WhiteOak Capital Consumption Opportunities Fund holds 48 instruments (92.37% equity), led by Mahindra & Mahindra Limited (7.55%), Nestle India Limited (7.38%) and Bharti Airtel Limited (7.21%), as of its 31 July 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of WhiteOak Capital Consumption Opportunities Fund, managed by WhiteOak Capital Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 48 instruments with an equity allocation of 92.37%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
WhiteOak Capital Consumption Opportunities Fund's top 10 holdings account for 48.98% of its portfolio, in line with the Thematic category average of 50.4%. Consumer Discretionary is its largest sector exposure at 47.89% of net assets, spread across 8 sectors in total. Since its 30 June 2026 disclosure, the fund added 2 new positions and exited 2 positions, with ETERNAL LIMITED seeing the largest move (+1.24pp to 6.5%).
Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.
| Stock | Weight | Change |
|---|---|---|
| ETERNAL LIMITED | 5.26% → 6.5% | ▲ +1.24 |
| Marico Limited | 1.93% → 2.96% | ▲ +1.03 |
| Indigo Paints Limited | 1.63% → 2.45% | ▲ +0.82 |
| Safari Industries (India) Limited | 0.71% → 1.42% | ▲ +0.71 |
| Mahindra & Mahindra Limited | 7.03% → 7.55% | ▲ +0.52 |
| Nestle India Limited | 6.9% → 7.38% | ▲ +0.48 |
| Titan Company Limited | 4.85% → 5.33% | ▲ +0.48 |
| Max Healthcare Institute Limited | 2.05% → 2.45% | ▲ +0.4 |
| Maruti Suzuki India Limited | 3.6% → 3.88% | ▲ +0.28 |
| DOMS Industries Limited | 1.49% → 1.66% | ▲ +0.17 |
| Stock | Weight | Change |
|---|---|---|
| Lenskart Solutions Limited | 2.23% → 1.18% | ▼ -1.05 |
| Krishna Institute of Medical Sciences Limited | 2.22% → 1.45% | ▼ -0.77 |
| NEXUS SELECT TRUST | 3.38% → 2.99% | ▼ -0.39 |
| Honasa Consumer Limited | 2.18% → 1.85% | ▼ -0.33 |
| Orkla India Limited | 1.4% → 1.1% | ▼ -0.3 |
| Hindustan Unilever Limited | 1.96% → 1.68% | ▼ -0.28 |
| Kansai Nerolac Paints Limited | 1.66% → 1.38% | ▼ -0.28 |
| Gillette India Limited | 1.72% → 1.48% | ▼ -0.24 |
| Cartrade Tech Limited | 1.77% → 1.54% | ▼ -0.23 |
| Procter & Gamble Hygiene and Health Care Limited | 1.25% → 1.02% | ▼ -0.23 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | Mahindra & Mahindra Limited | Consumer Discretionary | 7.55% |
| 2 | Nestle India Limited | Consumer Staples | 7.38% |
| 3 | Bharti Airtel Limited | Telecommunication | 7.21% |
| 4 | ETERNAL LIMITED | Consumer Discretionary | 6.5% |
| 5 | Clearing Corporation of India Ltdother | — | 5.43% |
| 6 | Titan Company Limited | Consumer Discretionary | 5.33% |
| 7 | Maruti Suzuki India Limited | Consumer Discretionary | 3.88% |
| 8 | NEXUS SELECT TRUST | Real Estate | 2.99% |
| 9 | Marico Limited | Consumer Staples | 2.96% |
| 10 | Timex Group India Limited | Consumer Discretionary | 2.67% |
| 11 | Vishal Mega Mart Limited | Consumer Discretionary | 2.51% |
| 12 | Indigo Paints Limited | Consumer Discretionary | 2.45% |
| 13 | Max Healthcare Institute Limited | Healthcare | 2.45% |
| 14 | Leela Palaces Hotels & Resorts Limited | Consumer Discretionary | 2.25% |
| 15 | Ather Energy Limited | Consumer Discretionary | 1.95% |
| 16 | Torrent Pharmaceuticals Limited | Healthcare | 1.9% |
| 17 | Honasa Consumer Limited | Consumer Staples | 1.85% |
| 18 | Hindustan Unilever Limited | Consumer Staples | 1.68% |
| 19 | DOMS Industries Limited | Consumer Staples | 1.66% |
| 20 | CORONA Remedies Limited | Healthcare | 1.56% |
| 21 | ICICI Bank Limited | Financial Services | 1.55% |
| 22 | Cartrade Tech Limited | Consumer Discretionary | 1.54% |
| 23 | TATA CONSUMER PRODUCTS LIMITED | Consumer Staples | 1.51% |
| 24 | Gillette India Limited | Consumer Staples | 1.48% |
| 25 | Krishna Institute of Medical Sciences Limited | Healthcare | 1.45% |
| 26 | Safari Industries (India) Limited | Consumer Discretionary | 1.42% |
| 27 | Kansai Nerolac Paints Limited | Consumer Discretionary | 1.38% |
| 28 | International Gemological Institute Limited | Industrials | 1.35% |
| 29 | TBO Tek Limited | Consumer Discretionary | 1.33% |
| 30 | Pidilite Industries Limited | Materials | 1.24% |
| 31 | Lenskart Solutions Limited | Consumer Discretionary | 1.18% |
| 32 | Vedant Fashions Limited | Consumer Discretionary | 1.1% |
| 33 | Orkla India Limited | Consumer Staples | 1.1% |
| 34 | Eureka Forbes Limited | Consumer Discretionary | 1.09% |
| 35 | Procter & Gamble Hygiene and Health Care Limited | Consumer Staples | 1.02% |
| 36 | Arvind Fashions Limited | Consumer Discretionary | 0.94% |
| 37 | Manorama Industries Limited | Consumer Staples | 0.83% |
| 38 | Meesho Limited | Consumer Discretionary | 0.8% |
| 39 | Berger Paints (I) Limited | Consumer Discretionary | 0.79% |
| 40 | Godrej Consumer Products Limited | Consumer Staples | 0.77% |
| 41 | 91 Days Treasury Billstbill | — | 0.76% |
| 42 | 91 DAYS T-BILL - 20AUG2026tbill | — | 0.76% |
| 43 | Travel Food Services Limited | Consumer Discretionary | 0.75% |
| 44 | Dodla Dairy Limited | Consumer Staples | 0.54% |
| 45 | 91 Days Treasury Billtbill | — | 0.53% |
| 46 | FSN E-Commerce Ventures Limited | Consumer Discretionary | 0.48% |
| 47 | 91 Days Treasury Billtbill | — | 0.23% |
| 48 | Net Receivables / (Payables)other | — | -0.08% |
New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.
Source: WhiteOak Capital Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.