Mar 2026

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Closing Date13 Mar 2026

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Closing Date20 Mar 2026

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Bandhan Silver Etf – Demat Only

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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Closing Date26 Nov 2025

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Dsp Msci India Etf – Demat Only

Low To Moderate Risk | Equity

Launch Date10 Nov 2025

Closing Date17 Nov 2025

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Closing Date21 Nov 2025

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Edelweiss Nifty 50 Etf – Demat Only

Very High Risk | Equity

Launch Date03 Nov 2025

Closing Date17 Nov 2025

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Closing Date17 Oct 2025

Allotment Date27 Oct 2025

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date13 Oct 2025

Closing Date15 Oct 2025

Allotment Date17 Oct 2025

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Closing Date15 Oct 2025

Allotment Date22 Oct 2025

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Closing Date20 Oct 2025

Allotment Date28 Oct 2025

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Closing Date17 Oct 2025

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Closing Date24 Jun 2025

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Closing Date23 Jun 2025

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Closing Date23 Jun 2025

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Closing Date19 Jun 2025

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Closing Date19 Jun 2025

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Closing Date27 Jun 2025

Allotment Date04 Jul 2025


Testimonial

Genuine Review Form Statisifed Customers

4.5 Out of 5 (9160 Reviews)

KSquare’s guidance was top-tier. I felt informed and in control during the entire loan process. Truly reliable.

Meenal Shah

Meenal Shah

Content Manager

KSquare delivers excellent service and fund recommendations. The platform makes investing feel less like a chore and more like a plan I’m excited to follow.

Deepak Rana

Deepak Rana

Business Coach

KSquare keeps my investments organized and stress-free. Their mutual fund options match my goals, and I appreciate the real-time tracking and timely updates.

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Sameer Kapoor

Telecom Engineer

KSquare’s pension guidance was much needed. Their team helped me select the right NPS tier and gave detailed explanations.

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Poonam Seth

NGO Coordinator

I’m very happy with the NPS service at KSquare. Their personalized advice gave me the clarity I needed.

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Namrata Das

High School Teacher

The automatic deductions and growth charts at KSquare keep me informed and on track. It’s great for anyone serious about long-term financial goals.

Kunal Mishra

Kunal Mishra

Project Manager

KSquare’s New Fund Offering system is reliable and easy to follow. Their pre-launch alerts and fund guides helped me confidently choose what’s best for me.

Divya Jaisingh

Divya Jaisingh

Technical Writer

KSquare made investing so simple! Their SIP options fit my monthly budget and help me build wealth consistently without worry. I highly recommend it to anyone starting their financial journey.

Aarav Sharma

Aarav Sharma

Software Engineer

I used KSquare to meet some short-term needs, and their loan against mutual funds service was quick and easy.

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Arjun Khanna

Business Analyst

Starting my SIP journey with KSquare was the best decision. Their platform is intuitive, and I feel secure knowing my money is growing steadily.

Tanya Arora

Tanya Arora

Teacher

FAQ's

Frequenlty Asked Question

Which types of mutual funds are eligible for loans?

Typically, equity and debt mutual fund units held in demat form are eligible. KSquare helps confirm your fund’s eligibility instantly.

Is SIP suitable for business owners too?

SIP is equally beneficial for business owners, helping them invest steadily despite fluctuating income.

Do SIPs guarantee returns?

No, SIPs don’t guarantee returns but reduce risk over time and provide the potential for solid, market-linked growth.

Can NRIs get a loan against mutual funds with KSquare?

Some lenders allow NRIs to avail loans. KSquare helps identify NRI-eligible lenders and assists with documentation.

How much money do I need to start investing in mutual funds?

You can begin with as little as ₹100, making mutual funds accessible to new and seasoned investors alike.

What is the exit or withdrawal rule in NPS?

You can withdraw 60% of the corpus at retirement tax-free and use 40% to buy an annuity for regular income.

What services does KSquare offer for NRIs in India?

KSquare provides investment solutions, tax planning, mutual funds access, and portfolio management tailored specifically for NRIs.

Is NPS better than PPF or EPF for retirement?

NPS can offer higher returns due to market exposure, while PPF and EPF are safer but lower-yielding. It’s best to diversify.

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