WhiteOak Capital Dividend Yield Fund: ET Analysis
By Market Desk
Economic Times offers a deep dive into WhiteOak Capital Dividend Yield Fund. Compare performance, SIP returns, and quant measures against peers like LIC MF, HDFC, Tata, SBI.
The Economic Times offers a detailed overview of the WhiteOak Capital Dividend Yield Fund – Direct Plan, serving as a central investment information hub. This page enables investors to meticulously assess the fund’s performance and standing against its competitors within the dividend yield sector.
A key section, ‘Fund vs Peers’, facilitates direct comparisons across various return metrics. This segment tracks performance for the WhiteOak Capital fund alongside other prominent dividend yield funds.
Comparative Performance Metrics
- Monthly, quarterly, and yearly cumulative returns
- SIP returns across different periods
- Discrete returns for specific intervals
- Peer funds include LIC MF, HDFC, Tata, and SBI
The ‘Quant Measures’ section outlines crucial analytical tools for evaluating fund managers’ capabilities and fund volatility. These metrics are fundamental for understanding a fund’s risk-adjusted performance, though specific data for the WhiteOak Capital Dividend Yield Fund itself is noted as not available on this particular page.
Key Quantitative Measures
- Mean Returns: Average investment gain
- Alpha: Performance relative to a benchmark
- Beta: Sensitivity to market movements
- R-Squared: Correlation with a benchmark
- Treynor: Risk-adjusted return using beta
- Sharpe Ratio: Return per unit of risk
- Standard Deviation: Volatility of returns
Further insights are provided in the ‘Asset Allocation’ section, which illustrates how similar funds strategically distribute their investments. This analysis covers allocations across equity, debt, and cash, alongside their corpus trends observed over the last year.
A ‘Risk Return Matrix’ visually presents the trade-off between return, measured by Mean Return, and risk, quantified by Standard Deviation. The size of bubbles within this matrix graphically represents the overall fund size for various dividend yield schemes.
This comprehensive data framework aims to equip investors with the necessary tools to make informed decisions regarding dividend yield funds, despite specific performance numbers for WhiteOak Capital Dividend Yield Fund not being present on this particular page.