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WhiteOak Capital Pharma and Healthcare Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

WhiteOak Capital Pharma and Healthcare Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹664 Cr

Lock In Period

N/A

Expense Ratio

2.42

Exit Load

Nil

Benchmark

BSE Healthcare Total Return

WhiteOak Capital Pharma and Healthcare Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M8.160.2311.15
6M15.721.52105.79
1Y18.804.12179.84
3Y0.0012.27339.07

Portfolio Analysis

  • Equity: 91.76%
  • Debt: 8.24%
  • Others
As on: 2026-05-31
View allocation % by

1. Sun Pharmaceutical Industries Limited9.56%
2. JB Chemicals & Pharmaceuticals Limited6.80%
3. Laurus Labs Limited4.43%
4. Divi's Laboratories Limited3.29%
5. Sai Life Sciences Limited3.17%
6. Aurobindo Pharma Limited2.62%
7. Neuland Laboratories Limited2.53%
8. Acutaas Chemicals Limited2.46%
9. Corona Remedies Limited2.32%
10. Gland Pharma Limited1.99%
11. Ajanta Pharma Limited1.68%
12. Zydus Lifesciences Limited1.61%
13. Strides Pharma Science Limited1.42%
14. Procter & Gamble Health Limited1.41%
15. Glenmark Pharmaceuticals Limited1.35%
16. Granules India Limited1.30%
17. Onesource Specialty Pharma Limited1.26%
18. Pfizer Limited1.10%
19. Innova Captab Limited1.09%
20. Anthem Biosciences Limited0.94%
21. Supriya Lifescience Limited0.92%
22. IPCA Laboratories Limited0.92%
23. Senores Pharmaceuticals Limited0.81%
24. Aarti Pharmalabs Limited0.74%
25. Cipla Limited0.69%
26. Abbott India Limited0.58%
27. Sudeep Pharma Limited0.50%
28. Zota Health Care Limited0.49%
29. Cohance Lifesciences Limited0.27%
30. Orchid Pharma Limited0.27%
31. Mankind Pharma Limited0.00%

1. Apollo Hospitals Enterprise Limited4.83%
2. Fortis Healthcare Limited3.92%
3. Krishna Institute Of Medical Sciences Limited3.44%
4. Max Healthcare Institute Limited2.83%
5. Dr. Lal Path Labs Limited2.11%
6. Thyrocare Technologies Limited2.06%
7. Narayana Hrudayalaya Limited1.88%
8. Aster DM Healthcare Limited1.80%
9. Rainbow Childrens Medicare Limited1.59%
10. Vijaya Diagnostic Centre Limited1.31%
11. Kovai Medical Center and Hospital Limited1.07%
12. Jupiter Life Line Hospitals Limited0.66%
13. Nephrocare Health Services Ltd0.60%

1. Shaily Engineering Plastics Limited1.75%

1. Aether Industries Limited1.13%
2. Tatva Chintan Pharma Chem Limited0.19%

1. Navin Fluorine International Limited1.17%

About Fund WhiteOak Capital Pharma and Healthcare Fund Growth

WhiteOak Capital Pharma and Healthcare Fund Growth managed by WhiteOak Capital Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹664 Crore. The fund benchmarks its performance against the BSE Healthcare Total Return while maintaining an expense ratio of 2.42. Under the expert guidance of Ramesh Mantri ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Ramesh Mantri

Mr. Ramesh Mantri holds MBA, CFA and CA. His prior assignments include White Oak Capital Management LLP, Ashoka Capital Advisers, Smith Management-Mumbai Office and CRISIL.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Canara Robeco Banking And Financial Services Fund Growth0575.35 CR2.42
WhiteOak Capital Special Opportunities Fund Growth01601.14 CR2.12
WhiteOak Capital Pharma and Healthcare Fund Growth0664.02 CR2.42
HDFC Defence Fund Growth59724.27 CR1.75
Nippon India Taiwan Equity Fund Growth31256.27 CR2.15
Fund Name1Y3Y
This FundCanara Robeco Banking And Financial Services Fund Growth00
This FundWhiteOak Capital Special Opportunities Fund Growth7.89920
This FundWhiteOak Capital Pharma and Healthcare Fund Growth18.79530
This FundHDFC Defence Fund Growth16.2206191.9108
This FundNippon India Taiwan Equity Fund Growth176.0373321.2152

WhiteOak Capital Pharma and Healthcare Fund Growth FAQs

WhiteOak Capital Pharma and Healthcare Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of WhiteOak Capital Pharma and Healthcare Fund Growth is 2.42. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

WhiteOak Capital Pharma and Healthcare Fund Growth’s fund performance is as follows:
  • 1 Month : 8.16%
  • 6 Months : 15.72%
  • 1 Year : 18.80%
  • 3 Years : 0.00%
Returns of WhiteOak Capital Pharma and Healthcare Fund Growth are updated daily based on NAV of ₹ 16.209 as on Jul 03,2026. Since inception, the return has been 0.00%.

You can invest in WhiteOak Capital Pharma and Healthcare Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of WhiteOak Capital Pharma and Healthcare Fund Growth is ₹664 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in WhiteOak Capital Pharma and Healthcare Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.