WhiteOak Capital Consumption Opportunities Fund
The fund is positioned for sustained consumer discretionary spending across durables, retail, and food, with nearly half its portfolio concentrated in the top ten holdings. The manager is doubling down on financial infrastructure plays like Clearing Corporation while building positions in consumer staples and selective auto exposure, signaling conviction that India's consumption cycle remains resilient despite macro headwinds. The addition of a paint stock alongside established plays suggests confidence in the discretionary spending narrative extending to home improvement segments.
Portfolio analysis · April 2026
NAV & Returns
| Plan | NAV | 1M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Primary | ₹9.5970 | +2.17% | — | — | — |
Portfolio Metrics(latest month)
vs Category Peers
Highly DifferentiatedActive Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.
Similar Funds in Category
What Changed2026-03-31 → 2026-04-30
| Stock | Weight |
|---|---|
| Kansai Nerolac Paints Limited | 1.76% |
Full Holdings
| # | Holding | % to NAV |
|---|---|---|
| 1 | Bharti Airtel Limited INE397D01024 | 7.61% |
| 2 | Nestle India Limited INE239A01024 | 7.60% |
| 3 | Mahindra & Mahindra Limited INE101A01026 | 6.07% |
| 4 | Eternal Limited INE758T01015 | 5.39% |
| 5 | Titan Company Limited INE280A01028 | 5.20% |
| 6 | Maruti Suzuki India Limited INE585B01010 | 3.73% |
| 7 | Nexus Select Trust - REIT INE0NDH25011 | 3.54% |
| 8 | Clearing Corporation of India Ltd | 3.34% |
| 9 | Vishal Mega Mart Limited INE01EA01019 | 2.84% |
| 10 | Hindustan Unilever Limited INE030A01027 | 2.59% |
| 11 | Gillette India Limited INE322A01010 | 2.41% |
| 12 | Jyothy Labs Limited INE668F01031 | 2.02% |
| 13 | Eureka Forbes Ltd INE0KCE01017 | 2.01% |
| 14 | Krishna Institute Of Medical Sciences Limited INE967H01025 | 1.99% |
| 15 | TIMEX GROUP INDIA LIMITED INE064A01026 | 1.98% |
| 16 | Max Healthcare Institute Limited INE027H01010 | 1.98% |
| 17 | Indigo Paints Limited INE09VQ01012 | 1.97% |
| 18 | Marico Limited INE196A01026 | 1.97% |
| 19 | Leela Palaces Hotels & Resorts Limited INE0AQ201015 | 1.93% |
| 20 | Ather Energy Limited INE0LEZ01016 | 1.84% |
Sector Allocation
Top 10 sectors by % to NAV. Excludes derivatives.
Frequently Asked Questions
How many stocks does WhiteOak Capital Consumption Opportunities Fund hold?
WhiteOak Capital Consumption Opportunities Fund holds 47 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 31.87% of NAV.
What is the largest holding in WhiteOak Capital Consumption Opportunities Fund?
The largest position in WhiteOak Capital Consumption Opportunities Fund is Bharti Airtel Limited, accounting for 7.61% of NAV in the Telecom - Services sector.
Is WhiteOak Capital Consumption Opportunities Fund a concentrated or diversified fund?
With a Gini coefficient of 0.374, WhiteOak Capital Consumption Opportunities Fund is well-diversified. The HHI concentration index is 34,542 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 31.87% of the portfolio.
What is the market cap allocation of WhiteOak Capital Consumption Opportunities Fund?
Based on SEBI's AMFI classification, WhiteOak Capital Consumption Opportunities Fund's equity portfolio is split as: Large Cap: 48.96%, Mid Cap: 6.48%, Small Cap: 35.48%. This reflects the fund's positioning within the market cap spectrum.
Which sectors does WhiteOak Capital Consumption Opportunities Fund invest in most?
WhiteOak Capital Consumption Opportunities Fund has the highest allocation to Consumer Durables (14.14%), Retailing (13.40%), Food Products (11.96%). The fund is invested across 19 sectors in total.
How actively managed is WhiteOak Capital Consumption Opportunities Fund compared to other Sectoral / Thematic funds?
WhiteOak Capital Consumption Opportunities Fund has an Active Share of 82.54%, classifying it as "Highly Differentiated" among 237 Sectoral / Thematic peers. This means the fund takes significantly different stock positions compared to its category peers.
What changed in WhiteOak Capital Consumption Opportunities Fund's portfolio in the latest month?
Between 2026-03-31 and 2026-04-30, WhiteOak Capital Consumption Opportunities Fund added 1 new stock (including Kansai Nerolac Paints Limited). Total holding count increased from 47 to 48 stocks.