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See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
WhiteOak Capital MFWhiteOak Capital Consumption Opportunities Fund - Growth - Direct Plan
₹10.20 as on 16 Sep 2026
Key Metrics Comparison
| Metric | WhiteOak Capital Consumption Opportunities Fund - Growth - Direct Plan | TRUSTMF Small Cap Fund - IDCW - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | WhiteOak Capital MF | Trust MF |
| Category | Equity - Sectoral Fund - Consumption | Equity - Small cap Fund |
| NAV | ₹10.20 (16 Sep 2026) | ₹13.66 (16 Sep 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | Nifty India Consumption - TRI | Nifty Smallcap 250 - TRI |
| Fund Manager | Ramesh Mantri | Mihir Vora |
| Inception | 10 Feb 2026 | 04 Nov 2024 |
| Returns | ||
| 1Y | — | 27.43% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | 1.98% | 18.19% |
| Risk | ||
| 29.10 | 22.45 | |
| 1.03 | 0.94 | |
| -0.37 | 0.29 | |
| 6.51 | 11.41 | |
| -0.69 | 0.54 | |
| -11.88% | -15.49% | |
| Costs | ||
| Expense Ratio | 1.13% | 1.56% |
| Exit Load | NIL | 1% on or before 180D, Nil after 180D |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹500 | ₹1,000 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
WhiteOak Capi…94%
Trust MF94%
5.7%Only 5.7% of holdings by weight are common between WhiteOak Capital MF and Trust MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingWhiteOak Capital MFTrust MF
Ather Energy Ltd.2.49%2.27%
Lenskart Solutions Ltd.1.94%2.00%
Honasa Consumer Ltd.1.86%1.53%
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