WhiteOak Capital Pharma and Healthcare Fund Growth Return
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- 6M
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This Fund:
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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)
₹603 Cr
Lock In Period
N/A
Expense Ratio
2.57
Exit Load
Nil
Benchmark
BSE Healthcare Total Return
Summary
WhiteOak Capital Pharma and Healthcare Fund Growth NAV is ₹15.128 as of 21 May, 2026. WhiteOak Capital Pharma and Healthcare Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in WhiteOak Capital Pharma and Healthcare Fund Growth is ₹100. The AUM of WhiteOak Capital Pharma and Healthcare Fund Growth is ₹603 Cr. The expense ratio of the fund is 2.57%, and its benchmark is BSE Healthcare Total Return. The current exit load of the fund is Nil. In the last 1M months, WhiteOak Capital Pharma and Healthcare Fund Growth has delivered 8.33% returns.
WhiteOak Capital Pharma and Healthcare Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 8.33 | -0.10 | 11.68 |
| 6M | 6.49 | 1.54 | 113.88 |
| 1Y | 17.26 | 4.90 | 202.07 |
| 3Y | 0.00 | 15.65 | 351.26 |
Portfolio Analysis
- Equity: 92.90%
- Debt: 7.10%
- Others
As on: 2026-04-30
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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 Equity - Sector Fundscheme with Assets Under Management of ₹603 Crore. The fund benchmarks its performance against the BSE Healthcare Total Return while maintaining an expense ratio of 2.57. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| ITI Business Cycle Fund Growth | 0 | 103.16 CR | 2.44 |
| Invesco India Manufacturing Fund Growth | 0 | 656.95 CR | 2.35 |
| WhiteOak Capital Pharma and Healthcare Fund Growth | 0 | 602.93 CR | 2.57 |
| ICICI Prudential PSU Equity Fund Growth | 2 | 1975.03 CR | 2.38 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1138.67 CR | 2.17 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundITI Business Cycle Fund Growth | 0 | 0 |
| This FundInvesco India Manufacturing Fund Growth | 2.8056 | 0 |
| This FundWhiteOak Capital Pharma and Healthcare Fund Growth | 17.2637 | 0 |
| This FundICICI Prudential PSU Equity Fund Growth | 6.3415 | 96.7509 |
| This FundNippon India Taiwan Equity Fund Growth | 197.9108 | 332.8983 |
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 2.57. 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 : 8.33%
- 6 Months : 6.49%
- 1 Year : 17.26%
- 3 Years : 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 ₹603 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.
