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WhiteOak Capital Mutual Fund · Equity: Sectoral-Pharma and Healthcare
WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth
To provide long-term capital appreciation by investing predominantly in equity and equity related instruments of Pharma and Healthcare companies. There is no assurance that the investment objective of the Scheme will be achieved.
Benchmark · BSE Healthcare TRITER · 2.57%Inception · 06-02-2024
NAV
₹14.96
-0.74% · as of 29-05-2026
Since inception
18.69%
CAGR
Benchmark (inception)
14.72%
CAGR
Fund size
₹603 Cr
AUM
Expense ratio
2.57%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +18.69% CAGR vs benchmark +14.72%.
Portfolio
Where the money is invested
Top holdings
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/-12.35%
JB Chemicals & Pharmaceuticals Limited8.90%
LUPIN LIMITED EQ NEW F.V. RS.2/-5.77%
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-5.31%
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-4.24%
LAURUS LABS LIMITED EQ NEW FV RS. 2/-3.93%
FORTIS HEALTHCARE LIMITED. EQ3.85%
MAX HEALTHCARE INSTITUTE LIMITED EQ3.79%
GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/-3.17%
Krishna Institute Of Medical Sciences Limited3.16%
Sector allocation
Healthcare88.90%
Chemicals3.00%
Capital Goods1.58%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 18.7% p.a.₹10,000
10 years
Projected value
₹35,13,992
Invested: ₹12,00,000
Gained: ₹23,13,992
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Ramesh Mantri, Mr. Dheeresh Pathak, Mr. Piyush Baranwal, Mr. Ashish Agrawal, Ms. Trupti Agarwal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152348
ISIN (Growth)
INF03VN01878
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Sectoral-Pharma and Healthcare funds
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