WhiteOak Capital
WhiteOak Capital Consumption Opportunities Fund Regular 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 | +0.43% | +0.27% | +0.16 | 71 / 175 | Q2 |
| 1W | -1.16% | -1.35% | +0.19 | 64 / 175 | Q2 |
| 2W | -0.10% | -0.09% | -0.02 | 97 / 176 | Q3 |
| 1M | -1.05% | -0.53% | -0.52 | 106 / 176 | Q3 |
| 3M | +0.77% | +2.12% | -1.35 | 100 / 174 | Q3 |
| 6M | — | — | — | — | — |
| YTD | — | — | — | — | — |
| 1Y | — | — | — | — | — |
| 2Y | — | — | — | — | — |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | -4.89% | +7.02% | -11.90 | 156 / 176 | 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 |
|---|---|
| 3 Jun 2026 | ₹9.5230 |
| 2 Jun 2026 | ₹9.5190 |
| 1 Jun 2026 | ₹9.4780 |
| 29 May 2026 | ₹9.6030 |
| 27 May 2026 | ₹9.7110 |
| 26 May 2026 | ₹9.6310 |
| 25 May 2026 | ₹9.6250 |
| 22 May 2026 | ₹9.5650 |
| 21 May 2026 | ₹9.5450 |
| 20 May 2026 | ₹9.5370 |
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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