Compare WhiteOak Capital Consumption Opportunities Fund vs HSBC Consumption Fund
WhiteOak Capital Consumption Opportunities Fund
EquityThematic-Consumption
HSBC Consumption Fund
EquityThematic-Consumption
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.73
2.21
NAV
₹9.69
₹14.60
Fund Started
20 Jan 2026
10 Aug 2023
Fund Size
₹142.82 Cr
₹1697.52 Cr
Exit Load
-
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days.
1 Year
-
-7.65%
3 Year
-
11.23%
5 Year
-
-
Equity
90.57%
98.11%
Cash
2.73%
1.89%
Top 10 Holdings
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 7.32% |
Nestle India Ltd. | 7.16% |
Eternal Ltd. | 7.09% |
Mahindra & Mahindra Ltd. | 6.03% |
Titan Company Ltd. | 4.61% |
Timex Group India Ltd. | 3.32% |
Maruti Suzuki India Ltd. | 3.17% |
Marico Ltd. | 2.68% |
Indigo Paints Ltd. | 2.21% |
Vishal Mega Mart Ltd. | 2.18% |
Name | Assets |
|---|---|
Eternal Ltd. | 7.00% |
Radico Khaitan Ltd. | 4.99% |
Bharti Airtel Ltd. | 4.50% |
Titan Company Ltd. | 4.23% |
Maruti Suzuki India Ltd. | 4.12% |
Milky Mist Dairy Food Ltd. | 3.37% |
Ather Energy Ltd. | 3.25% |
Varun Beverages Ltd. | 3.25% |
TVS Motor Company Ltd. | 3.19% |
Global Health Ltd. | 3.09% |
Name
-
-
Start Date
-
-
Description
The scheme seeks 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 and/or are expected to benefit from the domestic consumption led demand.
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of companies engaged in or expected to benefi t from consumption and consumption related activities.
Launch Date
20 Jan 2026
10 Aug 2023
