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WhiteOak Capital Dividend Yield Fund Growth Return

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  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

WhiteOak Capital Dividend Yield Fund Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹500

AUM (Fund size)

₹0 Cr

Lock In Period

N/A

Expense Ratio

N/A

Exit Load

Nil

Benchmark

BSE 500 Total Return

WhiteOak Capital Dividend Yield Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-1.239.27
6M0.001.3364.49
1Y0.003.83137.57
3Y0.0010.23202.94

Portfolio Analysis

  • Equity:
  • Debt:
  • Others
As on:
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About Fund WhiteOak Capital Dividend Yield Fund Growth

WhiteOak Capital Dividend Yield Fund Growth managed by WhiteOak Capital Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹0 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of . Under the expert guidance of Ramesh Mantri ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Ramesh Mantri

Mr. Ramesh Mantri holds MBA, CFA and CA. His prior assignments include White Oak Capital Management LLP, Ashoka Capital Advisers, Smith Management-Mumbai Office and CRISIL.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

WhiteOak Capital Dividend Yield Fund Growth FAQs

WhiteOak Capital Dividend Yield Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of WhiteOak Capital Dividend Yield Fund Growth is . This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

WhiteOak Capital Dividend Yield Fund Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of WhiteOak Capital Dividend Yield Fund Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in WhiteOak Capital Dividend Yield Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of WhiteOak Capital Dividend Yield Fund Growth is ₹0 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in WhiteOak Capital Dividend Yield Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.