WhiteOak Capital Dividend Yield Fund Direct-Growth
Riskometer 
Very High
Value Research Opinion
New Fund
—
Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of WhiteOak Capital Dividend Yield Fund Direct-Growth
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
Other details of WhiteOak Capital Dividend Yield Fund Direct-Growth
Assets
₹-- Cr
Exit Load (Days)
--
Min. Investment (₹)
500
Min. Withdrawal (₹)
500
Min. SIP Investment (₹)
100
Min. No of Cheques
6
About WhiteOak Capital Dividend Yield Fund Direct-Growth
WhiteOak Capital Dividend Yield Fund Direct-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 - Direct 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
FAQ for WhiteOak Capital Dividend Yield Fund Direct-Growth
How to Invest in WhiteOak Capital Dividend Yield Fund Direct-Growth?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of WhiteOak Capital Dividend Yield Fund Direct-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 Direct-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 Direct-Growth in the last 5 years?
Over the past five years, WhiteOak Capital Dividend Yield Fund Direct-Growth has delivered an annualised return of % as of 02-Aug-2026.
What is the minimum investment required in WhiteOak Capital Dividend Yield Fund Direct-Growth?
The minimum investment required to start investing in WhiteOak Capital Dividend Yield Fund Direct-Growth is ₹500 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
New Process Alert 
Seems like you've uploaded a wrong QR code. Please upload the QR code downloaded from MF Central platform.