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WhiteOak Capital Pharma and Healthcare Fund Growth Return

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  • 1Y
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  • 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)

₹741 Cr

Lock In Period

N/A

Expense Ratio

2.97

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(%)
1M2.68-0.709.48
6M23.342.0673.00
1Y14.904.34154.37
3Y0.0012.03269.75

Portfolio Analysis

  • Equity: 92.09%
  • Debt: 7.91%
  • Others
As on: 2026-06-30
View allocation % by

1. Sun Pharmaceutical Industries Limited8.66%
2. JB Chemicals & Pharmaceuticals Limited6.94%
3. Laurus Labs Limited4.61%
4. Cipla Limited3.25%
5. Sai Life Sciences Limited3.22%
6. Aurobindo Pharma Limited2.69%
7. Corona Remedies Limited2.54%
8. Neuland Laboratories Limited2.47%
9. Acutaas Chemicals Limited2.38%
10. Zydus Lifesciences Limited2.21%
11. Gland Pharma Limited1.98%
12. Granules India Limited1.82%
13. Divi's Laboratories Limited1.68%
14. Ajanta Pharma Limited1.65%
15. Procter & Gamble Health Limited1.31%
16. Onesource Specialty Pharma Limited1.23%
17. Glenmark Pharmaceuticals Limited1.17%
18. Anthem Biosciences Limited1.14%
19. Innova Captab Limited1.12%
20. Pfizer Limited0.95%
21. IPCA Laboratories Limited0.92%
22. Aarti Pharmalabs Limited0.86%
23. Strides Pharma Science Limited0.85%
24. Supriya Lifescience Limited0.78%
25. Senores Pharmaceuticals Limited0.75%
26. Zota Health Care Limited0.55%
27. Sudeep Pharma Limited0.51%
28. Orchid Pharma Limited0.29%
29. Cohance Lifesciences Limited0.26%
30. Mankind Pharma Limited0.00%

1. Apollo Hospitals Enterprise Limited4.59%
2. Max Healthcare Institute Limited4.30%
3. Fortis Healthcare Limited3.62%
4. Krishna Institute Of Medical Sciences Limited3.30%
5. Thyrocare Technologies Limited2.10%
6. Dr. Lal Path Labs Limited1.94%
7. Narayana Hrudayalaya Limited1.75%
8. Vijaya Diagnostic Centre Limited1.51%
9. Rainbow Childrens Medicare Limited1.46%
10. Kovai Medical Center and Hospital Limited1.08%
11. Jupiter Life Line Hospitals Limited0.73%
12. Nephrocare Health Services Ltd0.52%
13. Aster DM Healthcare Limited0.37%

1. Aether Industries Limited1.35%
2. Tatva Chintan Pharma Chem Limited0.18%

1. Shaily Engineering Plastics Limited1.35%

1. Navin Fluorine International Limited1.23%

1. Poly Medicure Limited1.01%
2. Laxmi Dental Limited0.21%

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 ₹741 Crore. The fund benchmarks its performance against the BSE Healthcare Total Return while maintaining an expense ratio of 2.97. 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
Franklin India Multi-Factor Fund Growth0580 CR2.69
SBI Innovative Opportunities Fund Growth05,152 CR2.01
WhiteOak Capital Pharma and Healthcare Fund Growth0741 CR2.97
HDFC Defence Fund Growth510,529 CR1.8
Nippon India Taiwan Equity Fund Growth31,191 CR2.6
Fund Name1Y3Y
This FundFranklin India Multi-Factor Fund Growth00
This FundSBI Innovative Opportunities Fund Growth1.36960
This FundWhiteOak Capital Pharma and Healthcare Fund Growth14.89820
This FundHDFC Defence Fund Growth21.5538173.3626
This FundNippon India Taiwan Equity Fund Growth150.9305254.7312

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 2.97. 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 : 2.68%
  • 6 Months : 23.34%
  • 1 Year : 14.90%
  • 3 Years : 0.00%
Returns of WhiteOak Capital Pharma and Healthcare Fund Growth are updated daily based on NAV of ₹ 16.079 as on Jul 24,2026. 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 ₹741 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.