Whiteoak Capital Pharma & Healthcare Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹500

Whiteoak Capital Pharma & Healthcare Growth Direct Plan

NAV
₹14.2680
+0.04%
(16 Jul)
AUM
364 Cr
TER
0.68%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+27.1%
-6.2%
-6.4%
-6.8%
-8.8%
3Y
NA
+38.9%
+36.1%
+39.8%
+36.6%
5Y
NA
+32.9%
+33.7%
+31.6%
+34.2%
ALL
+28.0%
+12.2%
+15.9%
+17.4%
+26.3%
VOL
15.5%
20.3%
19.2%
19.8%
22.5%
TER
0.7%
0.8%
0.9%
0.9%
0.5%
AUM
₹364 Cr
₹5,427 Cr
₹7,620 Cr
₹1,439 Cr
₹5,687 Cr
INFO
1.81
0.60
0.83
0.88
1.17
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Whiteoak Capital Pharma & Healthcare (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
Max Healthcare Institute Ltd Ordinary Shares
8.0%
Sun Pharmaceuticals Industries Ltd
7.3%
Divi's Laboratories Ltd
7.1%
Fortis Healthcare Ltd
5.6%
Cipla Ltd
5.2%
Laurus Labs Ltd
4.1%
Krishna Institute of Medical Sciences Ltd
3.9%
Torrent Pharmaceuticals Ltd
3.7%
Clearing Corporation Of India Ltd
3.5%
Lupin Ltd
3.3%
Top industry exposure
Healthcare
87.9%
Basic Materials
3.9%
Financial Services
0.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
291%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
The primary objective of the Scheme is to provide long-term capital appreciation by investing predominantly in equity and equity related instruments of Pharma and Healthcare companies. However, there can be no assurance that the investment objective of the Scheme will be realized.
Fund manager(s)
Piyush Baranwal
Ramesh Mantri
Trupti Agrawal
Dheeresh Pathak
Ashish Agrawal

FAQs