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 Date15 Apr 2026

Closing Date29 Apr 2026

Allotment Date04 May 2026

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Closing Date20 Apr 2026

Allotment Date27 Apr 2026

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Closing Date24 Apr 2026

Allotment Date29 Apr 2026

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Closing Date24 Apr 2026

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Closing Date22 Apr 2026

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Closing Date25 Mar 2026

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Closing Date23 Mar 2026

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Closing Date01 Apr 2026

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Closing Date24 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

Launch Date10 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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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 Date19 Jun 2025

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Closing Date27 Jun 2025

Allotment Date04 Jul 2025


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FAQ's

Frequenlty Asked Question

Can I invest in mutual funds online through KSquare?

Yes, KSquare’s digital platform allows you to browse, select, and invest in mutual funds entirely online.

How are NPS returns calculated?

NPS returns depend on the performance of the equity, corporate debt, and government bond funds you select within your portfolio.

Are SIP investments safe?

While SIPs are subject to market risks, long-term investing and diversification help reduce risk and improve returns.

Will I still earn returns on pledged mutual funds?

Yes, your mutual fund units continue to generate returns even while they are pledged for a loan.

What is the role of a fund manager in mutual funds?

Fund managers decide where to invest the pooled money, aiming to maximize returns based on the fund’s strategy.

Can I plan for a home or car purchase through SIP?

Absolutely, SIPs help accumulate funds steadily over time so major purchases like home or car become financially stress-free.

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.

Can I cancel or modify my NFO investment once submitted?

Yes, you can cancel or modify your NFO investment only before the allotment is processed and while the NFO is still open. Once the NFO closes and units are allotted, the investment cannot be changed or cancelled. After allotment, you may exit only through redemption, as per applicable terms and conditions.

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