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WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
41
Apr 2026
Equity Holdings
₹93.92 Cr
Equity only, excl. debt & cash
Top 5 Weight
31.9%
Moderate
Top 10 Weight
45.5%
Moderate
Changes
40
1 new · 0 exits
Top Sector
Consumer Durables
14.1% of portfolio
📋 What Happened This Month WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth added 1 new stock to its portfolio this month. The biggest new buy was Kansai Nerolac Paints Limited (Consumer Durables) at 1.76% weight. Among existing holdings, Nestle India Limited saw the biggest increase — now at 7.60% of the portfolio. Maruti Suzuki India Limited was trimmed the most, now at 3.73%. Bharti Airtel Limited remains the top holding with Consumer Durables the dominant sector at 14.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Retailing 12.5% 14.1% +1.6%
Automobiles 12.4% 12.8% +0.4%
Consumer Durables 12.3% 12.4% +0.1%
Food Products 10.2% 10.5% +0.4%
Telecom - Services 6.6% 7.8% +1.2%
Personal Products 5.3% 5.1% -0.2%
Healthcare Services 4.1% 4.4% +0.3%
Leisure Services 3.4% 3.8% +0.4%
Agricultural Food & other Products 3.4% 3.6% +0.2%
Pharmaceuticals & Biotechnology 3.5% 3.4% 0.0%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Consumer Durables 12.4% 14.1% +1.8%
Retailing 14.1% 13.4% -0.7%
Food Products 10.5% 12.0% +1.5%
Automobiles 12.8% 11.6% -1.2%
Telecom - Services 7.8% 7.6% -0.2%
Personal Products 5.1% 5.8% +0.7%
Leisure Services 3.8% 4.2% +0.4%
Healthcare Services 4.4% 4.0% -0.4%
Agricultural Food & other Products 3.6% 3.7% +0.0%
Household Products 3.2% 3.4% +0.2%
🟢
Biggest New Buy
Kansai Nerolac Paints Limited
1.76% weight · Consumer Durables
Biggest Add
Nestle India Limited
+1.77% · now 7.60%
Biggest Trim
Maruti Suzuki India Limited
-0.79% · now 3.73%
🤝 Other funds also bought this month
Kansai Nerolac Paints Limited 8 funds
Kansai Nerolac Paints Limited
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option
ICICI Prudential Bharat Consumption Fund - Direct Plan - Growth Option
ICICI Prudential FMCG Fund - Direct Plan - Growth + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 1 New Entry ↑ 13 Increased ↓ 26 Decreased
#StockSectorWeight (Apr 2026)
1
Kansai Nerolac Paints Limited
₹1.82 Cr
Consumer Durables 1.76%
#StockSectorMar 2026Apr 2026Change
1
Nestle India Limited
₹7.85 Cr
Food Products 5.83% 7.60% +1.77%
2
TIMEX GROUP INDIA LIMITED
₹2.04 Cr
Consumer Durables 1.42% 1.98% +0.56%
3
Jyothy Labs Limited
₹2.09 Cr
Household Products 1.53% 2.02% +0.49%
4
Gillette India Limited
₹2.49 Cr
Personal Products 1.96% 2.41% +0.45%
5
Honasa Consumer Limited
₹1.69 Cr
Personal Products 1.20% 1.64% +0.44%
6
Leela Palaces Hotels & Resorts Limited
₹2.00 Cr
Leisure Services 1.57% 1.93% +0.36%
7
Tata Consumer Products Limited
₹1.76 Cr
Agricultural Food & other Products 1.43% 1.70% +0.27%
8
TBO Tek Limited
₹1.43 Cr
Leisure Services 1.14% 1.38% +0.24%
9
Meesho Ltd
₹1.73 Cr
Retailing 1.44% 1.67% +0.23%
10
Ather Energy Limited
₹1.90 Cr
Automobiles 1.76% 1.84% +0.08%
#StockSectorMar 2026Apr 2026Change
1
Maruti Suzuki India Limited
₹3.85 Cr
Automobiles 4.52% 3.73% -0.79%
2
Hindustan Unilever Limited
₹2.68 Cr
Diversified FMCG 3.32% 2.59% -0.73%
3
Eternal Limited
₹5.57 Cr
Retailing 6.03% 5.39% -0.64%
4
Mahindra & Mahindra Limited
₹6.27 Cr
Automobiles 6.54% 6.07% -0.47%
5
Titan Company Limited
₹5.37 Cr
Consumer Durables 5.55% 5.20% -0.35%
6
InterGlobe Aviation Limited
₹91.88 L
Transport Services 1.22% 0.89% -0.33%
7
JB Chemicals & Pharmaceuticals Limited
₹1.65 Cr
Pharmaceuticals & Biotechnology 1.91% 1.60% -0.31%
8
Max Healthcare Institute Limited
₹2.04 Cr
Healthcare Services 2.27% 1.98% -0.29%
9
Doms Industries Limited
₹1.41 Cr
Household Products 1.62% 1.36% -0.26%
10
Marico Limited
₹2.03 Cr
Agricultural Food & other Products 2.21% 1.97% -0.24%

Full Portfolio

41 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹7.86 Cr
Telecom - Services
7.61%
2
₹7.85 Cr
Food Products
7.60%
3
₹6.27 Cr
Automobiles
6.07%
4
₹5.57 Cr
Retailing
5.39%
5
₹5.37 Cr
Consumer Durables
5.20%
6
₹3.85 Cr
Automobiles
3.73%
7
₹2.93 Cr
Retailing
2.84%
8
₹2.68 Cr
Diversified FMCG
2.59%
9
₹2.49 Cr
Personal Products
2.41%
10
₹2.09 Cr
Household Products
2.02%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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