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WhiteOak Capital Dividend Yield Fund Direct growth
Equity • Dividend Yield • Direct growth
Insufficient fund history to generate its report card
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Dividend Yield
Direct growth
Launched On
10 Aug 2026
0.1 years ago
Lock-in Period
No lock-in
NAV
as of 22 Sep 2026
₹10.114
+0.1386% (0.10)
AUM
₹0 Cr
Expense ratio
0.48%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
Distribution
Market capital
What's in this fund?
Sectors
Holdings
Real Estate
Technology
Industrials
Consumer Cyclical
Financial Services
Fund House
WhiteOak
Inc: 16 Jan 2019 • Total AUM: ₹45,777 Cr • Rank #23WhiteOak Capital Mutual Fund, started in 2021, has WhiteOak Capital group as its sponsors. The fund house is headed by Aashish P. Somaiyaa as the CEO. As of 31 March 2024, it has an AUM of ₹10,327 Cr.
Fund Managers
Piyush Baranwal
Experience: 7.67 yrs • Total AUM: 1,85,797 Cr
Ramesh Mantri
Experience: 4.13 yrs • Total AUM: 1,64,570 Cr
Trupti Agrawal
Experience: 4.10 yrs • Total AUM: 1,60,061 Cr
Dheeresh Pathak
Experience: 2.62 yrs • Total AUM: 1,60,061 Cr
Ashish Agrawal
Experience: yrs • Total AUM: 1,59,515 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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