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News10 August 2026

WhiteOak Capital Mutual Fund launches WhiteOak Capital Dividend Yield Fund

NFO period: 10th Aug - 24th Aug, 2026

Highlights of the NFO:

  • Scheme type - An open ended equity scheme predominantly investing in dividend yielding stocks.
  • Investment objective - The primary objective of the scheme is 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.
  • Product suitability - This product is suitable for investors who are seeking to generate long term capital appreciation/Regular Income. Investment predominantly in equity & equity related instruments of dividend yielding companies or entities.
  • Minimum Application Amount - Minimum of Rs. 500/- and in multiples of Re. 1/- thereafter.
  • Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option).
  • Fund Managers - Mr. Ramesh Mantri, Ms. Trupti Agarwal, Mr. Dheeresh Pathak, Mr. Piyush Baranwal & Mr. Ashish Agrawal
  • Benchmark - BSE 500 Total Return Index (TRI)
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(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)

This is a summary of a public announcement, shared for information. It is not a recommendation, and 2i WealthPlus Financial Services may not distribute every scheme mentioned. Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not an indicator of future returns. 2i WealthPlus Financial Services acts solely as an AMFI-registered Mutual Fund Distributor (ARN: 266652) and earns trailing commissions paid by Asset Management Companies (AMCs) for mutual fund scheme distribution. In compliance with SEBI guidelines, we do not provide SEBI-registered investment advisory or portfolio management services.