Neutral impactCorporate Action
Top 10 equity mutual funds by foreign securities, REITs and InvITs holdings: WhiteOak Dividend Yield Fund tops list
Mint 1 hr ago·28 Oct 2026, 3:39 am
Many equity mutual funds are looking beyond India's borders to diversify their portfolios. This involves investing in foreign securities, Real Estate Investment Trusts (REITs), and Infrastructure Investment Trusts (InvITs). These assets offer exposure to global markets and income-generating properties, providing a different risk-return profile compared to domestic equities.
WhiteOak Capital Dividend Yield Fund stands out with a significant 79.4% allocation to REITs and InvITs. This high concentration suggests a strategy focused on generating steady income from these specific asset classes. For investors, this highlights the importance of understanding a fund's underlying holdings to ensure they align with their financial goals and risk appetite.
Investors should monitor how these foreign and alternative assets perform. Changes in global interest rates or domestic regulatory policies can impact the value of these holdings. Keeping an eye on the fund's performance relative to its benchmark will help in assessing whether this strategy is delivering the expected returns.
Key takeaways
- Category: Corporate Action.
Why it matters
A routine update. Use the price and stock snapshot to gauge how the market is responding.
