WhiteOak Capital Pharma and Healthcare Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

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)

₹902 Cr

Lock In Period

N/A

Expense Ratio

2.8

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(%)
1M1.74-1.133.47
6M24.853.0830.54
1Y21.333.6328.02
3Y0.0012.3895.65

Portfolio Analysis

  • Equity: 93.64%
  • Debt: 6.36%
  • Others
As on: 2026-08-31
View allocation % by

1. Divi's Laboratories Limited8.45%
2. Sun Pharmaceutical Industries Limited7.40%
3. Torrent Pharmaceuticals Limited6.78%
4. Laurus Labs Limited3.78%
5. Sai Life Sciences Limited3.32%
6. Cipla Limited3.25%
7. Neuland Laboratories Limited2.88%
8. IPCA Laboratories Limited2.66%
9. Zydus Lifesciences Limited2.58%
10. Corona Remedies Limited2.35%
11. Aurobindo Pharma Limited2.21%
12. Ajanta Pharma Limited1.72%
13. Anthem Biosciences Limited1.68%
14. Acutaas Chemicals Limited1.44%
15. Procter & Gamble Health Limited1.25%
16. Pfizer Limited1.14%
17. Aarti Pharmalabs Limited1.10%
18. Onesource Specialty Pharma Limited1.01%
19. Senores Pharmaceuticals Limited0.85%
20. Gland Pharma Limited0.85%
21. Innova Captab Limited0.61%
22. Supriya Lifescience Limited0.60%
23. Biocon Limited0.48%
24. Sudeep Pharma Limited0.47%
25. Orchid Pharma Limited0.41%
26. Zota Health Care Limited0.34%
27. Cohance Lifesciences Limited0.21%
28. Bharat Parenterals Limited0.04%

1. Apollo Hospitals Enterprise Limited4.73%
2. Max Healthcare Institute Limited3.05%
3. Dr. Lal Path Labs Limited2.35%
4. Thyrocare Technologies Limited2.31%
5. Global Health Limited1.92%
6. Krishna Institute Of Medical Sciences Limited1.92%
7. Narayana Hrudayalaya Limited1.76%
8. Fortis Healthcare Limited1.65%
9. Vijaya Diagnostic Centre Limited1.59%
10. Rainbow Childrens Medicare Limited1.27%
11. Manipal Health Enterprises Ltd1.15%
12. Kovai Medical Center and Hospital Limited0.99%
13. Molbio Diagnostics Limited0.98%
14. Jupiter Life Line Hospitals Limited0.87%
15. Nephrocare Health Services Ltd0.61%

1. Shaily Engineering Plastics Limited2.01%

1. Navin Fluorine International Limited1.53%

1. Aether Industries Limited0.97%
2. Tatva Chintan Pharma Chem Limited0.39%
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About Fund WhiteOak Capital Pharma and Healthcare Fund Growth

WhiteOak Capital Pharma and Healthcare Fund Growth managed by WhiteOak Capital Mutual Fund,is a Healthcare & Pharmascheme with Assets Under Management of ₹902 Crore. The fund benchmarks its performance against the BSE Healthcare Total Return while maintaining an expense ratio of 2.8. 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
Bajaj Finserv Healthcare Fund Growth0405 CR2.59
PGIM India Healthcare Fund Growth0125 CR2.58
WhiteOak Capital Pharma and Healthcare Fund Growth0902 CR2.8
SBI Healthcare Opportunities Fund Growth35,796 CR2
UTI Healthcare Fund Growth31,443 CR2.2
Fund Name1Y3Y
This FundBajaj Finserv Healthcare Fund Growth20.11140
This FundPGIM India Healthcare Fund Growth22.65860
This FundWhiteOak Capital Pharma and Healthcare Fund Growth21.33370
This FundSBI Healthcare Opportunities Fund Growth20.255289.5171
This FundUTI Healthcare Fund Growth16.555490.0029

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 2.8. 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 : 1.74%
  • 6 Months : 24.85%
  • 1 Year : 21.33%
  • 3 Years : 0.00%
Returns of WhiteOak Capital Pharma and Healthcare Fund Growth are updated daily based on NAV of ₹ 17.165 as on Sep 23,2026. 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 ₹902 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.