FundLens
53
Dividend YieldHold

WhiteOak Capital Dividend Yield

WhiteOak · Direct–Growth · rank #5 of 12 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
3 Years
5 Years
Since launch
1.0%

Why this score

WhiteOak Capital Dividend Yield scores 53/100 — #5 of 12 Dividend Yield fund (Hold). It stands out for expense ratio — beating 96% of peers on expense ratio. The main drag is its fund size (better than only 4% of peers).

Each bar shows the fund's percentile vs Dividend Yield peers — a longer bar beats more of the category.

Expense ratio0.48% · 96th percentile in category
Fund size0.00 Cr · 4th percentile in category

Top holdings

top 5 = 13.9% of portfolio
1.Coforge Ltd3.31%
2.Bharti Airtel Ltd2.91%
3.Tech Mahindra Ltd2.75%
4.Infosys Ltd2.5%
5.Reliance Industries Ltd2.46%

26 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

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