WhiteOak Capital
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
NAV history & peer comparison
All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +0.16% | -0.05% | +0.20 | 111 / 258 | Q2 |
| 1W | -0.80% | -0.18% | -0.61 | 225 / 258 | Q4 |
| 2W | -0.30% | -0.17% | -0.13 | 178 / 259 | Q3 |
| 1M | +3.29% | +1.63% | +1.67 | 71 / 259 | Q2 |
| 3M | +7.27% | +4.83% | +2.45 | 75 / 259 | Q2 |
| 6M | +2.14% | +4.61% | -2.47 | 140 / 250 | Q3 |
| YTD | — | — | — | — | — |
| 1Y | — | — | — | — | — |
| 2Y | — | — | — | — | — |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +2.14% | +12.07% | -9.94 | 227 / 259 | Q4 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2026 YTD | — | — | — | — |
Peers in Sectoral/Thematic Fund
Recent NAVs
| Date | NAV |
|---|---|
| 17 Jul 2026 | ₹10.2230 |
| 16 Jul 2026 | ₹10.2070 |
| 15 Jul 2026 | ₹10.2450 |
| 14 Jul 2026 | ₹10.2110 |
| 13 Jul 2026 | ₹10.2630 |
| 10 Jul 2026 | ₹10.3050 |
| 9 Jul 2026 | ₹10.2530 |
| 8 Jul 2026 | ₹10.1530 |
| 7 Jul 2026 | ₹10.3090 |
| 6 Jul 2026 | ₹10.3180 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
- risk tolerance accepts seeing the portfolio fall sharply without panic-selling
- goal isn't capital preservation in the short term
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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