WhiteOak Capital Dividend Yield Fund Direct Growth

Launch date10 Aug 2026
Allotment date31 Aug 2026
End date24 Aug 2026
NAV₹10.00

Expense ratio, exit load and tax

Expense ratio: --

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

--

Understand terms

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹100

Fund management

Piyush Baranwal
Aug 2026 - Present
View details

Education
Mr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA.
Experience
Prior to joining WhiteOak Capital Mutual Fund he has worked with BOI AXA, Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).
Also manages these schemes

Fund house & investment objective

Rank (total assets)--
Total AUM₹40,388.74Cr
Date of Incorporation03 Jul 2018

WhiteOak Capital Dividend Yield Fund Direct Growth is a -- Mutual Fund Scheme launched by WhiteOak Capital Mutual Fund. This scheme was made available to investors on 03 Jul 2018. Piyush Baranwal is the Current Fund Manager of WhiteOak Capital Dividend Yield Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹40,389 Cr and the Latest NAV as of 10 Aug 2026 is ₹10.00. The WhiteOak Capital Dividend Yield Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500. ;

Investment Objective

The scheme seeks to generate long-term capital appreciation and regular income by investing predominantly in a well-diversified portfolio of equity and equity related instruments of dividend yielding companies. There is no assurance that the investment objective of the scheme will be achieved. ;

Fund benchmarkBSE 500 Total Return Index

Fund house contact details

Address
Unit No. B4, 6th Floor,Cnergy, Appasaheb Marathe Marg,Prabhadevi Mumbai 400025
Phone
1800 266 3060
Launch Date
03 Jul 2018
E-mail
--

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