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WhiteOak Capital Mutual Fund

WhiteOak Capital Dividend Yield Fund

WhiteOak Capital Mutual Fund · Direct plan · Growth

NAV
₹10.10
▲ 0.02% · 18 Sept 2026

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹10.09 and has returned – over a year.

Returns, and where it stands

Against the average dividend yield fund, and its place among them. Anything longer than a year is a yearly rate.

This fund does not have enough NAV history yet to show returns.

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Aug 2026.

Plan

NAV history

▲ 1.02% in the last 1Y

10.0010.110.131 Aug 20268 Sept 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years

Not enough NAV history for this period.

How it compares

WhiteOak Capital Dividend Yield Fund against other funds in the Dividend Yield Fund category
Fund1Y3Y5YExpenseFund size
LIC MF Dividend Yield Fund5.76%18.55%0.95%₹759 Cr
Tata Dividend Yield Fund9.75%14.52%13.82%0.76%₹1,156 Cr
ICICI Prudential Dividend Yield Fund-3.56%14.33%16.59%0.76%₹6,712 Cr
UTI - Dividend Yield Fund-3.79%11.9%10.24%1.46%₹3,772 Cr
Aditya Birla Sun Life Dividend Yield Fund1.46%11.83%13.24%1.14%₹1,475 Cr
Franklin India Dividend Yield Fund-2.84%10.7%12.38%1.37%₹2,280 Cr
WhiteOak Capital Dividend Yield Fund

About WhiteOak Capital Dividend Yield Fund

WhiteOak Capital Dividend Yield Fund is a dividend yield fund managed by WhiteOak Capital Mutual Fund. Invest mainly in companies that pay high dividends relative to their share price.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth Option₹10.10154556
DirectIDCW Option₹10.10154554
RegularGrowth Option₹10.093154553
RegularIDCW Option₹10.093154555

Frequently asked questions

What is the NAV of WhiteOak Capital Dividend Yield Fund today?

The NAV of WhiteOak Capital Dividend Yield Fund (Direct plan, Growth) is ₹10.10 and the Regular plan NAV is ₹10.093, as of 18 Sept 2026.

What returns has WhiteOak Capital Dividend Yield Fund given?

Over the last year the Direct plan returned –. Past returns do not guarantee future returns.

How much has WhiteOak Capital Dividend Yield Fund fallen in the past?

Its deepest fall was 0.2% from 8 Sept 2026 to 11 Sept 2026.

Which category does WhiteOak Capital Dividend Yield Fund belong to?

It is a Dividend Yield Fund from WhiteOak Capital Mutual Fund. Invest mainly in companies that pay high dividends relative to their share price.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from WhiteOak Capital Dividend Yield Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. 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.