WhiteOak Capital Pharma and Healthcare Fund Regular Growth
3Y Annualised
N/A
1.29% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.07%
1.29% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
7 years 2 months
6 years 3 months
9 years 7 months
Fund info
Fund size
₹556.42 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹500
Exit load
0%
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Quant Healthcare Fund Direct Growth
2nd
Quant Healthcare Fund Direct Reinvestment Inc Dist cum Cap Wdrl
3rd
Quant Healthcare Fund Direct Payout Inc Dist cum Cap Wdrl
4th
Quant Healthcare Fund Regular Payout Inc Dist cum Cap Wdrl
5th
Quant Healthcare Fund Regular Reinvestment Inc Dist cum Cap Wdrl
45th
WhiteOak Capital Pharma and Healthcare Fund Regular Growth
Fund Managers
About WhiteOak Capital Pharma and Healthcare Fund Regular Growth
WhiteOak Capital Pharma and Healthcare Fund Regular 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 Regular Growth has ₹556.42 Cr worth of assets under management (AUM) as of Thu Apr 16 2026. The latest Net Asset Value (NAV) of WhiteOak Capital Pharma and Healthcare Fund Regular Growth as of Thu Apr 16 2026 is ₹13.805. The fund has an expense ratio of 2.37%, which is medium comparable to most other Equity funds.
WhiteOak Capital Pharma and Healthcare Fund Regular Growth returns for the last 1 year are 10.13%. Since launch, it has delivered 15.90% average annual returns.
The WhiteOak Capital Pharma and Healthcare Fund Regular Growth has the majority of its money invested in Healthcare sectors.
Top 5 Holdings of WhiteOak Capital Pharma and Healthcare Fund Regular 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 Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from WhiteOak Capital Asset Management Limited
Capital PreservationLiquid
3Y CAGR
6.83%
expense ratio
0.31%
fund size
₹591.94 Cr
Capital PreservationLiquid
3Y CAGR
6.94%
expense ratio
0.19%
fund size
₹591.94 Cr
Fixed IncomeUltra Short Duration
3Y CAGR
7.09%
expense ratio
0.52%
fund size
₹586.03 Cr
Fixed IncomeUltra Short Duration
3Y CAGR
6.49%
expense ratio
1.02%
fund size
₹586.03 Cr
EquityLarge-Cap
3Y CAGR
15.99%
expense ratio
2.16%
fund size
₹1045.06 Cr
Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
