WhiteOak Capital Pharma and Healthcare Fund Direct Growth
3Y Annualised
N/A
0.23% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
8.71%
0.23% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
4 years 3 months
7 years 7 months
9 years 7 months
Fund info
Fund size
₹602.93 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹500
Exit load
0%
NIL
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Kotak Healthcare Fund Direct Growth
2nd
Kotak Healthcare Fund Direct Payout Inc Dist cum Cap Wdrl
3rd
Kotak Healthcare Fund Direct Reinvestment Inc Dist cum Cap Wdrl
4th
Kotak Healthcare Fund Regular Reinvestment Inc Dist cum Cap Wdrl
5th
Kotak Healthcare Fund Regular Payout Inc Dist cum Cap Wdrl
43rd
WhiteOak Capital Pharma and Healthcare Fund Direct Growth
Fund Managers
About WhiteOak Capital Pharma and Healthcare Fund Direct Growth
WhiteOak Capital Pharma and Healthcare Fund Direct Growth is a Equity mutual fund scheme from WhiteOak Capital Asset Management Limited. This fund has been in existence for 2 years, having been launched on 2024-02-06. WhiteOak Capital Pharma and Healthcare Fund Direct Growth has ₹602.93 Cr worth of assets under management (AUM) as of Thu May 14 2026. The latest Net Asset Value (NAV) of WhiteOak Capital Pharma and Healthcare Fund Direct Growth as of Wed May 13 2026 is ₹15.395. The fund has an expense ratio of 0.67%, which is medium comparable to most other Equity funds.
WhiteOak Capital Pharma and Healthcare Fund Direct Growth returns for the last 1 year are 17.76%. Since launch, it has delivered 20.99% average annual returns.
The WhiteOak Capital Pharma and Healthcare Fund Direct Growth has the majority of its money invested in Healthcare sectors.
Top 5 Holdings of WhiteOak Capital Pharma and Healthcare Fund Direct Growth.
- Sun Pharmaceuticals Industries Ltd: 12.35%
- J.B. Chemicals & Pharmaceuticals Ltd: 8.90%
- Lupin Ltd: 5.77%
- Divi's Laboratories Ltd: 5.31%
- Apollo Hospitals Enterprise Ltd: 4.24%
AMC Information
| Name | WhiteOak Capital Asset Management Limited |
|---|---|
| Founding Date | 2024-02-06 |
| Phone | +91 180030003060 |
| Website | http://mf.whiteoakamc.com |
| Address | 602B, 6th Floor,Indiabulls Finance Centre(IFC),1&2 Senapati Bapat Marg, Elphinstone Road (West) Mumbai Mumbai City |
Tax Implications of WhiteOak Capital Pharma and Healthcare Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
