Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Schemes - Thematic Fund ) / AMFI 154162

WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth

WhiteOak Capital Mutual Fund • Open Ended Schemes ( Equity Schemes - Thematic Fund ) • Regular Plan • Growth Option

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹10.5510
AMFI Code / ISIN
154162 / INF03VN01AE1
Category Peer Standing
#163 of 227 ranked peers in Open Ended Schemes ( Equity Schemes - Thematic Fund ) by 3Y Sortino
Historical Track
2026-02-11 to 2026-11-09 (184 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
N/A
3Y CAGR
N/A
5Y CAGR
N/A
10Y CAGR
N/A
Since Inception CAGR
+7.38% p.a.
Sortino Ratio (3Y)
0.08
Sharpe Ratio (3Y)
0.06
Calmar Ratio
0.53
Annualized Volatility (3Y)
+15.24%
Maximum Drawdown
-13.81%
1Y / 3Y / 5Y Rolling Mean CAGR
N/A / N/A / N/A

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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