WhiteOak Capital Dividend Yield Fund Regular-Growth

Fund Card

Value Research Rating

Unrated

Riskometer

Very High

Value Research Opinion

New Fund

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Returns

Calculate SIP Returns of WhiteOak Capital Dividend Yield Fund Regular-Growth

Upfront Investment

Monthly SIP Amount

Investment Duration

More Details about Returns

Risk

This fund has Very High risk.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

As per SEBI's Riskometer.

More Details about Risk

Portfolio of WhiteOak Capital Dividend Yield Fund Regular-Growth

Asset Allocation

Market Cap Weightage

Portfolio Breakdown

Other details of WhiteOak Capital Dividend Yield Fund Regular-Growth

Assets

₹-- Cr

Exit Load (Days)

Min. Investment (₹)

500

Min. Withdrawal (₹)

500

Min. SIP Investment (₹)

100

Min. No of Cheques

More Details

About WhiteOak Capital Dividend Yield Fund Regular-Growth

WhiteOak Capital Dividend Yield Fund Regular-Growth is a equity mutual fund scheme of WhiteOak Capital Mutual Fund. Launched on August 24, 2026, it is currently managed by Piyush Baranwal, Ashish Agrawal, Ramesh Mantri, Trupti Agrawal and Dheeresh Pathak. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.

WhiteOak Capital Dividend Yield Fund - Regular Plan is mandated to invest predominantly in companies which have a high dividend yield ratio. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.

Suitability

Dividend Yield funds are suitable for investors:

Seeking exposure in shares of companies with high dividend yield for high returns
Aiming for long term wealth creation
With a 5+ year investment horizon
Who are at ease with the market's ups and downs

Note:

Invest only through SIP

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FAQ for WhiteOak Capital Dividend Yield Fund Regular-Growth

How to Invest in WhiteOak Capital Dividend Yield Fund Regular-Growth?

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of WhiteOak Capital Dividend Yield Fund Regular-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, WhiteOak Capital Dividend Yield Fund Regular-Growth can be bought from the WhiteOak Capital Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

What is the return of WhiteOak Capital Dividend Yield Fund Regular-Growth in the last 5 years?

Over the past five years, WhiteOak Capital Dividend Yield Fund Regular-Growth has delivered an annualised return of % as of 02-Aug-2026.

What is the minimum investment required in WhiteOak Capital Dividend Yield Fund Regular-Growth?

The minimum investment required to start investing in WhiteOak Capital Dividend Yield Fund Regular-Growth is ₹500 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.