Skip to content
SmartFigure

WhiteOak Capital Dividend Yield Fund vs LIC MF Dividend Yield Fund

Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.

  • WhiteOak Capital Dividend Yield Fund
  • LIC MF Dividend Yield Fund
WhiteOak Capital Dividend Yield Fund compared with LIC MF Dividend Yield Fund
FundWhiteOak Capital Mutual FundWhiteOak Capital Dividend Yield FundDividend Yield Fund · Direct planNAV ₹10.1LIC Mutual FundLIC MF Dividend Yield FundDividend Yield Fund · Direct planNAV ₹36.03
Returns
1 year5.8%
3 yearsa year18.5%
Risk
Volatilitya year16%
Worst fall−0.2% (best of these funds)−20.4%
Best year65.4%
Worst year-6.3%
Years in gain87%
Cost and size
Expense ratio0.95%
Fund size₹759 Cr
Minimum SIP₹200
Lock-inNone

Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.