WhiteOak Capital Consumption Opportunities Fund NFO: Launch Date, Investment Strategy, Minimum Investment & Fund Details
- Gabriela Galeena
- Jan 21
- 2 min read
WhiteOak Capital Mutual Fund has announced the launch of the WhiteOak Capital Consumption Opportunities Fund, an open-ended equity scheme following the consumption theme. The scheme aims to capitalise on long-term opportunities arising from India’s domestic consumption-led growth by investing in companies engaged in consumption and consumption-related activities or allied sectors.
The fund seeks to benefit from rising disposable incomes, changing consumer preferences, urbanisation, and increasing penetration of consumer goods and services across the economy.
The investment objective of the scheme is 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, or those expected to benefit from domestic consumption-led demand.
The scheme will follow a bottom-up stock selection approach and will not have any bias towards market capitalisation or investment style. While the fund may invest across sectors and market caps, at least 80% of the portfolio will be allocated to consumption-oriented equities under normal market conditions. However, there is no assurance that the investment objective of the scheme will be achieved.
NFO Schedule
Detail | Information |
Launch Date | January 20, 2026 |
End Date | February 03, 2026 |
Allotment Date | Within 5 business days |
Minimum Investment
Investment Type | Minimum amount |
Initial Investment | ₹500 and in multiples of ₹1 thereafter |
Additional Investment | ₹100 and in multiples of ₹1 thereafter |
SIP (Weekly, Fortnightly, Monthly) | ₹100 (min. 6 installments) |
SIP (Quarterly) | ₹500 (min. 4 installments) |
NFO Price per Unit | ₹10 |
Exit Load
For redemptions made on or before 1 month from the date of allotment, an exit load of 1% will be charged. After 1 month, no exit load will be applicable.
Benchmark: NIFTY India Consumption TRI
Fund Managers
Mr Ramesh Mantri- lead equity fund manager for the WhiteOak Capital Consumption Opportunities Fund(December 2021). Aged 45, he holds an MBA and is a CA and CFA, with over 20 years of experience in financial markets. He has worked with WhiteOak Capital Management and Ashoka Capital Advisers, and currently manages multiple equity schemes, including Flexi Cap, Mid Cap, ELSS Tax Saver, Large Cap, Balanced Advantage, Multi Cap, Banking & Financial Services, Pharma and Healthcare, ESG Best-in-Class Strategy, Quality Equity, Digital Bharat, and Arbitrage funds.
Ms Trupti Agarwal- Assistant Fund Manager- Equity, is a Chartered Accountant with over 16 years of experience and has been with WhiteOak Capital AMC since December 2021.
Mr Dheeresh Pathak- Assistant Fund Manager -Equity, has over 16 years of experience and previously worked with Goldman Sachs.
Mr Piyush Baranwal- Manages the debt portion of the scheme, has over 18 years of experience in fixed income and portfolio management.
Mr Ashish Agrawal, with more than 18 years of market experience, manages arbitrage strategies.
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